Meeting/Event Information

September 2020 VIRTUAL Member Meeting

September 09, 2020
11:00 AM to 12:30 PM
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Facilities managers cannot keep businesses up and running in a vacuum; to effectively maintain facilities, managers are only part of the equation. When equipment requires routine maintenance, repairs need addressing or weather-related emergencies come up, you have to call on qualified contractors who can get the job done properly and efficiently. Therefore, FMs are frequently tasked with issuing requests for proposal (RFPs) for the work they need performed. 

While exact RFP processes vary by organization and department, they typically follow these steps: 

  • Decide whether Prescriptive vs. Performance based  
  • Identify and define your needs internally 
  • Publish RFP and solicit contractors 
  • Review and evaluate bids 
  • Select a provider and sign a contract 
  • Establish clear cut KPI’s if appropriate 
  • Monitor & assess the process 

By creating comprehensive RFPs, you can increase the likelihood of hiring capable, compliant, reliable contractors and service providers. Good RFPs also boost your chances of negotiating favorable contracts. 

We will be discussing the RFP process from both perspectives—the facilities manager’s and the service provider’s—giving us unique insight on what produces the best results (and what does not).  


Terri Candelaria

Terri Candelaria is the Sr. Director of Facilities and Administration for Freedom Financial Network. Freedom has 2500 employees, and Terri manages four sites in the Phoenix area and headquarters in San Francisco.  For over 13 years, she managed Facilities and Real Estate for three General Electric SBU’s within GE Capital, Aviation and Healthcare. Terri also worked for Motorola in the Phoenix area for 25 years, having spent most of her facilities management career in the industrial sectors.  
She’s earned an MBA, is a certified PMP and a Lean/Six Sigma Black Belt.

Lisa De Rosa

Lisa De Rosa FMP, SFP, CFM, CM-Lean is the Associate Director of Property Operations & Facilities at Carvana.  

Her experience includes more than 12 years of owning, leasing, and managing operations and maintenance. Lisa earned her Bachelor of Science in Business Administration from Barrett Honors College at Arizona State University, Summa Cum Laude and holds the certifications and designations of Facility Management Professional (FMP), Sustainable Facilities Professional (SFP), Certified Facilities Professional (CFM), and Construction Management Lean (CM-Lean). She currently serves as the immediate Past President of the IFMA Greater Phoenix Chapter.

Steve Georgoulis

Steve Georgoulis MS, CFM, SFP, Past President of the Greater Phoenix Chapter of IFMA, is currently the Director of Facilities and Physical Security for TriWest HealthCare Alliance which is headquartered in Phoenix, AZ. TriWest provides support to our veterans throughout the western states and Hawaii. As a veteran himself, Steve is very proud of the important assistance that his company is able to provide to our deserving veterans.
Steve has been involved with Facilities Management for more than 40 years having worked as a Regional Manager for a Fortune 50 computer company with more than 3 million square feet of space. He has also worked in Europe as a Facilities and Project Manager with sites and projects covering most of the European continent.

Jacob Kashiwagi

Jacob Kashiwagi, PhD Chairman of the Board | Leadership Society of Arizona, Managing Director | Kashiwagi Solution Model Inc., Consultant | Performance Based Studies Research Group
Dr. Kashiwagi is a thought leader in the areas of education, leadership development, procurement, and supply chain management. He received his PhD from Delft University of Technology (TU Delft).  His research led him to co-develop the Best Value Approach, a revolutionary and international renowned approach to business.
The global success of the Best Value Approach inspired Dr. Jacob to author the No-Influence Leadership Model, a radical approach to teaching leadership skills to students and professionals.


Ted Ritter

Ted Ritter has worked and travelled extensively throughout North America, Europe, and Asia. He is the Principal of LMI360, a company that solely supports organizations that support the Built Environment, and Co-Founder of DrawAlert, a technology solution for improving results on Construction Projects
He is a co-author of “The Facility Manager’s Guide to Information Technology”, author of multiple articles and has contributed to over 100 presentations on Best Practices in regard to the use of FM Technology, Sustainability and Brand Management.
He is the Current Global Chair of the IFMA Technology Community, Past President of the Greater Phoenix Chapter and also serves as the Chair of The IFMA Americas Advisory Board. He has over 30 years of experience in facility operations and project management. Ted was named IFMA Fellow in 2019.

Registrants will be emailed the Zoom invite for this meeting on September 8th at EOB.  Contact Kathleen Severson if you have any questions or need assistance.

11:00 am - 11:15 am:  Chapter Announcements
11:15 am - 12:15 pm:  Presentation
12:15 pm - 12:30 pm:  Q & A


$0.00 Professional Member (Facility Manager)

$0.00 Associate Member (VENDOR)

$0.00 Student Chapter Member

$0.00 Non-Member (limit 2 meeting attendances as Non-Member)

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