# Go / no-go

The checks that come before anyone writes a word, in order of how fast they kill a bid.

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## Why this comes first

Writing a response the organization is disqualified from is the most common and most expensive failure in this work. It costs an evening — often several — from a person who has very few of them, and the rejection arrives without ever being scored.

**A fast, well-reasoned no is the product.** It is what makes 50 bids a week possible. The filter is the skill; the writing is the easy part.

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## Check 1 — Eligibility

Hard stops. Any single miss ends it.

- **Entity type** — nonprofit, for-profit, government, educational, tribal. Read exactly which are named
- **Registration status** — SAM.gov active and unexpired, UEI issued, state charity registration current
- **Certification requirements** — is this set aside for 8(a), HUBZone, WOSB, SDVOSB, or small business
- **Size standard** — under the threshold for the stated NAICS, by the stated measure
- **Geography** — place of performance, service area, or state of incorporation limits
- **Prior award status** — some programs exclude current or recent grantees

**Read the eligibility section literally.** "Eligible applicants are units of local government" excludes the nonprofit that partners with one. Partnering is sometimes the answer, but it is a different bid with a different lead.

---

## Check 2 — Mandatory qualifications

The requirements written with "shall," "must," or "will be required to." These are disqualifiers, not preferences.

Common ones that end bids:

- **Past performance thresholds** — "three contracts of similar scope within five years." No amount of good writing substitutes for the third contract
- **Licensing** — state contractor license, professional licensure, program-specific certification
- **Bonding** — bid, performance, and payment bond capacity at the stated amount
- **Insurance** — coverage types and limits, sometimes with named-insured requirements
- **Facility or personnel clearances** — long lead times, frequently fatal to a first-time bidder
- **Staffing** — named key personnel with stated credentials, committed at stated percentages
- **Accounting system** — a DCAA-adequate system for some cost-reimbursement work
- **Match or cost share** — a hard cash requirement the organization has to actually have

**Distinguish "must" from "should."** Evaluators are usually required to reject on a missed "must" and merely allowed to score down a missed "should." Getting this backwards either kills a winnable bid or wastes an evening on a dead one.

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## Check 3 — Compliance mechanics

Not disqualifying in themselves, but they decide whether the deadline is reachable.

- **Submission deadline**, with the time zone, and how many working days remain
- **Portal registration** — SAM.gov and several agency systems take days to weeks. This kills more finished proposals than anything else on the list
- **Format constraints** — page limits, font and margin requirements, file format, file size
- **Required forms and attachments**, and which need wet or electronic signatures
- **Question deadline** — usually well before the submission deadline, and the only chance to resolve an ambiguity
- **Pre-bid conference or site visit** — sometimes mandatory, and missing it disqualifies

**Count backwards from the deadline.** Include signature routing, a partner's letter of support, and an audit copy someone has to find. A three-week window is not three weeks of writing time.

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## Check 4 — Capacity to deliver

The uncomfortable question: if this is won, can it actually be delivered.

Staff availability, cash flow through a reimbursement-based award, the reporting burden against admin capacity, and geographic reach.

**Winning something the organization cannot deliver is worse than losing it.** It damages past performance, which is the asset that wins everything after it, and for a small organization one bad performance record closes a lot of doors.

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## Check 5 — Fit and odds

Only reached if everything above passed.

- **Incumbent** — is there one, and is the customer happy. A recompete against a satisfied incumbent is usually a no
- **Scope alignment** — how much is core work versus a stretch
- **Competition** — set-aside pools are smaller; open competitions can draw hundreds
- **Cost to bid** — hours to prepare, honestly counted
- **Award size against effort** — a USD 40k grant with a 60-page application and quarterly reporting may not be worth it

**Weigh cost to bid against realistic probability.** Small organizations lose more to over-bidding than to under-bidding, because every evening spent on a 5% chance is an evening not spent on a 40% one.

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## Writing the decision

Both answers are short and both name the reason.

**No-bid:**

```
NO-BID — Solicitation W912-26-R-0043, HVAC maintenance, Fort Whitfield

Reason: mandatory past performance requires 3 federal contracts over USD 500k
in 5 years. Okonkwo Mechanical has 1 (USD 310k, 2024). Hard disqualifier in
Section L.

Worth noting: this recompetes in 2029. Two more qualifying contracts by
then makes it a real target.
```

**Go:**

```
GO — Riverbend adult literacy expansion, State DOE, due Sep 15

Eligible: 501(c)(3), in-state, current registrations.
Mandatories: all met. Match is 10% in-kind, coverable with volunteer hours.
Mechanics: 20 pages, portal registration active, questions due Aug 8.
Capacity: 24 working days. Reimbursement basis — cash flow is the real risk.
Odds: no incumbent, new program. Award USD 180k over 2 years.

Recommend go. Flag: get the DOE portal password confirmed this week.
```

---

## Recording it

Every no-bid goes in the pipeline with its reason. Solicitations recur, and next year the decision takes ninety seconds instead of an evening.

**Revisit a no-bid when the reason changes.** Past performance grows, certifications get issued, bonding capacity rises. A no-bid list reviewed once a year turns into a target list, which is the most useful thing this skill produces over time.
