# Opportunity Qualification Checklist

## Purpose

This checklist helps teams quickly assess whether an RFQ opportunity is worth pursuing. It focuses on eligibility criteria, strategic fit, and competitive positioning to support informed bid/no-bid decisions.

## Instructions

1. Complete this checklist as early as possible after RFQ identification
2. Mark each item as either:
   - ✅ Confirmed (meets criteria)
   - ❌ Issue (fails to meet criteria)
   - ⚠️ Needs Investigation (requires more information)
3. Use the notes field to capture relevant details
4. Review results with capture team to inform bid/no-bid decision

## Eligibility Criteria

| #   | Item                                                   | Status | Notes |
| --- | ------------------------------------------------------ | ------ | ----- |
| 1.1 | Contract vehicle access confirmed                      |        |       |
| 1.2 | NAICS code eligibility verified                        |        |       |
| 1.3 | Set-aside requirements met (if applicable)             |        |       |
| 1.4 | Geographic requirements satisfied                      |        |       |
| 1.5 | Security clearance requirements met                    |        |       |
| 1.6 | Certification requirements satisfied (ISO, CMMI, etc.) |        |       |

## Strategic Alignment

| #   | Item                                         | Status | Notes |
| --- | -------------------------------------------- | ------ | ----- |
| 2.1 | Aligns with corporate growth strategy        |        |       |
| 2.2 | Fits within target customer/agency portfolio |        |       |
| 2.3 | Matches core capability areas                |        |       |
| 2.4 | Supports long-term positioning goals         |        |       |
| 2.5 | Acceptable contract type (FFP, T&M, etc.)    |        |       |
| 2.6 | Adequate budget/ceiling for requirements     |        |       |

## Competitive Assessment

| #   | Item                                    | Status | Notes |
| --- | --------------------------------------- | ------ | ----- |
| 3.1 | Incumbent identified and assessed       |        |       |
| 3.2 | Likely competitors identified           |        |       |
| 3.3 | Win themes/discriminators available     |        |       |
| 3.4 | Competitive pricing position understood |        |       |
| 3.5 | Relationship with customer established  |        |       |
| 3.6 | Past performance references available   |        |       |

## Resource Evaluation

| #   | Item                                        | Status | Notes |
| --- | ------------------------------------------- | ------ | ----- |
| 4.1 | Proposal team resources available           |        |       |
| 4.2 | Technical SMEs accessible                   |        |       |
| 4.3 | Pricing/contracts support confirmed         |        |       |
| 4.4 | Adequate response time for quality proposal |        |       |
| 4.5 | Implementation resources identified         |        |       |
| 4.6 | Teaming partners needed/available           |        |       |

## Risk Assessment

| #   | Item                                     | Status | Notes |
| --- | ---------------------------------------- | ------ | ----- |
| 5.1 | Requirements clearly defined             |        |       |
| 5.2 | Evaluation criteria understood           |        |       |
| 5.3 | Pricing strategy viable                  |        |       |
| 5.4 | Technical solution feasible              |        |       |
| 5.5 | Past performance relevant and strong     |        |       |
| 5.6 | Adequate time to submit quality response |        |       |

## Decision Summary

**Recommendation:** [Pursue / Do Not Pursue / Gather More Information]

**Justification:**
[Provide brief explanation of recommendation based on checklist results]

**Next Steps:**
[List immediate actions if pursuing or additional investigation needed]

## Approval

| Role                      | Name | Decision | Date |
| ------------------------- | ---- | -------- | ---- |
| Capture Manager           |      |          |      |
| Business Development Lead |      |          |      |
| Technical Lead            |      |          |      |
| Executive Sponsor         |      |          |      |