Files
2026-05-07 10:45:11 -05:00

5.8 KiB

rfp-analyzer

Analyze RFP, solicitation, IFB, or RFQ documents and generate a full proposal management package: compliance matrix, annotated proposal outline, required forms list, and deadline timeline.

Version: 1.0.0
Author: Bryan
Repo: https://git.alwisp.com/jason/rfp-analyzer
CoWork Project: CW-010 — RFP Analyzer


Overview

The RFP Analyzer is a CoWork skill that reads procurement solicitation packages and produces four professional artifacts the proposal team needs to pursue an opportunity. It is optimized for FTA-funded public transit procurements — it knows Buy America, DBE, Davis-Bacon, FTA Circular 4220.1F, FMVSS, and all the standard federal compliance elements transit solicitations require — but handles all government and commercial RFP types. The skill reads every document in the package before producing any output, making it reliable across multi-amendment solicitations where requirements are scattered. Outputs follow Shipley/APMP proposal methodology.


Skills

Skill What It Does
rfp-analyzer Reads RFP/solicitation/IFB/RFQ packages and produces four artifacts: an annotated Proposal Outline (.docx) with verbatim RFP criteria in red under every heading, a Compliance Matrix (.xlsx) with one row per requirement, a Required Forms & Attachments List (.docx), and a Proposal Timeline (.xlsx) with a Gantt chart. Trigger phrases: "RFP", "solicitation", "Section L", "Section M", "PWS", "SOW", "BAFO", "IFB", "RFQ", "compliance matrix", "proposal outline", "shred this RFP", "proposal kickoff", "what forms do I need", "what are the deadlines", "help me respond to this".

Artifacts Produced

Artifact Format Description
Proposal Outline .docx Annotated shell document. Verbatim RFP criteria in red (RGB 255,0,0) under every heading. Writers compose black text below the red. Every individually-numbered clause gets its own Heading 4. Volumes follow Section L structure (typically Technical, Price, Certifications). Cover page, auto-ToC, and page numbers included.
Compliance Matrix .xlsx Master traceability document. Columns: Req #, RFP Ref, Requirement Text, Req Type, Submission Req?, Proposal Section, Compliance, Compliance Notes, Owner, Status, Comments. Color-coded by type, conditional formatting on Status, Summary tab with counts.
Required Forms List .docx Every form, cert, and attachment required in the proposal. Sorted by responsible party (prime first, subs, key personnel). Columns: form name/number, source, who completes, due timing, notes.
Proposal Timeline .xlsx All dates and deadlines from the solicitation (issue date, pre-proposal conference, Q&A cutoff, proposal due, award date, period of performance start). Tab 1: table. Tab 2: Gantt chart. Page/font/format constraints also captured.

Tools Reference

This is a skill-only plugin — no MCP server. All document generation is handled by Claude using the docx and xlsx dependency skills.

Dependency Purpose
docx skill Produces the Proposal Outline and Required Forms documents
xlsx skill Produces the Compliance Matrix and Proposal Timeline

Setup Instructions

  1. Install the rfp-analyzer skill in CoWork
  2. Ensure the docx and xlsx skills are also installed — the rfp-analyzer reads their SKILL.md files at runtime
  3. No credentials, API keys, or additional configuration required

Setup Checklist

  • rfp-analyzer skill installed
  • docx skill installed
  • xlsx skill installed

Workflow Notes

Document intake: Upload the full RFP package (base solicitation + all amendments). The skill inventories all documents before beginning and announces what it found and what it will do with each.

FTA procurement patterns: The skill explicitly scans for Buy America (49 U.S.C. § 5323(j)), DBE participation/good faith effort, Davis-Bacon prevailing wage, FTA Circular 4220.1F clauses, ADA/accessibility, FMVSS (vehicle procurements), EEO, Drug & Alcohol certifications, Byrd Amendment lobbying certs, and debarment/suspension certifications.

Proposal Outline red text: Every clause gets its own Heading 4 with full verbatim text in red directly beneath it. The red block stays through all review cycles — reviewers verify every red item is addressed in the black text below it.

File naming: [Agency]_[Solicitation#]_[Type].[ext]. If agency/solicitation number cannot be parsed, "RFP" is used as a placeholder.

Amendment conflicts: When base RFP and amendment conflict, the amendment governs. This is noted in the compliance matrix.

Ambiguous requirements: Flagged in the compliance matrix Comments column with "CLARIFICATION NEEDED — recommend Q&A submission."

Quality gate: Before delivering output, the skill verifies: every shall/must from Sections L and M is in the matrix; every heading has red criteria text; every Section M factor appears in at least one outline section; all forms are in the forms document; the timeline includes the submission deadline with correct date, time, and delivery method.


Requirements

  • CoWork (Cowork mode in Claude desktop app)
  • docx skill
  • xlsx skill

Troubleshooting

Symptom Fix
Outline headings missing red criteria text Ensure the docx skill is installed — rfp-analyzer reads its SKILL.md at runtime
Timeline Gantt chart not rendering Ensure the xlsx skill is installed — rfp-analyzer reads its SKILL.md at runtime
Forms list appears incomplete Provide all amendment documents — required forms are frequently added or modified in addenda
File names use "RFP" as placeholder Agency name and solicitation number couldn't be parsed — rename files manually
Compliance matrix missing requirements Confirm all amendment documents were uploaded — requirements are often scattered across addenda