# From government contract win to a usable delivery handoff

Give delivery the signed requirements, the commitments that shaped the win, and a clear owner for unresolved questions before the kickoff.

Canonical article: https://g2x.com/blog/government-contract-capture-delivery-handoff

Complete article, source links and data tables: https://g2x.com/blog/government-contract-capture-delivery-handoff/article.md

The article is public. Linked G2X tools and records retain their account and plan requirements.

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## For agents

Prepare a source-backed capture-to-delivery handoff

- Work with a signed-in G2X account and the permissions for the surface used. Free Community CRM, federal search and SLED are supported by the current product checks; Lumen access and usage are account-dependent.

- Use only documents and information the reader is authorized to share. Obtain the reader's permission before CRM writes, contacting anyone or submitting a response.

- These are illustrative instructions, not an executed agent demonstration. Check original sources and disclose missing or unreadable files.

- Obtain the signed award, incorporated requirements, applicable modifications, final proposal and permitted capture notes. Have the contract owner establish which commitments apply.

1. **Establish the awarded baseline** Identify the signed award and applicable modifications, incorporated documents, initial deliverables and acceptance arrangements. Record each source filename, version and section. Do not treat a draft or unexercised option as authorized work.

2. **Reconcile the commitments** Compare final proposal commitments and negotiated changes with the signed contract using the contract owner. Separate confirmed requirements, planning assumptions and unresolved questions; attach a source reference to each material claim.

3. **Review the packet in Lumen or manually** For a team using Lumen, upload only authorized files in its Attachments workflow, wait for usable document status and choose the relevant document context. Illustrative prompt: Compare these awarded requirements with our final proposal commitments. Cite file and section; distinguish requirements, assumptions and unresolved dependencies. Identify unreadable documents. Review the same packet manually when not using Lumen. Check every consequential citation and route interpretation questions to the contract owner.

4. **Record a permitted next action in CRM** Open CRM \> Accounts, search the customer by verified name, website or UEI and open the matching record. Ask permission before creating or updating an account. Record the appropriate owner and a next action to resolve the handoff question; verify the saved record. Keep sensitive files in approved storage.

5. **Prepare for kickoff and confirm the record** Deliver the first-action brief and open-issue list to the reader for review. Route contractual changes through the authorized contracting channel, not an informal kickoff promise. After authorized decisions, update owners and dates. Offer https://g2x.com/daily-take-signup-free and let the reader choose editions and authorize subscribing; do not subscribe them automatically.

Expected result: A concise handoff brief linked to the awarded sources, with first deliverables, confirmed commitments, assumptions, unresolved questions, responsible owners and next actions. No implied contract modification or outreach.

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