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Bid Proposal Presentation Template

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Bid Proposal Flow

Transcript: Proposal Finalization I Drive Process Pt. 1 Measurements Recieved I Drive Process Pt. 2 2 1 3 Account Manager The Email contains the best case scenario Bid Proposal Flow Customer Company Contact Name Property Address Site Map Insert Image Email to Paula and Jim with the Subject "Bid Start" INPUT WHAT SAID EMAIL INCLUDES Simultaneosly a site visit will occur by the field. Exhibit A preparation completed by Account Manager Delete all pricing not needed Hide rows and columns not required Enter Price Options lower right (additional scope, allowances, etc.) Manufacturer, Product, Color lower left Cover Letter final adjustments by Account Manager Proof of all information by Admin Scope of work edits completed Convert to pdf. Exhibit A and Cover Letter and Combine Files Files created in Reroof Drive by Paula R or admin assistant File folders, Startup Excel and Startup Word document are copied. Pasted into Property file under Management and AM Files are named with correct nomenclature Cover letter compoleted with proper name, address, etc. Excel Job File Startup completred with proper name, address, etc. Birkman Session #2 Main Conversion reviews and adjustments for the scope of work Buildings in Scope (if changed) Building Styles, pitches, elevations, etc... Audit/Confirm Quantity entries by Admin Enter Quantities for counter, Ridge Vent, Rain D, Soil Vents, Skylights, Chimneys, Eye-Brows, Bird-Walks, Access Issues, Flat Net by Account Manager Enter adjustments to Waste, H/R Mfr, Started Mfr by Account Manager Recapitulation Sheet adjustments by Account Manager Scope need adjustments (e.g. One-Off Details; Specialty Vents, etc.) Costs entry for Material, delete cost pricing not needed Enter Labor costs (defines job complexity) Pitch and Layers Valley, Ice and Water, Ridge Vent, Static Vents, Drip Edge, Diverters, Skylights, Chimneys, Wall Flashings, Eyebrows, Birdwalks, and all other misc. labor costs Enter Ancillary Costs Permit, Lift, Porto Pots, Travel, Housing, Delivery, Estimating, Warranty, and all other misc. costs Enter Tax Costs Material Tax, State required Sales/Use/1099 Tax Adjust GPM and GP Percentages Estimate Tracking entry is created by Paula or Jim G. Style Map of property created by Jim G. Emails Am for approval to proceed with measurements. AM approves and agrees to: Styles of buildings Building styles selected to be measured Identifies any missing structures (mail, shed, etc.) Measurements requested by Jim G. Measurement reports are recieved by Jim G. or Paula R. Main Conversion spreadsheet started Measurements and Quantities are entered into the Excel Job File Startup WorkBook. Building addresses are confirmed by PM, AM, or Admin Site visit or Gov. Website (This is required for FL permitting) Quantities are entered by Paula or Admin Net Area, Ridges, Hips, Rakes, Eaves, Step Flashing, and Apron Flashing. ALL REMAINING QUANTITIES ARE LEFT BLANK. Transfer Base Proposal documents from Admin to Account Manager Admin finalizes all documents (Job File, Cover Bid, etc.) and provides to AM for review and transition to next steps in bid generation/estimating. Present Proposal to Client...

Bid Proposal

Transcript: Disaster recovery is the process is the process, policies procedures related after natural or human disaster. Disaster recovery plan that will be used for recommencement of all data, applications, hardware, IT infrastructure and communication networking. Project will be driven by a project manager and assistant Centro will only consult with one person to avoid any mix up or confusion will result in a successful webpage the way you Project Scope Adobe Dreamweaver is a widely used Web design and development application. As of June 2011, there were nearly 4 million active sites known to have been developed using Dreamweaver (Milano, Matt 2013). Additional programs such as Adobe Fireworks will be used for desigining purposes Donut King is and international company with numerous stores throughout Australia Typical users of the website may include: current shoppers, employees, potential shoppers from nearby small towns and families. Proposal and Timeframe About create a whole new webpage that is: visually pleasing consistent design we will do all interface designing project will be completed in given timeframe of 8 weeks use of Gantt chart and SDLC for the planning of this project Budget Good Morning board of Centro Mudaliar Designs wishes to propose to you solutions to improve your current website Donut King. Disaster Recovery and Support Centro's requirements: informative intuitive simple easy to navigate Mudaliar Designs recognizes your visions of building customer loyalty enhance customer relationships promote awarness of shopping complex increase customer knowledge Staff Resources Introduction We are a renowned design firm who have had many outstanding projects within the central highlands. Development of a game for the Department of Main Roads and Transport "Kids fest" hosted my Central Highlands Market Place Both recent projects have had outstanding outcomes. Bid Proposal Asset Management

Bid Proposal Automation

Transcript: Conclusion: Can help improve our current process but it really only benefits us as much as we put into it. It would involve a lot of upkeep on our end. Conclusion: Extremely powerful tool that checks all of the marks we are trying to achieve; however, it comes at a steep price and requires full integration and investment from us. The Pros and Cons 4 Classes of Bid Proposal Software No ability to plug into the Arup system or network Can not handle large volumes of data and documents Intended for smaller proposals Very new to the proposal automation market (4 months old) User Interface being updated soon Can search keywords Home page can be custom tailored to each individual user (or not) Permissions are role based Some full-access, others limited Works well with SharePoint Have ample storage space Supports single sign-on Displays a checklist for each proposal step CRM integration Nice and easy-to-understand UI Creates visually stimulating proposals Screenshots Conclusion: Offers similar functionality to that of Cosential, but unfortunately currently requires use of their own CRM. Conclusion: Can help improve our current process but it really only benefits us as much as we put into it. It would involve a lot of upkeep on our end. Each user requires a license unless we go with an Enterprise option. Licenses can be moved between users based on new hire/leaver £750 GBP per license for 12 months Database linking requires an additional server on their end (~ £500 GBP) Is not a direct connection Files can only be shared between users with licenses Deltek Conclusion: Can't handle or meet our needs Pros Works with inDesign, PDF and Word Permissions are role based Some full-access, others limited Conclusion: Works well with a SharePoint library in tandem with their own library, but still has the issue of libraries being split up. EasyPQQ Pros Conclusion: They really encourage you to work within their platform; however, they do offer options to link our databases up. Cons Pros Pros Clean user interface Can hook-up to some of our databases. Good File Manager built into the tool Can create templates Parent account capable of pushing corporate branding Faithful+Gould is a current client Cons SharePoint Pros Hosted locally within our network Easily able to combine files together in order to build a proposal Can be supported from within Arup Economical Can be custom-tailored to meet some of our needs Cons Pros Cons Pros Screenshots Qvidian Oracle Nusii Cons Conclusion: Can't handle or meet our needs Quosal Cons Middle Upper Can search through files for keywords Can hook-up to many of our databases. Good File Manager built into the tool Files would be hosted within their own library Unlimited storage Industry leader for proposal automation Expensive Takes a couple of months time to have the system setup for our use Will require a contractor to come in and develop the software to work for us Proposals are only built through word documents Resumes would require a consistent format across all of them in order for information/sections to be queried. Pros SharePoint Cons No ability to plug into the Arup system or network Can not handle large volumes of data and documents Intended for smaller proposals Very new to the proposal automation market (4 months old) Very small company Cons Lower Upper-Middle Bid Proposal Automation Can not pull data from inDesign Everyone has equal permissions Can be changed for an increased price Undefined limit to file storage space Charged for going over the limit Performance is not good in Asia due to proximity to data center Screenshots APAC support not included in the out of the box business model Do have third party reps who support that region for them Outputs PDF/Word files Suggests using inDesign for post-editing Keywords lack spell-checking Screenshots Screenshots Cons Currently requires using Deltek CRM Possibility they may be able to de-couple these in the future. Cosential Hosted across multiple data centers 2 in the US - 1 being made in Europe Dynamic in case of failover CRM integration Pros User friendly platform

BID/PROPOSAL EVALUATION

Transcript: 514.270-3 Evaluation factors for award. The solicitation should clearly state the basis for evaluating bids for aggregate award, require bidders to submit a price on each item within the group or a percentage to be added or subtracted from a list price, and advise bidders that failure to submit prices as required within a group makes a bid ineligible for award for that group. Presented by; Heidy Sanchez LOWEST PRICE TECHNICALLY ACCEPTABLE Proposal Evaluation... Determine the responsiveness of the offers to the requirements of the solicitation documents 14.403 Recording of bids. (a) Standard Form 1409, Abstract of Offers, or Optional Form 1419, Abstract of Offers—Construction (or automated equivalent), shall be completed and certified as to its accuracy by the bid opening officer as soon after bid opening as practicable. Where bid items are too numerous to warrant complete recording of all bids, abstract entries for individual bids may be limited to item numbers and bid prices. In preparing these forms, the extra columns and SF 1410, Abstract of Offers—Continuation, and OF 1419A, Abstract of Offer—Construction, Continuation Sheet, may be used to label and record such information as the contracting activity deems necessary. The assessment of a proposal to determine the offeror's ability to successfuly perform the prospective contract. It is also used to determine a fair and reasonable price for the contract requirement. L P T A Post Award BID/PROPOSAL EVALUATION

BID PROPOSAL

Transcript: Business proposal for SECURITY & EMERGENCY PLANNING AND THE CONTINGENCY PLAN Client Name goes here Date goes here EVENT SITE MANAGEMENT F&B MENU PLACE YOUR LOGO HERE EVENT DESCRIPTION AND CONCEPT CONVENTION PROPOSAL ASEAN Summit 2021 To talk about economical relationship between South East Asian Nation, its politics, security, and socio-cultural development and to talk about solving global issues like Covid-19 Pandemic. Theme: “Better Relationship, for Better Tomorrow” Company Intro SAMPLE ADVERTISEMENT, PROMOTIONS, SIGNAGE, ETC. Our Team Our Team Our Clients Our Clients OBJECTIVES Objectives 1. To maintain good relationship to other countries and to give support to every participating countries to have better economical relationship and to solve existing problems in order to come up with one united idea. 2. Objectives Another objective of this convention is to also show the competitiveness of Filipino when it comes to international conventions, another one is report to each other the happenings in different participating countries to give help to others and to seek help to others. 3. One main objective also is to improve security for everybody and to have a talk about the socio-cultural development and to global issues. To share knowledge, and to collaborate to each participating countries to help each other for better relationship. Strategy EVENT ENDORSEMENT Deliverable 1 Deliverable 1 Deliverable 2 Deliverable 2 Deliverable 3 Deliverable 3 Our funds will be coming from the government, event fees like registration fees/ admission fees, there will be also coming from our souvenir side stores to have a little bit of funds, we will also be looking for sponsors to help us make the convention better. FUNDING SOURCES

Bid Proposal

Transcript: Common Mistakes to Avoid Failing to address the client's requirements directly, submitting incomplete documents, and ignoring budget constraints are common pitfalls. Awareness of these mistakes enhances the quality of bids and increases winning chances. Key Elements of a Successful Bid Successful bids consist of a thorough understanding of requirements, clarity in presentation, competitive pricing, and strong qualifications. Additionally, personalization of the proposal can significantly enhance its effectiveness. Importance of Customization Overview of the Bidding Process Tailoring bids to specific client needs is crucial. Customization demonstrates the bidder's commitment to the project and often distinguishes a proposal from others in terms of relevance and applicability. The bidding process typically involves several key stages: request for proposals (RFP) issuance, proposal preparation, submission, evaluation, and contract award. Each stage requires careful attention to detail to ensure compliance and competitiveness. Formatting the Proposal Importance of Bid Proposals Proper formatting enhances readability and professionalism. Use headings, bullet points, and clear fonts. Maintain consistent margins and spacing. Including a table of contents and a cover page adds structure and makes navigation easier for reviewers. Bid proposals play a vital role in competitive procurement. They not only provide detailed solutions but also reflect the seller's understanding of the project requirements, establishing credibility and trust with the buyer. Submission Guidelines Introduction to Bid Proposals Presentation and Submission Bid proposals are critical documents in procurement, serving as formal offers from sellers to buyers. They outline how the seller intends to meet the buyer's requirements, influencing the decision-making process significantly. Adherence to submission guidelines is critical. Understand the client's requirements regarding format, length, and deadlines. Verify if the submission should be electronic or hard copy, and ensure all required documents are included. Effective presentation and submission of a bid proposal can significantly influence the decision-making process of clients. Proper formatting and adherence to submission guidelines are crucial for establishing professionalism and clarity of the proposal. Building Client Relationships Successful bidding is not solely about winning contracts; it involves establishing long-term relationships with clients. Effective communication, transparency, and follow-up can create ongoing opportunities for collaboration. Follow-up Strategies After submission, follow up within the stipulated timeframe. A polite inquiry can demonstrate interest and professionalism. Document any feedback received and adjust future proposals based on this input to progressively enhance your bidding efficacy. Bid Proposal Cost Estimation Techniques Effective Strategies for Successful Bidding Pricing Strategies Utilizing accurate cost estimation techniques is essential for developing budgets and forecasts. Methods such as analogous estimating, parametric estimating, and bottom-up estimating can provide reliable insights based on historical data and project specifics. An effective pricing strategy is crucial for winning bids and achieving profitability. Understanding various techniques can help businesses create competitive offers and meet client expectations. Analyzing the Project Scope Identifying Client Needs Identifying client needs requires active engagement and communication. Conducting surveys, interviews, and feedback sessions can reveal client expectations, helping tailor proposals that resonate and fulfill their specific requirements. Understanding the project scope involves a detailed examination of deliverables, tasks, and timelines. A comprehensive scope analysis avoids miscommunication and scope creep, ensuring that all parties are aligned on objectives and expectations. Competitive Pricing Analysis Value-Based Pricing Conducting a competitive pricing analysis allows businesses to identify market rates and adjust their bids accordingly. This includes assessing competitors’ pricing strategies, positioning, and value propositions to ensure competitive edge. Value-based pricing focuses on the perceived value of a product or service rather than just the cost. By aligning pricing with customer value, organizations can differentiate themselves and optimize profit margins while meeting client needs. Compliance with Regulations Compliance with regulations ensures that the bid proposal meets legal and industry standards. Understanding local, state, and federal regulations is vital, as non-compliance can lead to disqualification or legal issues. Understanding the Requirements Mastering the requirements of a bid proposal is essential for aligning project expectations and delivering a competitive edge. This section highlights the process of accurately analyzing project scopes,

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