# <!-- Powered by BMAD™ Core -->
template:
  id: compliance-report-template-v1
  name: Compliance Report
  version: 1.0
  output:
    format: markdown
    filename: docs/compliance-report.md
    title: "{{rfq_number}} Compliance Report"

workflow:
  mode: interactive
  elicitation: advanced-elicitation

sections:
  - id: overview
    title: Overview
    content: |
      This template provides a structured format for verifying and documenting proposal compliance with all RFQ requirements. It helps identify compliance gaps and issues before submission to reduce the risk of disqualification.

  - id: usage-instructions
    title: Usage Instructions
    content: |
      1. Review proposal content against compliance matrix
      2. Verify all requirements are addressed
      3. Document compliance status and issues
      4. Provide recommendations for addressing gaps

  - id: report-header
    title: Report Header
    instruction: |
      Complete the header information for the compliance report.
    elicit: true
    template: |
      # {{rfq_number}} Compliance Report
      # {{agency_name}}
      # {{rfq_title}}
      # {{date}}
      # {{review_phase}}
    sections:
      - id: review-phase
        title: Review Phase
        choices: ["Pink Team", "Red Team", "Gold Team", "Final"]

  - id: executive-summary
    title: Executive Summary
    instruction: |
      Provide a high-level assessment of the proposal's compliance status.
    elicit: true
    sections:
      - id: compliance-status
        title: Overall Compliance Assessment
        choices: ["Fully Compliant", "Partially Compliant", "Non-Compliant"]
        template: |
          **Compliance Status**: {{compliance_status}}

          **Summary Assessment**:
          {{summary_assessment}}

          **Critical Issues**:

          - {{critical_issue_1}}
          - {{critical_issue_2}}
          - {{critical_issue_3}}

          **Recommendation**:
          {{recommendation}}
        examples:
          - "Submit as is"
          - "Address critical issues"
          - "Major compliance rework needed"

  - id: detailed-compliance-assessment
    title: Detailed Compliance Assessment
    instruction: |
      Assess compliance with each section of the RFQ requirements.
    elicit: true
    sections:
      - id: section-l-compliance
        title: Section L Compliance
        sections:
          - id: l1-general-instructions
            title: L.1 General Instructions
            type: table
            columns: [Requirement, Compliant, Location, Notes]
            instruction: Document compliance with general instructions in Section L.1.
            examples:
              - "| [Requirement] | [Yes/No/Partial] | [Section reference] | [Notes] |"
            repeatable: true

          - id: l2-technical-proposal
            title: L.2 Volume I - Technical Proposal
            type: table
            columns: [Requirement, Compliant, Location, Notes]
            instruction: Document compliance with technical proposal requirements in Section L.2.
            examples:
              - "| [Requirement] | [Yes/No/Partial] | [Section reference] | [Notes] |"
            repeatable: true

          - id: l3-price-proposal
            title: L.3 Volume II - Price Proposal
            type: table
            columns: [Requirement, Compliant, Location, Notes]
            instruction: Document compliance with price proposal requirements in Section L.3.
            examples:
              - "| [Requirement] | [Yes/No/Partial] | [Section reference] | [Notes] |"
            repeatable: true

      - id: sow-pws-requirements
        title: SOW/PWS Requirements
        sections:
          - id: technical-requirements
            title: Technical Requirements
            type: table
            columns: [Requirement ID, Compliant, Location, Notes]
            instruction: Document compliance with technical requirements in the SOW/PWS.
            examples:
              - "| [Req ID] | [Yes/No/Partial] | [Section reference] | [Notes] |"
            repeatable: true

          - id: management-requirements
            title: Management Requirements
            type: table
            columns: [Requirement ID, Compliant, Location, Notes]
            instruction: Document compliance with management requirements in the SOW/PWS.
            examples:
              - "| [Req ID] | [Yes/No/Partial] | [Section reference] | [Notes] |"
            repeatable: true

          - id: deliverable-requirements
            title: Deliverable Requirements
            type: table
            columns: [Requirement ID, Compliant, Location, Notes]
            instruction: Document compliance with deliverable requirements in the SOW/PWS.
            examples:
              - "| [Req ID] | [Yes/No/Partial] | [Section reference] | [Notes] |"
            repeatable: true

      - id: formatting-submission-requirements
        title: Formatting and Submission Requirements
        type: table
        columns: [Requirement, Compliant, Notes]
        instruction: Document compliance with formatting and submission requirements.
        examples:
          - "| Page limits | [Yes/No/Partial] | [Notes] |"
          - "| Font/margins | [Yes/No/Partial] | [Notes] |"
          - "| File formats | [Yes/No/Partial] | [Notes] |"
          - "| Organization | [Yes/No/Partial] | [Notes] |"
          - "| Required forms | [Yes/No/Partial] | [Notes] |"
          - "| Submission method | [Yes/No/Partial] | [Notes] |"
        repeatable: true

  - id: compliance-gap-analysis
    title: Compliance Gap Analysis
    instruction: |
      Identify and analyze gaps in compliance with RFQ requirements.
    elicit: true
    sections:
      - id: critical-compliance-gaps
        title: Critical Compliance Gaps
        type: table
        columns: [Requirement, Issue, Impact, Recommendation]
        instruction: Document critical gaps in compliance that could impact proposal evaluation.
        examples:
          - "| [Requirement] | [Description of gap] | [Potential impact] | [Specific recommendation] |"
        repeatable: true

      - id: partial-compliance-issues
        title: Partial Compliance Issues
        type: table
        columns: [Requirement, Issue, Impact, Recommendation]
        instruction: Document areas of partial compliance that could be improved.
        examples:
          - "| [Requirement] | [Description of issue] | [Potential impact] | [Specific recommendation] |"
        repeatable: true

      - id: formatting-organization-issues
        title: Formatting and Organization Issues
        type: table
        columns: [Issue, Location, Recommendation]
        instruction: Document issues with formatting and organization that could impact readability or evaluation.
        examples:
          - "| [Issue description] | [Section reference] | [Specific recommendation] |"
        repeatable: true

  - id: compliance-improvement-plan
    title: Compliance Improvement Plan
    instruction: |
      Develop a plan to address compliance issues identified in the gap analysis.
    elicit: true
    sections:
      - id: priority-1
        title: Priority 1 (Critical - Must Address)
        type: bullet-list
        instruction: List actions that must be taken to address critical compliance issues.
        examples:
          - "[Specific action with reference to requirement]"
        repeatable: true

      - id: priority-2
        title: Priority 2 (Important - Should Address)
        type: bullet-list
        instruction: List actions that should be taken to address important compliance issues.
        examples:
          - "[Specific action with reference to requirement]"
        repeatable: true

      - id: priority-3
        title: Priority 3 (Enhancement - Consider Addressing)
        type: bullet-list
        instruction: List actions that could be taken to enhance compliance.
        examples:
          - "[Specific action with reference to requirement]"
        repeatable: true

  - id: compliance-verification-process
    title: Compliance Verification Process
    instruction: |
      Document the process used to verify compliance with RFQ requirements.
    elicit: true
    sections:
      - id: verification-methodology
        title: Verification Methodology
        template: |
          **Verification Methodology**:
          {{verification_methodology}}

      - id: documentation-reviewed
        title: Documentation Reviewed
        type: bullet-list
        instruction: List the documents that were reviewed during the compliance verification process.
        examples:
          - "[Document 1]"
          - "[Document 2]"
          - "[Document 3]"
        repeatable: true

      - id: verification-team
        title: Verification Team
        type: table
        columns: [Role, Name, Sections Verified]
        instruction: Document the team that performed the compliance verification.
        examples:
          - "| [Role] | [Name] | [Sections] |"
        repeatable: true

  - id: best-practices
    title: Best Practices for Compliance Verification
    type: bullet-list
    content: |
      - **Complete Coverage**: Verify every requirement is addressed, no matter how minor
      - **Verbatim Verification**: Compare proposal language to actual requirement text
      - **Location Tracking**: Document exactly where each requirement is addressed
      - **Independent Review**: Have multiple reviewers verify critical requirements
      - **Evidence Focus**: Ensure claims of compliance are supported by evidence
      - **Evaluator Perspective**: Consider how evaluators will assess compliance
      - **Documentation Discipline**: Maintain detailed records of compliance verification