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14Nov

Proposal Pursuit - "RFQ & RFP Strategies for Success!" - VILT

Managing Construction Series (MCS)...

Learning from your own mistakes is EXPERIENCE; learning from the mistakes of others is WISDOM!

Whether you are the:

  • Project Owner or P3 Developer seeking qualified contractors or issuing a proposal request,
  • Design Consultant creating, reviewing or participating in the process for Design Build or Integrated Project Delivery,
  • General Contractor responding to any project delivery method process, 
  • Subcontractor new to the "party Invitation" activities.

This three 4-hour sessions workshop will provide three trainers (Project Owner, Consultant and Contractor) and a proposal expert to share their perspectives and decades of experience on a successful proposal strategy to enhance the reputation of each partner in the construction industry.

In this course you will:

  • Learn the key ingredients to prepare a successful Request for Qualification (RFQ)
  • Understand the Project Owner’s mindset in soliciting a Request for Proposal (RFP) competition
  • Identify “homework” to be done prior to responding to the RFQ/RFP
  • Familiarize yourself with best practices when successfully responding to an RFP
  • Develop a winning RFP strategy
  • Recognize the same techniques for successful Subcontractor submissions
  • Understand how to prepare for, manage and excel in the Interview
  • Learn about Corporate Social Responsibility (CSR) and create ideas on how to demonstrate your CSR Strategy
  • Apply learnings to an RFP case study and table your RFP mini proposal to an evaluation panel
  • Enhance your presentation skills by participating in an RFP interview situation

Who should attend?

  • General Contractors and Subcontractors
    • Construction Company Owners/Managers
    • Project Managers
    • Superintendents 
    • Business Development Managers
    • Commercial Project Managers
  • Project Owners
  • Third Party Project Managers (For the Project Owner)
  • P3 Developers
  • Architects and Engineers

Workshop Format:

  • Live, Online, Instructor-led training, with a maximum class size of 30 students.
  • This is a highly interactive course facilitated via the Zoom platform.  Login information will be provided to you in advance of the orientation and training by your instructor.
  • Full attendance and participation in all three sessions is mandatory for course completion.  
  • Group attendance via one paid registration is not permitted. 

Course Requirements (Technology & Participation)

  • Computer/Laptop is mandatory (tablets and cell phones are not permitted)  
  • Webcams are mandatory and are expected to be turned on during all course sessions (virtual backgrounds are not permitted)
  • This workshop will involve 100% on-screen interaction with the facilitator and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses.
  • Clear your work schedule just as you would for attendance in an in-class program.  Please make sure you secure a quiet space with minimal distractions. 

Orientation Date:  

  • November 12, 2024 - 10:00 - 10:30am

A short orientation session (30 min) with your workshop facilitator has been scheduled via Zoom to go over course information and familiarize you with the Zoom tools you’ll be using. 

Course Dates:

  1. November 13, 2024 - 8:00am to 12:00pm
  2. November 14, 2024 - 8:00am to 12:00pm
  3. November 15, 2024 - 8:00am to 12:00pm 

Next Scheduled Date:  June 10-12, 2025

Course Credits:

  • 4 - CCA Gold Seal Credits 
  • 12 - BC Housing CPD Points

This course is delivered in partnership with local construction associations across Canada.

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Course Credits Information
pointer
Gold Seal Credits:
4
Other Credits:
12 - BC Housing CPD Points
Course Certificates

Upon successful completion of this workshop, a digital copy of your certificate will be sent to your registered email.

Course Instructor Information

Facilitator:  Debbie Hicks, BSc 


With a comprehensive and varied education background, learning has been at the core of her career. As former President of the Southern Interior Construction Association in BC for 22 years, liaising with the buyers of construction services, architects, engineers and contractors in advocacy and education brings a solid base to her expertise. In addition, her experience as the owner representative for the construction of the new Clubhouse for the Kelowna Yacht Club has provided additional perspective. She has been fortunate to work with the Alberta Construction Association to facilitate industry dialogue on “Optimizing the Flow of Money” and “Non-Standard Contract Clauses and their Costs”. Through these experiences, with a lot of passion and enthusiasm, Debbie is able to bring both knowledge and insight into her work and presentations for the construction industry.

 

Mark Scharf, BA Hons, MHA, Calgary Health Region and University of Calgary (retired), Senior Director

Mark recently retired from the University of Calgary where he was responsible for the delivery of capital projects across the organization. The annual workload entailed approximately 400 capital and renovation projects per year with an annual project spend of approximately $150M. During his 12- year tenure as Director, the Project Management Office delivered 9 new buildings including multiple teaching and applied research buildings, major infrastructure renewals, new residence halls and a new main library. Mark was actively engaged with procuring design and construction teams and negotiating and overseeing a wide variety of contracts including Design Build, Construction Management at Risk, Lump Sum and performance-based engagements.

 

Mark brings 30 plus years of public sector experience with both post-secondary and health organizations including the Calgary Health Region and Age Care Senior Communities. Mark takes pride in building strong teams, mentoring the next generation of project professionals and engaging diverse stakeholders in achieving outstanding results.

 

Keith Robinson FCSC, RSW, LEED® AP, DIALOG, Associate (retired), Research and Development, Specifications

Keith Robinson graduated from the Northern Alberta Institute of Technology (NAIT) as an architectural technologist in 1980, and has worked as a specifications writer since 1981. Keith worked for DIALOG; a multidiscipline architectural and engineering company, since December 1996 until his retirement in early 2023.

 

Keith’s primary role in the last 25 years of his career was writing construction documentation (specifications and contracts) for technically complex, unique and innovative projects. His project experience ranged from hospital and university campuses, high rise construction, bridge and tunnel infrastructure, and commercial/retail developments. His duties at DIALOG included maintaining the in-house master specification and technical library, and addressing various challenges associated with identifying building materials to address environmentally sustainable construction work results. Keith prepared contract documents for all forms of construction delivery including standard stipulated price agreements, construction management and design build agreements, and public/private partnerships.

 

Amy Spark, Bird Construction, Team Lead, Proposals & Marketing - Buildings West & Major Infrastructure

My favorite quote " the proof is in the pudding".

 

When it comes to pursuit and marketing, the only way to be successful is with a strong process and a unified team response which is also adaptable and scalable to the opportunity.

 

Amy is a strong pursuit and marketing professional with over 12 years of experience supporting various industries including pipeline, heavy civil, highway maintenance and construction, industrial, healthcare, major infrastructure, and utilities. Amy possesses extensive experience in the management of small and large-scale proposals. She recognizes the industry shift to create customized content in a competitive market in addition to the need to make proposals and marketing a collaborative effort.

 

Amy is passionate about learning and teaching others in our industry. In the last four years, Amy has graduated from Digital Publishing and Graphic Design in addition to other certifications related to proposal and market management. Currently, Amy facilitates technical writing and grammar workshops aimed at empowering others to gain confidence in their technical writing.

 

Bob Hildenbrandt, P.Eng., LEED® AP, GSC (retired)
A dedicated construction professional with over 40 years of experience in the Alberta marketplace. Bob has recently retired from Graham Construction where he was Vice-President, Prairies. He developed and led a regional team of construction groups in Western Canada, focused on performance and client satisfaction.

 

His prior experience includes leadership roles at Ledcor and PCL with an extensive list of major projects as project manager and executive-in-charge. He was also part of a significant team executing major projects in Alberta’s Oil and Gas market by developing strategic initiatives. Bob has an excellent reputation in building teams, motivating staff, and overcoming challenges in the delivery of construction projects. He has developed strong personal relationships throughout all facets of the industry including Clients, Consultants and Trades.

 

Bob is a past Chair of the Calgary Construction Association and Alberta Construction Association, and was on the Board and Executive of the Canadian Construction Association, as well as chair of national construction industry organizations focused on BIM and Lean Construction.

 

Course Contact Information

training@sicabc.ca
778-721-8451

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