Remember your first exposure to “creative” writing? The teacher often said, “Make an outline first, then start writing!” — Not a bad idea before you begin committing creative words to the hard drive.
Most well written Government Requests for Proposal (RFPs) will provide just the outline that the Government is looking for to support the source selection evaluation. This outline is usually contained in a section of the RFP entitled “Instructions to the Offerors” or some similar title such as “Instructions, Conditions, and Notices to Offerors.” For example, here is an extract from a RFP stating what is required in Volume III of the proposal to be submitted:
L.3.1.3 Required Content Volume III – Technical and Management Requirements
Tab 1: Technical Approach
Offerors shall provide a Management plan which includes an organizational chart to meet the requirements of Attachment C/Performance Work Statement including the description of all labor categories. In addition, Offerors shall detail their capability to hire, train, motivate and retain personnel. [Emphasis added.]
What a great start to the proposal outline! The Government is telling us just how to structure our proposal. For example, we could start out this way:
VOLUME III – TECHNICAL AND MANAGEMENT REQUIREMENTS
1.0 TAB 1: TECHNICAL APPROACH
1.1 The Management Plan
1.1.1 Our Organization Chart for this Effort
1.1.2 Our Labor Categories
1.2 The Company’s Ability to Hire, Train, Motivate, and Retain Personnel
You can envision going through the Instructions to the Offerors (ITO) as it describes the content of each proposal volume and building the complete outline for your proposal. In a perfect world, that is how it is supposed to work. The ITO reflects how the Government evaluators want to see your proposal to make it easier for them to evaluate your submission. Nevertheless, in the real world, the ITO may have some strange order to how the material is to be presented. You can challenge the layout during the time for questions; however, chances are that the pride of authorship will prevail. Frankly, we do not recommend wasting a lot of time in trying to work a change to the ITO unless there is a substantive problem that should be addressed. If the Government wants a specific order for the information to be presented, then go with the flow!
Sounds easy up to this point, but…! There is always seems to be a “but.”
Now is the time to look at the evaluation criteria provided in the RFP under a section often entitled “Evaluation Factors for Award.” A well written RFP will have evaluation criteria that follow the ITO. That is, if the Government wants you to address your Management Plan per the ITO, then they will also provide the criteria by which they will evaluate your input. In fact, the Government can only evaluate your proposal using the stated evaluation factors. Otherwise, they stand the chance of a protest by not following their own rules. The “but” is that additional information about your proposal content can be, and often is, introduced in the RFP section dealing with the Evaluation Factors for Award. For instance, in the RFP used as the example from which the extract was drawn to show the ITO for Volume III, an inspection of the evaluation factor for the Management Plan revealed:
EVALUATION FACTORS FOR AWARD
Sub-Factor T-5: Management Plan: The ability to initiate, manage, and fulfill the contract requirements. The Government will evaluate Offerors on their overall management approach, such as planned management of the project and responsiveness to customer needs, but also on the following specific criteria. [Emphasis added.]
a) Staffing Plan. Offerors will be evaluated on its demonstrated ability to staff the project with cleared personnel, provide reach-back capability (or other means) to accommodate surges in work requirements and quick reaction to fill vacant positions.
b) Subcontracting Plan. The Offeror shall be evaluated on its plan to subcontract appropriate work (if subcontractors are proposed), and manage vendors to ensure conformance with requirements and performance of operations in an efficient manner.
Hmmm! Neither subparagraphs a) nor b) were specifically mentioned in the ITO. Not an uncommon occurrence. Not to worry – Just modify the outline for Volume III. For example:
VOLUME III – TECHNICAL AND MANAGEMENT REQUIREMENTS
2.0 TAB 1: TECHNICAL APPROACH
1.1 The Management Plan
Add the Required Topics to Your Outline
|
1.1.1 Our Organization Chart for this Effort
1.1.2 Our Labor Categories
1.1.3 Our Staffing Plan
1.1.4 The Subcontracting Plan
1.2 The Company’s Ability to Hire, Train, Motivate, and Retain Personnel
Off we go. Now is the time to begin committing creative words to the hard drive! What’s the lesson learned? Provide the Government everything they ask for in both the ITO and the Evaluation Criteria! Remember, you will be evaluated in accordance with the Evaluation Factors for Award. Make sure they are covered in your proposal!