Insights Blog

Articles tagged with: compliance matrix

Don’t make these mistakes – 12 vital proposal lessons

Those who cannot remember the past are condemned to repeat it. (George Santayana)

Over the past 25 years spent managing and submitting thousands of proposals and task order responses, I’ve developed a long list of lessons learned.

Of course, I have many proposal section-specific lessons learned that I’ll share in upcoming Lohfeld Insights posts, but here are some of my favorite overall lessons learned:

  1. Address solicitation requirements in the required order and substantiate every response. This makes it easier for evaluators to score your proposal. (Include RFP section numbers in your section headings so evaluators can easily cross reference…

Continue reading...

2-Step process for finalizing your proposal solution

If you can’t explain it simply, you don’t understand it well enough. –Albert Einstein

During the Pursuit Phase, your Capture Team should have developed a solution that addresses your client’s needs and provides a clear basis for award. The Capture Team continually refined and tested this solution with the client during the Pre-proposal Preparation Phase all the way up to final RFP release.

With significant effort directed at the solution during these phases, it is important to spend time immediately after final RFP release and before conducting the kick-off meeting to review the proposed solution against the final RFP…

Continue reading...

7 Reasons to develop a compliance matrix

A compliance matrix can serve multiple purposes.

  1. It’s an internal document that keeps your entire proposal team on the same page regarding compliance and ensures your proposal meets all requirements. It includes every shall, must, and will requirement in the entire RFP. It’s an organized listing of all requirements in RFP Sections L, M, C, Contract Data Requirements Lists (CDRL), and other sections of the RFP that contain requirements.
  2. In these days of boilerplated and recycled RFPs, developing a compliance matrix helps in finding disconnects between RFP sections and documents. Common disconnects include discrepancies between Section L and Section M contents,…

Continue reading...