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CMG’s Checklist for Preparing and Submitting Contract Proposals

CMG Proposal Readiness Checklist

Checklist for Preparing and Submitting Contract Proposals

This checklist helps CMG clients evaluate opportunities, determine whether to pursue a bid, and prepare proposal materials before submission.

Complete the decision steps, review tools, responsibilities, and timeline requirements before CMG begins proposal development or before any bid is submitted.

The purpose is to reduce risk, confirm readiness, and prevent missed requirements or last-minute submission issues.

5 Core checklist phases: Go / No Go, Bid Success Estimator, Pepper AI context, proposal staging, and final submission readiness.
Critical Rule: Approval Is Not Interest Approval authorizes CMG to begin proposal work. If the opportunity cannot be executed, reasonably won, or submitted responsibly, the correct action is Pass.
1
Go / No Go Confirm the bid is winnable, executable, and worth the effort.
2
Estimator Score technical, staffing, experience, and price factors.
3
Pepper AI Validate business context and flag requirements or risk.
4
Staging Set up proposal structure, compliance, and draft sections.
5
Final Review Confirm all inputs before submission and QA review.
1

Go / No Go Decision Framework

This is the first and most important step. Every opportunity must pass a Go / No Go decision before scoring tools or AI are used.

Required First
Goal: Decide whether the opportunity is winnable, executable, and worth committing resources to.
Scope FitConfirm the scope of work truly matches what your business does.
Timeline ReviewConfirm the bid timeline and performance timeline are realistic for your team.
Submission MethodConfirm the submission method is achievable, including portal access, upload rules, mail delivery, or email requirements.
Risk ReviewIdentify red flags, restrictive requirements, unusual risks, unclear scope, or unrealistic contract obligations.
OutcomeA clear Go or No Go position before moving forward.
2

CMG Bid Success Estimator

Once the opportunity passes initial Go / No Go review, complete CMG’s Bid Success Estimator to score competitiveness.

Primary Scoring Tool
Decision Rule: If multiple areas are weak or unknown, the correct decision is No Go.
Technical Approach Can you produce a compliant work plan that aligns with the scope, and do you have the experience and capacity to execute it?
Staffing Plan and Key Personnel Do proposed personnel meet all RFP qualifications, are they available, and how much outsourcing is required?
Prior Experience Do you have verifiable government past performance that matches scope, size, and complexity?
Price and Cost Analysis Do you understand the agency budget, prior contract value, competition, and responsible pricing approach?
OutcomeA defensible, risk-based Go / No Go decision supported by scoring.
3

Pepper AI Context and Decision Support

Pepper AI is used after Go / No Go review and scoring to validate readiness and reduce oversight risk.

Decision Support
Important: Pepper AI does not approve or reject opportunities. It highlights issues so you can make a better-informed decision.
Business Context ConfirmedCore capabilities, certifications, staffing strengths, past performance, pricing approach, and prior technical assistance history are current.
Requirements ReviewUse Pepper AI context to flag missing or overlooked RFP requirements.
Capability AlignmentReview misalignment between the solicitation scope and your capabilities.
Gap and Risk ReviewReview staffing gaps, experience gaps, unrealistic timelines, and risk indicators.
OutcomeIncreased confidence that the opportunity has been fully reviewed.
4

Proposal Staging and Technical Draft Development

Once a Go decision is formally approved, CMG technical writers begin staging the proposal in a shared Google Drive workspace.

After Go Approval
Folder StructureCreate a proposal folder structure that mirrors the RFP.
Required SectionsStage all required sections, instructions, attachments, forms, and appendices.
Technical NarrativeDraft technical narrative content based on the approved scope and available client inputs.
Evaluation AlignmentAlign language to evaluation criteria and scoring factors.
Formatting ComplianceEnsure compliance with formatting rules, page limits, and submission instructions.
OutcomeA structured, RFP-aligned draft proposal prepared for client review, edits, and pricing input.
5

Final Submission Readiness Checklist

Before any bid is submitted, the client must confirm accuracy, completeness, amendments, pricing, attachments, and delivery method.

Final QA
RFP Requirements ReviewedClient confirms all RFP requirements, instructions, forms, and attachments have been reviewed.
Amendments and Addenda CheckedClient confirms all updates, amendments, addenda, Q&A, and agency notices have been reviewed.
Proposal Responses ConfirmedClient confirms proposal responses are accurate, complete, and approved for submission.
Submission Method ConfirmedClient confirms portal access, upload instructions, mail delivery rules, email format, signatures, and deadline.
Materials Complete 24–48 Hours Before Due DateAll inputs and required documents should be complete before bid submission for adequate quality assurance review.
OutcomeProposal materials are ready for final review and submission preparation.

Timeline and Responsibility Reminders

CMG proposal support depends on timely decisions, complete client materials, and realistic lead time before the bid due date.

Proposal Staging Typically takes about 3 business days, more or less, depending on RFP complexity and material readiness.
Go / No Go Timing Submit Go / No Go decisions within approximately 3 business days after opportunity intake.
Full Proposal Lead Time Plan for at least 2 to 3 weeks before the bid due date for full proposal development.
Final Materials Complete all required inputs 24 to 48 hours before submission for quality assurance review.
Client Review Client is responsible for reviewing all RFP requirements and confirming proposal response accuracy.
Amendments Client is responsible for monitoring amendments, addenda, Q&A, and agency changes.
Submission Risk CMG is not responsible for late submissions, incomplete materials, or technical platform issues.
Business Hours CMG operates Monday through Friday, 8:00 AM to 5:00 PM Pacific Standard Time, excluding major U.S. holidays.
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