Design RFP submission

Step by step

1. Confirm the pursuit Proposal Coordinator

   Proposal Coordinator checks the parent opportunity and the practice organization before preparing the RFP.

   • Locates the fee work and firm entity
   • Updates Opportunities, Organizations

2. Prepare the draft Proposal Coordinator

   Proposal Coordinator enters the site address, submission due date, estimated area and project budget as the proposal takes shape.

   • Holds proposal details and due date
   • Updates Design RF ps

3. Attach the package Proposal Coordinator

   Proposal Coordinator records a file on the parent opportunity with a title, evidence type and visibility appropriate to its audience.

   • Keeps the file with its pursuit
   • Updates Record attachments, Opportunities

4. Check the revision Proposal Coordinator

   Proposal Coordinator inspects the current Draft RFP and the revision to be submitted.

   • Identifies the draft being submitted
   • Updates Design RF ps

5. Submit the design RFP Proposal Coordinator

   Proposal Coordinator moves Status: Draft → Submitted at the expected revision. The operation freezes that submission revision and writes a receipt.

   • Records submission result and revision
   • Updates Design RF ps, Operation receipts

6. Hand off for review Practice Reviewer

   Practice Reviewer reads the submitted version and supporting evidence before recording a separate decision.

   • Presents source for independent decision
   • Updates Design RF ps, Review decisions

Proposal Coordinator

Prepares and submits; Practice Reviewer inspects the source revision; Practice Principal follows the pursuit.