TMPL 06
Bid/No‑Bid Checklist & RFP Compliance Matrix
Used in Module 12. Run the checklist before committing hours; build the matrix only once you've decided to bid.
Bid / No‑Bid ChecklistAnswer honestly before you start writing
Relationship
Do we have a prior relationship, or is this fully cold?
Timeline
Is the turnaround realistic for a genuine, considered response?
Criteria
Do the decision criteria read like our strengths, or like a specific competitor's spec sheet?
Budget
Is funded budget confirmed, or is this exploratory pricing research?
Fit
Can we honestly meet the mandatory requirements, not just the nice‑to‑haves?
Win theme
Can we articulate, right now, why we specifically should win this?
RFP Compliance MatrixColumns to track per requirement
Requirement ID → Requirement text (their wording) → Response (Full / Partial / Not met) → Answer, written to persuade not just comply → Win theme it supports → Owner → Reviewed by someone else before submission.