| Managing Incoming Request For Quotes (RFQs) | 37 days? | 1/1/2007 | 2/20/2007 | | |
| Read the note for explanation of template purpose | 0 days | 1/1/2007 | 1/1/2007 | | |
| Select Review Team | 2 days? | 1/1/2007 | 1/2/2007 | | |
| Determine review team availability | 1 day? | 1/1/2007 | 1/1/2007 | 1 | Sales Manager,Proposal Specialist |
| Identify review meeting schedule options | 1 day? | 1/2/2007 | 1/2/2007 | 3 | Sales Manager,Proposal Specialist |
| Finalize RFQ roles and responsibilities | 1 day? | 1/2/2007 | 1/2/2007 | 3 | Sales Manager,Proposal Specialist |
| Review team selected | 0 days | 1/1/2007 | 1/1/2007 | 3 | |
| Perform RFQ Analysis | 4 days? | 1/2/2007 | 1/5/2007 | | |
| Analyze and define scope | 1 day? | 1/2/2007 | 1/2/2007 | 6 | Proposal Specialist |
| Analyze and identify administrative requirements | 2 days? | 1/3/2007 | 1/4/2007 | 8 | Proposal Specialist |
| Analyze and identify legal requirements | 2 days? | 1/3/2007 | 1/4/2007 | 8 | Legal,Proposal Specialist |
| Analyze and identify format requirements | 1 day? | 1/3/2007 | 1/3/2007 | 8 | Proposal Specialist |
| Analyze and identify content requirements | 2 days? | 1/3/2007 | 1/4/2007 | 8 | Proposal Specialist,Subject Matter Expert |
| Initial requirements review completed | 0 days | 1/4/2007 | 1/4/2007 | 8,9,10,11,12 | |
| Define Review Criteria | 1 day? | 1/5/2007 | 1/5/2007 | | |
| Define/confirm business justification | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Sales Manager |
| Define/confirm customer fit | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Proposal Specialist |
| Define/confirm organization capacity/resource requirements | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Management |
| Determine subject matter experts needed for consultation | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Management |
| Define/confirm customer references needed | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Sales Manager |
| Define/confirm track record with similar RFQs | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Proposal Specialist |
| Define/confirm level of effort needed to prepare RFQ | 1 day? | 1/5/2007 | 1/5/2007 | 13 | Proposal Specialist |
| Define review criteria | 0 days | 1/5/2007 | 1/5/2007 | 15,16,17,18,19,20,21 | |
| RFQ Analysis Completed | 0 days | 1/5/2007 | 1/5/2007 | 22 | |
| Performa a Bid/No Bid Analysis | 2 days? | 1/8/2007 | 1/9/2007 | | |
| Compare analysis results with bid criteria | 1 day? | 1/8/2007 | 1/8/2007 | 22 | Sales Manager |
| Decide on bid/no bid | 0 days | 1/8/2007 | 1/8/2007 | 25 | Legal,Management,Sales Manager,Proposal Specialist |
| Communicate decision to offeror and participants | 1 day? | 1/9/2007 | 1/9/2007 | 25 | Sales Manager |
| Bid Analysis Completed | 0 days | 1/9/2007 | 1/9/2007 | 26,27 | |
| Develop RFQ Project Plan | 3 days? | 1/10/2007 | 1/12/2007 | | |
| Input/update RFQ management/administration system | 0 days? | 1/10/2007 | 1/10/2007 | 28 | Sales Manager |
| Define project tasks and review milestones | 1 day? | 1/10/2007 | 1/10/2007 | 28 | Proposal Specialist |
| Define review deliverables and assignments | 1 day? | 1/11/2007 | 1/11/2007 | 31 | Proposal Specialist |
| Prepare review meeting schedule/communication guidelines | 1 day? | 1/12/2007 | 1/12/2007 | 30,31,32 | Sales Manager,Proposal Specialist |
| RFP Project Plan Completed | 0 days | 1/12/2007 | 1/12/2007 | 33 | |
| RFQ Development | 11 days? | 1/15/2007 | 1/29/2007 | | |
| Develop and document win themes | 1 day? | 1/15/2007 | 1/15/2007 | 28,34 | Sales Manager |
| Document and organize administrative requirement responses | 2 days? | 1/15/2007 | 1/16/2007 | 34 | Proposal Specialist |
| Document and organize legal requirements responses | 1 day? | 1/17/2007 | 1/17/2007 | 37 | Legal |
| Organize and format RFQ structure/sections | 3 days? | 1/17/2007 | 1/19/2007 | 37 | Proposal Specialist |
| Gather and finalize RFQ content | 2 days? | 1/22/2007 | 1/23/2007 | 37,38,39 | Proposal Specialist |
| Finalize RFQ product/service price quotes and options | 2 days? | 1/24/2007 | 1/25/2007 | 40 | Proposal Specialist |
| Develop cover letter and/or executive summary | 1 day? | 1/24/2007 | 1/24/2007 | 40 | Proposal Specialist |
| Conduct RFQ quality review | 1 day? | 1/26/2007 | 1/26/2007 | 41,42 | Management |
| Update RFQ management/administration system | 1 day? | 1/29/2007 | 1/29/2007 | 43 | Sales Manager |
| RFQ Development Completed | 0 days | 1/29/2007 | 1/29/2007 | 43,44 | |
| RFQ Management Review and Approval | 3 days? | 1/30/2007 | 2/1/2007 | | |
| Conduct management RFQ review | 1 day? | 1/30/2007 | 1/30/2007 | 45 | Management |
| Finalize changes to RFQ | 1 day? | 1/31/2007 | 1/31/2007 | 47 | Proposal Specialist |
| RFQ approved | 0 days | 1/31/2007 | 1/31/2007 | 48 | |
| Update RFQ management/administration system | 1 day? | 2/1/2007 | 2/1/2007 | 49 | Sales Manager |
| RFQ Management Review and Approval Completed | 0 days | 2/1/2007 | 2/1/2007 | 49,50 | |
| RFQ Submittal and Response | 12 days? | 2/1/2007 | 2/16/2007 | | |
| Submit RFQ to client | 1 day? | 2/1/2007 | 2/1/2007 | 49 | Sales Manager |
| Monitor response | 5 days? | 2/2/2007 | 2/8/2007 | 53 | Sales Manager |
| Provide additional requested information | 5 days? | 2/9/2007 | 2/15/2007 | 54 | Sales Manager,Proposal Specialist |
| Win/lose decision | 0 days | 2/15/2007 | 2/15/2007 | 55 | |
| Update RFQ management/administration system | 1 day? | 2/16/2007 | 2/16/2007 | 56 | Sales Manager |
| RFQ Submittal and Response Completed | 0 days | 2/16/2007 | 2/16/2007 | 57 | |
| RFQ Win and Acceptance | 2 days? | 2/19/2007 | 2/20/2007 | | |
| Finalize contractual arrangements | 1 day? | 2/19/2007 | 2/19/2007 | 58 | Legal |
| Assemble initiative team | 1 day? | 2/20/2007 | 2/20/2007 | 60 | Management |
| Begin Service Delivery Discussions with the Vendor | 0 days | 2/20/2007 | 2/20/2007 | 61 | |
| RFQ Process Completed | 0 days | 2/20/2007 | 2/20/2007 | 62 | |
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