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DO YOUR SIGN IN
                     SHEETS LOOK LIKE THIS?




Proprietary & Confidential                    1
Report Name: Green Proposals
                                                 12 Records
Registration Report
                                                 Report Date: Monday, July 6,                      Event Title: CCSA JPA RFP for Property & Liability    NO COST
                                                 2009                                              Claims Program TPA Services                              TO
                                                 Event #: 714541                                   Event Status: Inactive                                 PUBLIC
                                                                                                                                                         AGENCY


                                 WOULD YOU LIKE THEM
                                                                                                                              Number of                   Status
  Registration     Full Name                                                                                                 Participants                 Prime/
                                       Email             Job Title      Company/Organization            Work Phone                              Event1
     Date         (First Last)                                                                                              attending with                 Sub



                                  TO LOOK LIKE THIS?
                                                                                                                              Registrant
                                                   Business
 23-Mar-2009                     brandon.parks@srs
 01:12 AM
                 Brandon Parks
                                 connect.com
                                                   Development        Specialty Risk Services      206-999-5837                            1 Checked        P
                                                   Director
 20-Mar-2009                     blees@athensadmi
 03:53 PM
                 Bruce Lees
                                 n.com
                                                  Vice President      Athens Administrators        925-826-1103                            1 Checked        S

 23-Mar-2009     Charles         charles_burwell@c Account
 09:32 AM        Burwell         orvel.com         Executive
                                                                      CorVel                       714-385-8530                            0 Checked        P

                                                  Assistant V.P.,
 19-Mar-2009     Helen           helen_vouniozos@                                                                           Registrant only at
 03:25 PM        Vouniozos       us.crawco.com
                                                  National Account Crawford & Company              623.242.7759
                                                                                                                                     this time
                                                                                                                                               Checked      P
                                                  Executive
 17-Mar-2009                     jean.baulis@scrma. Vice President,
 09:46 AM
                 Jean Baulis
                                 com                Sales
                                                                      York ISG/SCRMA               909-942-4834                        none Checked         S

 19-Mar-2009     Jennifer        jcommon@intercar Executive           Intercare Holdings Insurance
 08:46 AM        Common          eins.com         Assistant           Services, Inc.
                                                                                                   916-677-2538                            3 Checked        P

 23-Mar-2009                     jim.kerr@tristargrou Director, Sales &
 03:14 PM
                 Jim Kerr
                                 p.net                Client Sevices
                                                                        TRISTAR                    925-930-9883                            0 Checked        P

 13-Mar-2009                     halldj@gabrobins.c National Sales
 02:42 PM
                 Joanne Hall
                                 om                 Executive
                                                                      GAB Robins                   916-548-4390                            3 Checked        P

 23-Mar-2009                     joe_zinga@gbtpa.c Account
 01:43 PM
                 Joe Zinga
                                 om                Executive
                                                                      Gallagher Bassett            630.285.3602                            1 Checked        P
 20-Mar-2009                     mike.berndt@georg Vice President,
 09:41 AM
                 Mike Berndt
                                 ehills.com        Claims
                                                                      George Hills company         925-472-4980                        None Checked         P

 20-Mar-2009     Pamela          pdominguez@aims                      Acclamation Insurance
                                                 Director of Sales                                 (916) 563-1900                          1 Checked        S
 11:03 AM        Dominguez       4claims.com                          Management Services
 18-Mar-2009                     rmcabee@carlwarr Director-Business
                 Rich McAbee                                        Carl Warren & Company          602-490-8920                           1    Checked      P
 09:57 AM                        en.com           Development




                                                                                                Proprietary & Confidential                                      2
NO
                          COST TO
    Green Proposals        PUBLIC
                          AGENCY

       manages
PRE-PROPOSAL MEETINGS
      through our
ONLINE WEBINAR SERVICES



                                    3
NO COST
                            TO
                          PUBLIC
                         AGENCY
   Green Proposals
   Will Make Your
Job Easier and Improve
the Overall Quality of
   the RFP Process


                                   4
NO COST
                                                                           TO
                                                                         PUBLIC
           Customized and legible sign in sheet                        AGENCY


           No taking notes: online chat feature records and saves

            participant questions – easy to cut and paste into addendum

            document

           Audio video recording of the meeting distributed to all

           No travel, airfare, car rental, hotel costs for interested vendors

           Reduce follow up phone calls and emails because you convey

            consistent detailed information to everyone




Proprietary & Confidential                                                        5
NO
                                                                                                                                                                        COST TO
                                                                                                                                                                         PUBLIC
                                                                                                                                                                        AGENCY




  You are invited to a Webinar:
  Mandatory Pre-Proposal Conference for
  RFP No. 100155-11-Z, Information Technology Services



Date:                                                                      Description:
                                                                           Mandatory Pre-Proposal Conference for RFP No. 10015345-11-Z, Information Technology
Thursday, May 5th, 2011                                                    Services. Proposals will not be accepted from firms who do not attend this mandatory
10:00 AM Pacific                                                           conference.
                                                                           Speakers:
11:00 AM Mountain
12:00 PM Central                                                           Mr. Jones, Purchasing and Contracting
                                                                           Mr. Smith, Department of IT
1:00 PM Eastern                                                            Ms. Rivas, Equal Opportunity Contracting
Duration: Approximately 2 hours                                            Important: Registration will only be accepted up until 1 hour before meeting start. On the
Location: Online and over the phone                                        date of the event, the meeting "doors" will be locked five minutes after start time.
If you are unable to click the link above, please copy and paste the url   Please be sure to log into the webinar 10-15 minutes prior to the scheduled start
below into your browser:                                                   time.
https://www.etouches.com/cityofsandiego                                    Click here to Register Now




                                                                                                                           Sample Pre-Proposal
                                                                                                                           Conference Invitation



                                                                              www.sandiego.gov


                                                                                                                                                                                  6
NO COST
                                  TO
                                PUBLIC
                               AGENCY

Call us at (310) 472-1811
       or email us at
info@greenproposals.com

   Let Green Proposals
      Make your next
  Pre-Proposal Meeting
More Efficient and Effective


                                         7

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Presentation for linkedin 011312

  • 1. DO YOUR SIGN IN SHEETS LOOK LIKE THIS? Proprietary & Confidential 1
  • 2. Report Name: Green Proposals 12 Records Registration Report Report Date: Monday, July 6, Event Title: CCSA JPA RFP for Property & Liability NO COST 2009 Claims Program TPA Services TO Event #: 714541 Event Status: Inactive PUBLIC AGENCY WOULD YOU LIKE THEM Number of Status Registration Full Name Participants Prime/ Email Job Title Company/Organization Work Phone Event1 Date (First Last) attending with Sub TO LOOK LIKE THIS? Registrant Business 23-Mar-2009 brandon.parks@srs 01:12 AM Brandon Parks connect.com Development Specialty Risk Services 206-999-5837 1 Checked P Director 20-Mar-2009 blees@athensadmi 03:53 PM Bruce Lees n.com Vice President Athens Administrators 925-826-1103 1 Checked S 23-Mar-2009 Charles charles_burwell@c Account 09:32 AM Burwell orvel.com Executive CorVel 714-385-8530 0 Checked P Assistant V.P., 19-Mar-2009 Helen helen_vouniozos@ Registrant only at 03:25 PM Vouniozos us.crawco.com National Account Crawford & Company 623.242.7759 this time Checked P Executive 17-Mar-2009 jean.baulis@scrma. Vice President, 09:46 AM Jean Baulis com Sales York ISG/SCRMA 909-942-4834 none Checked S 19-Mar-2009 Jennifer jcommon@intercar Executive Intercare Holdings Insurance 08:46 AM Common eins.com Assistant Services, Inc. 916-677-2538 3 Checked P 23-Mar-2009 jim.kerr@tristargrou Director, Sales & 03:14 PM Jim Kerr p.net Client Sevices TRISTAR 925-930-9883 0 Checked P 13-Mar-2009 halldj@gabrobins.c National Sales 02:42 PM Joanne Hall om Executive GAB Robins 916-548-4390 3 Checked P 23-Mar-2009 joe_zinga@gbtpa.c Account 01:43 PM Joe Zinga om Executive Gallagher Bassett 630.285.3602 1 Checked P 20-Mar-2009 mike.berndt@georg Vice President, 09:41 AM Mike Berndt ehills.com Claims George Hills company 925-472-4980 None Checked P 20-Mar-2009 Pamela pdominguez@aims Acclamation Insurance Director of Sales (916) 563-1900 1 Checked S 11:03 AM Dominguez 4claims.com Management Services 18-Mar-2009 rmcabee@carlwarr Director-Business Rich McAbee Carl Warren & Company 602-490-8920 1 Checked P 09:57 AM en.com Development Proprietary & Confidential 2
  • 3. NO COST TO Green Proposals PUBLIC AGENCY manages PRE-PROPOSAL MEETINGS through our ONLINE WEBINAR SERVICES 3
  • 4. NO COST TO PUBLIC AGENCY Green Proposals Will Make Your Job Easier and Improve the Overall Quality of the RFP Process 4
  • 5. NO COST TO PUBLIC  Customized and legible sign in sheet AGENCY  No taking notes: online chat feature records and saves participant questions – easy to cut and paste into addendum document  Audio video recording of the meeting distributed to all  No travel, airfare, car rental, hotel costs for interested vendors  Reduce follow up phone calls and emails because you convey consistent detailed information to everyone Proprietary & Confidential 5
  • 6. NO COST TO PUBLIC AGENCY You are invited to a Webinar: Mandatory Pre-Proposal Conference for RFP No. 100155-11-Z, Information Technology Services Date: Description: Mandatory Pre-Proposal Conference for RFP No. 10015345-11-Z, Information Technology Thursday, May 5th, 2011 Services. Proposals will not be accepted from firms who do not attend this mandatory 10:00 AM Pacific conference. Speakers: 11:00 AM Mountain 12:00 PM Central Mr. Jones, Purchasing and Contracting Mr. Smith, Department of IT 1:00 PM Eastern Ms. Rivas, Equal Opportunity Contracting Duration: Approximately 2 hours Important: Registration will only be accepted up until 1 hour before meeting start. On the Location: Online and over the phone date of the event, the meeting "doors" will be locked five minutes after start time. If you are unable to click the link above, please copy and paste the url Please be sure to log into the webinar 10-15 minutes prior to the scheduled start below into your browser: time. https://www.etouches.com/cityofsandiego Click here to Register Now Sample Pre-Proposal Conference Invitation www.sandiego.gov 6
  • 7. NO COST TO PUBLIC AGENCY Call us at (310) 472-1811 or email us at info@greenproposals.com Let Green Proposals Make your next Pre-Proposal Meeting More Efficient and Effective 7