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Case: TD-NEED-1043 • Category: Compliance
Case: TD-NEED-1043 • Category: Compliance
Audience: 12 staff
Target: March
Format: Hybrid
Budget: Mid
Offers close: 2025-12-01
Objective
"Front desk resolves 90% of compliance checks with a clear 10-step checklist."
Deliverables
10‑step compliance checklist (editable PDF)
10‑min walkthrough video (MP4, captioned)
Staff sign‑off sheet (fillable & printable)
Proposal basics
Deliverables mapping
Briefly describe your method and acceptance proof for each deliverable.
10-step compliance checklist (editable PDF)
Staff sign-off sheet (fillable & printable)
Mini timeline & blackout guard
Add milestones; the system flags blackout conflicts (Mon–Fri 12:00–14:00; last Friday).
⏱ Avoid 12:00–14:00 Mon–Fri • Avoid last Friday
⏱ Avoid 12:00–14:00 Mon–Fri • Avoid last Friday
⏱ Avoid 12:00–14:00 Mon–Fri • Avoid last Friday
+ Add milestone Times must avoid 12:00–14:00 Mon–Fri; dates avoid last Friday.
Constraints compliance
Confirm compliance or request an exception with mitigation.
10-step compliance checklist (editable PDF)
Blackout dates
MUST
Union rules
AVOID
Explain the exception & mitigation
Note: Exception to a MUST may disqualify your proposal.
On-site
SHOULD
Price & options
Optional add‑ons
+ Add add‑on
Assumptions & risks
On‑site specifics
Shown because format is Hybrid/On‑site.
Optional add‑ons
Legal & acknowledgements
Portfolio & optional attachments
Review & submit
We’ll generate a summary below. Fix any red errors by jumping back via the sidebar.
Basics
Case ID
TD-NEED-1043
Approach
We run a 3-step sprint:
(1) audit 5 recent compliance cases with the internal owner,
(2) co-draft a 10-step checklist and pilot it with 3 frontline staff,
(3)finalize an editable PDF with a short captioned walkthrough video. The staff sign-off sheet is pre-filled for easy record-keeping.
Lead
Ava Joseph • [email protected] • +1 (868) 555-1122
Backup
Mark Peters — [email protected]
Credentials
ISO 9001 auditor
OSHA trainer
Lean Yellow Belt
Deliverables
Deliverable Method & proof Draft Final
10-step compliance checklist (editable PDF) Audit 5 recent compliance cases • Draft 10 steps; pilot with 3 staff • Deliver editable PDF + source file
Acceptance proof: Versioned PDF + change log
 2025- Dec-03 2025- Dec-12
10-min walkthrough video (MP4, captioned) Script from the approved checklist • Record screen + professional voiceover • Add captions; export MP4 (1080p)
Acceptance proof: MP4 with .srt captions
 2025- Dec-10 2025- Dec-19
Staff sign-off sheet (fillable & printable) Pre-fill staff list and role column • Add signature/date fields • Export printable PDF + CSV template
Acceptance proof: Signed PDF samples + CSV export
2025- Nov-17 2025- Oct-23
Timeline
# Milestone Date Time Status
1 Draft checklist complete 2025-12-03 09:00
OK
2 Walkthrough video draft 2025-12-07 09:30
OK
3 Final handover 2025-12-10 10:00
OK
Constraints
Constraint Priority Choice Exception
Blackout dates Must
Comply
 --
Union rules Avoid
Exception
 We will record the walkthrough video without capturing staff faces or names (screen-only). Attendance remains voluntary; 15-minute breaks kept every 2 hours.
On-site Should
Comply
 --
Pricing
Fixed price
TT$ 24,000
Breakdown
Checklist 9000; Video 10000; Sign-off 5000
Add‑ons
Live Q&A session (60 min) — Interactive follow-ups after rollout (TT$ 1,500)
Extra team mini-training (30 min) — Focused refresher for late-shift staff (TT$ 900)
On‑site specifics
Travel included?
Yes
Equipment
Laptop, USB mic, HDMI adapter, portable speaker
Access needs
Projector + HDMI; guest Wi-Fi; 15-min early access; visitor badges
Legal & acknowledgements
NDA
Yes
IP
Yes
Privacy
Yes
Read constraints
Yes
Respects blackout
Yes
Links
Portfolio
https://example.com/case-101
https://example.com/case-202
https://example.com/case-303
Outline
https://docs.example.com/compliance-quickstart-outline
Sample
https://video.example.com/walkthrough-sample