Step 2 Guidance for Associates

Proposals

If you are producing a proposal on behalf of Primeast please use the template provided. You must ensure that the document is checked by the New Business Team before it is sent to the client. This process can take some time, so it is essential that you advise them in advance when it is coming and ensure you leave enough time ahead of the deadline date for them to complete the job. Version Control: Whenever we collaborate as a team we run the risk of working on parallel versions. Wherever possible use the

After we have held discovery meetings or developed relationships we can be asked to do one of two things: 1. Provide a written proposal outlining a technical solution and price, sometimes followed by a Statement of Work (SOW). 2. Take part in a competitive bidding process with

a formal Request For Proposal (RFP). We critically analyse larger RFPs to check we are well placed for a chance of success, before committing the time and effort required to produce a high quality response.

latest document held centrally in MS Teams. We name our documents following this protocol: V0.1 - V0.xxx Drafts in progress in house V1.0 - Final document sent to client

All our responses are managed by our client and relationship managers. If you are likely to become involved in producing a proposal or RFP response the team will help you become familiar with what’s needed from you.

V2.0 - V2.xxx or V3.0 When major changes have been made to content or pricing and re-sent to client.