How to Write an Effective Request for Proposal (RFP)

Developing Requirements, Specs, and Conducting a Procurement
A Live 1/2 Day Phone & Web Seminar
June 15th, 1:00 pm to 2:30 pm and 3:00 pm to 4:30 pm (U.S. Eastern Daylight Savings Time)
How This Seminar Works
1.
This live seminar consists of two 90-minute, high quality conference calls combined with your choice of printed or Internet-posted slides.
2.

The day before the seminar, you will be emailed a toll-free telephone number to access the audio portion of the live seminar session. The seminar's slides will be attached to the email as a PDF file, and a Website link will be provided so you can view the slides on the Internet if you prefer. Phone calls originating from outside of the USA and Canada will be a toll call billed to you by your telephone service provider.

3.
A few minutes before the seminar is to begin, you will call the toll-free phone number to access the audio portion of the seminar. You can follow the visual portion of the presentation by using the printed PDF files or by viewing the Internet-posted slides on your computer screen.
4.
A professional moderator will manage the seminar teleconference and there will be ample opportunity to ask questions. All participants will hear both the question and the instructor's response. After the seminar is over, further questions can be directed to the instructor via email.

If you need to buy complex software applications, technical equipment or services, this seminar will teach you how to create an effective Request for Proposal (RFP). Vendors hate RFPs and may not respond to your efforts if you don’t cover all the bases.

This two-session seminar will take you step-by-step through proven techniques and formats successfully used for RFP planning, development, issuing, negotiating, and management. Join us and learn the secrets to effective RFP procurement. Click Here to Register

What You will Learn (Session #1 from 1:00 pm to 2:30 pm)
  How to plan the entire RFP process from soup to nuts (team formation to acceptance) and avoid costly surprises.
  How to build your procurement project team and establish management approval.
  How to develop your true Requirements in an effective format for justification, procurement, and implementation.
  When and how to use RFI’s or RFQ’s and why you might use them to get more Vendors to bid on your project.
  How to establish and document the Scope of your procurement.
The nuts and bolts of writing an RFP including a complete outline for the RFP and how to write each section.
 
How much you should tell your Vendors about your business and how you will evaluate their bids.

What You Will Learn (Session #2 from 3:00 pm to 4:30 pm)

How to establish your Business Requirements and specify Systems Features.
   
How to document your Technical Requirements and Specifications.
   
How to get Vendors to tell you more about their upcoming proposal and how their offering will be configured.
   
How to get Key “Valued-Added” features like Price Protection, Training, Security, Maintenance, and Warranties for less.
   
How to assess and compare Vendor offerings and services to get what you want.
   
How to set up effective negotiation tactics and control the RFP procurement process.
   
How to help Vendors stay competitive and proactively address their questions, concerns, and issues.
   
How to use comprehensive techniques to evaluate bids and recommend award.
   
How to link the RFP, Bids, and proposals to the Contract, and then how to manage the delivery, testing and acceptance of the products or services to the contract.

Your Instructor

Keith Custer, PE has over 30 years of consulting and management experience and is an expert in technical procurement projects. Mr. Custer is an Electrical Engineer and has been involved in technical procurements ranging from Nuclear Power electrical systems and controls, office telephony systems, international voice and data communications systems, computers systems, custom software development, and major package software applications like Financials, CIS, HR, CRM, MMIS, PMO, and ERP in wide range of industries including electric power, insurance, financial, retail, manufacturing, health care, and customer service. Mr. Custer has served as CIO and systems strategy planner and has managed numerous technical procurements and contract negotiations for companies such as Bechtel, SWEC, Oracle, Keane, IMRglobal, and Marriott as well as numerous Utilities such as FPL, NUSCO, MPL, Centerior, TECO, PECO, PPL, PSEG, SMUD, and GSU.

Who Should Attend this Seminar

This seminar will benefit procurement managers, technology managers, engineers, and plant managers, as well as business area experts and business managers looking to purchase complex technical systems. The course is also of great benefit to all C-level management of smaller businesses anticipating major investments in various business technologies.

Subjects addressed by the seminar include: how to form an effective project team, developing a procurement plan; how to develop and define business and technical requirements; understanding how to write the RFP; how to evaluate bids and select a Vendor; how to contract from the RFP and bid documents; how to get value-added concessions from the Vendor, and how to manage the testing and acceptance process for a smooth delivery. This course will help you define your real needs, tie them to benefits and take the mystery and surprises out of writing and soliciting bids with an RFP that produces competitive bids.

Why Choose PGS?

PGS seminars are known for their clear explanations and in-depth content. Register for a PGS program today, and team up with the leader in electric power and energy education. Join over 10,000 energy and financial professionals who have already attended one or more of PGS's proven courses. View Past Seminar Attendees

Prerequisites

This fundamental level, group live seminar has no prerequisites. No advance preparation is required before the seminar.

Registration Fee

$295 for the first attendee and $155 for each additional participant.

Special discounts are available for groups of 4 or more. Please call John for details at (412) 494-0450.

Click Here to Register

Payment & Cancellations

Payment is due prior to the start of the seminar by Visa, Master Card, American Express, Diners Club or check. Seminar fees will be charged to your credit card at the time of registration unless other arrangements have been made. Please make checks payable to "PGS Energy Training" 43 Fawnvue Drive, Suite 700 Mckees Rocks, PA 15136. Cancellations can be made up to two (2) business days prior to the start of the seminar for a full refund. No refunds will be made thereafter, but credit will be given toward future seminars. Substitutions may be made at any time.
For more information on PGS policies regarding administrative matters and complaint resolution, please contact our offices at 412-521-4737.

CPE Credits

This group live seminar is eligible for 3.5 CPE credits. PGS telephone seminars are eligible for CPE credits only if seminar participants use the printed seminar slides – not the Internet posted slides. Be aware that state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. As of January 1, 2002, sponsored learning activities are measured by program length, with one 50-minute period equal to one CPE credit. One-half CPE credit increments (equal to 25 minutes) are permitted after the first credit has been earned in a given learning activity. You may want to verify that the state board from which your participants will be receiving credit accept one-half credits.

PGS Energy Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. CPAs interested in attending any seminars should contact our offices for details on CPE credits granted and any prerequisite requirements.

 

PGS Energy Training
43 Fawnvue Drive • Suite 700
Mckees Rocks, PA 15136
Tel: (412)
521-4737 • Fax: (866) 230-1261
info@pgsenergy.com