A qualifications statement should let a buyer verify your firm’s fit quickly and check the claims that matter to the opportunity. Begin with the firm’s legal name, primary contact, relevant registrations, services, office locations, and service area. State licenses and registrations precisely, including where they apply, and confirm current status with the relevant licensing authority before submitting. Do not imply the firm is authorized to provide regulated services in a jurisdiction unless that has been verified.
Select project examples that match the requested work. For each example, identify the client or project only when disclosure is permitted, the dates if requested, the services actually performed, your firm’s role, and the proposed staff who contributed or will work on the opportunity. Distinguish projects delivered by the current firm from experience individuals gained at former employers. If a principal’s earlier work is relevant, state the person’s role and name the organization that held the contract when disclosure is allowed. This gives evaluators useful context without overstating the firm’s history.
Use concise descriptions that explain the challenge, your services, and the outcome you can substantiate. Include only performance measures, schedules, or results that you can support. Ask former employers or clients before using nonpublic documents, images, project details, or references. Confirm that each reference agrees to be contacted and that their title and contact information are current.
Include staff resumes tailored to the opportunity, with accurate roles, education, licenses, and relevant experience. Add insurance or quality procedure information when requested, and avoid presenting policies as certifications unless they are formally certified. Follow the solicitation’s page limits, order, naming rules, and format. Maintain a source file for each claim so the team can refresh the statement consistently and catch expired licenses or outdated project details.
Ask a licensing adviser or qualified counsel to review questions about registrations, project disclosures, and permitted claims.
This is general education, not legal or engineering advice; board requirements, licensed PE judgment, and local codes govern.
