KPMG全套内部培训教程8

1、KPMG全套内部培训教程 8Outli ne/Assig nmentsFilenameSect #Section TitleWriter*Status (holes, needs, etc.)WrittenReviewed*Assig n a si ngle pers on resp on sible for complet ing each secti on others may con tribute but ONE person needs to be accountable.Importa nt Con tact NumbersNameRole in ProposalWorkOther

2、Part nerSenior Man agerBDMBDST -Proposal Coord in ator/EditorSubc on tractorWriter(s)GraphicsProposal CalendarPossible items to include in the calendar (KEEP EVERYTHING IN MS WORD FOR EASE OF AC CESS)Proposer ConferenceFormat electronic copy for distribution, distribute files & assignments & items f

3、or legal reviewFirst drafts due - Point out outstanding issues, “ NO” items on check list etc. raise questions abo ut mods.Last day to submit questions about the RFPDrafts ready for review, all COSTS FOR MODS must be includedFinal reviews completeFinal formattingFinal partner reviewProduction & Fede

4、xDeliver by 4 pmClient does reference checks, develops short listDemos/OralsIntent to awardSUNMONTUEWEDTHURFRISATProduction ChecklistWhen writing begins, check RFP for requirements regarding production format:Order binders if required, anticipating single sided estimateOrder text tabs if required, t

5、hrough the Press Room on 6th floorDesign cover and spines (if binder)Once your files are written, and general editing/formatting is complete:Make sure binders and tabs have arrived and send to repro areaRun automated table of contents, TOC (select down to heading level 3)Add any additional TOC items

6、 manually, i.e. cost, appendices, attachments, etc.Verify page numbers and location of materials with TOCPrint reproduction master“ QC” the master hard copy before copying! Slowly go through each and every page for weird formatting problems or “eyesore” mistakesDo “ change pages” as neededPrint cove

7、r letter onto letterheadPrint color covers on KPMG card stock and give to Dave for insertionPrint color cover file onto second-sheet letterhead to serve as the title page If too many pages, copy double sided to make it fit in the binder (unless specifically not allowed by the RFP)XXX sealed original and XXX copiesXXX copies of Attachments (which can include):KPMG standard services contractKPMG licensing and maintenance agreementsSubcontractor licensing and maintenance agreementsBrochuresType labels and