Evaluating and Creating Requests for Information (RFI) and Requests for Proposals (RFP)

Instructor: Rob J Thurston
Product ID: 705234
  • Duration: 60 Min
Learn the key steps to evaluate which areas of HR and benefits could be enhanced using a request for information (RFI) and request for proposal (RFP). This webinar training will look at how to evaluate and find quality services and options.
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Course "Evaluating and Creating Requests for Information (RFI) and Requests for Proposals (RFP)" has been pre-approved by HRCI as eligible for 1 credits towards a participant's recertification upon full completion.
“The use of this seal is not an endorsement by the HR Certification Institute of the quality of the program”.

Why Should You Attend:

This webinar will discuss how to negotiate, evaluate, and select a consultant, software, outsourced services. It will discuss how to research, design a request for information (RFI) and evaluate a request for proposal (RFP) process. Attendees will see actual survey results from major firms as to what areas should be negotiated and evaluated using RFIs and RFPs and actual case studies are presented. Learn how to do a cost-benefit analysis.

Areas Covered in the Webinar:

  • Why evaluate services and use RFIs and RFPs
  • Why are certain HR/benefits functions outsourced?
  • Evaluating different areas of HR and benefits
  • Which are more cost-effective to use consultants versus internally
  • How to research, design and administer a request for information
  • How to research, design and evaluate a request for proposal
  • Surveys and trends in HR/benefits
  • What major firms feel should be evaluated or even outsourced
  • How to do a cost-benefit analysis
  • Case studies

Who Will Benefit:

  • HR Senior Leadership
  • Benefits Managers and Administrators
  • Software Vendors
  • HR Managers
  • HR Administrators
  • Consultants and Brokers
  • HR/Benefits Managers
  • HR/Benefits Staff and Administrators
  • CFOs and Finance Managers
  • Third Party Administrators and Outsourcers
  • Consultants, Agents, and Brokers
Instructor Profile:
Rob J Thurston

Rob J Thurston
Master Independent Affiliate, HRCG

Since 1981, Rob J. Thurston has worked for IBM at their Corp HQ, First Health, Fred S James Brokers (now Mercer), and HR Consulting Group. He is a noted speaker and author of many books and articles on HR benefits. He has spoken at more than 200 conferences on HR benefits. He designed some of the first 401k, benefits, and outsourced systems for HR/Benefits. In 2015, he was inducted into the HR/Benefits Hall of Fame by Employee Benefits News for 34 years of consulting. In 1983, he was designated as an Accredited Executive in Personnel from SHRM. He works with many attorneys on legal compliance. He has an MBA in Finance from BYU and a BS in Economics and Spanish.

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Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. ComplianceOnline would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

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