Generic description
Develops technical proposals to meet customer solution requirements and provide sales personnel with a competitive bid. Underlines the energy efficiency and environmental impact related to a proposal. Collaborates with colleagues to align the service or product solution with the organisation's capacity to deliver.


Competence area: e-CF area D. Enable


Proficiency levels:
e-CF level Description Profiles (CWA16458)
2 Organises collaboration between relevant internal departments, for example, technical, sales and legal. Facilitates comparison between customer requirement and available ‘off the shelf’ solutions.
3 Acts creatively to develop proposal incorporating a complex solution. Customises solution in a complex technical environment and ensures feasibility, legal and technical validity of customer offer. Account manager

Knowledge examples (Knows /aware of/ Familiar with:)

  • K1 customer needs
  • K2 internally adopted sales and marketing techniques
  • K3 legal requirements
  • K4 internal business practices
  • K5 product or service unique selling points
  • K6 the different service models (SaaS, PaaS, IaaS) and operational translations (e.g. Cloud Computing)

Skill examples (Able to:)

  • S1 construct the framework for proposal documentation
  • S2 co-ordinate and facilitate multidisciplinary teams contributing to the proposal
  • S3 interpret the terms and conditions of the tender documentation
  • S4 evaluate the strengths and weaknesses of potential competitors
  • S5 ensure that a proposal is of high quality and is submitted on time
  • S6 communicates the energy efficiency and environmental-related aspects of a proposal
  • S7 ensure that proposals meet compliance requirements