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

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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