GCAP Presents:
The Incredibly Important Pre-Proposal Activities The Science of Proposal Development The Art of Strategic Communications The Anxiety of the Evaluation and Award Post Award Happy Dance or Singing the Blues
Intelligence Gathering Understanding your business capabilities Understanding your strengths and weaknesses Know your competition Is there an incumbent contractor? What are their strengths and weaknesses? Primary, secondary, tertiary targets
Reviewing RFP and Contract Documents Read completely and thoroughly Make working copies Make sure you understand what the Customer wants If you have questions…Ask Make sure you understand the contract documents If you have questions…Ask
Analyzing RFP components Customer Concerns Scope of Work Process and Schedule Format and Evaluation Factors Annotate Issues Begin to consider how you match up
Understanding cost factors: Material Costs Direct Labor Costs Other Direct Costs – travel, and other items charged direct. Indirect Costs Profit considerations
The importance of attending the pre-proposal conference: If there is one….go, even if it is non-mandatory
Creating Your WIN Strategy The Driving Question: Why Us? This becomes the main proposal strategy and theme This is the “Value Added” component to your proposed approach, above and beyond “we will comply” This drives your approach and should be infused throughout proposal
Creating Your WIN Strategy How? Taking stock of your intelligence gathering, RFP analysis, pre-proposal conferences. Define the customer (agency) worries, issues, problems, challenges, concerns. Indentify your strengths relative to these issues. Indentify weaknesses and if/how to neutralize. Capture this strategy on paper
Customer Worries/Issues EXAMPLES: 1. Accuracy and timeliness of collecting bioassay samples. 2. Technically Competent personnel 3. Accurate testing 4. Timely completion of Tasks 5. Environmental Considerations Our Approach
Use data collected from intelligence gathering, analysis, and win strategy session Step back: Objectively evaluate Always better to have more than one person in the process (devil’s advocate) Balancing aggressiveness with realism
Proposal development and delivery schedule Work backward from due date Give yourself enough time for all development components: Writing, reviewing, editing, graphics, copies, delivery, etc.
Proposal Outline and format Follow format dictated in RFP Comply with page, font, binding, pagination, and printing requirements Address the issues raised within the SOW within the framework of the evaluation criteria Ensure complete compliance
Brainstorming your Response With your WIN strategy, SOW, Evaluation Factors Begin to address each proposal module Better to be done with all authors, managers, team members in room Gets everyone on same track Allows for technical interchange Ensures strategy infusion
RFP section: Thesis of proposal module 1, 2 3 Major topics of module (paragraph level) A B C Any tables or graphs needed?
Improved “Writing Skills” do not necessarily lead to better proposals The quality of your proposal is directly realted to: The ability to manage the information flow The ability to provide a strategic response
“We will comply” is the minimum response The agency wants to know: you will comply how you will comply and how your approach sets you apart from your competition Your “approach” has to be a surplus over simply complying…compliance plus strategy
Your strategy for this proposal is the “added value” of your approach. Your strategy is “discovered” as a basis of: Intelligence gathering RFP analysis Q&A at pre-proposal conference The strategy is infused throughout proposal
Negative proposal factors: Unproven understanding of agency’s requirements Incomplete response: critical sections left out Non-compliant Insufficient resources (time, personnel, etc) to accomplish tasks Insufficient information about your company Poor proposal organization: difficult to correlate proposal content to RFP/SOW
Negative Proposal factors: Failure to show relevance of past experience to proposed project Unsubstantiated or unconvincing rationale for proposed approaches or solutions Wordiness Repeating requirements without discussing how you will perform (the old parrot trick).
The value of the Red Team Review An important, but often neglected process Usually jettisoned due to time constraints Pick members for competence, knowledge, honesty, and not intimately associated with this effort Can annotate Q’s or flag (e.g. unclear, garbled, already stated, contradiction, “where did you go to school?” [managers only] )
Evaluation Process Individual team member scoring Master scoring sheet Written clarifications Competitive Range Oral presentations Discussions Site visits Best and Final Offer Optional
Final evaluation and tentative selection Contract negotiation Notice of intent to award Agency approval and contract execution Work begins!!
Debriefing (unsuccessful and successful) Can reveal weak or deficient areas that lowered score Cannot reveal other companies’ approach or merits, or score Post Mortem and “Lessons Learned” file Electronic proposal files (don’t let them become boilerplate)