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RFP Response Kickoff Meeting Checklist

Project Information

  • Project Name:
  • Client:
  • Project Location:
  • Due Date of RFP:
  • Due Date of Questions:

Project Team

  • RFP Lead:
  • Project Executive:
  • Project Manager:
  • Superintendent:
  • Estimator:
  • Project Engineer:
  • Principal-in-Charge (if needed):
  • Other:

Source of RFP

  • Competitors:

Client’s Priorities

Other Important Items

Differentiators/ Win Themes

  • Relationship With Company
  • Relationship with Team
  • Previous Project Site Experience
  • Regional Experience

Submission Format

  • Email Submission
  • Web Portal Submission
  • Hard Copy Submission (Quantity:____)
  • Flash Drive
  • Compact Disk

Proposal Schedule (Internal)

  • Strategy Meeting
  • Draft Content Complete from Team Members
  • Draft Content Complete from Proposal Manager/Marketing
  • Draft Proposal Completed
  • Draft Sent Out For Review
  • All Edits Returned to Proposal Manager
  • On Screen Page Flip of Electronic Submission/ Page Flip of Printed Proposal (if required)
  • Final Proposal Ready for Submission