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RFP Part 1—Explore the Process!

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Description

NAPCP Higher Education Advisory Team (HEAT) Virtual Roundtable

"Part I—Explore the RFP Process! Learn What Steps to Take Before Going Out for RFP"

Description

 


(Part I of II) Have you ever wondered what key elements should be considered before starting the RFP process? During this first session of this two-part roundtable event, the facilitators will dive into the following key areas:   

  • RFP process definition
  • identifying key players for the project team
  • role of the card issuer
  • analyzing the current processes of the card program 
  • know your contracting requirements/options
  • develop the evaluation team
  • research your card program's technology needs

This event correlates with Section III “Request for Proposal" of the CPCP exam.
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Listed Separately in NAPCP Store as of 2/19/19: Part II—Extra! Extra! Creating an Effective RFP Document Can Be Easy! covers the following:

Creating an RFP can be daunting. The 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:

  • analyze what requirements need to be included within the RFP document
  • evaluating/rating the proposals
  • items to consider during contract negotiations
Target Audience Procurement professionals who are planning to implement a Commercial Card program, change card providers or are just curious.
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).

Cost

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

CPCP Credit

This event is worth 0.25 points toward CPCP initial eligibility or re-certification.


 







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