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09Mar

NEW -Proposal Pursuit - ."Strategies for Success!" - VILT

From a team of multi-discipline experts...  

Great insight, exceptional feedback, and actionable strategies! 

Remember when it comes to contracts, it’s not about your own thoughts and assumptions; it’s about what is “written”!

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 session will provide tips and suggestions from a team of multi-discipline trainers on how to make sure each partner is successful in their pursuit.

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: 

1 CCA Gold Seal credit

Course Credits Information
pointer
Gold Seal Credits:
1
Course Certificates

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

Course Instructor Information

Mark Scharf 

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.

 

Terry Danelley, FRAIC, MAA LM Architectural Group

Terry has over 30 years of experience with LM Architectural Group including 20 years as a principal, directing the firm’s educational facilities team in programming, planning and design of public, private and First Nations educational facilities, including daycare facilities, K-12 schools and post-secondary projects. Terry’s experience includes a wide range of different building typologies and scales covering the institutional, educational, residential, office/commercial, and industrial market sectors.  He has extensive experience in the Design-Bid-Build, Design-Build, Construction Management and Integrated Project Team delivery methods.

 

Dean Slater, P. Eng., GSC

Dean Slater is a Professional Engineer APEGA Life Member with 40 years’ experience in the construction and development industry.  He is a Past President of the Calgary Construction Association (CCA) and has held various executive level positions working in General Contracting, Development, and the Alberta Health Services (AHS) project management group.  Dean has worked on many significant projects in Alberta including Calgary’s Petro-Canada (Suncor) Centre, the Olympic Saddledome, the Hyatt Hotel, Telus Convention Centre, SMART Technologies Building, major hospital expansions, and the South Health Campus.  His roles spanned estimating and construction management as both the General Contractor with CANA (Vice-President) and Ledcor Construction, Project Manager on the Smart Technologies Building, and Project Owner’s representative / Vice-President with AHS and Triovest Realty Advisors.  Retiring in January 2018, Dean has embarked on a new role as a fundraising volunteer with Wellspring Calgary – a cancer support group providing programs and education to individuals diagnosed with cancer.  Due in part to his volunteer efforts, Dean was recognized in 2018 with CCA’s “Person of the Year” award.

 

Facilitator:  Debbie Hicks, B.Sc. DSH Consulting 

With a comprehensive education background (Diploma in Business Administration, Bachelors of Science, teaching credential, and in progress MBA) 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 Rep for the construction of the new Clubhouse for the Kelowna Yacht Club has provided additional perspective. Through these experiences and teaching techniques, Debbie is able to bring both knowledge and interaction to the classroom – an ideal education environment.

 

Course Contact Information

Leanne Hendrickson
Education Services Coordinator
leanneh@sicabc.ca
250.491.7330 X 205

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