Resource

Use this RFP review guide.Bid/no-bid checklist for public RFP review.

Review the checklist, example, mistakes, and SourceFlag workflow notes.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

Synthetic examples that separate cited facts from human judgment.

Copyable bid/no-bid checklist: Synthetic examples that separate cited facts from human judgment.
Factor	Source citation/location	Evidence	Owner	Decision cue	Status
Opportunity fit	Statement of Work, pp. 3-9	Facilities support, help desk, and reporting tasks match the team's public capability summary.	Capture Lead	Leadership judges fit and pursuit priority.	Needs review
Proposal due date	Cover page + Section L, p. 4	Proposal due June 14, 2026 at 2:00 PM ET through the portal.	Proposal Manager	Can the team meet the due date with review time?	Verified
Evaluation factors	Section M, pp. 3-6	Technical approach is more important than past performance; price is evaluated for reasonableness.	Capture Lead	Decide whether the team can address the highest-weighted factors.	Open
Past performance fit	Section L, p. 18; Section M, p. 6	Three recent and relevant references requested and evaluated.	Capture Lead	Leadership judges whether references fit the scope.	Needs review
Pricing workbook	Attachment J.2	Official workbook required; protected formulas must remain unchanged.	Pricing Owner	Confirm pricing capacity and workbook risk before bid decision.	Open
Open questions	Risk register R-01 to R-03	Portal delivery conflict and missing certification attachment remain unresolved.	Proposal Manager	Decide whether to ask before Q&A deadline.	Draft

TSV copy block

Factor	Source citation/location	Evidence	Owner	Decision cue	Status
Opportunity fit	Statement of Work, pp. 3-9	Facilities support, help desk, and reporting tasks match the team's public capability summary.	Capture Lead	Leadership judges fit and pursuit priority.	Needs review
Proposal due date	Cover page + Section L, p. 4	Proposal due June 14, 2026 at 2:00 PM ET through the portal.	Proposal Manager	Can the team meet the due date with review time?	Verified
Evaluation factors	Section M, pp. 3-6	Technical approach is more important than past performance; price is evaluated for reasonableness.	Capture Lead	Decide whether the team can address the highest-weighted factors.	Open
Past performance fit	Section L, p. 18; Section M, p. 6	Three recent and relevant references requested and evaluated.	Capture Lead	Leadership judges whether references fit the scope.	Needs review
Pricing workbook	Attachment J.2	Official workbook required; protected formulas must remain unchanged.	Pricing Owner	Confirm pricing capacity and workbook risk before bid decision.	Open
Open questions	Risk register R-01 to R-03	Portal delivery conflict and missing certification attachment remain unresolved.	Proposal Manager	Decide whether to ask before Q&A deadline.	Draft

Synthetic example

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

Review item

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

Source

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

Status

Draft

Human review note

This example is public-safe and synthetic; 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 sample outputs before creating a workspace.
The product is scoped for public and unclassified solicitation packages only, with human review required.

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 sample output.

Source the facts. Flag the risks. Review the product workflow and synthetic sample output before bringing a public solicitation package into a workspace.

See Product See Sample Output

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U.S.-based business customers only. Public and unclassified solicitation materials only. Human review required.

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