[Daniel Brooks]

A long shortlist creates more demos and scoring work, but a very short list can remove useful competition. What’s a practical approach?

[Sofia Bennett]

Accepted answer

Do not choose a fixed number before doing market research. First define the need and minimum eligibility, then keep every credible supplier that can meet it within the procurement method and evaluation capacity. A shortlist is defensible when exclusions use published criteria and the remaining field preserves meaningful comparison; convenience alone is not a sound reason for exclusion. FAR Part 10 lists market research methods for identifying capable sources.

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