proposalcalendor

1、CLIENT PROPOSAL PLANOutline/AssignmentsFilenameSect #Section TitleWriter*Status (holes, needs, etc.)*Assign a single person responsible for completing each section but ONE person needs to be accountable.others may contributeImportant Contact NumbersNameRole in ProposalWorkOthPartnerSenior ManagerBDM

2、BDST Proposal Coordinator/EditorSubcontractorWriter(s)GraphicsProposal CalendarPossible items to include in the calendar (KEEP EVERYTHING IN MS WORD FOR EASE OF ACCESS)PROPOSERC ONFERENCEFormatelectroniccopy for distribution,distributereviewFirstdraftsdue- Pointoutoutstandingissues,files & assig

3、nments& itemsfor legal“ NO”itemson checklist etc.raisequestions about mods.Last day to submit questions about the RFPDrafts ready for review, all COSTS FOR MODS must be included Final reviews completeFINAL FORMATTINGFinal partner reviewProduction & FedexDeliver by 4 pmClient does reference c

4、hecks, develops short listDemos/OralsIntent to awardSUNMONTUEWEDTHURProduction ChecklistWhen 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_ Desig

5、n 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)_ AddanyadditionalTOCitemsmanually,i.e.cost,appendices,attachme

6、nts, etc._ Verify page numbers and location of materials with TOC_ Print reproduction master_“ QC” the master hard copy before copying!Slowly go through eachand every page for weird formatting problems or“ eyesore ” mistakes_Do “ change pages ” as needed_ Print cover letter onto letterhead_ Print co

7、lor covers on KPMG card stock and give to Dave for insertion_ Printcolorcover file onto second-sheetletterheadto serveas the titlepage_ 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 contractKPMG licensing and maintenance agreementsSubcontractor licensing and maintenance agreementsBrochures_ Type labels and