Free decision worksheet
Federal Bid/No-Bid Checklist for Technology Companies
Before committing to a proposal, check whether the requirement, participation route, evidence and available time support the work.
A decision before a draft
Decide whether deeper work is justified before asking the team to write. Record what is known, what is still open and the action needed to resolve each material uncertainty. A missing fact is an open question, not an automatic pass or a reason to assume eligibility.
The notice, incorporated instructions and applicable amendments determine the actual submission requirements. The worksheets below organize a decision; they do not certify eligibility or replace agency instructions.
Identify the current requirement
Save the official notice, attachments, named version, amendment history and the source of the deadline and time zone. Record what the agency is asking for at this stage: information, a concept, a white paper, a proposal or another response.
Define the company’s proposed role
State what your company would actually supply. Record mandatory participation conditions from the instructions, their source locations and whether they are established, unresolved or not met for that role.
Check the direct or partner route
If another organization is needed, identify the required role and capability. Separate a possible partner type from a partner that has confirmed interest, availability and responsibility.
Match the evidence to the request
List the existing facts and material that support the response. Name up to three decisive gaps, the person who can resolve each one and the next verification action.
Check the work against the time available
List research, writing, technical approval and submission steps. Confirm reviewer availability and a realistic internal deadline before the official closing time.
Record the provisional decision
Pursue: enough fit and a plausible route justify deeper work. Partner: a defined team role must be resolved. Pass: a material gap, deadline or effort burden makes this a poor use of resources now. State what would change the decision.
Your bid/no-bid decision record
Print and complete this worksheet. Keep sensitive company information in your own records; this page does not ask you to submit the worksheet.
Official notice, source version and amendments
Response stage, deadline and time zone
Proposed role and mandatory participation conditions
Direct or partner route; confirmed and unresolved points
Decisive evidence gaps, owners and verification actions
Work still needed, reviewers and internal delivery dates
Pursue / Partner / Pass; rationale, open facts and next review date
A fictional example: partner first
A component supplier has a demonstrated product and an interested technical reviewer. The imagined notice seeks a complete system, but no system provider has confirmed a role for the component.
Provisional decision: Partner. Verify whether a component role is permitted under the actual instructions, then seek a suitable system provider’s agreement on integration, evidence and schedule. Do not draft the full system response on the assumption that the missing team will appear.
This example illustrates the framework. It is not a live notice, eligibility determination or client result.
Sources and limits
For procurements using the Uniform Contract Format, FAR 15.204-5 locates representations, response instructions and evaluation factors in Sections K, L and M. Other notices and instruments may use different structures. Our worksheet asks you to find the actual applicable instructions.
FAR 15.206 addresses solicitation amendments. Where included, FAR 52.215-1 includes amendment-acknowledgment and proposal-receipt provisions. Verify the provisions and any agency-specific instructions that apply to your notice. This is a planning aid, not legal advice or an award forecast.
For BAA, CSO or other-transaction, and SBIR/STTR opportunities, follow the specific notice’s instructions; FAR Part 15 and the Uniform Contract Format are not a universal template.
FAR reference version: FAC 2026-01, effective 13 March 2026; checked 18 October 2026. Check the notice for applicable agency deviations.
Apply it to your company and notice
Get a free written Pursue, Partner or Pass recommendation, with the route, material gaps and sources. Your plan arrives within one business day of a complete request; if an essential detail is missing, we ask within one business day.
Get my free funding plan