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Intake Form
Intake Form
Intake
Source of Work
*
Engagement/Marketing (vetting/courting activities)
Sole Source (Request sent only to ES)
Solicitation (Official request to multiple firms)
Sales (ES is pitching direct to client)
Quote (cost with no proposal)
Next Steps
Email Follow-up
Follow-up Meeting
90 Day Follow-up
No Opportunity (Close)
Year
2020
2021
2022
Solicitation (Opportunity) Title
*
Agency/Company over the opportunity
*
Pre-proposal Conference Date
Pre-proposal Conference Attended?
*
Yes
No
N/A
Referral Name (who sent us the business)
Teaming Partners (if any)
Sector (check all that apply)
*
Contact Center
Stakeholder Engagement
Diversity Services
Program and Compliance Monitoring
Fiscal Management
Staff Augmentation
ES Point of Contact
*
Description of Services
*
Response Due Date
*
Response Due Time
8:00a
9:00a
10:00a
11:00a
12:00p
1:00p
2:00p
3:00p
4:00p
5:00p
6:00p
Anticipated Award Date
Commitment Amount ($0.00)
Commitment Percentage (%)
Go / No Go
*
Go
No Go
Upload Go/No Go Form
*
Upload Go/No Go Form
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Maximum file size: 52.43MB
Upload RFP or Solicitation Docs
Please upload Solicitation/RFP/Documents
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Maximum file size: 6MB
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