Checklists & templates: consolidated list

DOING BUSINESS WITH THE GOVERNMENT:

1. Company Business Code of Conduct Template (Word version)
2. Small Business Subcontracting Sample Plan Template (Word version)
3. Government Contract Types (PDF)
4. Company Acquisition Due Diligence Checklist (Word version)
5. GSA Alliant Sample Novation Contract (PDF)

SBIR Program:

1. NSF SBIR Grant Application – Annotated Outline with Guidance (Word version)
2. USDA SBIR Sample Proposals (Web site)
3. Dept. of Energy SBIR Sample Proposal (PDF)
4. DOD SBIR & STTR Program Sample Proposal (PDF)
5. DoD SBIR Proposal Sample (PDF)

DOD Mentor-Protégé:

1. Mentor Application (Part 1) [MS Excel]
2. Mentor Application (Part 2) [MS Word]
3. Mentor Application – EXAMPLE Text Inputs [PDF]
4. Mentor-Protégé Agreement Template [MS Word]
5. Mentor-Protégé Agreement Checklist [MS Word] | [PDF]

BUSINESS STRATEGY & PLANNING:

1. Marketing Decision Matrix (Word document)

MARKET RESEARCH & ANALYSIS

1. Agency Market Research Account Plan Template (Word document)

BUSINESS DEVELOPMENT:

1. Opportunity Pursuit Decision Matrix (PDF)
2. Opportunity Pursuit Decision Matrix (Word version)
3. Lead Tracking Spreadsheet (Excel spreadsheet)
4. Teaming Decision Matrix Template (Excel spreadsheet)
5. Bid Decision Matrix (PDF)
6. Bid Decision Matrix (Word version)

PROPOSAL DEVELOPMENT:

1. Quick Turnaround Task Order or Grant Proposal Schedule Checklist (Word document)
2. Major Proposal Roles Checklist (Word document)
3. Proposal Strategy Development Activity List (Word document)
4. Proposal Schedule Checklist (Word document)
5. Sample Bid & Proposal Budget Form (Word document)
6. Sample Government Proposal Adequacy Checklist (Word document)
7. Sample Proposal Requirements Matrix Word document)
8. Past Performance Template (Word document)
9. Proposal Evaluation  Scoring Worksheet (Word document)
10. Proposal Review Discrepancy Report (Word document)
11. Proposal Publication Approval Form (Word document)
12. Quality Assurance Surveillance Plan Template (Word document)
13. IV&V SCRM Template (Word document)
14. Small Business Subcontracting Sample Plan Template (Word document)
15. Proposal Closeout Reports (Word document)

PROJECT MANAGEMENT:

1. Detailed Project Start-up Checklist (Word document)
2. Key RFP Requirements Checklist (Word document)
3. Project Schedule Metrics Checklist (Word document)
4. Transition In Phase Cost Estimating Table (Word document)
5. Risk Assessment Detailed Checklist (Word document)
6. Project Risk Assessment Report Outline & Template (Word document)
7. Action Item List Template (Word document)
8. Project Close-out Checklist (Word document)

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