2 Request for Proposal (RFP) Request for Information (RFI)Request for Quotation (RFQ)Responding to an RFPBid/No Bid Evaluation Form and Checklist
3 Is this a strategic opportunity? Is it in line with your business? Can you win the competition?Can you make money?Is the risk manageable? Can your business do the job?
4 Proposal Development Checklist Project Task Assignment & Progress SheetShould Include: Application Form(s), Table of Contents, Executive Summary, Budget, Narrative, Project Description, Required Documents, etc.
5 Phase One: Plan it and Know Your Team. Gather documentation: The first step in writing your proposal is to gather the documentation for it.Decide what you want to say: The second step is to decide what you want to say in your proposal.
6 Have a Consistent Concept Have a Program StatementGet a Handle on Expenses
7 Phase Two: Get all the Data In and Make It Perfect. Don’t assume that the reviewers understand the information, and don’t assume they already have knowledge of your business.
8 COMPONENTS OF A PROPOSAL Transmittal LetterExecutive SummaryStatement of UnderstandingProject DescriptionMethodsBudget/Pricing
10 Phase Three: Send It and Follow Up If you win the proposal: You’ll need to complete other documents, such as contracts, work orders, non-disclosure agreements, etc.If you lose the proposal: Ask for a debriefing session.
11 Outsourcing Proposal Development Best and Final Offer (BAFO)Keys
12 Meet the MD PTAP Staff Denise Warner Program Director Arthenia Johnson LeFloreProcurement SpecialistMary Lee KolichBonnie MaliszewskiCharina ChatmanTraining & Marketing CoordinatorMehjabeen AbidProject Management SpecialistRoisin DoranCoordinatorMD Procurement Technical Assistance Center is located in College Park at:7100 Baltimore Avenue, Suite 402 College Park, Maryland 20740Call Toll Free: for a PTAP office in your area