Proposal Submission Compliance Checklist

Ensure your construction bids win! Download our free Proposal Submission Compliance Checklist - a vital tool for avoiding costly errors and maximizing your chances of securing that next project. Stay compliant, impress clients, and boost your construction firm's success.

This Template was installed 2 times.

General Submission Requirements

1 of 10

Ensures adherence to overall submission guidelines and formatting.

Proposal Submitted via Designated Platform?

Proposal Reference Number (if applicable)

Submission Date

Proposal Format Compliant (PDF, Word, etc.)?

Total Number of Pages in Proposal

Any Deviations from General Guidelines?

Eligibility and Bidder Qualifications

2 of 10

Verifies that the bidder meets all stated eligibility criteria and possesses the required qualifications.

Registered Business Type

Brief Company Profile (max 500 words)

Business Registration Certificate

Years of Experience in Similar Construction Projects

Current Tax Status

Relevant Certifications Held (select all that apply)

Date of Business Registration

Mandatory Documentation

3 of 10

Confirms the inclusion of all required mandatory documents.

Company Registration Certificate

Valid Trade License

Tax Identification Number (TIN) Certificate

Bid Security/Performance Guarantee (If Required)

Bid Security Amount (If Applicable)

Bid Security Expiry Date (If Applicable)

Brief description of experience in similar projects

Technical Proposal Compliance

4 of 10

Evaluates adherence to technical specifications, methodology, and project understanding.

Describe your understanding of the project scope and objectives.

Detail your proposed construction methodology and approach.

Upload a detailed construction schedule (Gantt chart or similar).

Explain how you will manage and mitigate potential risks associated with the project.

Estimated labor hours per task (provide a breakdown).

Select the type of construction equipment you will utilize.

Identify the key software you will use for project management.

Financial Proposal Compliance

5 of 10

Reviews accuracy and completeness of the financial breakdown, pricing, and payment terms.

Total Proposed Bid Amount

Detailed Cost Breakdown (Labor, Materials, Equipment, Subcontractors, etc.)

Proposed Mobilization Cost

Proposed Demobilization Cost

Payment Schedule Preference (e.g., Milestone-based, Time-based)

Proposed Overhead Percentage

Proposed Profit Margin Percentage

Clarification of any unusual pricing or assumptions.

Legal and Contractual Compliance

6 of 10

Checks for adherence to legal requirements, insurance, permits, and contractual clauses.

Proof of Business Registration/License

Governing Law Selection

Description of Insurance Coverage (Liability, Workers' Comp, etc.)

Certificate of Insurance

Acceptance of Contract Terms and Conditions

Confirmation of compliance with relevant permits and licenses (provide details)

Date of Insurance Expiry

Sustainability and Safety

7 of 10

Confirms compliance with sustainability requirements and health & safety plans.

Environmental Management System Certification (e.g., ISO 14001)

Describe Sustainability Initiatives Proposed for the Project

Submit Environmental Impact Assessment (if applicable)

Estimated Carbon Footprint Reduction (in %)

Specify Sustainable Materials to be Used

Outline Health and Safety Plan for the Project

Submit Safety Management Plan

Planned date for the first safety meeting

Format and Presentation

8 of 10

Assesses clarity, organization, and professional presentation of the proposal.

Proposal Font Consistency

Page Numbering Correctness

Table of Contents Accuracy

Overall Readability Assessment (brief comments)

Proposal Cover Page (Image/PDF)

Number of pages in the Proposal

Submission Deadlines & Procedures

9 of 10

Verifies submission was completed by the deadline and through the correct method.

Proposal Submission Deadline

Latest Time for Submission

Submission Method (Online Portal / Physical Delivery)

Confirmation of Adherence to Time Zone

Proof of Submission Receipt (if applicable - e.g., Delivery Confirmation)

Number of Physical Copies Submitted (if applicable)

Anti-Corruption and Ethical Conduct

10 of 10

Confirms adherence to anti-corruption policies and ethical practices.

Declaration of Conflict of Interest

Disclosure of Relationships with Key Personnel

Compliance with Anti-Bribery Laws

Explanation of Compliance Measures

Code of Conduct/Ethics Policy

Gift and Hospitality Policy

Details of Gift and Hospitality Policy (if applicable)

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