The biggest little mistake a bidder can make—and how to guard against it.

Bid Rejected. Proposal Noncompliant.

Four little words that bidders dread.

All it takes is one overlooked requirement for a review committee to throw out your bid.

Fortunately, there is an easy way to avoid this disaster: creating a Requirements Matrix.

A Requirements Matrix is simply a table showing all the requirements listed in a bid solicitation document (RFP) and where they can be found. It’s the first thing you should do when you are considering whether or not to bid.

Here is a simple example. It just lists a summary of each requirement and where it can be found in the solicitation document

ReqMatrixSample

Besides listing requirements, the Requirements Matrix can also be a management tool to assign responsibility and deadlines for the proposal project. Add a column for page numbers and a Requirements Matrix can turn into a Compliance Matrix. It will then be a detailed index and checklist showing reviewers where you have complied with every requirement.

To get you started, here is a link to a Requirements Matrix template in an Excel spreadsheet. Yours doesn’t have to look exactly like this one. You can modify it to fit your own needs. But I have found that this format fits most situation, is easy to adapt, and communicates clearly to client review teams.

Let me know how it works for you.

-Bill