Resource

Use this RFP review guide.RFP risk register template for review flags.

Review the checklist, example, mistakes, and SourceFlag workflow notes.Create a first-pass RFP risk register with source references, owners, statuses, and human-review decisions.

Practical explanation

A useful RFP risk register turns unresolved source issues into owner-driven review work before kickoff.

Use the register for ambiguity, conflicts, missing attachments, amendment changes, portal questions, certifications, and deadline uncertainty.

Keep each risk tied to a public source location so reviewers can decide whether the flag is real.

Use human-owned status values rather than assuming automated review found every issue.

Copyable table

Copyable RFP risk register

Synthetic public/unclassified review flags for a facilities-support RFP package.

Copyable RFP risk register: Synthetic public/unclassified review flags for a facilities-support RFP package.
Risk	Source	Severity	Owner	Status	Decision needed	Clarifying question	Verification note
Submission portal conflict	Cover page vs. Section L, p. 10	High	Proposal Manager	Open	Confirm delivery method before final calendar lock.	Please confirm whether final proposal submission is portal-only or whether email delivery is also required.	Check amendments and portal notice before sending question.
Missing attachment reference	Section L, p. 16 references Attachment J.4	Medium	Compliance Lead	Needs review	Decide whether the missing certification blocks the outline.	Please confirm whether Attachment J.4 will be provided by amendment or omitted.	Compare solicitation file list against amendment package.
Evaluation mismatch	Section M, p. 5; Section L, p. 18	Medium	Capture Lead	Open	Decide whether past performance format can be assumed.	Please confirm whether past performance references must use a required form.	Review Section M recency/relevance language before kickoff.

TSV copy block

Risk	Source	Severity	Owner	Status	Decision needed	Clarifying question	Verification note
Submission portal conflict	Cover page vs. Section L, p. 10	High	Proposal Manager	Open	Confirm delivery method before final calendar lock.	Please confirm whether final proposal submission is portal-only or whether email delivery is also required.	Check amendments and portal notice before sending question.
Missing attachment reference	Section L, p. 16 references Attachment J.4	Medium	Compliance Lead	Needs review	Decide whether the missing certification blocks the outline.	Please confirm whether Attachment J.4 will be provided by amendment or omitted.	Compare solicitation file list against amendment package.
Evaluation mismatch	Section M, p. 5; Section L, p. 18	Medium	Capture Lead	Open	Decide whether past performance format can be assumed.	Please confirm whether past performance references must use a required form.	Review Section M recency/relevance language before kickoff.

Synthetic example

Risk title

Review item

Risk title

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

Risk title
Source citation
Why it matters
Owner
Status
Potential mitigation
Clarifying question candidate
Human decision needed

How to use this during RFP review

Open a register row when the source package leaves a material question unresolved.
Assign a review owner before kickoff.
Move question-ready risks into the clarifying questions list.
Close a row only after a human reviewer confirms the source basis.

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.

Needs-review flag preview

Submission method conflict

Source

Cover page + Section L

Human action

Confirm final submission method.

Status

Needs review

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.

Start a Workspace Compare Pricing