Proposal Pursuit “RFQ & RFP Strategies for Success”

For the first time, we are bringing virtual instructor-led expertise to your office through the synergy of multi-disciplinary trainers’ knowledge that has only been delivered at conferences.  Three trainers (Project Owner, Consultant and Contractor) will share their perspectives and expertise.  And it gets better!  In the past, conference presentations have been focused on a one-way exchange of know-how from the speakers to you.  This workshop moves beyond that one-way exchange to allow you to apply what you have learned and provides the opportunity for participants to ask questions and tap into the extensive real-life experience and expertise of the diversity of our accomplished trainers.

Proposal Pursuit Highlight Summary Document

“Learning from your own mistakes is EXPERIENCE: Learning from the mistakes of others is WISDOM. Come and experience both the experience and wisdom of your trainers.”

The course is worth 2 Gold Seal Credits

Proposal Pursuit “RFQ & RFP Strategies for Success” will help you:

  • 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 simulation

“Very informative, I feel that I have a better grasp on how to more effectively put together a successful proposal.” Kyle, Great Northern Plumbing

CCA Member $649 (+GST) Non-Member $849 (+GST)

May 29, 30 & 31, 2024 - 8:30am - 12:30pm

3 Virtual 1/2 Day Sessions

Zoom Tools Orientation – May 23, 2024 – 2:30pm – 3:00pm

November 13, 14 & 15, 2024 -9:00am - 1:00pm

3 Virtual 1/2 Day Sessions

Zoom Tools Orientation – November 6, 2024 – 2:30pm – 3:00pm

Additional Details

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, or the
  • Subcontractor new to the “Invitation” activities,

This workshop will share decades of expertise from the perspectives of the Project Owner, Consultant and Contractor on each stage of the proposal process and discuss how to make sure each partner is successful in the pursuit.  Packed with tips and suggestions; you’ll walk away with actionable knowledge you can put to work on the job immediately.

It is recommended that students have some experience in a construction/contract management role and/or have familiarity with contract language, format, and usage. Those with less experience are welcome to attend but may find it hard to absorb and appreciate the material without prior experience or context.

This course is delivered in partnership between your local construction association and other associations throughout Western Canada. You’ll be participating in a cohort with industry peers from across these regions.

This workshop was designed by an inter-disciplinary ICI team with the intention of fostering dialogue and understanding between stakeholders across the ICI sector. We recommend this workshop for:

  • 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

“A must have for anyone responding to RFPs in the construction industry.” – Anonymous

This course is delivered in partnership between your local construction association and other associations throughout Western Canada. You’ll be participating in a cohort with industry peers from across these regions.

Debbie Hicks, Facilitator

Meet Our Trainers Who Care About Getting “IT” Right.

Mark Scharf, Owner – Terry Danelley, Consultant – Bob Hildenbrandt, Contractor

  • Live, Online, Instructor-led training, with a maximum class size of 20 students.
  • This workshop is facilitated on the Zoom platform. Access information from the instructor will be provided to you in advance of the orientation and training.
  • Orientation Session (30 minutes)
  • Three half day sessions (3 1/2 hours each)
  • The course curriculum is very extensive and requires a commitment by each participant to come prepared having read the written material circulated in advance of the course date. The pre-reading is essential to allow each participant to optimize his/her learning and to keep pace with the flow of the session in order for each individual to acquire a strong foundation of the subject matter.
  • Attendance and participation in all three workshop sessions is mandatory for workshop completion. *Please note that if a student misses a class session, we are unable to transfer registration or provide a partial refund of the registration fees.

This workshop requires full face-to-face interaction and participation from both the instructor and students. In order to attend, you must make sure you have the following:

    1. Computer or laptop with webcam (webcams are mandatory): This workshop will involve 100% on-screen interaction with your instructor and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses. For this reason, you must have a webcam and use a full computer/laptop, and we do not permit students to attend using a tablet or cell phone.
    2. A quiet space with minimal distractions: Please plan to be fully engaged in the class, and clear your work schedule just as you would for attendance in an in-class program.
    3. Group attendance via one paid registration is not permitted. Every person able to see, hear, and observe the virtual course sessions must be a paid participant.
    4. Use of virtual backgrounds is not permitted.

Cancellation Policy:

Payment is non-refundable for cancellations made within 5 business days of the course, or non-attendance on the day. Complimentary substitution of another member of your company is accepted. If CCA has to postpone or cancel courses due to insufficient enrolment, CCA will refund the registration fee or, if possible, the attendee may choose to move to an identical session in the future. Unless otherwise stated, every person able to see, hear, and observe the virtual course sessions must be a paid participant. Non-compliance of this requirement will result in removal from course. Refunds will not be issued to students who are removed from the course for non-compliance of this requirement.

CANADA – ALBERTA JOB GRANT

Did you know!!  Eligible employers can get government funding to help employees access training opportunities. The Canada-Alberta Job Grant will give you up to 2/3 of the registration fee (up to $10,000/employee/fiscal year) for training. Whether taking one course or a combination of courses, the total training must be a minimum of 21 hours and be completed within 52 weeks.

OVERVIEW

HOW TO APPLY