Training
Hello and welcome to the Training/
Support section of MySmartRFP.com

Training / Support by MySmartRFP.com
The request for proposals (RFP) is one of the most important stages in the relationship between institutionals and their investment management and administrative service providers.
The RFP:
- Helps access the public procurement market,
- Detects diversity and innovation in submissions,
- Guarantees transparency and equity;
So RFPs are clearly important, but they are still the weak link in the asset management value chain.
- In general, there is little familiarity with the various (public- or private-sector) forms of RFPs.
- RFPs are too often given a cursory glance as opportunities arise.
- Submission staffs generally have a spotty awareness of RFP opportunities available.
- The writing quality of submissions is too often subpar.
Addressing a need
- Better general knowledge of the RFP landscape to avoid redoing work each time on the same subjects and losing time repeatedly from one RFP to another.
- A more fully integrated organisational set-up to prevent bottlenecks and delays in producing the various submission documents.
- An in-depth “post-mortem” analysis of post-submission RFPs and the strengths and weaknesses identified.
- A qualitative review of content, a part that is too often cliched and fails to highlight the candidature’s intrinsic qualities.
Why MySmartRFP.com?
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Innovation
MySmartRFP.com was set up to address a growing need for RFP services and support and to modernise procedures that are somewhat obsolete.
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Experience
MySmartRFP.com has more than 20 years’ experience in both public-and private-sector RFPs with asset management firms of very diverse cultures, practices and nationalities.
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Advice
MySmartRFP.com has developed an auditing, advisory and support service for RFP teams for companies wanting to give themselves the best possible chance.
Support solutions:
As each training assignment is, by nature, tailored to the individual client, please contact us for rates and more details.

Module 1 – The preliminary review
- Internal questionnaire on the company’s RFP culture
- One-on-one interviews with RFP submission chain staff
- Review of the company’s submission documents

Module 2 – Diagnosis and recommendations
- Diagnosis and rating report
- Recommendations

Module 3 – Training and implementation
General training (three sessions)
General RFP culture
- The RFP and the company
- The public procurement code
- Documents and fees
Technical training (four sessions)
- The database
- Legal documents
- Critical proofreading
- Time management