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This workshop is a follow-on to the Introduction to Cost Analysis Seminar.

In five (5) hands-on, interactive and frustrating days (to some), at your site, we walk you through your proposal from your vendor and start with ensuring it compares to your Statement of Work (SOW). We help ensure you have what you need to make a fair and reasonable assessment of the provided cost. 

Next, we help you develop Requests for Information to get additional clarification from your vendor or business associates/departments.  While we wait for the answers, we get you started on the hands-on analysis of the costs provided in response to your SOW or RFP. 

To ensure you get your money's worth, this is an intense workshop.  Participants must be familiar with MS Excel®, have access to computers in the classroom and be willing to work in teams to solve "your" proposal analysis challenges.

Most organizations leave a lot of money on the table because they accept proposals for products or services at face-value without detailed analysis. 

We show your organization how to get to the bottom of your numbers in short-order, develop questions to shortfalls, develop worksheets which support your positions and leave you with pertinent samples.

Note 1: We can also perform proposal analysis for you; however, we want to give you more continuous value by teaching your organization how it's done.

Note 2: If you opt for us to do the work, click here for details on our rates.

 

Sample Schedule

Day 1

Day 2 (Morning)

Introductions & Adminstration Notes Resolve Shortfalls from Day 1 & Special Topics *
Steps to Evaluating a Proposal

Day 2 (Afternoon) thru Day 4

Proposal Review (Validate Contents) Proposal Analysis, including spreadsheet creation
Team Breakout by Functional Requirements

Day 5

Proposal Discussion (Clarity, Shortfalls, etc.) Review Worksheets
Proposal Assessment Prepare substantiated Negotiating Positions
Worksheet Discussion and Creation (Template) Evaluate Workshop / Wrap-Up
 
Sample of "Special" Topics - * Special Topic "Highlights" to be provided on morning of Day 2
Preparing for Negotiations - Time Permitting on Day 5
Preparing the Summary Report - Time Permitting on Day 5
Understanding Profit and Fee (Exercise) - Time Permitting on Day 1
Understanding Capital Cost of Money (Exercise) - Time Permitting on Day 1
 
About the Seminar Leader
Experience:  27 years in retail and wholesale logistics (DoD, State Department and corporate America), 15 years in budget and finance (DoD and Corporate America), 7 years in program management (DoD, State Department and corporate America), 4 years in cost analysis and 3 years in procurement.
 
Education and Certifications:  BS and MS degrees in Biology, with minor concentrations in Chemistry and Immunology, respectively.  California Community Colleges Sciences Instructor.  Air Force-certified in Acquisition Logistics and Program Management. Completed various DoD and Air Force courses in finance, supply support and acquisition logistics.  
 
Additional Areas of Expertise: Joint military logistics and operations, small business finance (commercial and business loans), marketing (internet, technology), continuous improvement facilitator, kaizen participant and leader, and supply chain management professional.
 
Key Jobs and Location:  Logistics Consultant, Senior Manager at Solectron Corp; Senior Manager at Xerox Corp; Chief of Supply and Squadron Commander at Spangdahlem AB, GE; Air Force Foreign Military Sales lead in an undisclosed American Embassy; Chief of Logistics for Joint Communications Unit; Weapons System Support Manager at DLA-Philadelphia; and, numerous other retail/wholesale logistics functions across the US and Overseas.
 
Cost:  Current Workshop is $1,999 per student, with a minimum class size of 10 students.  To ensure Workshop is beneficial, we limit this workshop to 20 students, which is adequate for 4 to 5 work teams.

Background: This workshop is based on DoD requirements, procurement and acquisition processes.  With lead time and specific customer requirements, we can tailor this Workshop for non-DoD users.  See our fee schedule in our Resources Area

Click here ... to discuss details on the Advanced Proposal Analysis Workshop 

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