A Compliance Matrix correlates each RFP requirement with the specific proposal section where the requirement is answered. The matrix assists proposal evaluators is determining proposal compliance with RFP requirements. It can also assist in project management as a deliverable tracking mechanism and as a proposal scheduling tool.
Three different types of compliance matrices are presented below. Open a blank Word document and format a Compliance Matrix for the proposal. Use the generic formats shown below or a similar format dictated by the information in the Request for Proposal.
| Request for Proposal |
Proposal |
| Requirement (Use title or requirement text depending on length) |
Statement of Work (Paragraph Number) |
Section L (Paragraph Number) |
Section M (Paragraph Number) |
Other Proposal Sections (Paragraph Number) |
Paragraph Number |
Page(s) |
Title |
| Overall plan for meeting objectives outlined in Statement of Work and Technical Proposal. Include proposed milestones and specifications for working with subcontractors |
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1.1 Technical Design (50%) |
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| Demonstrated organizational experience with projects of similar size, scope and magnitude |
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1.2 Prior Design Experience (20%) |
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| Quality Assurance and Quality Control. A process shall be established to verify the quality of all data collected. In addition, a parallel process shall monitor the quality of all data collected through web forms. |
7.1, 11 |
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| A Content Management Module shall be developed to manage and edit all web content. This module, shall manage content across all divisions within the agency. |
7.4, 17 |
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| XYZ Company
| Request for Proposal |
| Prop Para Number |
Requirement |
SOW |
Section L |
Section M |
Other RFP Sections |
| &npsb; |
VOLUME 1 TECHNICAL PROPOSALS |
|
L.21 |
M.4 |
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| |
Mission Suitability Factor |
|
L.21.1.A
Attch J-1 |
M.4 |
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Subfactor A-Technical Approach |
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L.21.1.A,
Attch J-1 |
M.4.1.A |
|
| 1.A.0 |
INTRODUCTION |
|
L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.1 |
UNDERSTAND THE REQUIREMENTS |
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L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.1.1 |
Purposes |
|
L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.1.2 |
Services to be Performed |
|
L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.1.3 |
Contract Information and Mechanisms |
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L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.2 |
TECHNICAL APPROACH AND METHODOLOGY |
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L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.2.1 |
Institutional Program Implementaion and Business Management |
1.0 |
L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.2.2 |
Facilities Planning, Engineering & Construction Management Services |
2.0 |
L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.2.3 |
Facilities Operation and Maintenance |
3.0 |
L.21.1.A,
Attch J-1 |
M.4.1.A |
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| 1.A.2.4 |
Construction Services |
4.0 |
L.21.1.A,
Attch J-1 |
M.4.1.A |
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Compliance Matrix Used as a Proposal Scheduling Tool
| RFP Requirement (Paragraph No. and Text)
| Assigned To |
Start/Due Dates |
Proposal Paragraph No. and Page No.
(Page Limit __)
| Response Text |
WS Page 11
Quality Assurance (QA) ad Quality Control (QC). A process shall be established to verify the quality of all data collected. In addition, a parallel process shall monitor the quality of all data collected through web forms. |
J Hamlin |
10/1 - 10/13 |
Technical Approach, Task 2.0 (Initial Outline)
2.12 (Final Proposal)
| |
WS Page 13
A Content Management Sub Module shall be developed to manage and edit all web content. This module, or combination of procedures and components, shall manage content across all divisions wothin the organization.
| J Hamlin |
10/1 - 10/13 |
Technical Approach, task 3.0 (initial Outline)
3.11 (Final Proposal) |
|
WS Page 13
A Navigation Management Sub Module to control and change the navigation system. A change in navagation content and heirarchy shall be automatically reflected throughout the site. |
J Hamlin |
10/1 - 10/13 |
Technical Approach, Task 3.0 (Initial Outline)
3.12 (Final Proposal) |
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