Event Details
Date: 03.13.2019
Time: 7:30 am - 10:30 am
Location:
Silicon Valley Bank, 3005 Tasman Dr., Santa Clara 95054

2019-03-13 7:30:00 2019-03-13 10:30:00 America/Los_Angeles Deep Dive Breakfast: RFPs- Good, Bad and Awesome! Silicon Valley Bank, 3005 Tasman Dr., Santa Clara 95054 IFMASV info@ifmasv.org
Event Type:
FM Roundtable luncheon
Event Title:
Deep Dive Breakfast: RFPs- Good, Bad and Awesome!
Event Sponsor:
McNevin Cleaning

Deep Dive Breakfast: RFPs- Good, Bad and Awesome!

Nobody enjoys writing RFPs, and nobody enjoys writing responses. However, if either are done poorly, it could be costly for the company receiving or delivering the service. Whether it’s a written document or Excel matrix, most buyers insist on an RFP as part of their buying process. If the RFP is poorly constructed, the responses may not address all end-goals. Even if perfectly written, solution providers frequently end up making basic mistakes in submitting their responses.

A weak RFP submission risks undoing months of the vetting process and in sales efforts if it fails to address the desired end-goals and, in turn, promote the value and benefits of a solution to an audience of business decision makers. Lastly, a poor RFP process will cost you days of stress and wasted time for all parties.

Come hear industry leaders from core IFMA industries (Roofing, HVAC, Fire Protection) share their experiences and best practices. Key takeaways will be:

For Professionals and Associates

  1. The value of an RFI to start the RFP process

  2. Distinguishing wants vs. needs

  3. Understanding price vs. cost against budget

  4. What frustrates solutions providers the most with RFPs

  5. What frustrates requestors the most with RFPs

  6. Usable, sample RFP template


 

SPEAKERS:


Rick Angelini- Managing Partner of Cosmopolitan Catering


Rick Angelini is the Managing Partner of Cosmopolitan Catering, a corporate food-service company, recently acquired by Compass Group, the largest food management company in the US and the world’s 5th largest employer.  Over the course of his professional career, Rick has been both heavily involved in business development as well as high-level business management.  As a result, he has a broad perspective of vendor relationships and the RFI/RFP process as a service provider and a client, having been on both ends of 100s of service proposals.

 

Mark Burriss, MS, FMP- Director of Facilities & Workplace Services


Mark is the Director of Facilities and Workplace Services. He holds an MS degree in Environmental Studies from San Jose State University, is a Certified Facilities Management Professional, and is a certified Lean/Six Sigma Green Belt. He brings a valuable set of skills from a career supporting high tech corporations in the Bay Area for over 25 years. Prior to joining Singularity University he worked in light manufacturing (LIDAR), heavy manufacturing (plastics), biopharma manufacturing and research, and semiconductor manufacturing.

The primary focus for Mark and is team is to provide seamless infrastructure support with no unplanned interruptions and get us moved into the new building! Mark will be creating the systems infrastructure that will be a platform to support SUs rapid growth.

Mark enjoys the outdoors taking his fishing boat out of Santa Cruz for coastal fishing trips as well as firing up the smoker for his famous wings.

 

Lon Hansen- VP Sales & Business Development @ Alliance Roofing


Lon is the Vice President of Sales and Marketing at Alliance Roofing Company, Inc. He holds a BA in Business Economics and a BA in Communications from the University of California – Santa Barbara. He has worked on both sides of the real estate isle. As the Facility Manager for Comerica in California, Lon was responsible for managing 45 branches from San Francisco to San Diego, numerous Class A buildings, and three Operations Centers. His roles included, leasing, asset disposition, tenant improvement, managing and negotiating maintenance contracts with vendors, managing the facilities staff and much more. During his tenure at Comerica, Lon also spent some time concurrently leading the OREO (Other Real Estate Owned) division of the bank, and it’s IT department.

Following his time at Comerica, Lon became part of Alliance Roofing Company, Inc. During his time at Alliance, Lon has worked as a Project Manager, Manager of the Service Division, Business Development Officer and Sales Manager. In these roles, Lon became an expert in all aspects of commercial roofing and sales/business development. He was a member of all three Bay Area chapters of BOMA, IFMA-SV, CREW-SV and was a member of various committees.

Lon took an 8-year sabbatical from Alliance to work at Central Christian Church as a youth pastor in 2008. He was responsible for middle school, high school, college and young adults. His main roles were teacher, mentor, coach, and mission’s leader.

Lon brings a wide range of skills and expertise to the facilities arena. He is passionate about building relationships with team members, vendors, customers and professional colleagues. He believes that people need to know why you do what you do, so they can decide if you are the person/company that they could develop a long-term relationship with.

Lon, also enjoys anything that is round and can bounce, role or be thrown. He enjoys fishing, hiking and working with students. He enjoys serving on mission’s trips with students, working with City Team and other organizations that serve the under-privileged in our society.

 

Alan Pong- President and Owner @ Comfort International


Alan Pong is President and Owner of Comfort International, a green-focused energy management and HVAC maintenance firm, specializing in engineering utility cost savings for existing commercial buildings and maintaining them to be comfortable carbon neutral environments.

Alan has been in the HVAC and Energy Management industry since 1989. Alan’s company brings the experience of professional engineers, energy management experts, and journeyman HVAC service technicians. He has helped his clients achieve the lowest metrics in energy consumption for many types of medium to large commercial facilities without having to replace expensive systems, typically reducing energy consumption 20% to over 50% on existing HVAC systems. The majority of his clients realize a payback in two years or less without disrupting operations.

Virtually every type of facility can realize cost savings -- Alan’s extensive experience in energy management and maintenance range from corporate headquarter/office facilities to highly critical manufacturing / FAB / clean room / data center facilities.

He has performed many benchmark studies and investment grade energy audits for hi-tech facilities internationally and has managed complex re- engineering projects which have resulted in some of the lowest benchmarks in energy & maintenance costs per square foot as well as building Zero Net status.

A graduate from Hayward State University, Alan is a Board Director Emeritus of the Silicon Valley Chapter of the International Facilities Management Association (IFMA) and co-chairs their Professional Development Committee where he created their benchmark initiatives.

In 2000 and 2001 he was awarded the “Tom Jones Award”, IFMA Silicon Valley’s most prestigious award for excellence in facilities management, and in 2006 he was awarded the President’s Award. He is also on the Board of Directors of Asian Commercial Professionals, a professional association supporting the growth and development of Asian Americans in facilities, commercial and corporate real estate.

Alan has also shared his expertise by providing educational seminars and presentations for many other organizations including BOMA, PG&E, Bay Area Air Quality, ACP, and IFMA Utility Councils.

Alan holds the following licenses:

  • CA license C-38 -Refrigeration

  • CA license C-10 - Electrical

  • CA license C-4 - Boiler, Hot Water, Steam Systems

  • CA license C-20 - HVAC


 

Frank Shenave- Senior Service Representative @ Sabah International


Frank Shenave is the Senior Service Representative celebrating 12 years with Sabah International in Santa Clara County. He works with clients to develop efficient testing, inspection and maintenance programs to meet code compliance standards for Fire Alarm, Suppression and Sprinkler Systems. Frank is active in International Facility Managers Association - Silicon Valley (IFMA-SV) and the Association for Facility Engineers in the Silicon Valley (AFE39). Frank and his wife Chessa have 3 sons Derek, Dylan & Connor. Frank coaches at soccer and is also a musician who "gigs" regularly in and around the East Bay music scene.

 

LOCATION:


Silicon Valley Bank

3005 Tasman Dr.

Santa Clara, CA 95054

 

AGENDA:


7:30am- Registration and Breakfast

8:00am-10:00am Presentation

 

SPONSOR:




Online registration for this event has closed as of Tuesday March 12th at 10:30am.  If you would like to join us for this program please show up and register at the door.  Thanks!