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Checklist

The small steps
deserve a checklist.

Printable working lists for your team. Adapt them to the buyer’s instructions.

All checklists

Bid / No-Bid Checklist

A printable bid/no-bid checklist for public bids: check fit, requirements, timing, competition, risk and effort before you commit your team.

Addendum Checklist

A printable checklist for handling addenda on a public bid: find every addendum, read the changes, update your response and acknowledge each one.

Bid Submission Checklist

A printable checklist for submitting a public bid on paper or online: forms, signatures, packaging, delivery timing and proof that it arrived.

Pre-Bid Conference Checklist

A printable checklist for a pre-bid conference or site visit: what to prepare, what to ask, what to note and what to do after the meeting ends.