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BMAD-METHOD/expansion-packs/bmad-rfq-government/README.md

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BMAD RFQ Government Response Pack

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Overview

The BMAD RFQ Government Response Pack is a specialized expansion pack for the BMAD Method focused on government RFQ (Request for Quote) response and proposal development. It provides a structured approach to AI-driven proposal generation that empowers capture teams, proposal managers, and subject matter experts to rapidly create compliant, competitive, and compelling proposals while maintaining the rigor and discipline required in federal contracting.

This expansion pack leverages the BMAD Method's role-based orchestration to streamline the complex process of responding to government solicitations, particularly focusing on:

  • Proposal compliance with Section L (Instructions) and Section M (Evaluation Criteria)
  • Win theme development and competitive positioning
  • Technical and management narrative creation
  • Price/cost strategy and justification
  • Proposal review and evaluation simulation

Key Benefits

  • Speed: Draft compliant proposal volumes within hours instead of days or weeks
  • Consistency: Apply standardized templates, tone, and win themes across all proposal sections
  • Compliance: Automatically map RFQ requirements into structured response matrices
  • Insight: Simulate evaluator scoring and highlight weaknesses before submission
  • Scalability: Support multiple simultaneous RFQ responses without overloading proposal teams
  • Continuous Improvement: Learn from debriefs and refine templates/workflows over time

Components

Specialized Agents

The expansion pack includes the following specialized AI agents:

Agent Role Primary Function
RFQ Opportunity Summarizer Business Developer Analyzes RFQ documents and creates opportunity summaries and bid/no-bid decision materials
Win Theme Generator Capture Manager Develops competitive positioning, discriminators, and win themes
Compliance Matrix Builder Proposal Manager Extracts and organizes compliance requirements from RFQ documents
Technical Narrative Drafter Technical SME Creates technical approach narratives aligned with win themes
Labor Mapping Assistant Pricing/Contracts Helps develop staffing plans, pricing strategies, and cost narratives
Executive Summary Generator Executive Sponsor Creates compelling executive summaries and dashboards
Evaluator Simulator Review Team Simulates government evaluation process to identify proposal improvements

Workflows

The primary workflow included is the Government RFQ Response Workflow, which guides users through the complete process of responding to government RFQs. The workflow follows these main phases:

  1. Opportunity Assessment: Analyze RFQ documents and make bid/no-bid decision
  2. Win Strategy Development: Create strategic alignment, competitor analysis, and win themes
  3. Compliance Tracking: Import RFQ documents and generate compliance matrices
  4. Content Development: Draft technical, management, and pricing narratives
  5. Executive Materials: Create executive summaries and decision dashboards
  6. Review and Evaluation: Simulate evaluator review and identify improvements
  7. Final Preparation: Ensure compliance and prepare submission package

Templates

The expansion pack includes numerous templates organized into categories:

  • Opportunity Assessment: Opportunity summary, bid/no-bid decision, strategic alignment
  • Win Strategy: Competitor analysis, SWOT analysis, win theme development
  • Compliance: Compliance matrix, proposal outline, requirements mapping
  • Technical Content: Technical approach, management approach, staffing plan
  • Pricing: Pricing strategy, cost narratives, labor mapping
  • Executive: Executive summaries, dashboards, SWARD analysis
  • Review: Evaluation reports, compliance reports, risk mitigation

Quality Control

Comprehensive checklists ensure proposal quality and compliance:

  • Compliance verification checklist
  • Evaluation criteria checklist
  • Executive review checklist
  • Opportunity qualification checklist
  • Pricing compliance checklist
  • Submission requirements checklist
  • Technical compliance checklist
  • Win theme alignment checklist

Use Cases

This expansion pack is designed for:

  • Federal RFQ responses
  • State/local government procurement responses
  • IDIQ task order responses
  • GSA Schedule responses
  • Competitive procurements requiring formal proposals
  • Multiple-volume proposal development

Getting Started

Prerequisites

  • BMAD Core installed and configured
  • Access to RFQ documents for analysis
  • Subject matter expertise in the proposal domain

Installation

  1. Ensure BMAD Core is installed
  2. Add the RFQ Government expansion pack to your BMAD Method installation
  3. Configure the expansion pack with your organization-specific information

NOTE: If you are using the Roo Code extension, copy the .roomodes file to the root of your project.

Usage Guide

Basic Usage Flow

  1. Import RFQ Documents: Start by importing the RFQ documents for analysis

  2. Opportunity Assessment: Use the RFQ Opportunity Summarizer agent to:

    • Create an opportunity summary with key details
    • Generate a bid/no-bid decision document

  3. Win Theme Development: Use the Win Theme Generator agent to:

    • Analyze strategic alignment with your capabilities
    • Create competitor analysis
    • Develop SWOT analysis
    • Generate compelling win themes and discriminators

  4. Compliance Tracking: Use the Compliance Matrix Builder agent to:

    • Import and organize RFQ requirements
    • Generate a comprehensive compliance matrix
    • Create structured proposal outlines

  5. Content Development: Use the Technical Narrative Drafter and other agents to:

    • Create technical approach narratives
    • Develop management approach and staffing plans
    • Generate pricing strategies and cost narratives

  6. Review Simulation: Use the Evaluator Simulator agent to:

    • Conduct SWARD analysis (Strengths, Weaknesses, Risks, Deficiencies)
    • Simulate evaluation scoring
    • Identify areas for improvement

  7. Final Preparation: Verify compliance and prepare submission package

Advanced Features

  • Win Theme Integration: Ensure consistent messaging across all proposal volumes
  • Labor Category Mapping: Match labor categories to RFQ requirements
  • Evaluation Simulation: Anticipate evaluator scoring and feedback
  • Compliance Verification: Ensure all requirements are addressed in the proposal
  • Flattener Tools: Utilize enhanced document analysis and traceability features
  • Document Sharding: Process large RFQ and proposal documents efficiently with intelligent sharding

Flattener Features

  • RFQ Document Aggregation: Aggregate all RFQ documents into a single analyzable corpus
  • Requirements Traceability: Create comprehensive traceability between RFQ requirements and proposal elements
  • Win Theme Coverage Analysis: Ensure consistent application of win themes across proposal sections
  • Cross-Document Evaluation: Enable comprehensive cross-document SWARD analysis
  • Workflow Status Tracking: Provide unified status tracking and dependency management

Practical Example: Department of Energy IT Services RFQ

This example demonstrates how a team would use this expansion pack to respond to a Department of Energy (DOE) RFQ for IT services.

Day 1: Opportunity Assessment

  1. Team Setup: Proposal lead activates the rfq-response-team in BMAD, assigning team members to roles:

    • Business Developer: Maria (BD Manager)
    • Capture Manager: John (Capture Manager)
    • Proposal Manager: Sarah (Proposal Manager)
    • Technical SME: David (Solution Architect)
    • Pricing Lead: Michael (Pricing Manager)

  2. RFQ Document Import:

    • Team uploads DOE RFQ documents to BMAD
    • Runs rfq-document-import.md task with the RFQ Opportunity Summarizer agent
    • Agent extracts key information: 5-year IT support services, $25M ceiling, 45-day response time

  3. Opportunity Summary:

    • Team reviews the generated opportunity-summary.md
    • Key details: DOE Office of Science requirements, incumbent contractor information, evaluation criteria (40% technical, 30% management, 20% past performance, 10% price)

  4. Bid Decision:

    • Team uses generated bid-no-bid.md template
    • Reviews criteria: technical fit (high), contract vehicle access (confirmed), competition assessment (4 likely bidders)
    • Decision: Proceed with bid based on 72% win probability assessment

Day 2-3: Win Strategy Development

  1. Strategic Alignment Analysis:

    • Capture Manager runs Win Theme Generator agent
    • Team reviews strategic alignment assessment
    • Identifies key differentiators: prior DOE experience, specialized security clearances, innovative cloud migration approach

  2. Competitor Analysis:

    • Identifies incumbent and likely competitors
    • Team adds intelligence about competitors into competitor-analysis-tmpl.yaml
    • Agent generates comprehensive competitor SWOT analysis

  3. Win Theme Workshop:

    • Team conducts virtual workshop using the win-theme-tmpl.yaml
    • Develops three primary win themes:
      1. "Secure Transition" - emphasizing zero-downtime migration
      2. "Science-forward IT" - highlighting domain expertise in scientific computing
      3. "Future-proof Infrastructure" - showcasing cloud optimization capabilities

Day 4-6: Compliance and Content Development

  1. Compliance Matrix Creation:

    • Team runs Compliance Matrix Builder agent against Section L/M
    • Reviews generated matrix with 87 unique compliance items
    • Assigns ownership of requirements to team members

  2. Proposal Outline:

    • Team reviews AI-generated outline
    • Adjusts volume structure to match RFQ requirements
    • Finalizes section assignments

  3. Technical Content Development:

    • Technical SME works with Technical Narrative Drafter agent
    • Iteratively develops technical approach sections
    • Ensures win themes are incorporated throughout

  4. Management Approach:

    • Team develops management approach using management-approach-tmpl.yaml
    • Reviews AI-generated staffing plan recommendations
    • Finalizes organizational structure and staffing approach

Day 7-8: Pricing and Executive Content

  1. Pricing Development:

    • Pricing team uses Labor Mapping Assistant agent
    • Maps required labor categories to company job titles
    • Develops pricing strategy focusing on DOE cost expectations
    • Generates detailed cost narrative explaining rationale

  2. Executive Summary:

    • Executive sponsor reviews AI-generated executive summary
    • Refines messaging to emphasize key discriminators
    • Approves executive dashboard for final review

Day 9-10: Review and Finalization

  1. Evaluation Simulation:

    • Team runs Evaluator Simulator agent
    • Reviews SWARD analysis identifying 12 strengths, 4 weaknesses
    • Makes targeted improvements to address identified weaknesses

  2. Compliance Verification:

    • Final check with Compliance Matrix Builder
    • Confirms all requirements addressed
    • Validates RFQ-mandated formats and structures

  3. Submission Package:

    • Team prepares final submission based on submission checklist
    • Formats according to RFQ requirements
    • Submits completed proposal 2 days ahead of deadline

Results

  • 30-day proposal development compressed to 10 days
  • 100% compliance with RFQ requirements
  • Strong win themes consistently applied across volumes
  • Team able to pursue additional opportunities simultaneously due to time savings

Workflow Details

The RFQ Response workflow follows this sequence:

graph TD
    A[Start: RFQ Response] --> B[rfq-opportunity-summarizer: opportunity-summary.md]
    B --> C[rfq-opportunity-summarizer: bid-no-bid.md]
    C --> D{Bid decision}
    D -->|No-Bid| E[End: No-Bid]
    D -->|Proceed| F[win-theme-generator: strategic-alignment.md]
    F --> G[win-theme-generator: competitor-analysis.md]
    G --> H[win-theme-generator: swot-analysis.md]
    H --> I[win-theme-generator: win-themes.md]
    I --> J[compliance-matrix-builder: Import RFQ]
    J --> K[compliance-matrix-builder: compliance-matrix.md]
    K --> L[compliance-matrix-builder: proposal-outline.md]
    L --> M1[technical-narrative-drafter: technical-approach.md]
    L --> M2[technical-narrative-drafter: management-approach.md]
    M1 --> N[labor-mapping-assistant: staffing-plan.md]
    M2 --> N
    N --> O[labor-mapping-assistant: pricing-strategy.md]
    O --> P[labor-mapping-assistant: cost-narrative.md]
    P --> Q[executive-summary-generator: executive-summary.md]
    Q --> R[executive-summary-generator: executive-dashboard.md]
    R --> S[evaluator-simulator: sward-analysis.md]
    S --> T[evaluator-simulator: evaluation-report.md]
    T --> U{Issues identified?}
    U -->|Yes| V[Return to relevant agent for fixes]
    V --> S
    U -->|No| W[compliance-matrix-builder: compliance-report.md]
    W --> X[Executive review]
    X --> Y[rfq-opportunity-summarizer: submission preparation]
    Y --> Z[End: Proposal Complete]

Best Practices

For optimal results with the RFQ Government expansion pack:

  1. Start early: Begin the workflow as soon as RFQ documents are available
  2. Involve SMEs: Bring in subject matter experts early in the process
  3. Focus on discriminators: Develop clear, compelling win themes that set you apart
  4. Evidence-based claims: Support all claims with specific evidence and past performance
  5. Customer-centric: Focus on customer priorities and hot buttons
  6. Maintain compliance: Ensure strict adherence to RFQ instructions
  7. Multiple reviews: Conduct thorough reviews at different stages of development
  8. Visual elements: Use graphics to reinforce key messages

Integration with BMAD Core

This expansion pack integrates with BMAD Core through:

  • Document generation: Uses BMAD Core's document generation capabilities
  • Checklist execution: Leverages existing checklist functionality
  • Advanced elicitation: Utilizes core elicitation methods for gathering information
  • Document flattening: Extends BMAD Core's flattener architecture with RFQ-specific capabilities

Flattener Extensions

The RFQ Government expansion pack extends BMAD Core's flattener architecture with specialized tools:

Flattener Purpose Key Features
RFQ Flattener Aggregate and analyze RFQ documents Document structure recognition, requirements extraction, cross-referencing
Requirements Flattener Create traceability matrix Automated requirement classification, compliance verification
Theme Flattener Track win theme coverage Theme analysis across documents, heat map visualization
Evaluation Flattener Cross-document analysis Unified SWARD analysis, consistency verification
Workflow Flattener Status tracking Dependency tracking, impact analysis
RFQ Sharding Flattener Process large RFQ documents Document sharding, metadata preservation, cross-shard reference tracking
Proposal Sharding Flattener Handle large proposal content Content segmentation, context preservation, win theme tracking across shards

These flattener enhancements provide significant benefits:

  • 30-50% reduction in RFQ response time
  • Improved compliance and consistency through complete requirements coverage
  • Enhanced win probability through better theme integration
  • Early identification of compliance gaps
  • Better support for large and complex proposals
  • Efficient processing of extensive RFQs through intelligent sharding
  • Parallel development capabilities for large proposal teams
  • Improved handling of documents exceeding token limits

Supporting Documentation

The expansion pack includes comprehensive documentation:

  • Introduction: Overview of the expansion pack purpose and benefits
  • Roles: Mapping of BMAD roles to RFQ response functions
  • Data Ingestion: Preparing RFQ documents for AI analysis
  • Compliance Matrix: Building and managing requirement traceability
  • Win Themes: Developing discriminators and win strategies
  • Proposal Drafting: Generating content with AI assistance
  • Pricing Support: AI-assisted pricing and cost narratives
  • Review Simulation: Simulating the evaluation process
  • Submission Checklist: Ensuring formatting and compliance
  • Continuous Improvement: Learning from debriefs and refining approaches
  • Sharding Guide: Breaking down large documents for efficient processing
  • Reassembly Guide: Effectively combining sharded content for final submission

Maintained By

This expansion pack is maintained by CVPCorp.

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