I can't speak for the internal evaluation carried out by the Gates Foundation itself. For us, when we saw the report, it talked about capacity, certainly. Also, by more than inference, in stating that quite a large number of the facilities identified had records of being GMP certified--that's good manufacturing practice--or could easily be GMP certified, it meant that from a regulatory perspective, this assessment of quality carried over into a statement that, yes, there was capacity, and yes, that capacity--these are contract manufacturing organizations in that large industry--had the ability to produce a pilot-scale manufactured vaccine to the standards regulatory authorities would require to move a candidate vaccine through this early stage of production. That early stage of production is an essential component of clinical trialling.
On April 13th, 2010. See this statement in context.