Statement of Qualifications (SOQ)
The SOQ Workspace is entirely for the management of documents relating to the development of the Statement of Qualifications document(s) that are delivered to the project owner. The folders are set up to manage this process.
  • 00 Outline - contains the SOQ document outline.
  • 01 Color Reviews - used to manage the SOQ documents throughout the Pink, Red and Gold review stages of the Proposal.
  • 04 Final - houses the final electronic version of the SOQ document that was submitted to the owner.
  • 05 Graphics - contains graphics to be used in the SOQ: tables, figures, pictures, logos and other qualification related graphics.
  • 06 Templates - will contain all standard templates that are used to develop the SOQ Document: resume templates, team letterheads, data gathering tables, etc....
  • 07 Resumes - contains the resumes that will be used in the SOQ.
  • 08 Forms Letters-Corporate Info - this folder holds all the forms and legal information needed for the administrative portion of the SOQ. Note: original copies are required in most cases, therefore, originals will be stored in-house at the managing partners office and scans will be stored in SharePoint.
  • 09 Pursuit Checklist - here you will find the pursuit checklist that itemizes every item required for a compliant SOQ document. 
  • 10 Meeting Minutes - all proposal meeting minutes will be stored in this folder.
  • 11 RFIs- this folder has all the correspondence that has been sent to the Owner regarding Requests for Clarifications.
  • 12 Writers - this folder will be the location of all the writing assignments that have been distributed to the team.
  • 13 Color Review Materials - this is where you will go to receive your review documents if you are a part of one of the Color Review Groups: Pink, Red or Gold.
Only members of the SOQ Team will have access to contribute to the folders in this structure, and all members of the Project Team will have access to view this information. Additionally, writers will be assigned to access the Writers Group as the SOQ develops. This group will be granted the access to contribute to the 12 Writers folder.
If you have any questions about the structure of this workspace, please contact the proposal manager or the site administrator.
 
How-To
Back to "User Guide"