Identifying B&P Opportunities
Making a Bid-No-Bid Decision
Developing and Submitting a Proposal
Setting up a New Project
General B&P
100

They monitor the BidOps email and other websites daily.

Who are the BD Managers?

100

This document can help the Proposal Lead move through the process of submitting a proposal.

What is the "Proposal Development Checklist?"

100

This meeting onboards staff to the proposal.

What is a Proposal Kick-off Meeting?

100

This meeting onboards staff to the project.

What is the Project Start-up Meeting?

100

Where the B&P Handbook is saved.

What is the "Bid and Proposals" channel in the "WHS Division Team?" 

200

They monitor certain websites weekly.

Who are the Priority and Deputy Priority Leads?

200

These staff schedule a meeting for the Proposal Lead and DD, and set up folders on Hal and Teams.

Who are the Project Assistants (Ava and Krystal)?

200

These are some of the roles on a proposal.

What are the Proposal Lead, Proposal Coordinator, Budget Lead, Technical Lead, Quality Assurance, Production Lead, and Proposal Writers?

200

This person reads through the contract and ensure the budget matches the proposal, and the statement of work, start and end dates, timelines, and deliverables are correct.

Who is the Project Director?

200

These staff make up the Division Leadership Team.

Who are the DD (Kate), ADs (Madeleine, Jessie, and Marian), and BD Managers (Dallas and Mahika)?

300

Monitoring email lists, checking specific websites, and getting inquiries from clients are all an example of these.

What are inbound activities?

300

After adding hours for staff in Unanet, the Proposal Lead must also make this adjustment.

What is must lock assignment hours to stay within budget?

300

This should be read (and probably re-read) to ensure all requirements are met.

What is the the RFP/RFQ/RFI document?

300

The New Project Request Form is sent to these staff.

Who are the DD/AD and Senior Accountant (Ann K.)?

300

This person should be CC'd on B&P emails while Mahika is on leave.

Who is Skye?

400

This document outlines the procedure for working on proposals with EECC.

What is the "Cross-Divisional Proposal Protocol?"

400

These factors are considered when making a bid-no-bid decision.

What are staff capacity and interest, SPR qualifications and capes, potential partners, project budget and timeline, and contractual limitations?

400

This person reviews the RFP/RFI/RFQ for contractual issues.

Who is the Contracts Coordinator (Eduardo)?

400

At a minimum, the Project Director should create these folders on Hal.

What are Admin/Management, folders for each task, and a folder for final deliverables?

400

This bi-weekly update provides an overview of the division's B&P efforts.

What is the B&P Digest?

500

This spreadsheet contains login credentials for various procurement websites.

What is the "Sources of Bid Opportunities spreadsheet?"

500

This is required if the work is in a state that SPR does not currently work in.

What is board approval?

500

This is when all proposals should be submitted.

What is one day before the due date?

500

This person must sign off on the revenue recognition schedule for a fixed price project.

Who is the AD?

500

WHS currently has 8 of them.

What are Priority Areas?

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