PROCOM
A Proposal Communication Company 5605 FM 49
Mineola, TX 75773-4207
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The examples below are comprised of a sampling of Tables of Contents from various types of proposals, followed by a few examples pages.
Telephone: (903) 857-2458 / e-mail:
EXAMPLE 1
TABLE OF CONTENTS
COMPLIANCE MATRIX **
TABLE OF CONTENTS **
LISTING OF FIGURES AND TABLES **
ACKNOWLEDGEMENT **
TECHNICAL PROPOSAL CERTIFICATION **
INTRODUCTION AND EXECUTIVE SUMMARY **
1 Corporate Experience/Capability of Key Personnel (Factor 1) **
1.1 Corporate Experience **
1.1.1 **COMPANY** (Prime Contractor) **
1.1.1.1 Contract Reference 1 – **Contract Number, Title/Services, and Location** **
1.1.1.2 Contract Reference 2 – **Contract Number, Title/Services, and Location** **
1.1.1.3 Contract Reference 3 – **Contract Number, Title/Services, and Location** **
1.1.1.4 Contract Reference 4 – **Contract Number, Title/Services, and Location** **
1.1.1.5 Contract Reference 5 – **Contract Number, Title/Services, and Location** **
1.1.2 Significant Subcontractor Experience **
1.1.2.1 **COMPANY**. – Grounds Maintenance and Landscaping (Annex 1503050) **
1.1.2.1.1 Contract Reference 1 – **Contract Number, Title/Services, and Location** **
1.1.2.1.2 Contract Reference 2 – **Contract Number, Title/Services, and Location** **
1.1.2.1.3 Contract Reference 3 – **Contract Number, Title/Services, and Location** **
1.1.2.1.4 Contract Reference 4 – **Contract Number, Title/Services, and Location** **
1.1.2.1.5 Contract Reference 5 – **Contract Number, Title/Services, and Location** **
1.1.3 Experience on Projects as Described in Statement of Work and Experience with Proposed Subcontractors **
1.1.3.1 **COMPANY** (Prime Contractor) **
1.1.3.1.1 Experience Reference 1 – **Contract Number, Title/Services, and Location** **
1.1.3.1.2 Experience Reference 2 – **Contract Number, Title/Services, and Location** **
1.1.3.1.3 Experience Reference 3 – **Contract Number, Title/Services, and Location** **
1.1.3.1.4 Experience Reference 4 – **Contract Number, Title/Services, and Location** **
1.1.3.1.5 Experience Reference 5 – **Contract Number, Title/Services, and Location** **
1.1.3.2 Significant Subcontractor **
1.1.3.2.1 **Company**. – Grounds Maintenance and Landscaping (Annex 1503050) **
1.1.3.2.1.1 Experience Reference 1 – **Contract Number, Title/Services, and Location** **
1.1.3.2.1.2 Experience Reference 2 – **Contract Number, Title/Services, and Location** **
1.1.3.2.1.3 Experience Reference 3 – **Contract Number, Title/Services, and Location** **
1.1.3.2.1.4 Experience Reference 4 – **Contract Number, Title/Services, and Location** **
1.1.3.2.1.5 Experience Reference 5 – **Contract Number, Title/Services, and Location** **
1.1.3.3 Experience with Proposed Subcontractors **
1.1.4 Letters of Commitment – Significant Subcontractors **
1.2 Capability of Key Personnel **
1.2.1 Project Manager **
1.2.2 Quality Control Manager **
1.2.3 Site Safety and Health Officer **
2 Past Performance (Factor 2) **
3 Management (Factor 3) **
3.1 Workforce Management **
3.1.1 Recruitment and Management of Project Team Members **
3.1.2 Selection and Management of Subcontractors **
3.1.2.1 Selection of Subcontractors **
3.1.2.2 Management and Oversight **
3.1.2.3 Ensuring Satisfactory Performance by Subcontractors **
3.1.2.4 Cost and Schedule Analysis **
3.2 Labor Management **
3.2.1 Strike Contingency Plan **
3.2.2 Measures to Prevent Labor Violations and Actions Taken to Resolve Violations of the Service Contract Act **
3.3 Quality Control Management (Annex 0200000, Spec Items 2.6.7 – 2.6.7.1) **
3.3.1 Methods Used to Document, Measure, Control, and Improve Quality Processes **
3.3.1.1 Measurement and Control of Quality Processes **
3.3.1.1.1 Quality Control Manager (QCM) **
3.3.1.1.2 Inspection Methods **
3.3.1.2 Improvement of Quality Processes **
3.3.1.3 Documentation of Quality Processes **
3.3.2 Plan for Training Employees in Quality Processes **
3.3.3 Processes to Ensure Consistent Satisfactory Performance of Subcontractors **
3.4 Scheduling **
3.4.1 Computerized Maintenance Management System (CMMS) (Annex 0200000, Spec Item 2.6.6) **
3.4.2 Establishing, Monitoring, and Managing Recurring Work Schedule **
3.4.3 Access Outside Normal Working Hours **
3.4.4 Maintaining Service Levels During Workload Fluctuations **
3.5 Phase-In and Phase-Out Plans **
3.5.1 Phase-In Plan **
3.5.2 Phase-Out **
3.6 Energy Management (Annex 0200000, Spec Item 2.6.9) **
3.6.1 Energy Management Overview **
3.6.2 Responsibilities for Energy Management **
3.6.3 Approach to Identifying, Documenting, and Implementing Energy-Saving Opportunities **
3.6.4 Equipment and System Operational and Maintenance Tactics (Action Plans for Reducing Energy Uses) **
3.6.5 Procurement Program **
3.6.6 Waste Minimization **
3.6.7 Approach to Tracking and Documenting Results of Energy Conservation Efforts **
4 Technical Approach (Factor 4) **
4.1 Staffing Levels **
4.1.1 Annex 1503010 – Custodial **
4.1.2 Annex 1503020 – Pest Control **
4.1.3 Annex 1503030 – Integrated Solid Waste Management **
4.1.4 Annex 1503050 – Grounds Maintenance and Landscaping **
4.1.5 Attachment JB1, All Annexes **
4.2 Methodology **
4.2.1 Custodial (Annex 1503010) **
4.2.1.1 Tools, Supplies, and Equipment Resources **
4.2.1.2 Personnel Resources **
4.2.1.3 Achieving Performance Objectives and Standards **
4.2.1.4 Identifying and Mitigating Risks **
4.2.2 Pest Control (Annex 1503020) **
4.2.2.1 Tools, Supplies, and Equipment Resources **
4.2.2.2 Personnel Resources **
4.2.2.3 Achieving Performance Objectives and Standards **
4.2.2.4 Identifying and Mitigating Risks **
4.2.3 Integrated Solid Waste Management (Annex 1503030) **
4.2.3.1 Tools, Supplies, and Equipment Resources **
4.2.3.2 Personnel Resources **
4.2.3.3 Achieving Performance Objectives and Standards **
4.2.3.4 Identifying and Mitigating Risks **
4.2.4 Grounds Maintenance and Landscaping (Annex 1503050) **
4.2.4.1 Tools, Supplies, and Equipment Resources **
4.2.4.2 Personnel Resources **
4.2.4.3 Achieving Performance Objectives and Standards **
4.2.4.4 Identifying and Mitigating Risks **
5 Safety (Factor 5) **
5.1 Experience Modification Rate (EMR) **
5.2 OSHA Form 300A, OSHA Incidence Rate (TCIR), and OSHA DART Rate **
5.3 Safety Narrative **
5.3.1.1 Overview of Employee Involvement and Orientations **
5.3.1.2 Safety and Health Training **
5.3.1.3 Worksite Analysis **
5.3.1.4 Mishap Investigation **
5.3.1.5 Evaluation of Safety Performance of Potential Subcontractors **
5.3.1.6 Innovative Methods to Ensure and Monitor Safe Work Practices, Including Subcontractor Work Practices **
EXAMPLE 2
LISTING OF FIGURES AND TABLES
Figure 1 – **COMPANY** Award **
Figure 2 – Letter of Commitment – Grounds Maintenance and Landscaping (Annex 1503050) – **Company**. **
Figure 3 - Key for Organization Chart **
Figure 4 – Project Organization **
Figure 5 – Recruitment Advertisement **
Figure 6 – Continuous Process Improvement Ensures a Dynamic QCP **
Figure 7 – Phase-In Timetable **
Figure 8 – Phase-Out Timetable **
Figure 9 - Attachment JB1, Annex 1503010 **
Figure 10 - Attachment JB1, Annex 1503020 **
Figure 11 - Attachment JB1, Annex 1503030 **
Figure 12 - Attachment JB1, Annex 1503050 **
Figure 13 – Commitment to Safety Award Letter, **Insurance Company** **
Figure 14 – Commitment to Safety Award, **Insurance Company** **
Figure 15 – **Award** Award Letter from **Agency** **
Figure 16 – **Award** Safety Excellence Award from **Agency** **
Figure 17 – Safety Recognition from **Insurer** **
Figure 18 – **Agency** Safety Award **
Figure 19 – Certificate of Excellence for Working Safely **
Figure 20 – EMR for **COMPANY** (Prime Contractor) **
Figure 21 – EMR for **COMPANY** **
Figure 22 – EMR for **Subcontractor 1** – 2010 **
Figure 23 – EMR for **Subcontractor 2** – 2010 **
Figure 24 –EMR for **Subcontractor 2** – 2009 **
Figure 25 –EMR for **Subcontractor 2**– 2008 **
Figure 26 –EMRfor Subcontractor 3** **
Figure 27 – **COMPANY** TCIR Rates **
Figure 28 – **COMPANY** DART Rates **
Figure 29 – **COMPANY** – OSHA 300A – 2010 **
Figure 30 – **COMPANY** – OSHA 300A – 2009 **
Figure 31 – **COMPANY** – OSHA 300A – 2008 **
Figure 32 – **Subcontractor 1** – OSHA 300A – 2010 **
Figure 33 – **Subcontractor 1** – OSHA 300A – 2009 **
Figure 34 – **Subcontractor 1** – OSHA 300A – 2008 **
Figure 35 – **Subcontractor 2**. – OSHA 300A – 2010 **
Figure 36 – **Subcontractor 2** – OSHA 300A – 2009 **
Figure 37 – **Subcontractor 2** – OSHA 300A – 2008 **
Figure 38 – **Subcontractor 3** – OSHA 300A – 2010 **
Figure 39 – **Subcontractor 3** – OSHA 300A – 2009 **
Figure 40 – **Subcontractor 3** – OSHA 300A – 2008 **
Figure 41 – **COMPANY** – TCIR **
Figure 42 – **Subcontractr 1**. – TCIR **
Figure 43 – **Subcontractor 2**. – TCIR **
Figure 44 – **COMPANY** – DART **
Figure 45 – **Subcontractor 1** – DART **
Figure 46 – **Subcontractor 2** – DART **
Table 1 – Summary of Proposal **
Table 2 – Distribution of Contract Among Prime and Subcontractors **
Table 3 – Overview of Key Personnel Qualifications **
Table 4 – Overview of Key Personnel Qualifications in Relation to Employee Qualifications **
Table 5 – Staffing by Annex **
Table 6 – Features, Advantages, and Benefits of **Program** as CMMS **
Table 7 – Section F-0200000 – Management and Administration – Deliverables **
Table 8 – Section F-1503010 – Custodial –Deliveries or Performance – Deliverables **
Table 9 – Section F 1503020– Pest Control – Deliveries or Performance –Deliverables **
Table 10 – Section F-1503030 – Integrated Solid Waste Management – Section F-1503030 – Deliveries or Performance – Deliverables **
Table 11 – Section F-1503050 – Ground Maintenance and Landscaping – Section F-1503050 – Performance or Deliveries – Deliverables **
Table 12 – BOE, Annex 1503010 **
Table 13 – BOE, Annex 1503020 **
Table 14 – BOE, Annex 1503030 **
Table 15 – BOE, Annex 1503010 **
Table 16 – BOE, Management/Administrative (Annex 0200000) Personnel **
Table 17 – Management and Administration **
Table 18 – Custodial (Annex 1503010) – Tools/Supplies/Equipment **
Table 19 – Staffing for Annex 1503010 **
Table 20 – Annex 1503010 – Service Frequencies **
Table 21 – Annex 1503010 – Performance Objectives and Standards **
Table 22 – Pest Control (Annex 1503020) – Tools/Supplies/Equipment **
Table 23 – Staffing – Annex 1503020 **
Table 24 – Annex 1503020 – Performance Objectives and Standards **
Table 25 – Integrated Solid Waste Management (Annex 1503030) – Tools/Supplies/Equipment **
Table 26 – Staffing – Annex 1503030 **
Table 27 – Annex 1503030 – Performance Objectives and Standards **
Table 28 – Grounds Maintenance and Landscaping(Annex 1503035) – Tools/Supplies/Equipment **
Table 29 – Staffing by Annex **
Table 30 – Annex 1503050 – Performance Objectives and Standards **
Table 31 – Proposed Subcontractors' EMRs **
Table 32 – Proposed Subcontractors' TCIR **
Table 33 – Proposed Subcontractors' DART Rates **
EXAMPLE 3
TABLE OF CONTENTS
INTRODUCTION AND EXECUTIVE SUMMARY 1
**Company 1** 1
**Company 2**. 3
Relationships with **Agency 1**, **Agency 2**, and the Project Engineering Design Firms 6
Executive Summary 7
1 Proposal Form 1-1
1.A Bid Bond 1-2
2 Staffing Plan 2-1
2.A Organization Chart 2-2
2.B Staffing Levels and Suggested Assignment Duration and Participation 2-4
2.C Résumés for Key Staff Positions 2-7
2.C.1 **Name** – ** Management Committee 2-8
2.C.2 **Name** – ** Management Committee 2-10
2.C.3 **Name** – Director of Pre-Construction/Project Executive 2-11
2.C.4 **Name**, PE – Engineering (Pre-Construction Team) 2-13
2.C.5 **Name**, PE – Engineering (Pre-Construction Team) 2-18
2.C.6 **Name** – BIM – Planning Manager (Pre-Construction Team) 2-20
2.C.7 **Name** – BIM (Pre-Construction Team) 2-21
2.C.8 **Name** – BIM (Pre-Construction Team) 2-23
2.C.9 **Name** – BIM (Pre-Construction Team) Requested 2-26
2.C.10 **Name** – BIM (Pre-Construction Team) 2-27
2.C.11 **Name** – BIM (Pre-Construction Team) 2-29
2.C.12 **Name** – Estimating – Estimating Manager (Pre-Construction Team) 2-30
2.C.13 **Name** – Estimating – HVAC (Pre-Construction Team) 2-31
2.C.14 **Name** – Estimating – Plumbing (Pre-Construction Team) 2-32
2.C.15 **Name** – Estimating – S/M (Pre-Construction Team) 2-34
2.C.16 **Name** – Constructability, Project Director (Pre-Construction Team) – Project Director (Construction Team) 2-36
2.C.17 **Name** – Constructability, Project Manager (Pre-Construction Team) – Project Manager (Construction Team) 2-37
2.C.18 **Name** – Safety Manager (Construction Team) 2-38
2.C.19 **Name** – Project Administrative Assistant (Construction Team) 2-41
2.C.20 **Name** – Pipefitting Crew – General Foreman (Construction Team) 2-42
2.C.21 **Name** – Plumbing Crew – General Foreman (Construction Team) 2-44
3 Design Assist Experience and Design Build Experience 3-1
3.A **Company 1** 3-4
3.A.1 **Project 1** – Design Assist Mechanical 3-4
3.A.2 **Project 2** – Design Assist Mechanical 3-5
3.A.3 **Project 3** – Design Assist Mechanical 3-6
3.B **Company 2**. 3-7
3.B.1 **Project 1** – Design and Build MEP Systems 3-7
3.B.2 **Project 2** – Design and Build MP Systems 3-8
3.B.3 **Project 3** – Design and Build Mechanical Systems 3-9
4 Approach to Establishing a GMP 4-1
4.A Documenting the Assumptions Made During the GMP Estimate Stage 4-1
4.B List of Assumptions and Clarifications 4-2
4.C Controlling Variations from These Assumptions 4-2
4.D Preconstruction Tracking Tools 4-2
4.D.1 Baseline Estimate 4-2
4.D.2 Value Management Option Log 4-2
4.D.3 Estimate Update 4-2
4.E Construction Phase GMP Tracking Systems 4-2
4.E.1 Labor and Material Costing by Work Item 4-3
4.E.2 Forecast to Complete 4-3
4.E.3 Savings/Contingency Listing 4-3
5 Experience and Capabilities Regarding Building Information
Modeling (BIM) 5-1
5.A **Company 1** 5-3
5.A.1 **Project 1** 5-3
5.A.2 **Project 2** 5-4
5.A.3 **Project 3** 5-5
5.B **Company 2**. 5-6
6 **AGENCY**, **LOCATION** County Workforce, and City of **CITY**
Workforce Goals 6-1
7 Approach 7-1
Overview 7-1
Design Assist 7-4
Building Information Management 7-5
BIM Planning Process 7-5
Coordination Process 7-6
7.A Staffing Requirements/Meeting Participation/Reporting 7-8
7.A.1 Staffing Requirements 7-8
7.A.2 Meeting Participation 7-8
7.A.3 Reporting 7-9
7.B Project Cost and Budget Control 7-10
7.B.1 Cost Control of Direct Labor Costs – Labor Productivity Planning 7-10
7.B.1.1 Field Foremen 7-10
7.B.1.2 Defined Productivity Plan and System 7-10
7.B.1.3 Productivity Monitoring and Tracking System 7-12
7.B.2 Procurement Procedures 7-12
7.B.2.1 Project Goal 7-12