Opportunity and buyer facts

Confirm that the proposal is unmistakably about this facility and this decision. Remove leftovers from older templates.

  • 1. Buyer, facility, address, and contact names are correct
  • 2. Proposal date, validity period, start target, and deadline are correct
  • 3. The opening reflects the buyer's stated priorities
  • 4. Required format, file type, naming, and delivery method are followed
  • 5. Required walkthroughs, addenda, and clarifications are acknowledged

Scope and responsibilities

Compare this section directly with the walkthrough record and estimating assumptions.

  • 6. Every included service area is named
  • 7. Routine tasks have clear frequencies
  • 8. Periodic work has a frequency or separate pricing treatment
  • 9. Day porter, event, emergency, and after-hours work are addressed
  • 10. Consumable, chemical, equipment, and waste responsibilities are clear
  • 11. Access, alarm, key, badge, storage, water, and parking assumptions are stated
  • 12. Excluded areas and services are easy to find
  • 13. Scope-change and extra-work approval paths are defined

Economics and terms

The owner should be able to trace the final price back to approved inputs and understand the commercial commitment.

  • 14. Labor plan fits the service window and frequency
  • 15. Wage burden, supervision, supplies, equipment, overhead, and margin were considered
  • 16. Monthly, annual, alternate, and add-on totals are mathematically consistent
  • 17. Taxes or tax treatment are addressed when applicable
  • 18. Payment timing, term, renewal, escalation, cancellation, and start conditions are clear
  • 19. Pricing assumptions match the written scope

Evidence and final submission

Only include claims your company can verify, then perform one clean-room review as if you were the buyer.

  • 20. Insurance, licenses, certifications, references, and experience claims are current and supportable
  • 21. Required forms and attachments are complete
  • 22. Names, pronouns, dates, totals, page references, and links were proofread
  • 23. The authorized owner approved facts, price, terms, and commitments
  • 24. Receipt and follow-up dates are assigned after submission