What a controlled quote needs
Enough information to price the real responsibility.
- Opportunity pack: notice, instructions, response schedules, contract, pricing model and known amendments.
- Dates: submission, clarification, presentation, moderation and internal approval milestones.
- Position: qualification status, incumbent/challenger position, relevant offer, partners and current evidence.
- Team: available bid lead, experts, finance, legal, design, approvers and partner contacts.
- Requested control: the work Bid Champions owns, the work the client owns and any dependency outside either party’s authority.
A short first conversation can identify the likely model. A binding scope follows review of the materials and availability; a referral code, website form or calendar request never reserves capacity by itself.
What the proposal should state
- objective, scope, exclusions and acceptance criteria;
- deliverables, milestones, interviews, reviews and decision gates;
- client authorities and required client inputs;
- assumptions, dependencies, change control and urgency treatment;
- fee basis, taxes, expenses, payment milestones and validity period;
- confidentiality, data/file route, intellectual property and termination;
- named or role-based delivery responsibility and any disclosed specialist support.