Designing an Effective Request for Proposal Process

This webinar will provide valuable assistance to all regulated companies that utilize third party vendors that provide products or services to the companies or to the customers or clients of those companies.

Description

This webinar discusses the ways to make the RFP process effective and efficient.

A Request for Proposal process could be triggered by the need for the selection of qualified vendors to provide a service or deliver a product. RFPs can be required for specific types of services, for geographical locations, or simply for any event that will exceed a financial threshold. This webinar discusses the ways to make the RFP process effective and efficient, including the development of the Request for Proposal and bid process, the contract development and award, ongoing review, and nondisclosure and confidentiality concerns.

Areas Covered in the seminar:

• The importance of an effective Request for Proposal Process.
• The role of third party and vendor services.
• Designing a comprehensive RFP process.
• Developing a Request for Proposal (RFP).
• Discussion of contracts and nondisclosure agreements.
• Performance review and evaluation.

Who will benefit:

This webinar will provide valuable assistance to all regulated companies that utilize third party vendors that provide products or services to the companies or to the customers or clients of those companies. Management across all industries is tasked with the vendor management and oversight process, and this webinar will assist them in the development of related policies, Request for Proposals, and Contracts.

• Management who develop policies and procedures
• Auditors who review the policies and procedures
• Third party service providers and vendor who will be expected to complete the RFPs
• Consultants

Instructor Profile:

Deborah Donaldson, is President and CEO of Alpha-Numeric Consulting, LLC, a national consulting firm that specializes in audit program preparation, audit work, risk management, profitability, and continuing education in related areas. She is a nationally known speaker and educator, and regularly participates in webinars, seminars, roundtables, and industry forums. She is also a published author of both fiction and nonfiction. Ms. Donaldson has nearly 20 years of experience, with concentrations in audit (investments, loans, deposits, trust, branch operations, IT, etc), risk management, and profitability. She is currently serving as Vice Chair of the internal audit committee of the Financial Manager’s Society, and is a member of The Institute of Internal Auditors, and is the author of the Internal Auditor Desk Reference Guide, 2nd edition.

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