Eight checkpoints
Questions to answer before committing proposal effort.
“Not sure” is not automatically a no-bid. It is a signal to name the owner, source, and deadline for resolving the uncertainty.
1
Do you have the authoritative source?
Start from the issuing agency or buyer’s official notice and attachments. A repost or alert can help you discover an opportunity, but it should not become the controlling source for deadlines, amendments, or submission instructions.
2
Are mandatory conditions confirmed?
Identify registrations, certifications, size or set-aside status, minimum experience, licenses, bonding, security, geography, and other pass/fail conditions. One unmet mandatory condition can outweigh every positive capability factor.
3
Can you support the claimed capability?
Separate demonstrated capability from adjacent experience and aspiration. Confirm that responsible leaders can support the past-performance, staffing, technical, and delivery representations the response would require.
4
Is the schedule real?
Map questions, site visits, teaming decisions, pricing, approvals, production, portal access, and final submission backward from the stated deadline and timezone. Protect time for a complete review before upload.
5
Who owns each decision?
Name the owners for technical solution, pricing, legal terms, certifications, representations, executive approval, and submission. An opportunity is not ready merely because the proposal team has opened a workspace.
6
Can the team monitor changes?
Confirm where amendments, answers, revised attachments, and deadline changes will appear. Assign a named owner to review the official source through submission—not only the original notice.
7
Is the effort economically sensible?
Compare expected contract value, realistic probability, delivery risk, proposal cost, opportunity cost, and strategic value. A large ceiling does not make an opportunity profitable or winnable.
8
Is there a documented decision?
Record pursue, pause, or pass; the evidence considered; unresolved conditions; named owners; and the next decision time. A documented decision prevents silent drift from “interesting” into expensive proposal work.