Sample output · Document

output-compliance-check.md

RFP CHC-2026-31, Construction Manager at Risk Services: Riverside Branch Library. Proposal LB-2026-044, draft of 2026-10-06.

Not ready to submit: 2 blocking items. 2 warnings to review.

Blocking:

  1. Requirement G is not answered: Small and local business participation plan, with past results (RFP p. 4, §4)
  2. Form 2, Non-Collusion Affidavit is required and not included (RFP p. 5, §7)

Compliance matrix

Req. Requirement Points Answered in Status
A Transmittal letter, one page, signed by an officer authorized to bind the firm (RFP p. 3, §4) Transmittal letter Answered
B Firm qualifications: at least three public library, civic, or K-12 projects in the last seven years, with owner, delivery method, value, completion, and an owner reference with phone number (RFP p. 3, §4) 20 Firm qualifications Answered
C Proposed team: project manager, superintendent, and preconstruction manager, with role, experience, and time committed (RFP p. 3, §4) 20 Proposed team Answered
D Preconstruction approach: estimating and cost control by design phase, value analysis, subcontractor procurement (RFP p. 4, §4) 15 Preconstruction approach Answered
E Construction approach and summary schedule to Substantial Completion, and keeping Riverside Park users safe (RFP p. 4, §4) 15 Construction approach and schedule Answered
F Safety: EMR for each of the last three years and the most recent TRIR (RFP p. 4, §4) 5 Safety Answered
G Small and local business participation plan, with past results (RFP p. 4, §4) 5 nothing Gap
H Fee on Form 3: preconstruction fee, CM fee percentage, general conditions for seven months, bonds and insurance percentage (RFP p. 4, §5) 20 Fee proposal Answered

Required forms

Form Status Source
Form 1, Proposal Signature and Addenda Acknowledgment Included in Required forms RFP p. 5, §7
Form 2, Non-Collusion Affidavit Missing RFP p. 5, §7
Form 3, Fee Proposal Form Included in Required forms RFP p. 5, §7
Form 4, Responsible Contractor Verification of Compliance Included in Required forms RFP p. 5, §7

Page limit

6 of 20 pages counted (within the limit). The PDF has 10 pages in all; letter, forms, matrix, appendix sections and the cover don’t count (RFP p. 3, §3).

Section Pages Counts
Transmittal letter 1 no
Firm qualifications 1 yes
Proposed team 1 yes
Preconstruction approach 1 yes
Construction approach and schedule 1 yes
Safety 1 yes
Fee proposal 1 yes
Required forms 1 no
Compliance matrix 1 no

Claims to confirm

  • From a prior proposal, not yet confirmed (Preconstruction approach): “Our estimates at schematic design have averaged within 3% of the final GMP on our last ten CM at Risk projects.” (2024 Blue Earth EMS proposal p. 2). Confirm it is still true, or add it to the library.
  • Stale source: larkspur-2024-blue-earth-ems-proposal.pdf was last verified 2024-03-12, 30 months ago (limit 12).
  • Experience Modification Rate differs between sources: 0.78 (2025) in Library: safety (as of 2025-12-31); 0.84 (2023) in 2024 Blue Earth EMS proposal p. 1 (as of 2023-12-31). The proposal uses the latest value.
  • Garfield Elementary value differs between sources: $9,420,000 final cost in Library: projects (as of 2024-09-30); $8,700,000 GMP in 2024 Blue Earth EMS proposal p. 1 (as of 2024-03-12). The proposal uses the latest value.

Fee

Line Basis Amount Source
Preconstruction services fee Lump sum $48,000.00 D. Whitfield email
CM fee Percent 4.25% of the Cost of the Work D. Whitfield email
General conditions, seven months Lump sum $612,000.00 D. Whitfield email
Bonds and insurance Percent 1.1% of the Cost of the Work D. Whitfield email

Lump-sum total $660,000.00, reconciled to the lines. Percentage fees are not added to it.

Open questions

  1. Tab G (small and local business participation, 5 points) has no library content. The 2024 Blue Earth proposal describes an outreach meeting but gives no results. Who can supply our participation numbers from the last three CM at Risk jobs?
  2. Form 2 (Non-Collusion Affidavit) needs an officer’s signature and notarization.
  3. Confirm the “within 3% of the final GMP” claim from the 2024 proposal is still true, and add it to the library if so.

Draft for review. Nothing has been submitted or signed.

Part of a fictional sample project for Proposal Builder.