Understand the importance of RFPs, their role in the overall procurement process, and how to draft more effective RFPs.
RFPs are one of the most important tools businesses have to ensure they get the best contract terms and pricing in their vendor agreements. Unfortunately, because of a failure to use RFPs effectively, many businesses have substantially decreased or, even, abandoned the use of RFPs. This topic helps procurement, legal, and businesspersons better understand the importance of RFPs, their role in the overall procurement process, how to draft more effective RFPs, manage the RFP process for best results, and review RFP responses for key risk issues. The focus of the discussion will be on real-world techniques that can be put to immediate use in your business.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Recent Trends in the Technology Contracting Industry
- Vendor Reticence to Accept Responsibility for Performance
- Move to Interlocking, Multiple Online Terms: The Floating Contract
- The Importance of Data, Both Personal and Business-Proprietary
Maintaining Leverage in a Difficult Contracting Environment
- RFP, RFQ, RFI
- Maintaining Competition and Leverage
- Diligence, Diligence, Diligence
Keys to an Effective RFP Process
- Maintaining Process Integrity
- Key RFP Components
- What to Do With Non-Responsive Vendors
- Whose Contract to Use?
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 28, 2021.
Call 1-866-352-9540 for further credit information.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- ISM 1.0
- Participants who successfully complete this program will receive 1.0 hours of continuing education. They may be applied toward ISM CPSM, CPSD or C.P.M. recertification. ISM's consent to approve hours for this educational event is not an endorsement of this program or its content by ISM.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Yusuf Cassim
Charles Schwab & Co., Inc.
- Was appointed Vice President, Intellectual Property (IP), Licensing and Contracts at Charles Schwab & Co., Inc. in February 1998
- Over 20 years of experience in the intellectual property and technology practice areas
- His practice focuses on counseling clients regarding technology licensing, outsourcing, information security, electronic commerce, intellectual property, mergers and acquisitions due diligence, commercial transactions, and real estate
- Also responsible for Schwab's patent and open source programs and developed Schwab's formal patent risk assessment program, including enhancing Schwab's proactive approach to monitoring potential areas of IP risk
- Works closely with Schwab risk groups and management on risk issues, avoidance, and mitigation; he sits on the following committees and advisory groups at Schwab: the Information Security and Privacy Subcommittee and the Vendor Management Subcommittee
- Writes and speaks frequently on legal issues of doing business on the Internet, technology in the workplace and open source
- Participates in technology industry groups in the financial services industry
- Admitted to practice law in South Africa and California
- Member the Intellectual Property Law section of the American Bar Association and the Intellectual Property Law section of the California Bar
- J.S.M. (LL.M.) degree, Stanford University, School of Law; J.D. degree, UCLA School of Law
Michael R. Overly
Foley & Lardner LLP
- Partner with Foley & Lardner LLP
- Focuses on drafting and negotiating technology-related agreements, software licenses, hardware acquisition, development, disaster recovery, outsourcing agreements, information security agreements, e-commerce agreements, and technology use policies
- Published numerous articles and books in the United States, Europe, Korea, and Japan
- Interviewed by a wide variety of print and broadcast media (e.g., The New York Times, Los Angeles Times, Business 2.0, Newsweek, ABCNEWS.com, CNN, and MSNBC) as a nationally recognized expert on technology and security-related matters
- Conducts seminars in the United States, Norway, Japan, and Malaysia and has testified before the U.S. Congress regarding online issues
- One of the few practicing lawyers who have satisfied the rigorous requirements necessary to obtain the Certified Information System Auditor (CISA), Certified Information Privacy Professional (CIPP), Certified Information Systems Security Professional (CISSP), Information Systems Security Management Professional (ISSMP), and Certified Risk and Information System Controls (CRISC) certifications
- The Legal 500 recognized him for his information technology work in the U.S., 2010–2014
- Selected for inclusion in the Southern California Super Lawyers® list and was honored by Los Angeles magazine for this recognition
- Recognized by Chambers USA for his IT and outsourcing work in 2013 and 2014
- In 2014, his practice group was named one of the World’s Best Outsourcing Advisors by the International Association of Outsource Professionals
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
