Propose Solution, Owner

System Status: Proposal Raised

Following a decision to bid, a proposal is prepared in response to the identified client needs that typically describes the requirements, proposed solution, acceptance criteria, client responsibilities, and implementation plan.

Initial Planning for the solution will be performed in parallel with the preparation of the proposal.  This planning provides Inputs from the suppliers, determines suitable resource availability, and identifies the costs.  See Plan the Delivery.

A pricing model is also prepared that includes the costs of all of the elements included in the solution along with the appropriate margin targets for each item.  This model also includes the total expected pre-sales costs for the opportunity.  The total price is then calculated to set the price to the client.

The client proposal including the Ts & Cs and pricing model and a master office copy are submitted to the Managing Director for approval. If approved, both documents are signed.

This proposal is then reviewed with the client to ensure it has been understood and meets their requirements.

• Proposal Number Raised
• Proposal Generated and Approved
• Proposal Reviewed with Client

• CMGT_TPL001 Proposal Template
• Terms and Conditions

• Form Links
•  

• Proposal Numbering
• Proposals

Contract Management

• Reference 1
•