Needs Identification



  • statement of work

  • tasks that must be completed

  • customer requirements

  • specifications

  • deliverables supplied by the contractor

  • tangible items that the contractor must supply

  • customer supplied items

  • items or resources that the customer will supply

  • approvals required by the customer

  • items or tasks that the customer wants to review and approve before purchased or started

  • type of contract

  • e.g., fixed fee, time & materials, etc.

  • terms of payment

  • e.g., completion of project, partial at milestones, etc.

  • schedule for completion

  • e.g., date of full project completion, dates of milestone completion, etc.

  • format and content of the contractor proposal

  • instructions regarding page limit, amount of detail, particular headings, etc. and other matters of consistency which assist in comparing proposals

  • due date for proposal submission

  • e.g., particular date of receipt, particular date of postmark, number of days from proposal issuance, etc.

  • evaluation criteria for proposals

  • contractor experience, software applications used, reasonableness of schedule, reasonableness of costs, etc.

  • funds available for the project

  • an indication of how much the customer expects to spend