====== RFP Compliance Matrix Template ======

Use this template to convert an RFP, RFQ, solicitation, bid package, or procurement request into a structured compliance matrix.

===== RFP Record =====

**RFP Title:** [Solicitation Title]  
**Solicitation Number:** [RFP Number]  
**Issuing Agency:** [Agency Name]  
**Due Date and Time:** [Date and Time]  
**Proposal Lead:** [Person or Role]  
**Status:** Draft  
**Last Reviewed:** [Month Year]  
**Knowledge Bundle:** [Proposal or Procurement Bundle Name]  

===== Purpose =====

This compliance matrix helps proposal teams identify every requirement in a solicitation, assign responsibility, track evidence, and reduce the chance of missing mandatory items.

===== Submission Requirements =====

^ Requirement ^ Source Section ^ Owner ^ Status ^
| Proposal due date | [Section] | [Owner] | Not started |
| Submission method | [Section] | [Owner] | Not started |
| Required forms | [Section] | [Owner] | Not started |
| Page limits | [Section] | [Owner] | Not started |
| Pricing format | [Section] | [Owner] | Not started |
| Required certifications | [Section] | [Owner] | Not started |

===== Compliance Matrix =====

^ Requirement ID ^ Requirement ^ Source Section ^ Response Strategy ^ Owner ^ Evidence Needed ^ Status ^
| R-001 | [Requirement text] | [Section] | [How the proposal will respond] | [Owner] | [Document, resume, case study, form, etc.] | Not started |
| R-002 | [Requirement text] | [Section] | [How the proposal will respond] | [Owner] | [Document, resume, case study, form, etc.] | Not started |
| R-003 | [Requirement text] | [Section] | [How the proposal will respond] | [Owner] | [Document, resume, case study, form, etc.] | Not started |

===== Evaluation Criteria =====

^ Evaluation Area ^ Weight ^ Response Strategy ^ Owner ^
| [Technical approach] | [Points or percentage] | [How the team will address it] | [Owner] |
| [Experience and qualifications] | [Points or percentage] | [How the team will address it] | [Owner] |
| [Price or cost] | [Points or percentage] | [How the team will address it] | [Owner] |
| [Past performance] | [Points or percentage] | [How the team will address it] | [Owner] |

===== Required Attachments =====

  * [Attachment name]
  * [Attachment name]
  * [Attachment name]
  * [Attachment name]

===== Risk and Gap Review =====

==== Known Gaps ====

  * [Missing requirement, credential, document, or capability]
  * [Missing requirement, credential, document, or capability]

==== Mitigation Plan ====

  * [Action to close the gap]
  * [Action to close the gap]

===== Final Submission Checklist =====

  * All mandatory forms are complete.
  * All signatures are included.
  * Page limits are met.
  * Pricing is consistent across all documents.
  * Required attachments are included.
  * Proposal sections answer evaluation criteria directly.
  * File names follow agency instructions.
  * Submission method has been tested.
  * Final proposal has been reviewed before submission.

===== Related OKF Resources =====

  * [[templates:knowledge_concept|OKF Knowledge Concept Template]]
  * [[templates:knowledge_bundle|OKF Knowledge Bundle Template]]
  * [[templates:sop_knowledge|SOP Knowledge Template]]
  * [[templates:start|Return to OKF Templates]]
  * [[start|Return to OKF Expert Home]]