Collect,
distribute and review pertinent background documents. 2.
PARTNERS Identify
partners to participate in bid. Determine
type of partnership arrangement. Prepare
teaming or other type of appropriate agreements. Receive
signed agreements from partners. Determine
each partner's level of effort for project. Number
and type of long-term staff. Number
and type of consultants.
3.
TECHNICAL STRATEGY Hold
strategy meetings. Identify
the partnership's strengths and weaknesses. Identify
competition and their strengths and weakness. Identify
ways to differentiate partnership from competition. Develop
strategic themes. Develop
strategy for each component and overall.
4.
TECHNICAL PROPOSAL Prepare
draft outline/revise as needed. Identify
& select writers for each section. Determine
page numbers for each section. Determine
document format (font, major/minor headings, etc.). Provide
writers with written formatting guidelines/instructions. Prepare/distribute
list of nomenclature, abbreviations, acronyms. Identify
and provide writers with relevant sections from past proposals.
Prepare
schedule/identify due dates for draft sections. Determine
review, feedback and editing process for written sections.
Ensure
compatibility of software packages and versions. Ensure
compatibility of document transmission via e-mail. Ensure
sufficient quantities of appendix materials are available.
5.
PERSONNEL Prepare
packet of materials for long-term candidates. Prepare
personnel checklists/tracking list for candidate documents.
Prepare
commitment letter(s) for signature by candidates. Recruit
long-term staff and consultants. Collect
CVs. Sort
CVs by category/areas of expertise. Review
CVs. Identify
best candidates and alternates. Confirm
candidates' interest/availability. Obtain
additional info from candidates for CVs, if necessary. Provide
candidates with BioData Forms and instructions USAID only).
Obtain
completed/signed BioData Forms from candidates (USAID only).
Review
BioData Forms for completeness and signature (USAID only).
Corporate
Official Sign BioData Forms (USAID only). Obtain
signed letters of commitment from candidates. Review
personnel checklists for missing items. Determine
format for re-written CVs. Re-write
CVs. Write
blurbs. Prepare
skills matrices.
6.
PAST PERFORMANCE
REFERENCES Use RFP
format if required. Update
and/or prepare past performance information as needed. Review
for accuracy and completeness.
7.
PACKAGING Select
cover design (map, picture, graphic, etc.). Identify
info for cover (RFP #, date, submitted to/by, etc.). Prepare
cover. Determine
how proposal will be packaged. Purchase
binder rings and covers, if needed. Purchase
notebooks if needed. Purchase
dividers/tabs if needed. Ensure
sufficient quantities of all packaging items are available.
8.
FINISHING TOUCHES Spell
check all sections. Gather
appendix materials. Prepare
Table of Contents. Prepare
Transmittal Letter. Prepare
Inside Cover Sheet for Technical Proposal. Prepare
Section Tabs/Dividers for Technical Proposal.
9.
PRODUCTION Determine
where and by whom proposal will be reproduced. Insert
special pages, charts, etc., if required . Insert
appendix materials. Check
pages in each copy for legibility. Check
each copy to ensure no pages are missing.
10.
PROPOSAL DELIVERY/LOGISTICS Preparations
for Delivery
Mailing Hand Carrying 
