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RFP playbook · 10 min read

Conference production RFP checklist 2026, twelve questions that separate producers from resellers.

Corporate event RFPs get scored like commodity procurement. They aren't. The producers who save your career when a processor dies at 7:58am on show day, and the resellers who forward you the broker's cell number and wish you luck, answer these twelve questions in measurably different ways. Read every answer for specifics, names, and numbers, the spread will tell you who's actually built to deliver before you ever sign the SOW.

Producer or reseller: the difference twelve questions surface.

Most RFP responders look identical on the cover page. Logo, partner-list, gear deck, capabilities slide. By the second discovery call, you'll usually be talking to one of two operators:

Producers own the gear on the SOW, employ the lead crew W-2, hold the rigging stamps in-house, and have run an event in your specific room within the last 12 months. They write redundancy into the run of show by reflex. They put the owner's number on the brief.

Resellers are brokers in producer clothing. They subrent the gear from a peer firm, stack 1099 day-rate crew on the spec, hand the rigging math to whichever outside labor pool is cheapest that month, and bid from a venue deck because nobody on the team has walked the room. The crew doesn't meet until load-in. The owner is on a different P&L. The producer-of-record is a project manager filling a seat.

Both will quote your event. Only one is built to absorb the 7:58am processor failure. The twelve questions below are how you tell them apart inside one read of the response, before the contract, before the deposit, before the show date you can't reschedule.

Paste these into your next RFP, alongside the six-input brief we'd rather see on the front of every response. The bidders who answer cleanly and specifically are the ones who've done this work before. The ones who dodge, hedge, or pivot every answer back to a capabilities deck are telling you who they are before you sign the contract.

1. Do you own the gear on this SOW, or is it subrented?

Ask for a line-by-line: LED panels, line arrays, consoles, cameras, encoders, power distro, what comes from owned inventory versus a subrental from a peer firm. Ownership isn't just a cost line (no broker markup). It means the crew on the floor has touched that exact gear before, in that exact room, on that exact firmware version. Subrental ratios above 40 percent on a flagship event are a flag, not automatic disqualification, but worth a follow-up. Ask for the percentage; make the bidder defend it.

2. Who's the lead producer on this engagement, and have they worked this room before?

The person named on page 3 of the proposal isn't always the person who shows up. Get the lead producer's name in writing, their direct cell, and confirm they've produced at this scale in this specific venue inside the past 18 months. Venue knowledge, truss points, freight elevator quirks, dock schedule politics, the shop steward's first name, is the unglamorous muscle that keeps a run of show on schedule. See Houston venue load-in patterns for what that knowledge actually contains. A producer meeting your room for the first time at load-in is a risk your finance team will price out in overtime.

3. What crew is W-2, and what is 1099?

Full-time W-2 crew means the production company has invested in people who build repeatable operational muscle, same A1 mixing your GA, same TD on comms, same content director loading playback every show. 1099 day-rate crew means the gig market is filling seats. Both have a place; the ratio is the tell. For your key seats, lead audio engineer, video engineer, technical director, show caller, you want W-2 employees of the production company on the org chart. Ask. Get a number, get the names, get tenure with the company in years.

4. Show me your OSHA 30 and rigging stamps for the PM and lead rigger.

Rigging is where corporate event liability actually lives. Your production manager should hold OSHA 30 construction certification at minimum. The lead rigger should carry a current ETCP (Entertainment Technician Certification Program) card, ask for the cert number and verify it. For stamped rigging plots, ask who the PE of record is; in Texas, the structural engineer signing off on flown gear must be state-licensed. None of this is a nice-to-have. It's what your insurer's post-incident audit will ask for first, and what your GC will refuse to accept missing.

5. What's the backup plan if the primary processor, amp, or encoder dies mid-GA session?

The answer you want is specific: "We run a warm-spare Brompton Tessera SX40 parallel to primary, B-feed routed to monitoring, hot-swap inside ninety seconds." The answer that tells you the bidder isn't ready: "We have spares in the truck." Spares in the truck means a fifteen-minute dark room if anything fails mid-session. Real producers run redundant paths on broadcast feeds, redundant amps on the main PA zone, redundant processors on the LED chain, and a technical director who has actually rehearsed the failover with the show caller, not just briefed it. See the hybrid broadcast redundancy stack for what that looks like wired up.

6. Three references from events in this specific venue within the past 12 months.

Not "in Houston" or "a major convention center." The same specific room. Load-in rules at the Marriott Marquis Houston are different from the George R. Brown, which are different from the Hilton Americas. A production company that has actually delivered in your exact room within the last year has the in-house relationships, the labor pre-approval letters, and the dock schedule playbook already on file. Ask for three. Call at least two. The reference call where the previous client says "they ran the room for us, not the other way around" is the call that tells you who you're hiring.

7. Who runs content ops during the show?

Content operations, driving ProPresenter, Resolume, or Disguise through your general sessions, pulling lower thirds, triggering playback, executing video packages on cue, is the seam where the show actually happens or doesn't. Production companies that hand content ops off to a freelancer they met at a trade show are buying a coin flip. Production companies that staff a full-time content director who runs the same desk every show are buying muscle memory. If the answer is "your team handles it," you aren't buying production, you're buying a gear rental with a producer's logo on it.

8. Is this SOW built off a site survey, or a venue deck?

A venue deck is the PDF the convention center's sales team forwards to every prospective client. It's accurate on square footage and unreliable on everything else that drives pricing: ceiling trim heights, house-left column locations, power-panel placement, load-in shunt restrictions, freight-elevator weight class. A bidder quoting from a venue deck is guessing. A bidder who has run a site survey in the past 60 days is quoting. If they haven't, offer to host one this week, and watch whether they take you up on it.

9. Can you ship MSA-ready documentation inside one business day, no extensions?

Procurement-ready means the bidder can produce: certificates of insurance with your exact additional-insured language, a current W-9, the DUNS number, a SOC 2 Type I or equivalent security attestation, and standard MSA addenda, inside one business day of your procurement team requesting the package. Bidders who need a week are telling you the back office is understaffed and the deal desk is improvising. Ask for the package upfront. Real producers keep it pre-staged on a shared drive and send the link in the first response email.

10. How are overtime, change orders, and add-day labor billed?

Surprise line items at strike are the second-biggest source of event-production disputes (right behind venue change-fees). Get OT policy in writing: what triggers it, what multiplier applies, whose sign-off is required at what dollar threshold. Get the change-order workflow: who signs, who invoices, how fast a same-day request closes. Get the add-day labor rate stated explicitly, adding a half-day of rehearsal is the most common scope creep, and you don't want to learn at load-out that it added $18K to the line. Real producers write this into the master agreement on day one. Resellers leave the field blank and bring it back as a change order on Friday afternoon.

11. What's the union-house protocol in the top five metros we might use?

If the program might touch Las Vegas, New York, Chicago, San Francisco, or New Orleans, union labor is part of the SOW, not a bolt-on. Ask the bidder to name the IATSE local for each city, describe signatory status (if any), and walk through how they handle a steward conversation when a call goes long. Production companies that have toured nationally have these relationships on speed dial, they call the BA before they call you. Production companies that haven't are going to pass union surcharges back to you as change orders the week of show.

12. If we need the owner on a call about this engagement, how fast?

Founder-owned production companies put the owner's mobile number in the proposal. Private-equity-rolled-up event companies put a VP of Client Experience between you and the P&L. There's a difference, and it shows up the first time a decision needs to clear in twenty minutes. Ask directly. The production companies that treat this as a long-game relationship answer "inside ninety minutes" or "same business day, every time." The ones that dodge are telling you exactly what matters to them and it isn't your show.

What to do with the answers.

There's no magic scorecard. After running these twelve questions through three to five bidders, you'll see the spread. One production company will land nine of them with specifics, numbers, and names. Two will hedge: same recipient, same RFP, demonstrably different operational depth. One will pivot every answer back to a capabilities deck. You'll already know which one deserves the contract.

Pair the checklist with the six-input brief on the front of your RFP and you've built the apples-to-apples comparison that survives procurement: same six inputs, same twelve questions, scoring committee can actually compare like-for-like, senior producers can come back inside 24 hours instead of two weeks. That's the version of "fair process" that doesn't punish the producers worth talking to.

If you'd rather skip the pattern-matching exercise, drop us on your bidder list. A senior producer will answer all twelve live, inside twenty minutes, in a working session with your procurement team, same session /resources maps as the AV RFP checklist working topic. Scope-flex either way: full-stack event production, LED video walls, audio and lighting, or live streaming and broadcast, we can answer the RFP in any scope configuration. For receipts, see the Gulf Coast energy summit case study for what full-stack delivery looks like in practice.

Want a producer to answer all twelve questions live on your RFP, alongside the six-input brief?

Fifteen minutes on the phone with a senior SCP producer. We'll walk the twelve-question checklist and the six-input brief with your procurement team so the bids land on a baseline you can actually score. Same working session /resources lists for the AV RFP checklist topic.

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