369 lines
18 KiB
Markdown
369 lines
18 KiB
Markdown
# BMAD RFQ Government Response Pack
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## Overview
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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.
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This expansion pack leverages the BMAD Method's role-based orchestration to streamline the complex process of responding to government solicitations, particularly focusing on:
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- **Proposal compliance** with Section L (Instructions) and Section M (Evaluation Criteria)
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- **Win theme development** and competitive positioning
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- **Technical and management narrative creation**
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- **Price/cost strategy and justification**
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- **Proposal review and evaluation simulation**
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## Key Benefits
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- **Speed**: Draft compliant proposal volumes within hours instead of days or weeks
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- **Consistency**: Apply standardized templates, tone, and win themes across all proposal sections
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- **Compliance**: Automatically map RFQ requirements into structured response matrices
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- **Insight**: Simulate evaluator scoring and highlight weaknesses before submission
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- **Scalability**: Support multiple simultaneous RFQ responses without overloading proposal teams
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- **Continuous Improvement**: Learn from debriefs and refine templates/workflows over time
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## Components
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### Specialized Agents
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The expansion pack includes the following specialized AI agents:
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| Agent | Role | Primary Function |
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| --------------------------- | ------------------ | ------------------------------------------------------------------------------------------ |
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| RFQ Opportunity Summarizer | Business Developer | Analyzes RFQ documents and creates opportunity summaries and bid/no-bid decision materials |
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| Win Theme Generator | Capture Manager | Develops competitive positioning, discriminators, and win themes |
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| Compliance Matrix Builder | Proposal Manager | Extracts and organizes compliance requirements from RFQ documents |
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| Technical Narrative Drafter | Technical SME | Creates technical approach narratives aligned with win themes |
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| Labor Mapping Assistant | Pricing/Contracts | Helps develop staffing plans, pricing strategies, and cost narratives |
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| Executive Summary Generator | Executive Sponsor | Creates compelling executive summaries and dashboards |
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| Evaluator Simulator | Review Team | Simulates government evaluation process to identify proposal improvements |
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### Workflows
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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:
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1. **Opportunity Assessment**: Analyze RFQ documents and make bid/no-bid decision
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2. **Win Strategy Development**: Create strategic alignment, competitor analysis, and win themes
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3. **Compliance Tracking**: Import RFQ documents and generate compliance matrices
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4. **Content Development**: Draft technical, management, and pricing narratives
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5. **Executive Materials**: Create executive summaries and decision dashboards
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6. **Review and Evaluation**: Simulate evaluator review and identify improvements
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7. **Final Preparation**: Ensure compliance and prepare submission package
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### Templates
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The expansion pack includes numerous templates organized into categories:
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- **Opportunity Assessment**: Opportunity summary, bid/no-bid decision, strategic alignment
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- **Win Strategy**: Competitor analysis, SWOT analysis, win theme development
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- **Compliance**: Compliance matrix, proposal outline, requirements mapping
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- **Technical Content**: Technical approach, management approach, staffing plan
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- **Pricing**: Pricing strategy, cost narratives, labor mapping
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- **Executive**: Executive summaries, dashboards, SWARD analysis
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- **Review**: Evaluation reports, compliance reports, risk mitigation
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### Quality Control
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Comprehensive checklists ensure proposal quality and compliance:
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- Compliance verification checklist
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- Evaluation criteria checklist
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- Executive review checklist
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- Opportunity qualification checklist
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- Pricing compliance checklist
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- Submission requirements checklist
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- Technical compliance checklist
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- Win theme alignment checklist
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## Use Cases
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This expansion pack is designed for:
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- Federal RFQ responses
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- State/local government procurement responses
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- IDIQ task order responses
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- GSA Schedule responses
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- Competitive procurements requiring formal proposals
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- Multiple-volume proposal development
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## Getting Started
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### Prerequisites
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- BMAD Core installed and configured
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- Access to RFQ documents for analysis
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- Subject matter expertise in the proposal domain
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### Installation
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1. Ensure BMAD Core is installed
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2. Add the RFQ Government expansion pack to your BMAD Method installation
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3. Configure the expansion pack with your organization-specific information
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**NOTE:** If you are using the Roo Code extension, copy the `.roomodes` file to the root of your project.
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## Usage Guide
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### Basic Usage Flow
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1. **Import RFQ Documents**: Start by importing the RFQ documents for analysis
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2. **Opportunity Assessment**: Use the RFQ Opportunity Summarizer agent to:
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- Create an opportunity summary with key details
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- Generate a bid/no-bid decision document
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3. **Win Theme Development**: Use the Win Theme Generator agent to:
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- Analyze strategic alignment with your capabilities
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- Create competitor analysis
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- Develop SWOT analysis
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- Generate compelling win themes and discriminators
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4. **Compliance Tracking**: Use the Compliance Matrix Builder agent to:
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- Import and organize RFQ requirements
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- Generate a comprehensive compliance matrix
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- Create structured proposal outlines
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5. **Content Development**: Use the Technical Narrative Drafter and other agents to:
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- Create technical approach narratives
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- Develop management approach and staffing plans
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- Generate pricing strategies and cost narratives
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6. **Review Simulation**: Use the Evaluator Simulator agent to:
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- Conduct SWARD analysis (Strengths, Weaknesses, Risks, Deficiencies)
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- Simulate evaluation scoring
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- Identify areas for improvement
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7. **Final Preparation**: Verify compliance and prepare submission package
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### Advanced Features
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- **Win Theme Integration**: Ensure consistent messaging across all proposal volumes
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- **Labor Category Mapping**: Match labor categories to RFQ requirements
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- **Evaluation Simulation**: Anticipate evaluator scoring and feedback
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- **Compliance Verification**: Ensure all requirements are addressed in the proposal
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- **Flattener Tools**: Utilize enhanced document analysis and traceability features
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- **Document Sharding**: Process large RFQ and proposal documents efficiently with intelligent sharding
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#### Flattener Features
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- **RFQ Document Aggregation**: Aggregate all RFQ documents into a single analyzable corpus
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- **Requirements Traceability**: Create comprehensive traceability between RFQ requirements and proposal elements
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- **Win Theme Coverage Analysis**: Ensure consistent application of win themes across proposal sections
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- **Cross-Document Evaluation**: Enable comprehensive cross-document SWARD analysis
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- **Workflow Status Tracking**: Provide unified status tracking and dependency management
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## Practical Example: Department of Energy IT Services RFQ
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This example demonstrates how a team would use this expansion pack to respond to a Department of Energy (DOE) RFQ for IT services.
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### Day 1: Opportunity Assessment
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1. **Team Setup**: Proposal lead activates the **rfq-response-team** in BMAD, assigning team members to roles:
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- Business Developer: Maria (BD Manager)
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- Capture Manager: John (Capture Manager)
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- Proposal Manager: Sarah (Proposal Manager)
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- Technical SME: David (Solution Architect)
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- Pricing Lead: Michael (Pricing Manager)
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2. **RFQ Document Import**:
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- Team uploads DOE RFQ documents to BMAD
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- Runs `rfq-document-import.md` task with the **RFQ Opportunity Summarizer** agent
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- Agent extracts key information: 5-year IT support services, $25M ceiling, 45-day response time
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3. **Opportunity Summary**:
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- Team reviews the generated `opportunity-summary.md`
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- Key details: DOE Office of Science requirements, incumbent contractor information, evaluation criteria (40% technical, 30% management, 20% past performance, 10% price)
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4. **Bid Decision**:
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- Team uses generated `bid-no-bid.md` template
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- Reviews criteria: technical fit (high), contract vehicle access (confirmed), competition assessment (4 likely bidders)
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- Decision: Proceed with bid based on 72% win probability assessment
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### Day 2-3: Win Strategy Development
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1. **Strategic Alignment Analysis**:
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- Capture Manager runs **Win Theme Generator** agent
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- Team reviews strategic alignment assessment
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- Identifies key differentiators: prior DOE experience, specialized security clearances, innovative cloud migration approach
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2. **Competitor Analysis**:
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- Identifies incumbent and likely competitors
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- Team adds intelligence about competitors into competitor-analysis-tmpl.yaml
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- Agent generates comprehensive competitor SWOT analysis
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3. **Win Theme Workshop**:
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- Team conducts virtual workshop using the win-theme-tmpl.yaml
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- Develops three primary win themes:
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1. "Secure Transition" - emphasizing zero-downtime migration
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2. "Science-forward IT" - highlighting domain expertise in scientific computing
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3. "Future-proof Infrastructure" - showcasing cloud optimization capabilities
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### Day 4-6: Compliance and Content Development
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1. **Compliance Matrix Creation**:
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- Team runs **Compliance Matrix Builder** agent against Section L/M
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- Reviews generated matrix with 87 unique compliance items
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- Assigns ownership of requirements to team members
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2. **Proposal Outline**:
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- Team reviews AI-generated outline
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- Adjusts volume structure to match RFQ requirements
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- Finalizes section assignments
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3. **Technical Content Development**:
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- Technical SME works with **Technical Narrative Drafter** agent
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- Iteratively develops technical approach sections
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- Ensures win themes are incorporated throughout
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4. **Management Approach**:
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- Team develops management approach using management-approach-tmpl.yaml
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- Reviews AI-generated staffing plan recommendations
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- Finalizes organizational structure and staffing approach
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### Day 7-8: Pricing and Executive Content
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1. **Pricing Development**:
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- Pricing team uses **Labor Mapping Assistant** agent
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- Maps required labor categories to company job titles
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- Develops pricing strategy focusing on DOE cost expectations
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- Generates detailed cost narrative explaining rationale
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2. **Executive Summary**:
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- Executive sponsor reviews AI-generated executive summary
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- Refines messaging to emphasize key discriminators
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- Approves executive dashboard for final review
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### Day 9-10: Review and Finalization
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1. **Evaluation Simulation**:
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- Team runs **Evaluator Simulator** agent
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- Reviews SWARD analysis identifying 12 strengths, 4 weaknesses
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- Makes targeted improvements to address identified weaknesses
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2. **Compliance Verification**:
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- Final check with **Compliance Matrix Builder**
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- Confirms all requirements addressed
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- Validates RFQ-mandated formats and structures
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3. **Submission Package**:
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- Team prepares final submission based on submission checklist
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- Formats according to RFQ requirements
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- Submits completed proposal 2 days ahead of deadline
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### Results
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- 30-day proposal development compressed to 10 days
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- 100% compliance with RFQ requirements
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- Strong win themes consistently applied across volumes
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- Team able to pursue additional opportunities simultaneously due to time savings
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## Workflow Details
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The RFQ Response workflow follows this sequence:
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```mermaid
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graph TD
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A[Start: RFQ Response] --> B[rfq-opportunity-summarizer: opportunity-summary.md]
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B --> C[rfq-opportunity-summarizer: bid-no-bid.md]
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C --> D{Bid decision}
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D -->|No-Bid| E[End: No-Bid]
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D -->|Proceed| F[win-theme-generator: strategic-alignment.md]
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F --> G[win-theme-generator: competitor-analysis.md]
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G --> H[win-theme-generator: swot-analysis.md]
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H --> I[win-theme-generator: win-themes.md]
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I --> J[compliance-matrix-builder: Import RFQ]
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J --> K[compliance-matrix-builder: compliance-matrix.md]
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K --> L[compliance-matrix-builder: proposal-outline.md]
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L --> M1[technical-narrative-drafter: technical-approach.md]
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L --> M2[technical-narrative-drafter: management-approach.md]
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M1 --> N[labor-mapping-assistant: staffing-plan.md]
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M2 --> N
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N --> O[labor-mapping-assistant: pricing-strategy.md]
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O --> P[labor-mapping-assistant: cost-narrative.md]
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P --> Q[executive-summary-generator: executive-summary.md]
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Q --> R[executive-summary-generator: executive-dashboard.md]
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R --> S[evaluator-simulator: sward-analysis.md]
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S --> T[evaluator-simulator: evaluation-report.md]
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T --> U{Issues identified?}
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U -->|Yes| V[Return to relevant agent for fixes]
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V --> S
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U -->|No| W[compliance-matrix-builder: compliance-report.md]
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W --> X[Executive review]
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X --> Y[rfq-opportunity-summarizer: submission preparation]
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Y --> Z[End: Proposal Complete]
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```
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## Best Practices
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For optimal results with the RFQ Government expansion pack:
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1. **Start early**: Begin the workflow as soon as RFQ documents are available
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2. **Involve SMEs**: Bring in subject matter experts early in the process
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3. **Focus on discriminators**: Develop clear, compelling win themes that set you apart
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4. **Evidence-based claims**: Support all claims with specific evidence and past performance
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5. **Customer-centric**: Focus on customer priorities and hot buttons
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6. **Maintain compliance**: Ensure strict adherence to RFQ instructions
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7. **Multiple reviews**: Conduct thorough reviews at different stages of development
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8. **Visual elements**: Use graphics to reinforce key messages
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## Integration with BMAD Core
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This expansion pack integrates with BMAD Core through:
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- **Document generation**: Uses BMAD Core's document generation capabilities
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- **Checklist execution**: Leverages existing checklist functionality
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- **Advanced elicitation**: Utilizes core elicitation methods for gathering information
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- **Document flattening**: Extends BMAD Core's flattener architecture with RFQ-specific capabilities
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### Flattener Extensions
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The RFQ Government expansion pack extends BMAD Core's flattener architecture with specialized tools:
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| Flattener | Purpose | Key Features |
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| **RFQ Flattener** | Aggregate and analyze RFQ documents | Document structure recognition, requirements extraction, cross-referencing |
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| **Requirements Flattener** | Create traceability matrix | Automated requirement classification, compliance verification |
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| **Theme Flattener** | Track win theme coverage | Theme analysis across documents, heat map visualization |
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| **Evaluation Flattener** | Cross-document analysis | Unified SWARD analysis, consistency verification |
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| **Workflow Flattener** | Status tracking | Dependency tracking, impact analysis |
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| **RFQ Sharding Flattener** | Process large RFQ documents | Document sharding, metadata preservation, cross-shard reference tracking |
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| **Proposal Sharding Flattener** | Handle large proposal content | Content segmentation, context preservation, win theme tracking across shards |
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These flattener enhancements provide significant benefits:
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- 30-50% reduction in RFQ response time
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- Improved compliance and consistency through complete requirements coverage
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- Enhanced win probability through better theme integration
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- Early identification of compliance gaps
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- Better support for large and complex proposals
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- Efficient processing of extensive RFQs through intelligent sharding
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- Parallel development capabilities for large proposal teams
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- Improved handling of documents exceeding token limits
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## Supporting Documentation
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The expansion pack includes comprehensive documentation:
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- **Introduction**: Overview of the expansion pack purpose and benefits
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- **Roles**: Mapping of BMAD roles to RFQ response functions
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- **Data Ingestion**: Preparing RFQ documents for AI analysis
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- **Compliance Matrix**: Building and managing requirement traceability
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- **Win Themes**: Developing discriminators and win strategies
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- **Proposal Drafting**: Generating content with AI assistance
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- **Pricing Support**: AI-assisted pricing and cost narratives
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- **Review Simulation**: Simulating the evaluation process
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- **Submission Checklist**: Ensuring formatting and compliance
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- **Continuous Improvement**: Learning from debriefs and refining approaches
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- **Sharding Guide**: Breaking down large documents for efficient processing
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- **Reassembly Guide**: Effectively combining sharded content for final submission
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## Maintained By
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This expansion pack is maintained by CVPCorp.
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---
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_Powered by BMAD™ Core_
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