Opportunity screening sheet

What this worksheet records

Opportunity screening starts with the actual notice and publication stage. Identify the lot, current deadline and direct buyer portal separately from a public discovery page. An award or historical notice is not a live invitation to tender. Compare the stated scope with the actual bidder's capabilities and permitted evidence, marking unanswered requirements for review. A framework listing, shared trade name or platform membership should not be assumed to establish eligibility for the particular process.

Complete and review it

Ask an authorised person to decide whether the opportunity merits further preparation, using the current official documents and any amendments. Keep registration or document-access requirements visible rather than implying the finder page grants access to the full tender pack. Evidence must relate to the actual bidder or a legitimately declared arrangement. Where interpretation of procurement terms or declarations is uncertain, obtain appropriate job-specific advice. The screening state is a local planning decision and does not submit or qualify a bid.

Field definitions

• screening_id: A stable identifier for this screening, used to connect related rows without merging unrelated records.
• notice_id: A stable identifier for this notice, used to connect related rows without merging unrelated records.
• notice_version: The exact notice version used for this row; retain earlier versions and revisit affected decisions after a change.
• official_notice_url: The actual complete official or canonical URL for official notice url; a link does not grant document access or reproduction rights.
• buyer_portal_url: The actual complete official or canonical URL for buyer portal url; a link does not grant document access or reproduction rights.
• publication_stage: The official notice’s stage, distinguishing live invitations from awards, withdrawals and history.
• lot: The actual lot relevant to this row’s declared purpose. Record the source or unresolved question where it is not confirmed.
• deadline: The actual deadline, with date format or period meaning explicit; distinguish requested, planned, confirmed and observed values.
• bidder_legal_entity: The actual party for bidder legal entity, with its responsibility or rights source identified; do not substitute the platform brand.
• scope_match: The reviewer’s stated match between the exact source requirement and actual bidder capability; unresolved eligibility stays open.
• mandatory_requirement: The actual mandatory requirement relevant to this row’s declared purpose. Record the source or unresolved question where it is not confirmed.
• own_evidence_reference: The actual bidder’s permitted evidence, not another participant’s credential copied into the record.
• registration_requirement: The actual registration requirement relevant to this row’s declared purpose. Record the source or unresolved question where it is not confirmed.
• amendment_question: The actual amendment question relevant to this row’s declared purpose. Record the source or unresolved question where it is not confirmed.
• decision_owner: The named person or agreed role responsible for decision owner; confirm its real scope rather than assuming authority from a typed name.
• screening_state: The current screening state supported by the record, preserving unknown, proposed and confirmed outcomes as distinct states.

Prepare a deliberate export

Screening records may reveal confidential bidding intentions and capability gaps. Keep them within the authorised bid team and separate rival suppliers. The worksheet carries no credential, portal access or authority to sign a declaration.

Take it to the next job

• Identify the notice stage, lot and actual current source.
• Separate finder notice from the direct buyer portal.
• Use the bidder’s own permitted evidence and flag unknown eligibility.