Sample Task Order Proposal - EO Venture Partners样本的任务顺序的建议- EO合资伙伴

Sample Task Order Proposal - EO Venture Partners样本的任务顺序的 建议 关于小区增设电动车充电建议给教师的建议PDF智慧城市建议书pdf给教师的36条建议下载税则修订调整建议表下载 - EO合资伙伴 NOTE: THIS IS AN EXAMPLE FORMAT OF A REQUEST FOR QUOTE (RFQ) RESPONSE THAT YOU MAY FIND HELPFUL IN DEVELOPING YOUR RESPONSES TO RFQs. THIS SAMPLE CONTAINS THE MOST FREQUENTLY REQUIRED SECTIONS WHEN PROPOSING A COMPLEX TECHNICAL SOLUTION. ALL SECTIONS IN THIS SAMPLE MAY NOT BE REQUIRED FOR YOUR SPECIFIC RESPONSE AND SHOULD NOT BE USED AS IS. THIS SAMPLE SHOULD BE ADAPTED TO THE SPECIFIC REQUIREMENTS OF THE RFQ YOU ARE RESPONDING TO. Proposal For XXXXXXXXXXXXXXXX Prepared for AGENCY NAME Agency Address Here Date: XXXXXXXXXXXX Prepared by COMPANY NAME Company Address Here Contents Proposal ...................................................................................................................................... 1 I.Introduction .............................................................................................................................. 1 II.Technical Proposal ................................................................................................................... 2 a. Technical Approach ............................................................................................................. 3 b. Program Management ....................................................................................................... 3 c. Task Order Management ..................................................................................................... 4 d. Quality Assurance Plan ........................................................................................................ 5 e. Deliverables ....................................................................................................................... 5 f. Risk Mitigation ................................................................................................................... 5 g. Security ............................................................................................................................. 6 h. Past Performance Examples ................................................................................................ 6 III.PRICING PROPOSAL ................................................................................................................. 7 Implement............................................................................................................................. 7 xxxxxxx Solution .................................................................................................................... 7 Training ................................................................................................................................... 7 Warranty & Support ................................................................................................................ 7 a. Payment Terms .................................................................................................................. 8 b. Travel .................................................................................................................................. 8 c. Ordering Information ......................................................................................................... 8 Before You Start There are usually four types of material in any given proposal • Non-technical (Management) – Proposed team, organization, projects/past performance, resumes. • Technical (Approach) – Approach, schedule, sample problems, level of effort • Cost • Legal documents – Forms, financial statements, affidavits, commitment letters, insurance/bonds I. Introduction Summary: Company overview Short paragraph demonstrating understanding of work to be accomplished (taken from the SOW) Short paragraph demonstrating why COMPANY is the best one to do this work Comments: Opening Questions: Your First and Last Impression: Sometimes it is best to either write it first to identify themes and solutions and use it as a basis around which to write the proposal OR you can write it last as a summary of the proposal. Brainstorm--pretend that you have been short-listed and are giving a presentation limited to 10-15 minutes—what questions would you anticipate and what essential information would you provide in order to convince the evaluators? This is how you write the Introduction/Executive Summary. Basic Themes Who is your company? Why are you in particular responding to this RFQ? Does the RFQ require or prohibit an Executive Summary? In one paragraph, state specifically how are you qualified to perform the work identified in this RFQ—paragraph must relate to differentiators/comparative advantages of your firm and speak to win themes. • Plain language and brief. • Essential information only—this is your “elevator speech” to the selection committee—for some members, this may be the only thing they really read (other than the price proposal) • Actually addresses the SOW directly in a meaningful way, not platitudes • Directly tied to evaluation criteria • Showcases your firm’s comparative advantages/win messages • States the problem/need and identifies the basic solution in the opening paragraph • Structure win themes as benefit statements • Briefly introduce the team (highlight benefits) in one paragraph for all. • Briefly identify the added value and describe how you will add it • Don’t include marketing collateral excerpts, canned company history, boilerplate PR here, or trite phrases…three exceptions: How long have you been in business? What projects have you successfully executed that were similar in scope? Have you worked with this client before? 2 II. Technical Proposal Summary: Overview of the technical team and approach for completing the task. The following sections should be of sufficient detail to give the customer confidence that your team will be able to complete the task. a. Technical Approach Detailed breakout of the work to be done. A Work Breakdown Structure helps. Comments: 1. Review the Statement of Work and match it to your Win Themes before writing the Technical approach. 2. You need to do more than restate the statement of work and state that you can do it; you need to demonstrate how YOU can do it, have done it in the past, and will do it again. 3. Treat each requirement in the statement of work and demonstrate two things: a) Respond directly to the tasks/requirements with a concrete future solution and b) State all resources in place or available to you to accomplish the technical elements of the SOW. Match each discrete element of the SOW to a clear technical solution. 4. Assign technical writing roles based on the person’s role in the proposed work. 5. Integrate: , Technical information with win themes. , Briefly, almost casually, mention past-project successful application of the technical solution offered—again briefly Example: “We utilized this solution successfully in X project, outlined in the Past Performance Section, an effort similar in scope and complexity to the work outlined in this RFP” 6. Avoid developing too much material • Write to the RFP requirements • Page length guidelines • Focus on compliance 7. Have a non-technical person read the technical staff’s written product, keeping differentiators and win themes in mind. 3 b. Program Management Summary: In this section, explain how your company will ensure the work gets done. This section should include an overview of your management approach, including things such as management control, meetings, communications, timekeeping, etc. If you win, how will you manage the program? What are the lines of communication between you and the client; between you and the subs? What are the regular mechanisms of communications—Weekly meetings? Monthly reports? Comments: Address: , Program Timeline and Milestones , Quality Assurance (Summary) , How will obstacles/problems be addressed? (Hint: Subtly say cooperatively, but demonstrate your leadership). , Key Points to address: o Use existing material—it has all been written before (usually) o Can be completed early o Respond directly to the RFP o Tailor resumes and projects to SOW o Use the Org chart to illustrate management approach o Do not use a generic org chart o Relationships on chart define the management approach o Company names can clarify roles/ responsibilities o Identify and graphically demonstrate points of contact with client o Highlight key/required personnel: engrave their names, roles, and expertise in the reviewers’ minds. Where a Partnership/Teaming Agreement exists: Emphasize the relationships and points of contact within the team. Integrate material from subs into the text as seamlessly as possible. Create a Project Timeline based on the SOW with specified dates and responsibilities; where subs are involved be sure to indicate how prime and subs will together achieve the timeline and also delineate responsibilities. This is one of two places to mention budget, financial, invoicing and other controls/ c. Task Order Management Summary: Using the techniques described above, XXXXXX will successfully execute the following tasks: 4 Comments: What is the procedure when a Task order is issued on this Contract? To whom does it go first, second, and next? What mechanisms are there to assure the client that the task order is carried out? Apply your Project Management Plan and Org Chart to a Specific Task Order Response! Task Duration Title Description Task 1 X Days Task Title 1 Short Description Task 2 X Days Task Title 2 Short Description Task 3 X Days Task Title 3 Short Description d. Quality Assurance Plan Summary: ****SAMPLE***** The quality assurance process will consist of testing, configuration management, and communication activities. Testing will include functional area testing, source code testing and system integration testing. Configuration management will ensure version control of the source code in addition to the creation of a development and testing environment separate and distinct from the production environment Comments: 1. What institutional QA mechanisms does your firm have in place for all clients? (Customer satisfaction surveys [numbers are good], an identified Quality Assurance officer? Software testing mechanisms? 2. What SOW-specific QA procedures can you offer? 3. What awards, citations etc. has your firm received? e. Deliverables Summary: XXXXXXXXXX will provide the following deliverables during this effort Comments: There are two kinds of project deliverables: 1. Those specifically identified in the RFQ 2. Deliverables you offer to demonstrate completion of identified tasks—examples: Sequenced progress reports, etc. For both items, build a deliverables table that mirrors the RFP and its stated timelines *****SAMPLE************* 5 CDRL Title Delivery Date A001 Deliverable Title 75 days after Needs Assessment A002 Deliverable Title 5 days after completion of Task 1 A003 Deliverable Title 5 days ARO A004 Deliverable Title NLT 5 Working after the beginning of each Month A005 Deliverable Title 40 Days ARO A006 Deliverable Title 60 Days ARO f. Risk Mitigation Summary XXXXXX will provide a forum for CUSTOMER with every opportunity to share and exchange information, engage in discussion, and participate in design and progress reviews. XXXXXX applies a proven development methodology, which affords the user the opportunity to review the elements of the development process. A Preliminary Acceptance Review gives the user the opportunity to exercise the product and make midcourse corrections prior to proceeding to the next step. XXXXXX will submit the corrected / revised product to the client for Final Acceptance Review. Additionally, XXXXXX will complete a full beta test program during the development process. Through continuous communication, XXXXXX and the customer can identify potential problems early and address issues to minimize risk. “Your risks are minimized by what we bring to the table. Relax, we have done this before. Unlike the competition, we bring these technical tools, this experience in this specific area of work, these personnel, and (when applicable) these relationships.” Comments: 1. Identify inherent risks, obstacles, and problems either identified by or implied by the SOW: i. Describe the tools, mechanisms, and technical solutions that you already have in place that obviate the need to worry! ii. Identify similar problems that have arisen in comparable projects and how you successfully solved them creatively and quickly. iii. This is the other place for a brief mention of financial management controls. g. Security Summary XXXXXX will comply with all applicable safeguarding and handling requirements associated with the Privacy Act Data. Comments: 6 1Identify your existing security procedures, existing clearances, etc. in light of the SOW. Does the Government offer you a lead time in which to demonstrate compliance? 2. Identify site security measures on projects of similar size, scope, or complexity. h. Past Performance Examples Company/Agency: Contract Number Contract Type: O Contract Value: Award Date: Completion Date: Contracting Point of Contact: Title: Telephone: Email: Technical Point of Contact: Title: Telephone: Email: Project Description: 1. A paragraph saying what you did and how it relates to the SOW in this RFQ 2. The narrative should include numbers demonstrating success, size, scope and complexity 3. The past performance should show case win themes, firm differentiators/comparative advantage 4. The job should be on time, on budget, and successful 5. Bonus points for: renewal of contract/follow-on work, awards, 6. Define products of the project that build confidence in the ability to conduct the work outline in the RFQ. III. PRICING PROPOSAL Summary XXXXXX proposes to assume the majority of the risk associated with successful and timely completion of this project by bidding this effort as firm fixed-price, in accordance with the RFQ. The Table below provides pricing for this effort broken out by task. Task Order Title Hours Hourly Rates Total Implement Task 1 xxxxxxx Solution Category I xx $ xxx.00 $ xxxx.00 Category II xxx $ xxx.00 $ xxxxxx.00 Category III xxx $ xxx.00 $ xxxxxx.00 Task 2 Training xxx $ xxx.00 $ xxxxx.00 7 $ Task 3 Warranty & Support No Cost 0.00 xxxxxx.00 Based on the approach identified in this proposal, the proposed “fixed-price” for tasks 1, 2, and 3 is $xxxxxxxx.00. Task 3 – “Warranty & Support” is at “No Cost” to the Government and available for a period of 90 days after completion of Task 1. The total price for all three tasks is $xxxxxxxxx.00. Comments: The biggest consistent problems with cost/pricing proposals are: 1. They offer prices for the services and products in answer of the RFQ without considering ancillary costs—travel, training, materials, and other things necessary to executing the standard of work. 2. Because one wants to come in with the lowest price, one underestimates the level of effort and total price. The Government, faced with an unrealistically low dollar figure, rejects the proposal even though it is the lowest price. 3. Failure to read the RFQ with regard to , The relative weight of evaluative factors—price versus technical merit, etc. (RFQ usually indicates the relative weight. , The format in which cost is to be presented. , Listing prices without (where applicable) offering an appropriate narrative explaining how the pricing structure was built. a. Payment Terms Summary XXXXXX will invoice the CUSTOMER in three increments. The first increment will be 30 days from the start of the project for an amount of 33% ($xxxxxxx) of the contracted amount. The second increment will be at the end of sixty days for 33% ($xxxxxxx) of the amount contracted and the final payment will be for 34% ($xxxxxxxx) of the firm fixed contracted amount. Comments: b. Travel Summary No travel is anticipated for the duration of this proposal. If travel is required, it will be conducted only with prior written approval from the Government program manager and will conform to all Joint Travel Regulations. c. Ordering Information General Services Administration Federal Supply Service 8 Authorized Federal Supply Schedule Price List Contract Number GS-XXF-XXXXA Contract Period XX/XX/XX – XX/XX/XX Small Business Point of Contact: XXXXXXXXX. Telephone: XXXXXXXXXXXXXXx Email: XXXXXXXXXXXXXXXX 9