proposal process flow chart rev4
TRANSCRIPT
Proposal Process Flow Chart
ReceiveSOQ/RFP
DistributeSOQ/RFP
to Technical Department
ReviewSOQ/RFP Distribute
Pending RFP List
FOR ALL DROPPED RFPs TECHNICAL COMPLETES “GO/NO-GO” DOCUMENT
Dropped
LIST EMAILED TO TECHNICAL LEADS
Red Team Review
Submission Checklist Delivery
FedEx 2 DAYS BEFORE DUE DATE
Proposal Production
2 DAYS AFTER PINK TEAM REVIEW
4 - 8 HOURS• Print Copies + Originals + 2 Files Copies• Prepare for Electronic Submission (if applicable)• Prepare USB/Discs• Bind• Package• Prepare for Delivery Method
• $UH�$OO�624�5)3�5HTXLUHPHQWV�6DWLV¿HG• Covers/Labels• Tabs• Pagination• Double Sided or Single• Double Spaced/Font Size• Addendums Included• Forms Signed/Notarized IncludedKEY: MARKETING TECHNICAL MARKETING & TECHNICAL
Incorporate Red Team Technical Comments
Prepare andDistribute
Proposal Report
RESPONSES BY COB FRIDAY Go
IncorporatePink Team Changes
• Assign Responsibilities• Determine Timeline/Dates for
Deliverables• Marketing - Sends Meeting
Minutes Via E-mail
Proposal Document Process Begins
1 WEEK BEFORE DUE DATE
PROPOSAL 1st DRAFT
Proposal2nd Draft
2 DAYS AFTER PINK TEAM REVIEW
Marketing
Technical
1. Technical Section2. Cost Sheet “Draft” (if applicable)
Incorporate Red Team Administrative Comments
Complete Capture Plan
Marketing Proposal Management Process
• Select Proposal Coordinator• Review SOQ/RFP• Schedule Kick Off Meeting• ,GHQWL¿HG�*UDSKLF�1HHGV• LEGAL - Contracts/Questionnaire• HR - EEO• INSURANCE���&HUWL¿FDWHV�%RQGLQJ• Notify Admin of Local Delivery (if applicable)• Create Proposal Outline
• Review SOQ/RFP• Identify Selling Points/Win Strategy• Prepare Org Chart• ,GHQWLI\�6XEV�6WDI¿QJ• Identify Teaming Arrangements (if applicable)• Identify Key Resumes• Identify Project Descriptions• Identify Staff to Compose Narratives
Legal HR Insurance/Bonding GraphicsMajor Contract Issues
Kick Off Meeting
PR
OP
OS
AL
PR
EPA
RA
TIO
N P
HA
SE
DA
NG
ER
DAY
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sed
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es/N
on R
espo
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ePink Team
Review
1 WEEK BEFORE DUE DATE• Review/Final Org Chart• Review/Final Resumes• Review/Final Narratives• Review/Final Project Sheets• Review Forms and Signatures• Review Cost Proposal and Schedules
PROPOSAL PLANNING PHASE
GO/NO-GO PHASE
FINAL Decision at
WEDNESDAYGo/No-GoMeeting
Go