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
- Complete this checklist as early as possible after RFQ identification
- Mark each item as either:
- ✅ Confirmed (meets criteria)
- ❌ Issue (fails to meet criteria)
- ⚠️ Needs Investigation (requires more information)
- Use the notes field to capture relevant details
- 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 |
|
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| 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 |
|
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| 2.3 |
Matches core capability areas |
|
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| 2.4 |
Supports long-term positioning goals |
|
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| 2.5 |
Acceptable contract type (FFP, T&M, etc.) |
|
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| 2.6 |
Adequate budget/ceiling for requirements |
|
|
Competitive Assessment
| # |
Item |
Status |
Notes |
| 3.1 |
Incumbent identified and assessed |
|
|
| 3.2 |
Likely competitors identified |
|
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| 3.3 |
Win themes/discriminators available |
|
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| 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 |
|
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| 4.3 |
Pricing/contracts support confirmed |
|
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| 4.4 |
Adequate response time for quality proposal |
|
|
| 4.5 |
Implementation resources identified |
|
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| 4.6 |
Teaming partners needed/available |
|
|
Risk Assessment
| # |
Item |
Status |
Notes |
| 5.1 |
Requirements clearly defined |
|
|
| 5.2 |
Evaluation criteria understood |
|
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| 5.3 |
Pricing strategy viable |
|
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| 5.4 |
Technical solution feasible |
|
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| 5.5 |
Past performance relevant and strong |
|
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| 5.6 |
Adequate time to submit quality response |
|
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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 |
|
|
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| Technical Lead |
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| Executive Sponsor |
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