Checklist – Submitting Request For Proposals

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Want to avoid last minute mistakes when submitting your business proposal? It’s easy to forget something when responding to an Request For Proposal (RFP) as there are so many activities to coordinate. One way to ensure your proposal gets delivered on time – and with all requirements covered – is to create a checklist. Here’s a sample checklist to get you started.

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Checklist – Submitting Request For Proposals

  1. 1. www.proposalwritingcourse.com Checklist – Responding to Request For ProposalsProposal Writing Tips, Tools & Templates Ivan Walsh1 Checklist – Submitting Request For ProposalsWant to avoid last minute mistakes when submitting your business proposal? It’s easy to forgetsomething when responding to an Request For Proposal (RFP) as there are so many activities tocoordinate. One way to ensure your proposal gets delivered on time – and with all requirements covered– is to create a checklist. Here’s a sample checklist to get you started.Checklist – Submitting Business ProposalsYou can use this checklist when responding to RFPs, ITTs and RFIs.Please note that this checklist does not cover all areas (ie non-exhaustive) but will ensure that allinformation required by the Request For Proposal is provided in accordance with it provisions.Key Deadlines ASAP – Confirm receipt of RFT document Date – First deadline for sending queries Date – Final deadline for sending queries Date – Deadline for receipt of TendersTender Documents X printed, signed and executed copies and one electronic copy of Tender Documents. Tender documents in envelope marked “Formal Title of Request For Proposal” Tender documents delivered to the offices of [conform that this is the correct address] by the Closing Date for Receipt of Tenders (see paragraph X).Confirmations and Certificates Confirmation that Response complies with National law (see paragraph X). Certificate there is no economic, legal, commercial or financial relationship with another Respondent (paragraph X).Information Furnished full details and identified licenses, permits, permissions, including planning permission, authorizations etc required and have been obtained.Document Name: Checklist – Responding to Request For Proposals Page 1 of 2© www.proposalwritingcourse.com 2011. All rights reserved
  2. 2. www.proposalwritingcourse.com Checklist – Responding to Request For ProposalsProposal Writing Tips, Tools & Templates Ivan Walsh Provisions of details of ownership and group structures of Respondent or if joint venture or consortium, the members thereof and, the commercial and legal relationship amongst the members thereof and other agreements with required confirmations.Compliance Compliance with the provision of Section X. Compliance with the minimum qualification requirements (paragraph X)Response Response completed in required format (paragraph X).Tender Documents for Lot X must include the following: Completed Specifications Template (ref Appendix 1) Completed Costs Template (ref Appendix 2)Tender Documents for Lot Y must include the following: Completed Specifications Template (ref Appendix 3) Completed Costs Template (ref Appendix 4)ALL Tender Documents must include: Signed Confirmation and Compliance Statement (ref Appendix 5).Document Name: Checklist – Responding to Request For Proposals Page 2 of 2© www.proposalwritingcourse.com 2011. All rights reserved

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