Field notes

Federal FY Q2 prep weekend

A two-hour weekend checklist for a team about to enter the March federal spike. What to reconfirm, what to clear off the plate, what to tell your SMEs.

PursuitAgent 2 min read RFP Mechanics

The federal fiscal second quarter starts March 1. Volume climbs. For a team that responds to federal solicitations, the weekend before is the right time to clear the desk.

This is a two-hour checklist. It’s designed for one person to run in a Saturday morning block, with a 15-minute call to the proposal manager after.

What to reconfirm (30 minutes)

  • SAM.gov registration status. Expired within the last two weeks? Someone forgot to renew. Fix now — a lapsed registration gets you kicked off a response in progress and takes 3–10 business days to reinstate.
  • Active FAR clause library. Any clauses updated in the current federal quarter’s FAR revision? Review the diff. At minimum, know which clauses in your past-used set changed.
  • Cage code and UEI still current. Both should match your SAM record. A mismatch in a proposal is a clerical gaffe that flags compliance review.
  • Active SBIR/SBIR-Phase-II eligibility statuses. If applicable. Relevant for small-business set-asides.
  • Your compliance-matrix template for cost volume formatting. The federal cost volume format is the one that rots quietly. Last quarter’s template might not match this quarter’s norm for a specific agency.

What to clear (60 minutes)

  • Pending SME commitments that block on Q2 bids. Pull the next 30 days. Any SME who is a single point of failure for a likely Q2 response? Pre-brief them now.
  • Stale evidence. Run the DDQ evidence-freshness sweep. Anything red, escalate Monday.
  • Open color-team review artifacts. Pink or red team reviews outstanding from Q1? Close them out or explicitly re-scope.
  • Boilerplate updates from customer feedback last quarter. Specifically the exec summary boilerplate and the past-performance summary table. Both age faster than you think.
  • KB blocks flagged from last quarter’s debriefs. Parts 3 and 4 of the win-loss series have the discipline; execute it now for anything that’s been sitting.

What to tell your SMEs (15-minute call)

Short message to every SME who writes for proposals:

  1. Calendar the next 30 days. Block out two 3-hour windows per week for proposal work. You will need them.
  2. Your phone will buzz. Respond to the proposal manager’s pings within 4 business hours. Federal Q2 does not tolerate a 48-hour SME turnaround.
  3. Don’t commit to a deadline you can’t hit. A proposal manager would rather know on Monday that you can’t do Thursday than find out Thursday morning.

What to skip

Don’t start revising policy documents. Don’t start a new KB re-org. Don’t onboard new SMEs to the process this weekend. All good things; none of them are the Saturday before Q2.

See also: the October federal FY clock for the quarterly cadence view, and federal Q1 push triage for the previous quarter’s version of this routine.

Sources

  1. 1. PursuitAgent — October federal FY clock
  2. 2. PursuitAgent — Federal Q1 push triage