25 x MS Excel spreadsheet, 25 x MS Word documents. Includes Bid-No Bid log, Clarifications, Competitors Matrix, Costs Breakdown, Deliverables Timetable, Partner / Subcontractor Matrix, Phased Costs, Post-Award Debrief, Proposal Checklist, Proposal Development Schedule, References, RFP Schedule, Status Report, and Success Ratio templates.
You get 25 Proposal Templates including the following:
Control all proposals that you are responsible for. Sort by contributor, document number, proposal title, client name, date, review, status, and version.
Monitor the schedule of all RFPs that your company plans to bid for. Sort the spreadsheet by Issuers (e.g. Dept of Transport), official document number, proposal title, publication date, submission date, Bid Manager, review date, and its Status, such as Bid or No Bid.
Record which RFPs (ITTs) you decide to bid or not bid for.
Track the success ratio of bids you have submitted.
Monitor the tasks allocated to team members for the duration of the proposal lifecycle.
Track the project’s development phases (i.e. design, development, testing), timeframes, due dates, deliverables and key events, such as Go Live dates.
Schedule meetings with the proposal team members. Record the Date, Time, Attendees, Agenda, Location, Bid No., Proposal Title, and Comments.
Check that you have covered all the key areas, such as RFP Name, Bid Manager, Section #, Requirements, Description, Priority, Availability, Comment, Resource, and Due Date.
Record details of the clarifications that either you or other bidders have submitted, such as Clarification number, Clarification, Answer, Comments, Status.
Record details of the debrief, including date, time, attendees, location, bid no., proposal title, and comments.
Capture the overall costs by Section, Description, and Price.
Record details of the software costing (e.g. 3rd party application), such as its description, qty, Unit Price, Installation Cost, VAT, Comments, Total Cost, and details of Single User, Group License, Shareware.
Record details of server pricings, including its description, Quantity, Unit Price, Installation Cost, VAT, Expenses and Total Cost.
Record the costs of all development phases (e.g. Year 1, Year2, Year3) for Software Development, Services, Software, Hardware, Network, Telecommunications, Training, Contingency, and Total.
Capture the pricing of different Service Level Agreement, e.g. Service Level 1, Service Level 2, Service Level 3.
Assess the level of risk involved, e.g. Risk Level Range, Risk Item, The Risk Score, Budget Risk (What risk does the budget represent?), External Dependencies Risk (Dependencies on sub-contractors?) and more.
Track the main issues for each project, such as the level of severity, key deliverables, their value, and the level of severity (5 = High, 1 = Low).
Arrange meetings with clients. Track the RFP #, Proposal Title, Date, Location, Agenda, Comments, Status.
Record the details of your main references, such as their Name, Company, Title, Email, Tel, Confirmed, Comments.
Ensure that the correct resumes (CVs) are included in each proposal.
Identify the most appropriate partner for each proposal. Sort by Partner, Key Contact, Role, Tel, Email, Skills.
Track your main competitors. Record details of their name, Size, Recent Wins, Strength, Weakness, and Industry.
Maintain an inventory of office and production supplies. Record Order Dates, Item, Supplier, Tel, PO Number, In Stock.
MS Word and MS Excel for each template
File Format: The templates are in Microsoft Word (.docx) and Microsoft Excel (.xlsx) format.
Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.
Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click File, Save As and save the files. There are no security settings on any of the files.
Images: All of the images in the templates are copyright free.