Business proposal techniques


Review the following information:

Defining the Purpose and the Problem when Writing Proposals Paper

· Identify the purpose and the problems that are the basis for the Request for Proposal (RFP).

· Write an RFP on your own. You may use a problem or scenario from your own work environment or a fictional scenario to write your RFP. Your complete RFP should be between 700 and 1,050 words in length.

Request for Proposal

1. General information:

The city and county have funds available to provide occupational skills and entrepreneurial employment training. Programs submitted must lead to placement of at least 60% of the participants in self-employment or jobs that are training related. The total number of participants estimated to receive training is 250 and $500,000 is available for the training. Time of performance is 6 months, beginning on September 1st.

a. Appropriate areas of occupational skills training

Medical services (home health and nurses aides, medical and dental assistants), positions in hotels (maids, housekeepers), security services, telecommunication equipment operators, technicians, repairers, bookkeepers, janitors, food service workers, bus drivers, computer technicians, business services (office skills, cashier, sales), child care, sales, and environmental technicians.

b. Basic program design

An example: Classroom instruction or job site instruction in which trainees do not perform services (e.g. vocational school programs, job shadowing), followed by placement in training-related jobs. Compensation for training expenses incurred are made on a cost-reimbursement basis.

2. Recruitment of participants:

Subcontractors are responsible for the recruitment and referral process for all participants, and provide eligibility determination for all prospective participants.

3. Payment procedure

Cost-reimbursement contracts are negotiated for all proposals accepted for funding. This method of contracting reimburses operators for actual training expenses incurred under an agreed upon budget and payment schedule.

4. Reporting requirements

a. All proposals must allow for the submission of monthly reports on the progress of individual participants and the costs associated with the program services.

b. A final evaluation report is required as part of the contract closeout package. This final evaluation includes a recap of all competencies attained by each participant, a recommendation for further services required by each participant, the immediate outcomes for each participant, and the labor for or educational status of each participant.

5. Recording keeping:

a. Program records must be kept in sufficient detail to document compliance with city and county regulations relevant to the activity, including fiscal regulations and cost classifications.

b. Records must be maintained for a minimum of 3 years.

6. Other responsibilities

a. Submit a valid tax clearance certificate
b. Show proof of business registration with the state
c. Show proof of insurance coverage

1) Bonding
2) Automobile liability
3) General liability
4) Worker's compensation

7. Proposal evaluation criteria

a. Proposals are reviewed by a committee, which rates the proposals competitively on a 100 maximum point basis.

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Business Management: Business proposal techniques
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