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Capture and Proposal (Post-Gate 2) Checklist for:I Day (Opp ID):5/8/2022
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[Opportunity Name]R Day (RFP Rel):5/8/2022
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D Day (Prop Due):6/11/2022
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No. Assigned toInitial When Complete1. OPPORTUNITY RESEARCH & ANALYSISNotional Timeline Target:
I = Opp Identification;
R = RFP Release Date;
D = Proposal Deadline		Date
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1.01MickeyExternal Research--Opportunity acquisition status, size, scope, set aside status, etc.I + 75/15/2022
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1.02MinnieExternal Research--Organization/Customer/Mission/Opportunity Task AreasI + 75/15/2022
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1.03FredExternal Research--Competitive landscape (e.g., incumbent, potential bidders, "players in the organization" I + 145/22/2022
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1.04GeorgeInternal Research--Identify opportunity relevant corporate & employee qualifications I + 145/22/2022
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1.05LisaAnalysis--Conduct analysis of Competitive Factors (relevant capabilities, qualifications, reputation and cost)I + 145/22/2022
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1.06BobDecision--Make PRIME bid/no bid or SUB bid/no bid decisionI + 145/22/2022
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2. CAPTUREDate
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2.01MickeyFinalize Capture ScheduleI + 145/22/2022
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2.02MinniePerform SWOT AnalysisI + 145/22/2022
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2.03FredIdentify Teaming Strategy (using SWOT and "capability fit" for AS and competitive landscape)I + 145/22/2022
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2.04GeorgeIdentify Proposed Personnel Requirements & Develop a Staffing StrategyI + 145/22/2022
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2.05LisaResearch Incumbent Team/PersonnelI + 145/22/2022
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2.06BobDevelop Win ThemesI + 215/29/2022
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2.07MickeyTEAM REVIEW--Story Board & Win Theme (Kickoff Brief)I + 215/29/2022
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2.08MinnieTeaming Negotiations (NDA, Teaming Agreements, Workshare)R + 75/15/2022
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3. PROPOSAL DEVELOPMENTDate
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RFP ReleasedR + 05/8/2022
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3.01BobDevelop Proposal ScheduleR + 25/10/2022
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Develop Proposal ShredR + 25/10/2022
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3.02Teaming Agreements CompleteR + 75/15/2022
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3.03TimPast Performance Questionnaires CoordinationD - 76/4/2022
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Develop Recruiting Requirements from RFP Labor CategoriesR + 25/10/2022
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2.05MickeyRecruit & Obtain LOI's for all Proposed PersonnelD - 56/6/2022
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3.04MinnieReps & CertsD - 36/8/2022
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3.05FredDevelop Compliance MatrixR + 25/10/2022
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3.06GeorgeDevelop Proposal Outline w/ page countR + 35/11/2022
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3.07LisaDRAFT 1 (Pink) --Technical Proposal Volume--Technical Solution SectionsR + 105/18/2022
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3.08BobDRAFT 1 (Pink) --Technical Proposal Volume--Management SectionsR + 105/18/2022
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3.09MickeyDRAFT 1 (Pink) --Technical Proposal Volume--Personnel SectionsR + 105/18/2022
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3.10MinnieDRAFT 1 (Pink) --Technical Proposal Volume--Personnel Section RESUMESR + 105/18/2022
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3.11FredDRAFT 1 (Pink) --Technical Proposal Volume--Past Performance SectionsR + 105/18/2022
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3.12GeorgePricing Data Calls to PartnersR + 55/13/2022
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Pricing Data Calls SuspenseR + 145/22/2022
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3.13BobPricing Work-upR + 155/23/2022
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3.14MickeyDRAFT 1--Pricing Proposal VolumeD - 76/4/2022
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3.16MinniePINK TEAM REVIEW--DRAFT 1R + 145/22/2022
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3.17FredDRAFT 2 (Red) (EDITS Incorporated)--Technical Proposal Volume--Technical Solution SectionD - 76/4/2022
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3.18GeorgeDRAFT 2 (Red) (EDITS Incorporated)--Technical Proposal Volume--Management SectionD - 76/4/2022
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3.19BobDRAFT 2 (Red) (EDITS Incorporated)--Technical Proposal Volume--Personnel SectionD - 76/4/2022
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3.20MickeyDRAFT 2 (Red) (EDITS Incorporated)--Technical Proposal Volume--Personnel Section RESUMESD - 76/4/2022
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3.21MinnieDRAFT 2 (Red) (EDITS Incorporated)--Technical Proposal Volume--Past Performance SectionsD - 76/4/2022
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3.15FredDRAFT 2 -- INTEGRATIOND - 76/4/2022
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3.23GeorgeDRAFT 3 (Gold) (EDITS Incorporated)D - 36/8/2022
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3.24BobFINAL READ THROUGH (White Glove)D - 26/9/2022
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3.25MickeyProduction of Proposal Package (e.g., Cover Letter, Signed Forms, All RFP Mod acknowldegements, etc)D - 16/10/2022
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3.26MinnieSubmissionD - 16/10/2022
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3.27FredHot WashD + 76/18/2022
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3.28GeorgeArchivalD + 76/18/2022
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