TRUSS TENDER AEC PROPOSAL MANAGEMENT FIRM

Construction Management RFP Checklist Template

Professional proposal writing and design for AEC firms. We handle your RFPs so your PMs and PEs can focus on what they do best, delivering great projects. FREE DOWNLOAD

Mockup of Excel spreadsheet showing tabs, color coded cells and dashboard

What Is Inside This Template

Managing an RFP response involves dozens of moving parts, subcontractor quotes, compliance documentation, key deadlines, team contacts and more. Without a structured system things fall through the cracks and it costs you the bid.

This free Construction Management RFP Checklist Template is designed to help General Contractors and Construction Management firms track and manage their entire proposal response process from start to submission all in one organized Excel file.

What Is Included:

  • ✅ Checklist Tab: Track all key tasks related to your RFP response including gathering subcontractor quotes, developing schedules and submitting compliance documentation
  • ✅ Compliance Matrix Tab: Log all RFP requirements such as bonding, safety plans and schedules and map them to your proposal sections to ensure full compliance
  • ✅ Key Dates Tab: Track all critical milestones including bid walk dates, Q&A deadlines and final submission dates so nothing is ever missed
  • ✅ Contacts Tab: Record all key contacts involved in the RFP process including your internal team, subcontractors and client contacts
  • ✅ Dashboard Tab: View a visual summary of your proposal response progress at a glance

Resource Details:

  • 📄 Format: Microsoft Excel (.xlsx)
  • 🔧 Fully customizable to fit your specific project
  • 📋 Cells with dropdowns are preformatted for ease of use
  • ⚡ Instant download after form submission
  • 💰 100% Free
  • 🔒 No credit card required

This Template Is Perfect For

Complex RFPs

General Contractors managing complex RFP responses

Multiple Pursuits

Construction Management firms tracking multiple pursuits

Proposal Coordination

Project Managers responsible for proposal coordination

Business Dev

Business Development Teams juggling tight deadlines

Organized Bid Process

Any firm that wants a structured organized bid process

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