KPMG全套内部培训教程8

d:\temp\1561116675682.doc2019/9/15Page1[CLIENT]PROPOSALPLANOutline/AssignmentsFilenameSect#SectionTitleWriter*Status(holes,needs,etc.)WrittenReviewed*Assignasinglepersonresponsibleforcompletingeachsection–othersmaycontributebutONEpersonneedstobeaccountable.ImportantContactNumbersNameRoleinProposalWorkOtherPartnerSeniorManagerBDMBDST–ProposalCoordinator/EditorSubcontractorWriter(s)Graphicsd:\temp\1561116675682.doc2019/9/15Page2ProposalCalendarPossibleitemstoincludeinthecalendar(KEEPEVERYTHINGINMSWORDFOREASEOFACCESS)ProposerConferenceFormatelectroniccopyfordistribution,distributefiles&assignments&itemsforlegalreviewFirstdraftsdue-Pointoutoutstandingissues,“NO”itemsonchecklistetc.raisequestionsaboutmods.LastdaytosubmitquestionsabouttheRFPDraftsreadyforreview,allCOSTSFORMODSmustbeincludedFinalreviewscompleteFinalformattingFinalpartnerreviewProduction&FedexDeliverby4pmClientdoesreferencechecks,developsshortlistDemos/OralsIntenttoawardSUNMONTUEWEDTHURFRISATd:\temp\1561116675682.doc2019/9/15Page3ProductionChecklistWhenwritingbegins,checkRFPforrequirementsregardingproductionformat:____________Orderbindersifrequired,anticipatingsinglesidedestimate____________Ordertexttabsifrequired,throughthePressRoomon6thfloor____________Designcoverandspines(ifbinder)Onceyourfilesarewritten,andgeneralediting/formattingiscomplete:____________Makesurebindersandtabshavearrivedandsendtoreproarea____________Runautomatedtableofcontents,TOC(selectdowntoheadinglevel3)____________AddanyadditionalTOCitemsmanually,i.e.cost,appendices,attachments,etc.____________VerifypagenumbersandlocationofmaterialswithTOC____________Printreproductionmaster____________“QC”themasterhardcopybeforecopying!!Slowlygothrougheachandeverypageforweirdformattingproblemsor“eyesore”mistakes____________Do“changepages”asneeded____________Printcoverletterontoletterhead____________PrintcolorcoversonKPMGcardstockandgivetoDaveforinsertion____________Printcolorcoverfileontosecond-sheetletterheadtoserveasthetitlepage____________Iftoomanypages,copydoublesidedtomakeitfitinthebinder(unlessspecificallynotallowedbytheRFP)____________XXXsealedoriginalandXXXcopies____________XXXcopiesoffinancial/legaldocumentsseparatelyboundandsealed____________XXXcopiesofAttachments(whichcaninclude):KPMGstandardservicescontractKPMGlicensingandmaintenanceagreementsSubcontractorlicensingandmaintenanceagreementsBrochures____________TypelabelsandFedExslipsaccordingthetheRFPinstructions____________MakeoneelectroniccopyinWord6.0ondisketteofeverythingifrequired