During the proposal process, arrangements must be made for the following items (as needed):
| Client | ||||||
| Company | ||||||
| Division Group | ||||||
| Contact Name | ||||||
| Contact title | ||||||
| Contact fax/phone number | ||||||
| Project | ||||||
| Description | ||||||
| Project Type (e.g., planning, design, installation, support, study/review, etc.) | ||||||
| Start Date | ||||||
| List of Deliverables (include a definition of content/format or samples) | ||||||
| Responsibility for each deliverable | ||||||
| Skills required | ||||||
| Timeframe for each phase of project | ||||||
| Contingency factor used | ||||||
| Technology | ||||||
| Production | ||||||
| Hardware | ||||||
| Database | ||||||
| Screen tool | ||||||
| Reporting Tools | ||||||
| Operating System | ||||||
| Network | ||||||
| Assumptions about access and existing system interfaces | ||||||
| Other Tools | ||||||
| Development | ||||||
| Hardware | ||||||
| Software | ||||||
| Development software | ||||||
| Desktop software | ||||||
| Proposed Staffing | ||||||
| Project Manager | ||||||
| Q/A Manager | ||||||
| Team composition: Internal Resources only, joint project team, etc. | ||||||
| Team members: Internal Resources, client, other contractors | ||||||
| Client staff: Assumptions on level of proficiency, and consequences | ||||||
| Staff Contingency Plan | ||||||
| Key Responsibilities | ||||||
| Client | ||||||
| User personnel | ||||||
| MIS personnel | ||||||
| LAN Administrator | ||||||
| Project team | ||||||
| Programming supervision | ||||||
| Fees & Expenses | ||||||
| Estimated work days | ||||||
| Fee estimate | ||||||
| Average billing rate (or applicable rate schedule) | ||||||
| Fee arrangement (time & materials, fixed fee, T&M with cap, etc.) | ||||||
| Expenses (air fare, per diem rate, rents, cars, etc.) | ||||||
| List of expenses expected | ||||||
| Office space (space, furniture) | ||||||
| Equipment (hardware, software) | ||||||
| Invoicing | ||||||
| How often | ||||||
| To whom sent | ||||||
| Payment terms | ||||||
| Scope | ||||||
| Assumptions | ||||||
| Requirements | ||||||
| Known deliverables | ||||||
| Scope Change process defined | ||||||
| Training | ||||||
| Tools | ||||||
| Business | ||||||
| Who, what, when, where, who pays? | ||||||
| Other | ||||||
| Resumes for proposed personnel | ||||||
| Similar Project Success Stories | ||||||
| Deliverable Sign-off procedures | ||||||
| Other project control procedures | ||||||
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