Qualification and decision guide

Decide whether to bid before you start writing.

A bid/no-bid checklist has two stages: an eligibility screen that asks whether you can bid, and a decision that asks whether you should. Winston helps you find and read the opportunity; the qualification judgement stays with your organisation.

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Stage oneCan we bid?
Stage twoShould we bid?

Stage one: eligibility screen

Five checks that can end the decision early.

If any of these fails and cannot be resolved, a no-bid is the honest answer.

  1. 1

    Conditions of participation

    Read the legal, financial and technical conditions the buyer has set. Under the Procurement Act 2023 these must relate to your ability to perform and be proportionate to the contract; check whether your organisation, or an associated supplier you can rely on, meets each one.

  2. 2

    Exclusion and debarment

    Check the mandatory and discretionary exclusion grounds and the debarment list. If a ground may apply to your organisation or a connected person, resolve whether self-cleaning evidence is possible before you commit bid effort.

  3. 3

    Financial standing

    Compare the buyer's stated financial requirements with your most recent accounts. A buyer cannot demand insurance be in place before award, but it can require you to commit to holding it; note what you would have to arrange.

  4. 4

    Scope, lot and geography

    Confirm the requirement, the specific lot and the delivery area are ones you actually serve. Treat the estimated value as the buyer's published estimate, not guaranteed revenue.

  5. 5

    Deadline and route

    Check the submission deadline is achievable with your current capacity, and that you can register and respond through the named portal. A summary page is not the response workspace.

Stage two: the bid/no-bid decision

Five questions once you are eligible.

Score these consistently across opportunities so a strong pipeline is not crowded out by a weak habit of bidding.

  1. 1

    Strategic fit

    Does the work match your target market, references and growth plan, or would winning it stretch you into delivery you do not want?

  2. 2

    Capacity to deliver

    Can you resource both the response and the contract without displacing committed work? Name the people, not a hope.

  3. 3

    Competitiveness

    Be honest about incumbents, framework alternatives and price position. Research the buyer's award history rather than assuming an open field.

  4. 4

    Commercial case

    Model the response cost, delivery margin and payment terms. A low-margin win that consumes senior time can be worse than a considered no-bid.

  5. 5

    Evidence readiness

    List the case studies, policies, accreditations and prior answers a strong response needs, and whether they exist and are current today.

What this guide does and does not do

A general method is public; your qualification is not decided here.

Organisation-specific qualification, compliance conclusions, evidence work and drafting are deliberately outside Scout.

AreaIn this guideNot in this guide
Eligibility screenThis guide teaches you what to read and in what order.It does not confirm that your organisation meets a specific condition or exclusion test.
Bid/no-bid decisionThis guide gives a general framework any supplier can apply.It does not score your fit, weigh your capacity or recommend a decision for a named tender.
Compliance and evidence workPublic guidance can describe what strong evidence looks like.Organisation-specific compliance conclusions, evidence synthesis and gap analysis are paid Winston bid-assistance work, which is not available yet.
Response draftingYou can learn the structure a buyer expects.Winston does not write, review or submit your tender response.

Cross-industry examples

The same checklist, different answers.

These are illustrative scenarios, not specific notices. Apply the two stages to the real opportunity and its official documents.

Construction: a framework call-off you are appointed to

Appointment to the parent framework clears part of the eligibility screen, but the call-off can still carry its own conditions, social-value expectations and delivery window. Run the bid decision on this specific requirement, not the framework in general.

Professional services: a re-procurement with a known incumbent

The buyer's award records show a long-standing supplier. That is not a reason to skip automatically, but it should change your competitiveness and commercial assumptions and the effort you are willing to spend.

Facilities management: a bundled contract outside your core

One lot fits; the rest bundles services you would subcontract at thin margin. A partial-fit bundle is often where a disciplined no-bid, or a considered consortium approach, protects the year.

Primary sources

Check eligibility rules at source.

Winston checked this official guidance on 1 September 2026. The Procurement Act 2023 regime has applied since 24 February 2025.

Run the screen on one live opportunity.

Open a notice in Scout, work the five eligibility checks against the official documents, then record a dated bid or no-bid with the reason. Keep the decision, not just the outcome.

Learn the documents in a tender pack, then see how the response will be evaluated.