Webinars

Webinars are offered throughout the year by PlanetBids. Please review the entire list of webinars as a few may have similar titles. If the webinar you're looking for doesn't have a date available, no worries, we are sure to have one scheduled soon. Can't wait? You are always more than welcome to contact us for a demo!

Inside Scoop: Tips and Tricks for Using Your PlanetBids System More Effectively

Once every month we’ll be holding a webinar designed to help the user feel more comfortable with the system, learn its little tricks and tips on how to utilize the features found within the PB System more effectively. Designed with your workday in mind, we’ll be answering common questions, address areas where we think you could benefit from making changes to how you use the system and sharing idea’s we’ve found around the PlanetBids family.

This webinar is for clients only. Vendors/Suppliers/Contractors may not attend.
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Nov 11, 2020
10:00am-11:00am (Pacific)
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Dec 09, 2020
10:00am-11:00am (Pacific)
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Jan 13, 2021
10:00am-11:00am (Pacific)
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Feb 10, 2021
10:00am-11:00am (Pacific)
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Mar 10, 2021
10:00am-11:00am (Pacific)
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Apr 14, 2021
10:00am-11:00am (Pacific)
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May 12, 2021
10:00am-11:00am (Pacific)
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Jun 09, 2021
10:00am-11:00am (Pacific)

eBonds: Understanding the eBond process for government bids

Back by Popular Demand! You don’t want to miss this repeat session on eBonds.

Changes happen every day all around us. Some changes can be controlled, and others occur whether we're ready for it or not. Recently, the world had to suddenly adjust to the changes brought about by the COVID-19 pandemic. One of the challenges facing Public Works is how to accept bonds while still maintaining social distancing protocols and ensuring the bonds are not fraudulent. The surety industry is pushing for agencies to enact electronic bonding because of the transparency in the process, elimination of the possibility of fraud, and maintaining social distancing protocols.

  In this session, we will discuss:
- What is an eBond
- How the process works
- How it protects your agency
- Who's accepting eBonds

Don't forget to sign up for the companion session Vendor Management / Bid Management - for Public Works and Construction to find out how the PB System™ provides a complete and robust system to manage all your construction bids including submissions of eBonds! This session will be held on Sept 18th at 10 am PST.
No dates currently scheduled for this webinar

Vendor Management / Bid Management – for Public Works and Construction

Few companies can offer a Bid Management module that works for Construction and Public Works projects. For over 20 years, PlanetBids has successfully helped Port Authorities, Cities, Counties, Airports, and Public Works Departments, to name just a few, manage their construction bids successfully!

Attend this complimentary webinar to learn how our distinct PB System™ Vendor and Bid Management modules working side by side enable all types of public municipalities to manage their full construction bidding process from targeted announcements, large size document uploads and downloads, Q&A, addenda acknowledgments, general notices, subcontractor lists, eBond submissions, diversity outreach and participation, DIR registrations, contractor licenses to real-time electronic lockbox bidding process, public bid openings, award notices, comprehensive reports, and more!
No dates currently scheduled for this webinar

Insurance Certificate Management with My Insurance

Suppliers who contract with government agencies are required to maintain current insurance. Unfortunately, this job of evaluating, requesting, updating and maintaining the insurance files are left up to either procurement or the user customer departments. When done manually, or through non-centralized methods, the tracking becomes more onerous and complicated. And what if something happens? Where the lawyers are now involved, and the Agency is now exposed to liability issues? Now, you need immediate access to the most up-to-date insurance certificate on file, along with all the past updates. The easiest and most stress-free way to handle the insurance desk is to automate. Learn more about the capabilities of how the PB System™ can provide the tools and transparency needed for this detailed and tedious, but extremely important part of the contracting process.
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Nov 10, 2020
10:00am-10:45am (Pacific)

Contract Management Suite

When a supplier is awarded a contract, they must be able to access and maintain their contracts, record payments, and so much more. With the PlanetBids Contract Management Module, not only do suppliers have the ability do just that, but contract administrators can also maintain and retrieve up-to-date relevant information regarding contracts, greatly reducing the need to search through endless documents. Users can track changes, run reports, schedule tasks and so much more. Join our upcoming Contract Management Suite webinar to find out more about what PlanetBids can do for your organization.
No dates currently scheduled for this webinar

Answering the call for more Diversity in government spend

With today's political climate, agencies are being called to the carpet to demonstrate their outreach and spend to diverse target groups such as minority-owned, women-owned, SBE's, DVBE's, and more. Compiling and managing this data has never been easier with PlanetBids PB System™.

Listen to our group of panelists on how they've developed different certification programs, track their numbers, and have created growth for their target groups.  Whether you're looking to develop a certification program or just want to track numbers, this session is for you!

Don't forget to sign up for the companion session: Diversity tracking using the PlanetBids PB System™ on Sept 10th at 10 am PST.
No dates currently scheduled for this webinar

Diversity certification and tracking using the PlanetBids PB System™

Are you looking to take your diversity application process and move it online or just need to track diversity outreach and spend? PlanetBids has the solution for you!

With our award winning PB System™ Business Certification module, let us show you how your agency can manage one or multiple certification processes seamlessly while meeting all confidentiality and transparency requirements at the same time. With this session, you’ll learn how you can transform your cumbersome paper certification process all online including the initial application submittals, deficiencies, approvals, denials, timely renewals while at a moment’s notice report on diversity outreach and spend!
No dates currently scheduled for this webinar

Quick Tips - How I justified an eProcurement Solution

Implementing an eProcurement solution is one of the top initiatives facing agencies today, but making the change is a daunting task within a government organization. Sign up for this free webinar to hear how a former Procurement Manager at a national airport successfully justified an eProcurement solution. The quick tips shared from lessons learned can help you achieve your goal.

In this session, we will discuss tips on:
- Defining Objectives and Challenges
- How to Influence
- Risk Mitigation
- Get Buy-In
- Factors to look for in choosing the best business partner for you.
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Nov 18, 2020
10:00am-11:00am (Pacific)

Prequalification Management

When putting a construction project out to bid, organizations only want to work with the most qualified contractors. Many organizations even have their own system of determining who can get the job done right. The Prequalification Management system PlanetBids provides, enables your organization to prequalify, manage, and retrieve up-to-date information on contractors that wish to do business with you. Register now to see how this easy-to-use and streamlined process of prequalification saves time, enabling your organization to prequalify and communicate with its applicants in a prompt and efficient manner.
No dates currently scheduled for this webinar

Emergency Operations

In today's world, we're finding just how important it is to be prepared for various kinds of emergencies, from unexpected repairs like broken pipes and natural disasters like hurricanes, to acts of terrorism and sadly - pandemics. Discover PB System's easy-to-use Emergency Operations Module that enables any organization to manage, maintain and retrieve up-to-date information on vendors that provide goods and services in the event of such emergencies.
No dates currently scheduled for this webinar

PB System™ Client Training – Vendor and Bid Management

Generalized training for PB Clients on Vendor and Bid Management. This session is great for new employee's or current employee's wanting a refresher. Session is limited to the first 250 attendee's. Cost for this session is $100 per registration. This session is not designed for Vendors/Suppliers/Contractors.
No dates currently scheduled for this webinar

Vendor Management / Bid Management - for Goods and Commodities

Few companies can offer a Bid Management module that works for Construction and Public Works projects. PlanetBids has successfully helped large Port Authorities, Cities, Counties, Airports and Public Works Departments manage their construction bids using a web based system to manage the construction contracts, review subcontractors, view MBE/WBE/Disabled Veteran participation, DIR certifications, contractor licenses and have real time monitoring of all contracts related to a project. Vendor Management offers a configurable and intuitive registration process which ensures that vendor registrations are complete and unique to avoid duplicate records. It’s more than just a list of vendors…there is power behind the screen. Discover ways to instantly gain access to registered vendor records, run advanced searches on multiple sets of vendor data, verify vendor provided information against third party databases in real-time, broadcast messages to sets of vendors either under contract, or those who might be interested in bidding on a job, and run comprehensive reports.
No dates currently scheduled for this webinar

Using PlanetBids to manage CUPCCAA from collecting vendor data to bidding and reporting

Now that you're considering or have approval to use CUPCCAA, it's time to learn how to manage the process effectively. This session is designed to cover the outreach, vendor tracking, renewal, bidding and reporting aspects of CUPCCA's requirements. Come learn how agencies from education to cities to special districts are using PlanetBids to manage the processes in one easy to use system!
No dates currently scheduled for this webinar

Evaluation Management

One of the most detailed part of the RFP or BID timeline is the evaluation process. Most agencies conduct this process on a paper-based system. Evaluation management enables any organization to interactively conduct the RFP and bid evaluation process entirely online. Buying officers can assign evaluators, set evaluation criteria, attach related documents, build scoring measures and allow online communication. Technical, proposal, cost, preference and presentation can all be evaluated. Imagine taking your process and making it more seamless and less paper driven.Vendor Management offers a configurable and intuitive registration process which ensures that vendor registrations are complete and unique to avoid duplicate records. It’s more than just a list of vendors…there is power behind the screen. Discover ways to instantly gain access to registered vendor records, run advanced searches on multiple sets of vendor data, verify vendor provided information against third party databases in real-time, broadcast messages to sets of vendors either under contract, or those who might be interested in bidding on a job, and run comprehensive reports.
No dates currently scheduled for this webinar

Construction / Public Works Webinar

Managing a construction bid is so multi-faceted, it can be overwhelming at times. Questions abound! Who should we send the bids to? Who’s interested in possibly bidding? Do the plan rooms know? Did we do our estimations correctly? Are we getting the best bids we can? What about transparency? Are we getting bids from qualified bidders? Do they meet all the requirements for my agency/state?

Many eProcurement systems are not equipped to handle construction bids. In this specially designed webinar, Ria Diaz, Manager of Client Services for PlanetBids and former Buyer III and SB/DVBE advocate for San Jose State University will be joined by DeAnna Andrews, California SB Coordinator for Sundt Construction to discuss the advantages of using the PB System™ for construction bids.
No dates currently scheduled for this webinar