Bid/no-bid checklist

Bid/no-bid checklist and go/no-go scorecard

Updated

A bid/no-bid checklist helps you decide, early and on the record, whether a government opportunity is worth a proposal. It has two parts: eligibility gates that stop a bid outright if any one fails, then weighted factors such as win probability, strategic fit, capability, financials and risk that you score to reach a go, a conditional go or a no-go.

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  • Showstopper gates checked first
  • Five weighted factors, scored 1-10
  • GO, CONDITIONAL or NO-GO from the score
  • The final call recorded with a reason
The Bid / No-Bid Decision in ProposalWorkspace: weighted factors, a recommendation and the team's recorded call.

The decision

Why a bid/no-bid decision needs a checklist

Every proposal costs real time; contractors report an average of 84 hours going into one, and more for a large federal bid. A team that bids on everything spreads that effort thin and loses more often. A team that decides with a checklist bids on the work it can win and walks away from the rest without regret.

A checklist also makes the decision defensible. Instead of "it felt right", the record shows which gates were checked, how each factor scored and who made the call, with the reason. When the result comes in, win or lose, the team can see which factors predicted it. What the term means: bid/no-bid.

The checklist below is generic practice that works for federal, state and local bids. Adjust the factors and weights to your company, but keep the structure: gates first, then scored factors, then a recorded human decision.

  • Spend proposal hours where you can win
  • The same questions asked on every bid
  • A record you can learn from after award
  • One decision the whole team can see

Part 1: showstoppers

Eligibility gates: the checks that stop a bid

Start with the questions that end the discussion if the answer is no. These are not scored; any one failure is a showstopper. Check them against the solicitation itself, not the notice summary, and note the page where each answer is found.

Bid/no-bid checklist part 1: eligibility gates (any "no" stops the bid)
GateThe questionWhere to check
Set-aside eligibilityIf the work is set aside (small business, 8(a), HUBZone, SDVOSB, WOSB), do we qualify under the stated NAICS code's size standard?The notice and SAM.gov registration
RegistrationIs our SAM.gov registration active, with the right NAICS codes and representations?SAM.gov
Required clearancesDoes the work need a facility clearance or cleared staff we do not have and cannot get in time?Section C, H or the DD 254
Licenses and certificationsAre there required licenses, certifications or quality standards we lack?Sections C, H and L
Contract vehicleIf the order is under a vehicle (GWAC, IDIQ, BPA), are we on it or on a team that is?The notice
Time to respondCan we write a compliant proposal by the due date with the people we have?Section L and the schedule
Conflicts of interestDoes an organizational conflict of interest rule us out?Section H and FAR Part 9

Part 2: the scorecard

The bid/no-bid scorecard: five weighted factors

If every gate passes, score the opportunity. Five factors cover what decides most bids. Give each a score from 1 (poor) to 10 (strong), weight the factors that matter most to your company more heavily, and add them up as a percentage of the best possible score.

Be honest about the evidence. "We know the customer" scores high only if you have talked to them; "we can do the work" scores high only if you have recent, relevant past performance to prove it. A factor you cannot support is a low score, not a hopeful one.

Bid/no-bid checklist part 2: the five weighted factors and what to ask for each
FactorQuestions to askScores high when
Win probabilityDo we know the customer? Is there an incumbent, and how is it doing? How many competitors are likely?We shaped the requirement and the incumbent is weak or absent.
Strategic fitDoes this work grow the business we want? Does it open an agency or a vehicle?It is core work for a target customer.
Capability and resourcesDo we have the people, key personnel and past performance this RFP asks for, or a teammate who does?Every major requirement is covered by our own proof.
FinancialIs the value worth the bid cost? Can we price to win and still make a margin? Is cash flow manageable?Good margin at a competitive price.
RiskAre the terms, schedule, service levels or contract type risky for us?Familiar terms and a realistic schedule.

Part 3: the decision

Turning the score into a go/no-go decision

Set your thresholds before you score, so the number cannot be bent to fit a wish. A common pattern is three bands: a clear go, a conditional go that proceeds only if named conditions are met (a teammate signed, a key person committed), and a no-go.

The score recommends; people decide. Record the final call (bid or no bid) with a short rationale, separately from the computed recommendation, and with the names of who decided. If the team bids against a low score, the rationale says why; if it walks away from a high one, the same. Read the full method in the bid/no-bid decision worksheet and what pWin means.

Then revisit the decision at the next milestone. A go at the sources sought stage can become a no-go when the RFP arrives with a requirement you cannot meet.

  • Thresholds fixed before scoring
  • Conditions named on a conditional go
  • The human call recorded with a rationale
  • Re-checked when the RFP or an amendment lands

In ProposalWorkspace

A bid/no-bid scorecard filled from the RFP itself

In ProposalWorkspace the built-in AI reads the RFP and returns the go/no-go factors by category (eligibility gates, scope and capability fit, competition and win position, contract value, risk and terms, bid effort and logistics), each with the solicitation fact, why it matters and a page cite, and it surfaces red flags. You mark each factor Favorable, Concern, Showstopper or N/A on a Word-compatible worksheet.

The Capability Matrix then sets every requirement of the RFP against the past performance you choose, row by row (Covered, Partly, Thin or Gap) with the quote that proves it. The Bid / No-Bid Decision is the single gate: any showstopper blocks the bid, and a weighted scorecard (Win Probability, Strategic Fit, Capability & Resources, Financial, Risk; each factor scored 1-10 and weighted x1-x3) recommends GO at 70 or more, CONDITIONAL from 50 to 69 and NO-GO under 50. A person records BID or NO-BID with a rationale, kept separate from the recommendation.

Your past decisions are reusable: the Knowledge File keeps your go/no-go factors, and the AI pre-fills a new worksheet from it only where you have not assessed a factor yet, with a link to the source proposal.

RFP analysis and the bid/no-bid worksheet

How it works

How to run the bid/no-bid checklist

  1. Read the solicitation

    The real RFP or notice, not a summary, with page numbers noted.

  2. Check the gates

    Set-aside, registration, clearances, licenses, vehicle, time, conflicts. Any no stops here.

  3. Score the factors

    Win probability, strategic fit, capability, financial and risk, 1-10 each, weighted.

  4. Decide and record

    Go, conditional or no-go, with the rationale and who decided.

Every feature is on every plan. Plans start at $99 a month billed annually for Solo with 2 seats ($129 billed monthly). Subscribe today or book a demo with our team. Full pricing

In the product

The qualify-stage tools in ProposalWorkspace

RFP analysis

Go/no-go factors with the solicitation fact, why it matters and a page cite.

Read more

Bid / No-Bid Decision

Showstoppers block; a weighted scorecard recommends GO, CONDITIONAL or NO-GO.

Read more

Capability Matrix

Every requirement set against your past performance, Covered to Gap, with proof.

Read more

Knowledge File

Past go/no-go factors reused to pre-fill a new worksheet, never over your own input.

Read more

Opportunity discovery

Bids scored 0-100 against your profile by a published formula.

Read more

Capture and win strategy

Customer, competition, team and win themes after a GO.

Read more

Questions people ask

Bid/no-bid checklist: questions and answers

What is a bid/no-bid checklist?

A list of questions a contractor answers before deciding to write a proposal: eligibility gates that stop a bid if any fails, then weighted factors such as win probability, strategic fit, capability, financials and risk that are scored to reach a go or no-go.

What is a showstopper in a bid/no-bid decision?

A condition that rules out a bid regardless of the score, such as a set-aside you do not qualify for, a required clearance you cannot get in time, or a contract vehicle you are not on.

What score should mean "go"?

Set the thresholds before scoring. A common pattern is three bands: a clear go, a conditional go with named conditions, and a no-go. ProposalWorkspace recommends GO at 70 or more, CONDITIONAL from 50 to 69 and NO-GO under 50.

Who should make the bid/no-bid decision?

The people accountable for the result, usually the capture manager and a business leader, with the proposal manager's view on effort. The score recommends; the decision and its rationale should be recorded by a person.

When should you run a bid/no-bid review?

As early as you can, then again at each milestone: when a sources sought or draft RFP appears, when the final RFP is released, and when an amendment changes something material.

Does ProposalWorkspace do the bid/no-bid analysis?

Yes. The built-in AI extracts the go/no-go factors from the RFP with page cites, the Capability Matrix checks your coverage, and the Bid / No-Bid Decision scores five weighted factors; a person records BID or NO-BID with a rationale.

How much does ProposalWorkspace cost?

ProposalWorkspace starts at $99 a month billed annually ($129 billed monthly) for 2 seats, with every feature on every plan. See pricing or book a demo.

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