COM 341 Southern New Hampshire Loan Servicing Solution Software and Support Essay Submit a complete, polished, well-edited final draft of the technical proposal, including all sections: the executive summary, a work description/project narrative, deliverables, and qualifications. COM 341 Final Project: Technical Proposal Guidelines and Rubric
Overview
The final project for this course is the creation of a technical proposal. Technical writers often produce such proposals, working independently or as part of a
team. In many cases, the proposal is made in response to a request for proposal (RFP), from a business, governmental agency, nonprofit organization, or another
party or funder. Because the selection process is competitive, it is essential that technical writers do their best work and meet their deadlines to give their
organization an opportunity to secure funding and complete the proposed project.
Your work on this course project will reflect the RFP process and the work of the technical writer in producing a proposal. You will read a series of RFPs and
choose one to respond to by writing a detailed formal proposal indicating how you would meet the terms of the RFP. You will also focus on identifying and
explaining a special quality, unique ability, or other value-added feature that will set your proposal apart from the competition and help it to stand out in the
minds of decision makers at the funding agency. This quality should match with the needs of the funding agency and the project in question. Think of it as your
best, most convincing reason that your proposal is the best answer to the issues raised by the RFP.
A proposal has been chosen for the course project for this technical writing course not only because it is a common genre of technical writing, but because it is
what we may term a master genre. This means that it gathers, uses, and combines a number of different types or genres of writing—including other genres you
will practice in this course, such as clear and accurate descriptions. It will also allow you to practice your research skills as you generate a great concept or process
that responds to the needs stated in the RFP. You may think of all the activities in the course as contributing to the skill set you need to succeed in this cumulative
course project.
The course also includes direct work toward the final draft or “deliverable” version of the technical proposal. For instance, in Module One, you will preview the
course project and examine the available RFPs. In Module Four, you will read about the writing of proposals, consider and choose among the RFPs provided for
the final project, and get started writing by producing an outline. In Module Six, you will submit a working draft of the proposal, and Module Seven includes a
focus on writing executive summaries—a key component of a proposal.
The project is divided into two milestones, which will be submitted at various points throughout the course to scaffold learning and ensure quality final
submissions. These milestones will be submitted in Modules Four and Six. The final product will be submitted in Module Seven. Additionally, as the course uses
a workshop approach to writing, you will have several chances along route to receive feedback on your work, as well as to provide your feedback to your peers.
In this assignment, you will demonstrate your mastery of the following course outcomes:
Learn to assess and address the technical information needs of various audiences
Recognize the purposes of various technical documents and electronic communications
Where appropriate, adjust style and tone to accomplish the purpose relative to the audience
Use original graphical elements or graphics from the public domain to enhance communication and understanding
Prepare a series of technical documents in different genres that may be used as work samples to illustrate skills
Provide useful feedback to peers about their writing
Provide rough drafts of writing and then revise drafts for focus, organization, purpose, audience, elaboration, and/or brevity
Adapt writing to various modes and genres such as definitions, processes and descriptions, instructions, and proposals
Proofread and edit writing for mechanics and grammar
Prompt
Produce a technical proposal in response to a request for proposal (RFP) from a governmental agency. You will first read the RFPs in the Reading and Resources
and select one to respond to. These RFPs are based on actual projects and programs and show some of the range of topics for RFPs and agency-funded projects
in our culture. The private sector often functions in a similar manner, placing proposed work “out to bid” so that other companies or individuals can compete for
the job and show why they should be selected for it.
Note that the RFPs presented to you in this course have been substantially rewritten, to provide an opportunity for you to create a proposal within a short time
frame and without a great deal of research about budgeting, liability, tax status, or other topics that regularly are part of the RFP process. This proposal will
allow you to focus on and showcase your writing skills, as is appropriate for an undergraduate technical writing course. However, longer version of the RFPs are
also available, so that you can see what is required to do this type of work in the business world. Check them out; you may be surprised with the level of detail
and complexity.
Your project for this course, however, will give you a solid foothold in the writing of technical proposals. You will follow a process that will help you to achieve
success while also allowing you to assist others in their work on the project and in learning about writing proposals in response to RFPs. The process begins with
reading the RFPs and selecting one, then thinking of how to respond to it, including selecting a unique value or value-added quality that will set your proposal
apart. Finding and making the most of this quality is part of what successful technical writers do in responding to RFPs.
You will advance the project to completion through a structured writing process that is much like the process you would undertake in working on this technical
proposal as part of a document team. You will outline the proposal, complete a full working draft of it, write and revise an executive summary, and produce a
final draft to be assessed.
Specifically, the following critical elements must be addressed:
I.
II.
III.
Analysis of Purpose and Audience: Information and Organization: The information the project provides and its organization should show that you
analyzed the audience, recognized its needs, and are responding to meet these needs with a clear sense of purpose.
Demonstration of Qualifications: The project should demonstrate how the credentials, experience, training or accomplishments of the team will allow it
to fulfill the terms of the RFP and produce clear benefit.
Demonstration of Value-Added Quality: The project should demonstrate how a value-added quality will fulfill and potentially exceed the requirements
of the RFP, in a manner that reveals an astute reading of the audience and its needs.
IV.
V.
VI.
Demonstration of Benefits: The project should show the funding agency the benefits that will be derived if the team’s proposal is selected; further, these
benefits must align with the needs, interest, and identity of the audience.
Analysis of Audience and Genre: Style and Tone: The project should demonstrate both insight into the needs of the audience and recognition of the
genre of the technical proposal through a consistent and appropriate style and tone.
Identification of Conventions: Revising, Editing and Formatting: For the project to be fully effective, it must be polished, well edited, and must
demonstrate an appropriate identification and proper usage of the conventions of standard American prose.
Project Components
Your project will include several key parts, all of which need to be present for the proposal to succeed. This table lists the components, offers a description of
each, and provides an estimated word count. Note that this count does not need to be followed precisely, but it is a rough guide to suitable lengths. If you find
your project is running well above 2,000 words, it may be time to reduce it or tighten the writing.
Component
Executive
Summary
Work Description/
Project Narrative
Deliverables
Qualifications
Citations
Description
A summary of the project written for decision makers who may not have time to fully read a proposal, unless they are
interested. The mission of a good executive summary is to make its readers want to hear more and inspire them to
read the full proposal. The executive summary includes a statement of purpose and the value you or your company
adds, a summary of each section of the proposal in the same order in which the items are presented within the full
proposal, an overview of the proposed approach to the project, and a statement of the benefits provided by your
approach. It is like a microcosm of the whole proposal.
This is a fairly detailed description of how would you solve the problem or perform the work noted in the RFP. It
should include your overall approach, the specific steps you would take to solve the problem, and a statement of the
benefits that the funding agency would receive by adopting this approach and letting you do the work. The work
description/project narrative should also provide a complete statement of the special value or value-added quality
brought by your team and your approach: What sets you apart? Why would this particular agency find this quality
desirable for this project?
The deliverables section includes a list and short description of items that will be provided, or delivered, to the client
through the life of the project. These are often also called project milestones. Where appropriate, deliverables should
be linked to the statement of benefits in the work description/project narrative.
This is a work history indicating your company’s experience with the type of work and résumés of you and your staff,
which highlight their roles, experience, and qualifications. Your staff can include up to three people and their résumés
can be fictional. Résumés should be no more than 100 words per each person. This work history may be embellished –
you may claim to have done more than you have, and the résumés of your team can be fictionalized. See the note on
embellishment below.
You work should require some research and should include endnote references prepared according to the Chicago
Manual of Style, 16th ed. Most successful projects will make use of three to five references.
Total Word Count:
Word Count
250–300
600–800
200–300
400–500
100
1,550 to 2,000
End product: The final draft of the technical proposal should be well-written, clearly stated, and show the reader that you are likely to succeed in solving the
problem stated in the RFP and that you will conduct yourself in a professional manner while bringing special value to the project.
About embellishment: Unless your work and life experiences have put you in a position to answer your selected RFP without embellishment, you will need to
add some fictional information to your proposal. The qualifications section is the place where this is most necessary. Consider this an opportunity to show that
you can conceive of the type of expertise needed to complete the work you are proposing and that you can capture this expertise in the creation of a
fictionalized team.
Graphics: As noted throughout this course, for our purposes, graphic are considered an optional enhancement for writing. You may find it useful to use a table to
illustrate a point or photograph to help the audience to visualize something you would like them to see. However, keep in mind that the main emphasis of this
project—and this course—is on the written word, with full sentences and paragraphs serving as the main vehicle for communication. If you do use graphics,
follow this rule: use only graphics that you have created or that are clearly, without question, in the public domain and thus clear of copyright concerns. Always
provide credit and a citation, even if the graphic originated with you.
Milestones
Milestone One: Proposal Outline
In Module Four, you will produce an outline of a technical proposal in response to an RFP. This should include the topic and RFP that you are responding to and
your thoughts on how to fulfill all the key project components: the executive summary, the work description/project narrative, deliverables, qualifications, and
expected citations/sources. This milestone will be graded with the Milestone One Rubric.
Milestone Two: Working Draft
In Module Six, you will submit a working draft of the technical proposal, which should include an executive summary, a work description/project narrative,
deliverables, and qualifications. This milestone will be graded with the Milestone Two Rubric.
Final Submission: Technical Proposal
In Module Seven, you will submit your final project. It should be a complete, polished artifact containing all of the critical elements of the final product. It should
reflect the incorporation of feedback gained throughout the course. This submission will be graded with the Final Project Rubric.
Final Project Rubric
Guidelines for Submission: As with all documents for the course, the technical proposal should use 12-point Times New Roman font, double spacing, one-inch
margins, and page numbers. Citations should follow the endnote option from the Chicago Manual of Style, 16th edition. The technical proposal should also have
a cover page. The technical proposal should be approximately 1,550 to 2,000 words.
Critical Elements
Analysis of Purpose
and Audience:
Information and
Organization
Demonstration of
Qualifications
Demonstration of
Value-Added
Quality
Demonstration of
Benefits
Analysis of
Audience and
Genre: Style
and Tone
Exemplary (100%)
Reaches the audience with
persuasive, complete
information in a fluent
organization with consistency of
information within and between
sections
Uses qualifications to establish
compelling reasons for the
acceptance of the proposal that
show insight into the nature and
needs of the audience
Establishes a compelling valueadded quality that establishes
clear reasons for the acceptance
of the proposal and shows
insight into the nature and
needs of the audience
Provides a compelling statement
of benefits that establishes clear
reasons for the acceptance of
the proposal and shows insight
into the nature and needs of the
audience
Employs stylistic devices or
tonal qualities that enhance the
message or increase the
effectiveness of the proposal
Proficient (85%)
Provides information sufficient
to meet audience requirements
in a clear, coherent organization
Needs Improvement (55%)
Provides insufficient information
or an organization that is not
fully coherent
Not Evident (0%)
Provides little or no suitable
information or an incoherent
organization
Value
20
Establishes sufficient reasons for
the acceptance of the proposal
through explication of
qualifications
Does not sufficiently use the
qualifications of personnel to
establish clear reasons for
acceptance of the proposal
Does not establish a description
of qualifications that will
support the proposal in an
effective manner
15
Establishes sufficient reasons for
the acceptance of the proposal
through explication of a valueadded quality
Does not sufficiently use the
demonstration of a value-added
quality to establish clear
reasons for acceptance of the
proposal
Does not establish a valueadded quality that will support
the proposal in an effective
manner
15
Establishes sufficient reasons for
the acceptance of the proposal
through explication of a
statement of benefits
Does not sufficiently use the
statement of benefits to
establish clear reasons for
acceptance of the proposal
Does not establish a statement
of benefits that will support the
proposal in an effective manner
15
Employs a style and tone that
supports the message and fits
the genre and audience
expectations
Frequently breaks from a style
or tone suitable to the genre or
audience, leading to a reduction
in persuasive impact
Consistently adopts a style or
tone that is inappropriate for
the audience and does not fit
the genre
15
Identification of
Conventions:
Revising, Editing,
Formatting
Consistently applies formatting
guidelines as directed by an RFP
and conforms to the
conventions of standard edited
American English, as defined in
the Chicago Manual of Style,
16th ed.
Generally applies formatting
guidelines and conforms to the
conventions of standard edited
American English, as defined in
the Chicago Manual of Style,
16th ed.
Frequently breaks from
formatting guidelines or the
conventions of standard edited
American English, as defined in
the Chicago Manual of Style,
16th ed.
Does not conform to formatting
guidelines or to the conventions
of standard edited American
English, as defined in the
Chicago Manual of Style, 16th
ed.
Earned Total
20
100%
LOAN SERVICING SOLUTION SOFTWARE AND SUPPORT Proposal Outline
Name
Final Project Milestone
5/30/2020
2
Executive Summary
The Vista State Development (VSD) agency project aims to enhance economic growth
through the establishment of new job and economic opportunities. With these opportunities, the
state can increase its revenues and attain more stable and diversified economies. As a result, my
company proposes to provide a loan serving software solution that meets all requirements of the
proposal request. Most of the software providers available deliver solutions that the user of the
commercial loan portfolio has manually planned. They do not provide any schedule optimizing
features and smart scheduling to help the user access a comprehensive service through an
optimized itinerary. For our project, my organization proposes the development of an intelligent
day planning application which provides VSD with an optimized schedule. The project will take
into account the various constraints such as installation, training, support, and maintenance
commercial loan portfolio. Also, the loan portfolio will be easy to use since the service will
include a web interface and an android phone application.
Work Description/Project Narrative
As per the request for proposal document, VSD is facing problems when it comes to
managing and monitoring all the loans provided by the state. To provide VSD a solution for the
management of its loan portfolio, I will use an innovative approach to meet all the requirements
and conditions detailed in the RFP. With an innovative approach, the problems with the current
commercial loan portfolio can be identified and mitigated.
The first step to solve the problem is to create a web interface and a mobile application
that can be used by the VSD to monitor its services and client list. With a web interface and a
mobile app, VSD can monitor all its loan projects as well as the loan records. Also, the users of
3
the commercial loan portfolio do not need to visit the agency to request loans. Our loan software
will be integrated with the portfolio and mobile application, allowing them to access loans from
anywhere. Secondly, the users will be required to sign in to access the application. In that way,
they can provide all their loan details from the date of application, loan duration, and the time the
user wishes to repay the loan.
My software design will fill the need of having an application that not only manages and
monitors all loan projects but also provides an exclusive report on private business investments.
As a result, my plan will optimize all the VSD’s tasks making them more productive by
eliminating the need for manual planning. The lack of any optimizing software in the market will
put this application in a unique position.
Deliverables
Through the life of this project, VSD will be able to:
•
Identify new clients in need of new loans and grants- This is because every time a client
logs into the VSD web interface and the mobile application, they will …
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