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Bid Lifecycle

Why This Exists

This document defines the lifecycle of a bid workspace.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

Lifecycle clarity keeps bid execution controlled from pursue decision through planning, drafting, approval, submission, outcome, and learning.

Lifecycle States

State Meaning
Created Workspace created from selected opportunity.
Planning Bid plan and team are being defined.
In Progress Tasks, drafting, forms, pricing, and collaboration are underway.
Internal Review Proposal sections, SBD forms, pricing, and checklist are being reviewed.
Approval Pending Approval workflow is active.
Approved For Submission Submission pack approved.
Submitted Submission has been recorded.
Withdrawn Organization chooses not to continue.
Closed Bid is closed after submission, withdrawal, or missed deadline.
Outcome Captured Result, feedback, and lessons are captured.

State Diagram

stateDiagram-v2
    [*] --> Created
    Created --> Planning
    Planning --> InProgress
    InProgress --> InternalReview
    InternalReview --> ApprovalPending
    ApprovalPending --> ApprovedForSubmission
    ApprovalPending --> InProgress
    ApprovedForSubmission --> Submitted
    InProgress --> Withdrawn
    Submitted --> Closed
    Withdrawn --> Closed
    Closed --> OutcomeCaptured
    OutcomeCaptured --> [*]

Lifecycle Rule

Final submission requires approval and submission readiness validation unless an approved exception policy applies.