Most teams lose points on writing. But many lose the whole bid on compliance. These are the silent killers—each one fixable with a tight pre-flight.
The 7 Silent DQs (and how to prevent them)
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Missed addendum acknowledgement
Fix: Track addenda in a Forms Index and reference them in your cover letter. -
Wrong signatures / missing notarizations
Fix: Map who signs, where, and ink vs. e-sign rules. Book notary time early. -
Out-of-bounds page limits
Fix: Keep “vault” versions within limits and verify after final PDF export. -
Licenses/insurance don’t match the RFP language
Fix: Get broker-provided endorsements with exact wording; attach ACORD + AI/waiver as required. -
Naming/order mismatches (tabs, filenames, USB structure)
Fix: Mirror the RFP’s order exactly and use their naming conventions. -
Missed mandatory events (pre-bid/site visit)
Fix: Calendar invites with backups and capture proof (sign-in photo/screenshot). -
Late or wrong delivery
Fix: Courier with a 2-hour buffer, verify address and security, and get a hand-off receipt photo.
Free Download
Submission Compliance Checklist (XLSX)
What’s inside:
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Pre-Flight: 20 must-pass checks with owners and evidence
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Forms Index: Signature/notary map so nothing gets missed
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File Packaging: Tab order + naming conventions and USB structure
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Delivery Plan: Courier steps with buffers and proof
CTA: Pre-Flight Compliance Review
Want a second set of eyes before you submit? We’ll run your package through this checklist and fix the usual traps.
Reply “Pre-Flight” and I’ll send the intake.