Intrateam Email Coordination (CLI SS or BU)

Our time window for responding to email inquiries is

IN MOST CASES

Who responds to incoming communications from:

Business Unit (sales ops, sales rep, contract admin)

• B&P BU

• B&P Coordinator

IN MOST CASES

Who responds to incoming communications from:

External agency (district contact, state contact) reaching out about an in-process RFP

• B&P BU

• B&P Coordinator

IN MOST CASES

Who responds to incoming communications from:

External agency (district contact, state contact) reaching out about a matter unrelated to an active RFP

• B&P BU

• B&P Coordinator

An email comes to CL Bids & Proposals ([e-mail]), but the message is for a specific BU.

How should the B&P BU respond?

Select all true answers.

• External agency:

  reply all from the BU Alias, remove CL Bids & Proposals, and add BU-specific alias to cc line

• Internal employee:

  reply all from the BU Alias, remove CL Bids & Proposals, and add BU-specific alias to cc line

• Internal employee:

  reply all from the BU Alias, remove CL Bids & Proposals, and add BU-specific alias to cc line; confirm receipt and ask them to use the BU-specific alias

• External agency:

  reply all from the BU Alias, remove CL Bids & Proposals, and add BU-specific alias to cc line; confirm receipt and ask them to use the BU-specific alias

If you are responding to an email from the BU alias, do you include the BU alias in cc?

• NO, we don't want to bombard people with emails.

• YES, so everyone on the team knows the email was sent.

Tags

CCSS.RI.11-12.3

CCSS.RI.11-12.5

CCSS.RI.8.3

CCSS.RI.9-10.3

CCSS.RI.9-10.5

Draw a picture that represents these goals:

Our goals in coordinating email responses through this SOP are:

efficiency,

maximum professionalism,

and communication clarity.

We receive a General SIMA Announcement (Call to Bid, Cycle change, etc.). Who should ensure the info is saved and shared with the whole B&P Team?

• B&P BU

• B&P Coordinator

• B&P State Initiatives Associate

We receive a Cat Bid Renewal request. Who should respond?

• B&P BU

• B&P Coordinator

• B&P VP

Who requests needs from relevant teams/people after receiving RFP/Listing/Adoption Renewal requests?