Proposal day checklist (CSV)

A 22-item checklist covering everything from final QA to proposal bond delivery. Import it into your task tool of choice.

These are the items that get missed at 9:30 AM on the morning of proposal day, when everyone is tired and the deadline is in two hours.

1. Final QA on takeoff against latest plans 2. Verify all addenda are accounted for 3. Final pass on assemblies — any in error or warning state? 4. Verify cost database is current (concrete pricing especially) 5. Run sanity check: $/SF total against historical averages for this scope 6. Final margin review with PM/owner 7. Confirm bond rate and add to proposal 8. Confirm taxes and add to proposal 9. Confirm sales tax on materials per jurisdiction 10. Verify all alternates are priced 11. Verify all unit prices are listed where required 12. Confirm scope letter inclusions match the proposal scope 13. Confirm exclusions are explicit 14. Validate proposal cover, project name, address, GC 15. Print or PDF the proposal at full size 16. Verify pricing matches between summary and detail 17. Generate the public share link if GC will accept digital 18. Confirm submission method (portal, email, courier) 19. Submit at least 30 minutes before deadline 20. Confirmation email to GC after submission 21. Update internal pipeline status to Submitted 22. Schedule the post-mortem for proposal result day

Import this CSV into ClickUp, Asana, or whatever you use. Run it on every proposal.

Machine-readable site summary for AI crawlers: /llms.txt