# Technical Compliance Checklist

## Purpose

This checklist ensures that technical proposal content fully addresses all requirements, incorporates appropriate solution elements, and presents a compelling, compliant technical approach. It helps technical SMEs and writers verify that their content meets both compliance needs and quality standards.

## Instructions

1. Complete this checklist for each technical section before submission for review
2. Mark each item as either:
   - ✅ Complete (fully addresses requirement)
   - ❌ Incomplete (fails to address requirement)
   - ⚠️ Partial (needs enhancement)
3. For any incomplete or partial items, note specific actions needed
4. Address all issues before finalizing technical content

## Requirements Coverage

| #   | Item                                                        | Status | Notes |
| --- | ----------------------------------------------------------- | ------ | ----- |
| 1.1 | All technical requirements from compliance matrix addressed |        |       |
| 1.2 | Requirements explicitly referenced in narrative             |        |       |
| 1.3 | Technical approach responds to all SOW/PWS elements         |        |       |
| 1.4 | Solution addresses both stated and implied requirements     |        |       |
| 1.5 | Technical specifications meet or exceed RFQ minimums        |        |       |
| 1.6 | All technical evaluation factors addressed                  |        |       |
| 1.7 | Technical assumptions clearly stated (if applicable)        |        |       |

## Solution Architecture

| #   | Item                                           | Status | Notes |
| --- | ---------------------------------------------- | ------ | ----- |
| 2.1 | Solution architecture clearly presented        |        |       |
| 2.2 | Architecture diagram(s) included and labeled   |        |       |
| 2.3 | Component relationships and interfaces defined |        |       |
| 2.4 | Technical standards and frameworks identified  |        |       |
| 2.5 | Architecture aligns with customer environment  |        |       |
| 2.6 | Scalability and flexibility addressed          |        |       |
| 2.7 | Security architecture incorporated             |        |       |

## Methodology & Approach

| #   | Item                                                  | Status | Notes |
| --- | ----------------------------------------------------- | ------ | ----- |
| 3.1 | Clear methodology/approach presented                  |        |       |
| 3.2 | Approach aligned with customer preferences            |        |       |
| 3.3 | Process flows and workflows included                  |        |       |
| 3.4 | Implementation phases clearly defined                 |        |       |
| 3.5 | Methodology proven through past performance           |        |       |
| 3.6 | Tailoring for specific project requirements explained |        |       |
| 3.7 | Tools and technologies specified                      |        |       |

## Risk Management

| #   | Item                                               | Status | Notes |
| --- | -------------------------------------------------- | ------ | ----- |
| 4.1 | Technical risks identified                         |        |       |
| 4.2 | Mitigation strategies defined for each risk        |        |       |
| 4.3 | Risk assessment approach explained                 |        |       |
| 4.4 | Risk monitoring and control processes defined      |        |       |
| 4.5 | Lessons learned from similar projects incorporated |        |       |
| 4.6 | Contingency planning addressed                     |        |       |
| 4.7 | Risk ownership and management roles defined        |        |       |

## Innovation & Value-Add

| #   | Item                                                | Status | Notes |
| --- | --------------------------------------------------- | ------ | ----- |
| 5.1 | Innovative approaches highlighted                   |        |       |
| 5.2 | Value-added features or capabilities identified     |        |       |
| 5.3 | Benefits of innovation clearly articulated          |        |       |
| 5.4 | Innovation tied to customer mission outcomes        |        |       |
| 5.5 | Proof of concept or prior implementation referenced |        |       |
| 5.6 | Differentiation from standard approaches explained  |        |       |
| 5.7 | Innovation aligned with evaluation criteria         |        |       |

## Technical Writing Quality

| #   | Item                                                | Status | Notes |
| --- | --------------------------------------------------- | ------ | ----- |
| 6.1 | Content organized logically and flows well          |        |       |
| 6.2 | Technical concepts explained clearly for evaluators |        |       |
| 6.3 | Graphics support and enhance narrative              |        |       |
| 6.4 | Technical terminology used consistently             |        |       |
| 6.5 | Acronyms defined at first use                       |        |       |
| 6.6 | Claims supported by evidence                        |        |       |
| 6.7 | Content free of technical errors or inconsistencies |        |       |

## Win Theme Integration

| #   | Item                                                     | Status | Notes |
| --- | -------------------------------------------------------- | ------ | ----- |
| 7.1 | Technical content supports win themes                    |        |       |
| 7.2 | Discriminators highlighted in technical approach         |        |       |
| 7.3 | Technical benefits tied to customer priorities           |        |       |
| 7.4 | Themes reinforced through technical evidence             |        |       |
| 7.5 | Technical strengths emphasized appropriately             |        |       |
| 7.6 | Competitive advantages in technical approach highlighted |        |       |
| 7.7 | Theme language integrated naturally into content         |        |       |

## Technical Compliance Summary

**Technical Approach Status:** [Complete / Needs Revision / Incomplete]

**Key Strengths:**
[List strongest aspects of technical approach]

**Required Improvements:**
[List specific areas requiring enhancement]

## Approval

| Role               | Name | Verification | Date |
| ------------------ | ---- | ------------ | ---- |
| Technical Lead     |      |              |      |
| Solution Architect |      |              |      |
| Quality Reviewer   |      |              |      |
| Proposal Manager   |      |              |      |