Proposal & Fee Agents

SOQ, RFQ and RFP responses, SF330 forms, scopes of services and fee builds, as prime or on an architect's submission.

Proposals Assembled From Current Content

Responses, Scopes And Fees Built From What The Firm Already Knows

A firm answering many solicitations at once keeps its best material in different places: resumes in one folder, project sheets in another, scope language in the last proposal that happened to win. Each response gets assembled by hand, compliance requirements get checked late, and fee builds start from a blank sheet.

This agent does the assembly. It reads the solicitation, builds a compliance matrix, drafts the response from a current content library, fills SF330 forms and project sheets from the firm's records, and proposes a scope of services and fee from the firm's own hours on comparable projects. It covers submissions as prime and submissions on an architect's team. The principal in charge decides what the firm offers and at what fee, and a named reviewer checks each draft before it goes out.

A principal engineer going through a printed fee letter with a pen while a project manager stands beside her looking at the same page
Contents Of A Proposal Pack

Matrices, Responses, SF330 Forms, Scopes And Fee Builds

How A Proposal Is Assembled

From Solicitation To A Reviewed Submission

1

Connect to the group's platforms and records

We connect the agent to the firm's content library, past proposals and project records, once your IT and security reviewers approve.

2

Draft, check and flag

The agent builds the matrix and draft response, and flags every requirement it could not match and every claim it could not confirm.

3

A named engineer reviews and the record feeds the next project

The principal and proposal team review and decide. Accepted language returns to the content library for the next response.

Examples From Proposal Teams

Four Proposals Where An Agent Helps

An SF330 for a federal courthouse

A proposal coordinator prepares an SF330 as prime. The agent fills the project sheets and resumes from the firm's records across mechanical, electrical, plumbing, structural and fire protection. The principal confirms each entry before submission.

An RFQ response on an architect's team

A marketing director is asked to supply the engineering section of a hospital submission led by an architect. The agent drafts it from the content library and the architect's template. The principal in charge decides what the firm offers.

A scope and fee for a data center

A project manager scopes a mission-critical facility. The agent drafts the scope and a fee build by phase from the firm's own hours on comparable work. The principal sets the fee.

A compliance matrix for a university RFP

A proposal team receives a long solicitation for a science building. The agent lists each requirement and where the draft meets it. The pursuit lead decides how to close each gap.

Questions About Proposals And Fees

Who Decides What Is Offered?

Which platforms does it work with?

It reads your content library, past proposals and project records in the platforms your teams run, such as Cosential, HubSpot, SharePoint or Deltek Vantagepoint, as your IT and security reviewers approve.

Does the agent set the fee?

No. It drafts a build from the firm's own hours on comparable work. The principal in charge decides the scope and the fee.

Who reviews what goes out?

A reviewer your firm names checks each draft, and the principal approves the submission. Resumes and project sheets are confirmed by the people they describe.

Does it work for submissions as prime and on an architect's team?

Yes. Both roles are written into the instructions, including different formats for each.

How does it extend across offices and sectors?

One office or sector goes first. The same content library and instructions are then extended to others as your leadership decides.

Who owns the content library?

The library, templates and instructions written for your firm are yours. Project data stays under the terms of the Claude plan your firm chooses, reviewed with your IT lead before connection.

Which group would you start with?

Tell us which office or sector should go first and where proposals get assembled by hand today. We will describe how an agent would be set up.

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