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Part II—Extra! Extra! Creating an Effective RFP Document Can Be Easy!
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Register to participate or listen-only during this virtual roundtable on the topic of creating an effective RFP.

 Export to Your Calendar 2/12/2019
When: 1:00 p.m. Central Time
Where: Join the Higher Education Advisory Team and other panelists for this informative, lively discussion!
United States
Contact: Day of Contact: Heidi Kaliher
(952) 546-1880, Ext. 4


Online registration is available until: 1/30/2019
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Higher Education Virtual Roundtable

"Part II—Extra! Extra! Creating an Effective RFP Document Can Be Easy!"

Open to end-users in all sectors and providers

Tuesday, February 12, 2019

Description

 


(Part II of II) Creating an RFP can be daunting. This second part of this roundtable event will help identify what should be included within the RFP document and the steps to take after going out for RFP. This roundtable event will explore the following topics:

  • recap of Part I Virtual Roundtable
  • objectives of the RFP document
  • analyze content and what requirements need to be included within the RFP document
  • provider criteria for responses—what banks typically like to see to enable better responses
  • write, revise and finalize RFP
  • evaluating/rating the proposals
  • items to consider during contract negotiations and award

This event correlates with Section III “Request for Proposal" of the CPCP exam.

PLEASE NOTEThe registration form will ask if you wish to be a panelist or in listen-only mode. You should choose "panelist" if you wish to participate during the discussion. The event will allow up to 24 panelists.

Target Audience

Procurement professionals who are planning to implement a Commercial Card program or change card providers.

Facilitators:

Michael Pruitt, CPCP, Procurement Operations Manager
California State University, Fullerton
Michael has worked at California State University (CSU), Fullerton, for over 18 years, starting in Parking & Transportation. For the last 11½ years, Michael has worked in Contracts and Procurement overseeing California State Fullerton’s Procurement Card (One Card) Program, first as the program administrator and then becoming the program manager in 2013. Michael serves on various CSU system committees, including the last Procurement Card RFP contract solicitation for the CSU’s 23 campuses and Office of the Chancellor. Michael earned his BA in business administration (emphasis accounting) from California State University, Fullerton, in 2003, and his Certified Purchasing Card Professional (CPCP) credential in 2012. 


Karen Brookbanks, CPCP, C.P.M., CPPB, Program Manager
University of Arizona

Karen Brookbanks is the manager of the Purchasing Card Programs at the University of Arizona. She is a Certified Purchasing Manager (C.P.M.), a Certified Professional Public Buyer (CPPB) and a Certified Purchasing Card Professional (CPCP). Karen has been a member of NAPCP since 2007 and has served on the NAPCP Higher Education Advisory Team (HEAT) since 2015. In addition, she is also a member of the National Institute of Governmental Purchasing (NIGP) and an NIGP Copper Chapter Local Member. Karen's background includes over 20+ years of experience in the procurement field, in both the private and public sector. Prior to her position at The University of Arizona, Karen was the purchasing manager at The Arizona State Schools for the Deaf and the Blind (ASDB). Her enthusiasm is evident in the passion she displays for her card program at the University of Arizona, and her desire to work toward advancement of the Commercial Card industry. 

 

Greg Hamilton, Vice President, Public Sector Business Development
Mastercard Worldwide
Greg joined the Mastercard Worldwide team in 2012 after more than 25 years as a leader
in this market segment working directly for several large issuers and technology partners. As vice president of Public Sector Sales for large market commercial payments in the U.S., he and his bank issuing partners are actively involved in assisting with RFP development, program design, implementation and overall sales and service strategy for state and local government, higher education and not-for-profit organizations. Greg's responsibilities include commercial credit products including virtual payments, Purchasing Card, Travel Card and fleet applications. 


Kyla Van Zile, Corporate Card Administrator
University of Phoenix
Kyla Van Zile joined University of Phoenix 12 years ago where she completed her bachelor’s degree in psychology in 2012 and her Master of Business Administration in 2013. During the 12 years, Kyla has worked in various departments such as finance, information technology and procurement operations. She has spent the last two years as the Corporate Card administrator.

 

Donna T. Ginter, CPCP, C.P.M., CPPB, CPPO, Director of Procurement & Travel Services
George Washington University
Donna sets the strategy for the card program at The George Washington University. She has taught at the undergraduate and graduate levels, presented on a variety of topics at forums and conferences, and is published on topics such as State and Local Procurement, Social Responsibility and Public Procurement CompensationDonna also sits as a member of NAPCP’s Higher Education Advisory Team (HEAT).

Date, Time and Event Duration

Tuesday, February 12, 2019

U.S. Participation Times
11:00 a.m. PT | 12:00 p.m. MT | 1:00 p.m. CT | 2:00 p.m. ET

 

European Participation Times
17:00 GMT | 18:00 CET | 19:00 EET
(If you are outside these times to participate live, a recording of the virtual roundtable webinar can be ordered in the NAPCP store usually within 48 hours following the event.)

 

The presentation is for NAPCP members and NAPCP subscribers. This virtual roundtable session is intended to last 60 minutes.

 

Please note that there is a two-step registration process to receive the webinar access link.
Interested, But Can't Make It? If you are outside these times to participate live, a recording of the virtual roundtable webinar can be ordered in the NAPCP store usually within one week following the event. Please contact Terri Brustad at (952) 546-1880, ext. 6 if you have any questions. 
Cost and
Onsite Group Participation

The virtual roundtable is complimentary for NAPCP members and $149.00 for NAPCP subscribers. 

Any number of colleagues can join the registrant at the same location and participate; however, only registered attendees earn continuing education credit. All individuals who need to earn credit for the event must register per the instructions below.

Continuing Education Credit

(Limited to Attendees)

In order to earn 0.25 points toward CPCP initial eligibility, re-certification or receive supporting documentation for possible continuing education credit, you must be (1) registered on the NAPCP website AND GoToWebinar, and (2) you must log into GoToWebinar the day of the webinar individually.

 

Attendance cannot be tracked if you do not log in individually and therefore you will not receive CPCP credit. 

Registration Process and Deadline

The NAPCP is using the GoToWebinar solution to facilitate the event. Please note the two-step registration process:

Step 1. Please click the blue Register box at the top of this page. After you click "Submit," you will view a thank-you page that includes instructions and a hyperlink to the GoToWebinar event page.

Step 2. Click the GoToWebinar link in the thank-you page and simply enter your first name, last name and email address to "reserve your seat" in the webinar. This is an important step so that you receive instructions to join the webinar the day of the event.

PLEASE NOTEThe registration form will ask if you wish to be a panelist or in listen-only mode. You should choose "panelist" if you wish to participate during the discussion. The event will allow up to 24 panelists.

Questions about GoToWebinar? Consult the GoToWebinar Quick Reference Guide.

Registration via the NAPCP website will close at 12:00 a.m. on the business day prior to the webinar.

Dial-in Number & Access Code

After registering, please contact your IT department to ensure that GoToWebinar@citrixonline.com is on your organization's "Safe Sender" list. This is an important step so that you will receive email reminders and complete log-in details prior to the event.

At least one business day prior to the webinar, each registered participant will receive an email message from GoToWebinar with a dial-in number and access code. Please save this important email message. If you do not receive this information at least one business day prior to the webinar, please call Myra Smith at (952) 546-1880, ext. 4, or email heidi_kaliher@napcp.org. Your dial-in number and access code cannot be shared.

Questions

Submit Questions During the Webinar:

You will be able to submit questions using the intuitive GoToWebinar tool during the virtual roundtable. You will receive instructions on how to use the tool during the first few minutes of the webinar.

Questions Not Answered During the Webinar:
 

Participants should contact the speakers directly if their questions (those relevant to the subject matter) are not answered during the webinar.

For More Information For more information, please call Terri Brustad at (952) 546-1880, ext. 6, or email at terri_brustad@napcp.org.
Program Changes and Cancellations The NAPCP reserves the right to make changes in programs and speakers or to cancel programs if enrollment criteria are not met, or when conditions beyond its control prevail. The NAPCP will make every effort to contact each enrollee if a program is cancelled. If a program is not held for any reason, the NAPCP's liability is limited to the refund of the program fee (if applicable) only.

 







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Part II—Extra! Extra! Creating an Effective RFP Document Can Be Easy!

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Certified Purchasing Card Professional Credential 
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