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1、CLIENTPROPOSALPLANOutline/AssignmentsFilenameSect#SectionTitleWriter*Status(holes,needs,etc.)WrittenReviewed*Assignasinglepersonresponsibleforcompletingeachsection-othersmaycontributebutONEpersonneedstobeaccountable.ImportantContactNumbersNameRoleinProposalWorkOtherPartnerSeniorManagerBDMBDST-Propos
2、alCoordinator/EditorSubcontractorWriter(s)GraphicsProposalCalendarPossibleitemstoincludeinthecalendar(KEEPEVERYTHINGINMSWORDFOREASEOFACCESS)ProposerConferenceFormatelectroniccopyfordistribution,distributefiles&assignments&itemsforlegalreviewFirstdraftsdue-Pointoutoutstandingissues,NOitemsonchecklist
3、etc.raisequestionsaboutmods.LastdaytosubmitquestionsabouttheRFPDraftsreadyforreview,allCOSTSFORMODSmustbeincludedFinalreviewscompleteFinalformattingFinalpartnerreviewProduction&FedexDeliverby4pmClientdoesreferencechecks,developsshortlistDemos/OralsIntenttoawardSUNMONTUEWEDTHURFRISATProductionCheckli
4、stWhenwritingbegins,checkRFPforrequirementsregardingproductionformat:Orderbindersifrequired,anticipatingsinglesidedestimateOrdertexttabsifrequired,throughthePressRoomon6thfloorDesigncoverandspines(ifbinder)Onceyourfilesarewritten,andgeneralediting/formattingiscomplete:Makesurebindersandtabshavearriv
5、edandsendtoreproareaRunautomatedtableofcontents,TOC(selectdowntoheadinglevel3)AddanyadditionalTOCitemsmanually,i.e.cost,appendices,attachments,etc.VerifypagenumbersandlocationofmaterialswithTOCPrintreproductionmaster“QC”themasterhardcopybeforecopying!Slowlygothrougheachandeverypageforweirdformatting
6、problemsor“eyesoremistakesDo“changepages”asneededPrintcoverletterontoletterheadPrintcolorcoversonKPMGcardstockandgivetoDaveforinsertionPrintcolorcoverfileontosecond-sheetletterheadtoserveasthetitlepageIftoomanypages,copydouble(unlessspecificallynotallowedbytheRFP)sidedtomakeitfitinthebinderXXXsealed
7、originalandXXXcopiesXXXcopiesoffinancial/legaldocumentsseparatelyboundandsealedXXXcopiesofAttachments(whichcaninclude):KPMGstandardservicescontractKPMGlicensingandmaintenanceagreementsSubcontractorlicensingandmaintenanceagreementsBrochuresTypelabelsandFedExslipsaccordingthetheRFPinstructionsMakeoneelectroniccopyinWord6.0ondisketteofeverythingifrequired
