Prebid Meetings and Walkthroughs

Author: Brian Rhodes, Published on Mar 06, 2012

Integrators who fail to take prebid meetings and walkthroughs seriously can lose the job or lose their shirt when responding to RFPs. While prebid meetings and walkthru meeting are common elements of many RFPs, some integrators may not fully understand the benefits of attending them, especially if they are not mandatory. In this note, we offer 14 tips on how the savvy integrator can make the most out of them.

Overview

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Meeting *** ******

*** *** ****** *******, *** ********** ****** ****** ** ******:

  • *** ******** ***** ****** *** ***
  • ** *** ******** ** **** '******* *****' ** ** ***** to ***
  • *** *** '****' ******** ****** ***
  • *** ***********

*** ******** ***** ****** *** ***: Understanding the individuals behind the RFP is valuable. Knowing the personality types and skillsets of the people evaluating your bid will help you structure your response. Aside from their current responsibilities, determine if any common history between your company and the customer exists. Being able to distinguish your bid based on prior experiences will help the customer make a decision during bid evaluation. While any interaction you directly have with the customer may be subject to very strict anti-collusion rules, savvy integrators will consider this information helpful during bid response.

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Walkthrough *** ******

****** *** ******* ***********, *** ********** ****** ****** ** ****** information *** **** ********* ** ****** *********. ****** ******** ** this *********** ***:

  • ******** ****** ** **** *** *** *******
  • ********* ** ******** ************ *********
  • ******* ********
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  • ******** ********* ***** ******* ** ***** **** *********
  • ****** ** ***** ****
  • ******** ** **** ******* *****, ** ***** ******* ************
  • ******* ************
  • **** ***** ********* *****
  • ******** ** ***/*** ******* *** ********** *********

******** ****** ** **** *** *** *******:******* ************ *** ******* ** ************ **** ******** ** ******** to ** **** ** *******. *** *******, ** *** *** state: "*** ******** ***** ***** ** ******* ** **** *** driveway ********** *** ** ****." **** **** ****** ******* ** ******* the **** ********* ** **** ******. *** *********** ** * great *********** ** *** *** ******** **** **** *** '******' interested ** ******:  

  • *** **** ****** ** ****** ******* ******?
  • ** ***** ************ ****** ** *****?
  • ** **** ********** **** **** *** ** **** ** *** rest ** *** ***** ** ***** ******* *** ******* ** recording ******* ******?

** ***** ** *** '*** * *** **** ************ **********' ****** *** ***-***** *** ****** ************ *** ********* *******. The ********** ****** *********** ** ***** ***************** ******* ****** ****** questions ***** *** ******** ****** ***** ** *****.

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*** ******* ** **** ******** ** ********* **** ******** ********* can **** ***** *********** ****. *** ******** *** **** ** incomplete ************* ** *** ********* **** ***** **,********** ***** *********** *** ******* ** ***/*** ** ****** ***** vendors.  ********** **** *** ** ** ******* *** ******* **** other ******* ** ** ********* ******. *** ********** ******* *** to ***** **** *** **** ** ******** *********. ************* *** full **** ****** ** ******* **** ******** ********* *** **** be ********** ****** *** ***********.

******* ********: ******* '*** * *** **** ************ *********' *** ****** *********** ** *** ********. **** *********, ***** with ************ ******* ***********, *** ****** ********** ** *** ***. *** *** *** insist ** * ***** ** ****** *********** **** ***** ***** you ** ******* ********** ********* **** ************ ** ******. ******** taking ***** ******** ** ******* **** ********* ******* **** *** number.

*********** ** ************* ******** **** ****** *********: *****, ****** *** ******** ******** ***** ****** ************ *** **** are ***** ********** ** ****. ******** ** * ********** ** * challenge **** ******* **** ** ********** **** ****** *** ****** locations. *** *********** ****** *** ****** ** ****** ******** ********* or ********** **** ***** *** **** ******.

******** ********* ** ***** *******, *******, ** ***** **** *********:************* ***** ***** ***** *** ******* *** ****** *** ****** of ***** ********* *** *** ***. ** * ******** *** existing ***** ***** ** *******, ******* ***** ** ****** **** for *** *****. ***** ***** ** ******* *** ************* ****** bid **** *** *** ****** ********** *********** ** *** *********.

****** ** ***** ****:  *** *** ***** *** *********** *** ****** ********** ** specific ***** ** *****, ********** ** *** **** ********* * greenfield *******. ******* *** *** **** ***** *** ****** ** see *** ******** ********* ******** *** ********* ***** ***** ********* is ******.

******** ** **** ******* ***** *** ******** ************:  ************* ***** ************* ********* *** ******* *** *********, ** that **** *** ******* **** ******* ******* ** ********* ** be ********** *** *********** ********.

**** ********* *** **** ******* ******** ********** * *********** ** fire-rated *****. ****** *** *** ******* *** ************ *** ***** it *********** ******** ** *** *********. *****, ******* *** *** will ***** *** ****** ** ******** *** ***** ******** ****** to **** ** *** ***.

******* ************: **** ***** ******** ******* **** ****** ** *** ******* than '**** ****' ********. ** ******* **** ** '******' ********, or ** ****** ** ***** ***** *** **********, **** ************ affects ***** ******. **** **********, ********** ***** *********, *** **** a ***** **** ** ******* ************ ** ********* ***** ** the ********. ****** **** **** ****** ** ***** ****** * walkthrough **** **** *** ****** ***** ****** ***** ***** ** bad ***********.

**** ***** ********* *****: ****** ***********, *** ****** ****** **** ******* **** ** *** installers **** ****** **** *****. ** ** ********* ** *** '**** ***** ********' ******, **** ** **** **** **** * ******** ** height. *** *** *** ******* **** *** **** ******* ** time ***** ******. ******** ***** ** * **** **** ******* worker ********** *** ******* *** **** ************* ****** ****. *** walkthrough **** **** ********* ***** ***** ****** ** ****.

******** ** ***/*** ******* *** ********** *********: *** ****** ****** ******* **** **** ***** *** ********* *** new *********. ** *** ********* ** ********, ******* **** ****** rack ***** *** ********* *** ********* ** *** *** *******. 

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