Use before committing proposal time. This review organizes questions and does not predict award or profitability.
| Done | Action | Owner or notes |
|---|---|---|
| Confirm the client, procurement route, submission method, and deadline from the solicitation. | ||
| Check eligibility, required registrations, licenses, and teaming rules against authoritative documents. | ||
| Map requested services to the firm’s documented experience and available capacity. | ||
| Identify scope gaps, assumptions, exclusions, and required subconsultants. | ||
| Review insurance, indemnity, payment, intellectual property, and contract terms with qualified advisers. | ||
| Estimate proposal effort and delivery resources using firm-approved assumptions. | ||
| Name a proposal lead, technical reviewers, and final approver. | ||
| Record unresolved questions and submit them through the stated procurement channel. | ||
| Make and document the go or no-go decision with its owner. |
Educational information only, not engineering, legal, tax, or investment advice. Licensed PE judgment and applicable local codes govern project decisions. Calculators and planning frameworks provide estimates only.
Print or copy the relevant list, assign an owner, and record follow-up actions. These checklists help organize work; they do not certify readiness, suitability, safety, or compliance.
