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.
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:
- Calendar the next 30 days. Block out two 3-hour windows per week for proposal work. You will need them.
- 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.
- 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.