Using Templates for your Government Contracts

A standardized document that establishes your branding can help differentiate you from the competition. A crisp, modern, and professional-looking proposal that reads well can set the tone and first impression of your company. However, when templates are used as an outline to respond to a proposal, without regard to solicitation requirements, it may do you more harm than good.

Once you decide your products and/or services are a good fit for GSA, prepare an offer in response specific to the GSA Schedule solicitation you are applying for. If you have decided to do it yourself, here is a checklist that outlines the steps to take when preparing your GSA Schedule offer.

One major reason for rejection of most proposals, including GSA Schedules, is that the same material is reused again and again in the same format, regardless of the instructions given. Templates are often constructed to provide an outline, but the solicitation from your contracting officer and their preferences should take precedence.

Most templates you find will need to be adaptable to the solicitation you are responding to.  Instructions on how to respond vary greatly. The contracting officer might require the following information in separate volumes: pricing data, technical capability, past performance, and administrative or representation and certifications.  It is important to follow instructions precisely as they have been requested.  You must have the ability to adapt your information to as many volumes requested and tailor it specifically to meet:

  1. The Statement of Work;
  2. The Proposal Instructions (usually in Section L of the RFP); and
  3. The Evaluation Criteria (usually found in Section M).

This will ensure full compliance. We find it is helpful to build a matrix that lists all of the requirements in the proper order prior to building your proposal.

If you have additional questions or you are ready to get started, please contact  us at or fill out the form below:

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