Five gates — a total never overrides a failed or unresolved gate Identity and standing Not demonstrated Pass Fail Not demonstrated Pass Fail Not demonstrated Pass Fail Technical review Not demonstrated Pass Fail Not demonstrated Pass Fail Not demonstrated Pass Fail Execution Not demonstrated Pass Fail Not demonstrated Pass Fail Not demonstrated Pass Fail Affordability and authority Not demonstrated Pass Fail Not demonstrated Pass Fail Not demonstrated Pass Fail Information handling Not demonstrated Pass Fail Not demonstrated Pass Fail Not demonstrated Pass Fail Incremental baseline and economics Proof: Baseline and cost bridge Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Technical substantiation Proof: Redacted technical memo/process Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Implementation accountability Proof: Responsibility map Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Sector and situation fit Proof: Relevant case and reference Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Assigned team and capacity Proof: Team and first-90-day schedule Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Full cost and contract clarity Proof: Comparable fee schedule Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Cash and partner consequences Proof: Liquidity/partner matrix Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Monitoring and renewal value Proof: Review calendar and renewal scope Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Security and data control Proof: Proportionate security summary Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Conflicts and representation terms Proof: Disclosures and support schedule Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical Not assessed 0 — No evidence, contradictory evidence or requirement unmet 1 — Verbal claim or generic brochure only 2 — Relevant written description, but material gaps remain 3 — Specific supporting evidence and clear responsibilities; limited gaps 4 — Complete, consistent evidence appropriate to the scope, independently corroborated where practical 
TAX PLANNING · RESEARCH & INSIGHT
