Resource

Use this RFP review guide.Public RFP review checklist for proposal teams.

Review the checklist, example, mistakes, and SourceFlag workflow notes.Use this public RFP review checklist to organize intake, requirements, deadlines, risks, clarifying questions, kickoff, and handoff.

Practical explanation

Use this checklist when a lean GovCon proposal team needs a structured first pass through a public solicitation package before kickoff.

Start with the source inventory, then work outward to requirements, dates, risks, questions, owners, and export handoff.

Keep every checklist item tied to a file, section, page, attachment, amendment, or portal instruction.

Treat the checklist as a review queue. It is not a substitute for proposal-manager judgment or source verification.

Copyable table

Copyable public RFP review checklist

Use these rows as a starter checklist for a synthetic public/unclassified RFP package.

Copyable public RFP review checklist: Use these rows as a starter checklist for a synthetic public/unclassified RFP package.
Group	Source citation/location	Review item	Owner	Status
Intake	SAM notice + RFP cover page	Confirm current public solicitation files are in scope and no restricted material is included.	Proposal Manager	Open
Amendments	Amendment 0001 and Q&A file	Record every changed deadline, attachment, instruction, or response requirement.	Compliance Lead	Needs review
Section L	Section L, pp. 8-14	List required volumes, page limits, submission portal, file naming, certifications, and attachment rules.	Compliance Lead	Open
Section M	Section M, pp. 3-7	Map evaluation factors and relative importance cues to response owners.	Capture Lead	Open
Deadlines	Cover page; Section L, p. 5	Capture Q&A deadline, proposal due date, site visit, and amendment acknowledgment dates with time zones.	Proposal Manager	Needs review
Attachments	Attachment list, p. 2	Confirm all required forms, pricing workbooks, and certification attachments are present.	Compliance Reviewer	Open
Pricing forms	Attachment J.2 instructions tab	Route workbook, form, and protected formula instructions to the pricing owner.	Pricing Owner	Open
Risks	Cover page vs. Section L	Flag conflicts, missing attachments, unclear instructions, portal questions, and owner gaps.	Capture Lead	Open
Clarifying questions	Q&A instructions, Section L, p. 6	Move unresolved public-source issues into question candidates before the Q&A deadline.	Proposal Manager	Draft
Kickoff	Matrix, deadline table, risk register	Assign owners, reviewers, statuses, and next actions before drafting starts.	Proposal Manager	Open
Export/handoff	Reviewed artifacts	Prepare source-backed rows, deadlines, flags, and drafting context for proposal handoff.	Compliance Lead	Open

TSV copy block

Group	Source citation/location	Review item	Owner	Status
Intake	SAM notice + RFP cover page	Confirm current public solicitation files are in scope and no restricted material is included.	Proposal Manager	Open
Amendments	Amendment 0001 and Q&A file	Record every changed deadline, attachment, instruction, or response requirement.	Compliance Lead	Needs review
Section L	Section L, pp. 8-14	List required volumes, page limits, submission portal, file naming, certifications, and attachment rules.	Compliance Lead	Open
Section M	Section M, pp. 3-7	Map evaluation factors and relative importance cues to response owners.	Capture Lead	Open
Deadlines	Cover page; Section L, p. 5	Capture Q&A deadline, proposal due date, site visit, and amendment acknowledgment dates with time zones.	Proposal Manager	Needs review
Attachments	Attachment list, p. 2	Confirm all required forms, pricing workbooks, and certification attachments are present.	Compliance Reviewer	Open
Pricing forms	Attachment J.2 instructions tab	Route workbook, form, and protected formula instructions to the pricing owner.	Pricing Owner	Open
Risks	Cover page vs. Section L	Flag conflicts, missing attachments, unclear instructions, portal questions, and owner gaps.	Capture Lead	Open
Clarifying questions	Q&A instructions, Section L, p. 6	Move unresolved public-source issues into question candidates before the Q&A deadline.	Proposal Manager	Draft
Kickoff	Matrix, deadline table, risk register	Assign owners, reviewers, statuses, and next actions before drafting starts.	Proposal Manager	Open
Export/handoff	Reviewed artifacts	Prepare source-backed rows, deadlines, flags, and drafting context for proposal handoff.	Compliance Lead	Open

Synthetic example

Intake: confirm the package is public, unclassified, and in scope.

Review item

Intake: confirm the package is public, unclassified, and in scope.

Source

Synthetic Facilities Support RFP - SF-DEMO-2026-001

Status

Draft

Human review note

This example is public-safe and synthetic; it is not customer data.

Checklist or template

Intake: confirm the package is public, unclassified, and in scope.
Amendments: list every amendment, Q&A file, and changed instruction.
Section L: capture required volumes, formats, portal rules, certifications, and attachments.
Section M: map evaluation factors to proposal response areas.
Deadlines: record Q&A, site visit, amendment acknowledgment, and proposal due dates.
Attachments: verify required forms, workbooks, and file names.
Pricing forms: route workbook and form instructions to the pricing owner.
Risks: flag conflicts, missing files, unclear instructions, and owner gaps.
Clarifying questions: convert unresolved flags into question candidates before the deadline.
Kickoff: assign owners, reviewers, statuses, and next actions.
Export/handoff: prepare source-backed rows and notes for drafting and review.

How to use this during RFP review

Review the source inventory before extracting rows.
Assign a human review owner to each open item.
Check amendments and Q&A documents before kickoff.
Move unresolved flags into the risk register or clarifying-question list.

Common mistakes

Losing the source reference after copying text into notes.
Treating a draft artifact as final proposal guidance.
Mixing restricted, non-public, or sensitive material into the review workflow.

How SourceFlag helps

SourceFlag keeps answers, citations, excerpts, review flags, and proposal handoff work tied to the original public solicitation package.
Teams can inspect sample outputs before creating a workspace.
The product is scoped for public and unclassified solicitation packages only, with human review required.

FAQ

Can AI create an RFP compliance matrix from a public package?: It can assist with a first-pass matrix or checklist, but public-source citations, amendments, attachments, and human reviewer notes must be checked before the team relies on any row.
How do teams verify source citations during review?: Keep the file name, section, page, attachment, or workbook tab beside each item, then have a reviewer confirm the source text and mark what remains unresolved.
Does SourceFlag replace proposal managers?: No. SourceFlag supports proposal managers with cited review work, deadlines, flags, and handoff artifacts; it does not make pursuit, compliance, procurement, legal, or submission decisions.
What should not be uploaded?: Only public and unclassified solicitation materials belong in SourceFlag. Do not upload restricted, non-public, controlled, classified, sensitive, private capture, internal pricing, regulated personal, or teaming/customer-sensitive material.
Is SourceFlag for CUI, FCI, ITAR, or classified material?: No. Those categories are outside SourceFlag's permitted use. Use SourceFlag only for public and unclassified solicitation/RFP packages.

Compliance matrix preview

Past Performance Volume required

Source

Section L, p. 45

Owner / status

Capture Lead / Open

Review note

Confirm recency and relevance rules before final use.

Product proof

See these concepts in the product and sample output.

Source the facts. Flag the risks. Review the product workflow and synthetic sample output before bringing a public solicitation package into a workspace.

See Product See Sample Output

Start from a clearer source-backed workspace.

U.S.-based business customers only. Public and unclassified solicitation materials only. Human review required.

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Use this RFP review guide.Public RFP review checklist for proposal teams.

Practical explanation

Practical explanation

Copyable public RFP review checklist

Intake: confirm the package is public, unclassified, and in scope.

Checklist or template

Checklist or template

How to use this during RFP review

How to use this during RFP review

Common mistakes

Common mistakes

How SourceFlag helps

How SourceFlag helps

FAQ

Can AI create an RFP compliance matrix from a public package?

How do teams verify source citations during review?

Does SourceFlag replace proposal managers?

What should not be uploaded?

Is SourceFlag for CUI, FCI, ITAR, or classified material?

FAQ

Past Performance Volume required

See these concepts in the product and sample output.

Start from a clearer source-backed workspace.