Checklist

Capability Statement Checklist

Use this checklist to review whether your capability statement includes the key information buyers often expect and whether it is structured for quick scanning.

A capability statement is often reviewed quickly, so clear sections and concise content usually work better than trying to fit everything into one long overview.

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1. Company identity and contact details

Start with the basics so a reviewer can immediately tell who you are and how to contact you.

Company name is clearly shown Use the registered name or the public-facing brand name consistently.

Logo or company branding is included Keep it visible but not oversized.

Primary contact information is easy to find Include name, phone, email, website, and location if relevant.

Business identifiers are listed where applicable Examples may include UEI, CAGE Code, DBA, year established, or corporation type.

HHS includes company branding, general company information, and contact information among the key items to include. :contentReference[oaicite:1]{index=1}

2. Company summary

Give a short summary of what your business does and who it serves.

Summary description explains what the company does Keep it short enough to scan quickly.

Summary is specific instead of generic Avoid filler like "trusted solutions" unless it is backed by something concrete.

Target industries, agencies, or customer types are clear Help the reader understand where your experience is most relevant.

HHS specifically calls for a summary description of the company. :contentReference[oaicite:2]{index=2}

3. Core capabilities and services

This section should quickly show what your company can actually do.

Core capabilities are listed clearly Lead with the strongest and most relevant items.

Major services offered are included Separate general capabilities from specific services if that helps readability.

Wording is easy to scan Bullet points usually work better than long paragraphs.

Technical strengths or specialties are visible Show what you do especially well, not just everything you can do.

HHS lists both core capabilities and a description of major services offered as important elements. :contentReference[oaicite:3]{index=3}

4. Certifications, codes, and contract information

This is where you help a reviewer quickly understand your status, classifications, and procurement relevance.

Federal small business certifications are listed if applicable Only include certifications that are current and relevant.

State certifications are included if applicable This can help show broader qualification context.

NAICS codes are included Use the most relevant codes rather than overcrowding the page.

Contract vehicles are listed if applicable Federal or state vehicles can be useful if they are active and relevant.

Staff clearances, licenses, or certifications are included when relevant Only add these when they actually strengthen the buyer's understanding of your fit.

HHS highlights federal certifications, state certifications, contract vehicles, NAICS codes, and staff clearances or certifications as items to consider including. :contentReference[oaicite:4]{index=4}

5. Past performance, clients, and partners

This section helps show relevance and credibility.

Major clients are listed where appropriate Use the most relevant names, not just the biggest list.

Past performance examples support your capabilities Short examples are often enough if they help prove fit.

Commercial, government, or other agency experience is identified where relevant Show the type of customers you have served.

Partners or authorized resellers are mentioned if they strengthen the document Do not force this section if it is not relevant to your business.

HHS includes major clients, agencies served, and partners or authorized resellers among the recommended content areas. :contentReference[oaicite:5]{index=5}

6. Formatting and readability check

Strong content is easier to use when the page is clean and easy to scan.

Layout is visually clean and professional Readable beats flashy.

Content is concise Trim long explanations where possible.

Bullets, sections, or simple tables improve scanability Make it easier for someone to find what they care about quickly.

Length stays controlled One or two pages is often the practical target.

Spelling and grammar have been reviewed Even strong content can look weaker when small errors slip through.

Someone outside the company has reviewed it A fresh set of eyes can catch unclear wording or missing context.

HHS recommends a visually appealing layout, concise presentation, readable bullet points or simple tables, outside review, and spelling and grammar checks. :contentReference[oaicite:6]{index=6}

Final quick pass

A reviewer can tell what the company does within a few seconds

The most relevant strengths are visible without reading every line

The document feels practical and review-ready rather than promotional

Related resources

Common mistakes in capability statements Best template capability statement Why start with a capability statement draft How to find a capability statement designer

Turn the checklist into a draft

Once you know what needs to be included, a structured builder can help organize the content into a cleaner first draft without starting from a blank page.

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