[CLIENT] PROPOSAL PLAN Outline/Assignments
Important Contact Numbers
Proposal Calendar
Possible items to include in the calendar (KEEP EVERYTHING IN MS WORD FOR EASE OF ACCESS) Proposer Conference
Format electronic copy for distribution, distribute files & assignments & items for legal review
First drafts due - Point out outstanding issues, “NO” items on check list etc. raise questions about mods. Last day to submit questions about the RFP
Drafts ready for review, all COSTS FOR MODS must be included
Final reviews complete
Final formatting
Final partner review
Production & Fedex
Deliver by 4 pm
Client does reference checks, develops short list
Demos/Orals
Intent to award
Production Checklist
When writing begins, check RFP for requirements regarding production format:
____________ Order binders if required, anticipating single sided estimate
____________ Order text tabs if required, through the Press Room on 6th floor
____________ Design cover and spines (if binder)
Once your files are written, and general editing/formatting is complete:
____________ Make sure binders and tabs have arrived and send to repro area
____________ Run automated table of contents, TOC (select down to heading level 3)
____________ Add any additional TOC items manually, i.e. cost, appendices, attachments, etc.
____________ Verify page numbers and location of materials with TOC
____________ Print reproduction master
____________ “QC” the master hard copy before copying!! Slowly go through each and every page for weird formatting problems or “eyesore” mistakes ____________ Do “change pages” as needed
____________ Print cover letter onto letterhead
____________ Print color covers on KPMG card stock and give to Dave for insertion
____________ Print color cover file onto second-sheet letterhead to serve as the title page
____________ If too many pages, copy double sided to make it fit in the binder
(unless specifically not allowed by the RFP)
____________ XXX sealed original and XXX copies
____________ XXX copies of financial/legal documents separately bound and sealed
____________ XXX copies of Attachments (which can include):
KPMG standard services contract
KPMG licensing and maintenance agreements
Subcontractor licensing and maintenance agreements
Brochures
____________ Type labels and FedEx slips according the the RFP instructions
____________ Make one electronic copy in Word 6.0 on diskette of everything if required。