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RFP Analysis

Project Management

RFP Analysis

This AI RFP analyst agent task processes and analyses Request for Proposal documents to extract strategic insights. The task configuration outlines how to:

  • Generate comprehensive summaries of RFP documentation

  • Extract and structure key project requirements and specifications

  • Identify evaluation criteria and scoring methodologies

  • Track critical deadlines and milestone dates

  • Analyse qualification requirements and compliance needs

  • Assess potential risks and competitive opportunities

  • Highlight strategic differentiators and bid focus areas

  • Flag information gaps and ambiguities


As a modular task, it integrates with proposal management and CRM systems, enabling AI agents to execute systematic RFP analysis within existing bid preparation workflows. The task specification includes outputs for requirement extraction, strategic analysis, and competitive positioning, adaptable across various industries and proposal types. The system supports customisation for sector-specific terminology and compliance frameworks, ensuring precise and relevant analysis for each bid opportunity.

Example outputs:

"response": {
    "rfp_summary": "The City of Metropolis is seeking proposals for a comprehensive upgrade of its public transportation system. The project involves modernizing infrastructure, improving efficiency, reducing environmental impact, and enhancing user experience. Key components include upgrading bus and train fleets, implementing real-time tracking and information systems, developing a mobile application, installing smart ticketing systems, improving accessibility, and integrating sustainable energy solutions. The project budget is estimated at £500 million over 5 years.",
    "key_requirements": "1. Fleet Upgrade: Replace 50% of diesel buses with electric or hydrogen-powered vehicles, retrofit remaining buses, and upgrade train carriages.\n2. Smart Systems: Implement GPS-based real-time tracking, develop a centralized control system, and install digital information displays.\n3. Mobile Application: Create a user-friendly app for iOS and Android with real-time updates, journey planning, and mobile ticketing.\n4. Ticketing System: Implement contactless payment systems and introduce smart cards with automatic top-up capabilities.\n5. Accessibility Improvements: Upgrade stations and vehicles to meet latest standards and implement audio and visual announcement systems.\n6. Sustainability: Integrate renewable energy sources and implement energy-efficient systems.",
    "evaluation_criteria": [
      "Technical merit and innovation (30%)",
      "Cost-effectiveness and value for money (25%)",
      "Implementation timeline and project management approach (20%)",
      "Environmental sustainability (15%)",
      "Company experience and qualifications (10%)"
    ],
    "deadlines": [
      "RFP Issue Date: 1 August 2024",
      "Bidders Conference: 15 August 2024",
      "Deadline for Questions: 31 August 2024",
      "Proposal Submission Deadline: 30 September 2024",
      "Shortlist Announcement: 31 October 2024",
      "Final Presentation and Interviews: 15-20 November 2024",
      "Contract Award: 15 December 2024",
      "Project Commencement: 1 February 2025"
    ],
    "risks": [
      "Tight timeline for project implementation",
      "Complex integration of multiple systems and technologies",
      "Potential challenges in meeting sustainability goals",
      "Requirement for local office establishment within 3 months of contract award",
      "Need to comply with City of Metropolis Sustainable Procurement Policy"