Developing a Compliance Matrix—Your Proposal’s Blueprint

It’s been eight weeks since the launch of the BD Help Desk, and one of our most requested services is assistance with compliance. The specific requests have run the gamut—from developing a compliance matrix for new proposal managers, to reviewing an RFP and compliance matrix and giving feedback to junior- and senior-level PMs, to identifying and ironing out late-in-the-process compliance issues that weren’t captured in the matrix.

GBDU recommends that every proposal, no matter the bid size, needs a compliance matrix—a living document that captures all solicitation requirements and evaluation criteria. We then use this living document throughout proposal development to: (1) constantly refer to the requirements now organized and user-friendly (friendlier than the RFP), (2) build an outline that guides proposal writing, (3) give Abt reviewers easy-to-read information about what the client’s review panel expects, and (4) check off that we’ve responded to every requirement to ensure a compliant submission. And remember, you must update this “living document,” for example, to reflect any changes due to amendments or responses to questions.

Read additional tips on why and how to create a compliance matrix. GBDU staff are ready to help you with your compliance matrix. To begin, you can access our compliance matrix template on the BD Service Center on AGI. We offer training on how to read an RFP and develop a compliance matrix, and as many of you know, will provide coaching or hands-on assistance.

Please contact us at the BD Help Desk if you need support building a thorough compliance matrix.

Katie

Katie D. Joyce | Director of Global Business Development Unit

4550 Montgomery Ave Suite 800 North | Bethesda, MD 20814

O: 301-347-5830 | abtassociates.com