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
- Complete this checklist for each technical section before submission for review
- Mark each item as either:
- ✅ Complete (fully addresses requirement)
- ❌ Incomplete (fails to address requirement)
- ⚠️ Partial (needs enhancement)
- For any incomplete or partial items, note specific actions needed
- 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 |
|
|
|