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Bid/no-bid checklist for public RFP review.

Use a bid/no-bid checklist to prepare source-backed facts for pursuit decisions without replacing leadership judgment.

Practical explanation

Bid/no-bid review needs facts and judgment kept separate. Source-backed facts help leadership decide without losing the source trail.

Capture the public RFP facts first: due date, Q&A deadline, submission portal, required volumes, evaluation factors, attachments, and unresolved flags.

Keep fit, win strategy, staffing, and pricing judgment in human-owned notes rather than treating the checklist as the decision itself.

Use the status column to show which facts are verified and which still need proposal-team review.

Copyable table

Copyable bid/no-bid checklist

Illustrative examples that separate cited facts from human judgment.

Swipe or scroll horizontally to review every column.

Copyable bid/no-bid checklist: Illustrative examples that separate cited facts from human judgment.
FactorSource citation/locationEvidenceOwnerDecision cueStatus
Opportunity fitStatement of Work, pp. 3-9Facilities support, help desk, and reporting tasks match the team's public capability summary.Capture LeadLeadership judges fit and pursuit priority.Needs review
Proposal due dateCover page + Section L, p. 4Proposal due June 14, 2026 at 2:00 PM ET through the portal.Proposal ManagerCan the team meet the due date with review time?Verified
Evaluation factorsSection M, pp. 3-6Technical approach is more important than past performance; price is evaluated for reasonableness.Capture LeadDecide whether the team can address the highest-weighted factors.Open
Past performance fitSection L, p. 18; Section M, p. 6Three recent and relevant references requested and evaluated.Capture LeadLeadership judges whether references fit the scope.Needs review
Pricing workbookAttachment J.2Official workbook required; protected formulas must remain unchanged.Pricing OwnerConfirm pricing capacity and workbook risk before bid decision.Open
Open questionsRisk register R-01 to R-03Portal delivery conflict and missing certification attachment remain unresolved.Proposal ManagerDecide whether to ask before Q&A deadline.Draft

Illustrative example

Fit: public opportunity scope, customer, work type, and team capability.

Review item

Fit: public opportunity scope, customer, work type, and team capability.

Source

Illustrative Facilities Support RFP - SF-DEMO-2026-001

Status

Draft

Human review note

This example is public-safe and illustrative; it is not customer data.

Checklist or template
  • Fit: public opportunity scope, customer, work type, and team capability.
  • Due dates: Q&A deadline, site visit, amendment acknowledgment, and proposal due date.
  • Evaluation factors: Section M priorities, pass/fail items, and scoring cues.
  • Past performance: recency, relevance, count, and format rules.
  • Pricing/forms: workbooks, certifications, representations, and protected formulas.
  • Staffing: key personnel, resumes, letters, and availability assumptions.
  • Risks: unclear requirements, missing attachments, conflicts, and portal uncertainty.
  • Open questions: clarifying-question candidates and owner assignments.
  • Leadership decision: bid/no-bid recommendation with human-owned rationale.
How to use this during RFP review
  • Write facts in the Evidence column and judgments in the Decision cue column.
  • Use source citations for every fact that could affect bid/no-bid.
  • Route unresolved flags to the owner before the decision meeting.
  • Record that human review is required before action.
Common mistakes
  • Blending source facts with capture opinions in the same field.
  • Making the pursuit call before checking amendments and Q&A dates.
  • Ignoring required attachments, certifications, or portal submission rules.
How SourceFlag helps
  • SourceFlag keeps answers, citations, excerpts, review flags, and proposal handoff work tied to the original public solicitation package.
  • Teams can inspect public-opportunity summaries before creating a workspace.
  • AI features and Human Review may be used only with customer-authorized public or unclassified solicitation material. Ordinary business-confidential proposal material may be stored and manually organized only in a private_storage_only project. AI features, Human Review, and background processing are locked off for that project. AI features, Human Review, and background processing are locked off for that project. Human review remains required before reliance.

Compliance matrix preview

Past Performance Volume required

Source

Section L, p. 45

Owner / status

Capture Lead / Open

Review note

Confirm recency and relevance rules before final use.

Product proof

See these concepts in the product and public-opportunity samples.

Source the facts. Flag the risks. Review six source-grounded Human Verified sample opportunities before choosing a plan.

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U.S.-based business customers only. An identifier, official public URL, or permitted immutable manual-review snapshot is a request until the SourceFlag Team accepts the exact source binding.

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