Use case
Pick the staff and projects for an RFP response
Ask RFPM Agent recommends the staff and projects for a pursuit, with the records behind each. Your team makes the selection. The resumes, project sheets, and first draft follow from it.
- What it does
- Matches a solicitation's requirements against your staff profiles and project records and recommends a team and example projects, with the evidence
- What it does not do
- Decide. A person keeps, changes, and confirms the selection; nothing joins a pursuit without that
- Best for
- AEC firms of 15 to 200 staff selected on qualifications: who has done this before, for whom, how recently
The question every pursuit starts with
Before anyone writes a word, someone has to answer: which of our people and which of our projects are the strongest evidence for this solicitation? In most firms the answer lives in a few heads and the last submittal. Projects finished last quarter, staff who moved between offices, and registrations earned since the last pursuit are the ones that get missed.
The cost is not only time. A resume that omits the one project the evaluator was looking for, or an example project that does not match the work category, loses points the narrative cannot win back.
How the recommendation works
Four steps, the last one yours. Pick a step to follow it through, or wait for the selection and make it yourself.
The solicitation sits on the pursuit. Ask RFPM Agent reads it for work categories, required registrations, minimum experience, agency, geography, and the evaluation criteria.
Staff profiles carry registrations by state, certifications, and every project role. Project records carry scope, client, contract value, delivery method, dates, and the staff who worked on them. The match runs on that data, not on the text of old proposals.
For each requirement: the people and projects that fit and the records that show it. A requirement with nothing on file is marked as needed, not filled.
The proposal lead keeps, swaps, or adds people and projects and confirms the selection. Only then are the tailored resumes and project sheets generated.
County on-call transportation SOQ
One confirmed team, three documents
The selected people and projects belong to the pursuit. Everything generated next draws on those records, so the same engineer is described the same way on every page.
Selected team
2 key people, 3 example projects, confirmed by the proposal lead
Tailored resumes
In the firm's own Word or InDesign template, an SOQ layout, or SF330 Section E, each built around the projects chosen for this pursuit.
Resume managementProject experience sheets
For SOQ, state DOT, and SF330 Section F formats, from the selected project records.
Project sheetsA first draft in your template
RFPM writes the first draft in your template, suggests the people and projects, and your team reviews and edits.
Ask RFPM Agent
Frequently asked questions
- Does RFPM pick the team and projects automatically?
- No. Ask RFPM Agent recommends them. It reads the solicitation, matches the requirements against the firm's staff profiles and project records, and proposes the people and past projects that fit, with the records behind each recommendation. A person reviews the list, keeps or changes it, and confirms the selection before any resume or project sheet is generated. Nothing is added to a pursuit without that confirmation.
- What does the recommendation match on?
- Whatever the solicitation asks for and the records contain: discipline, project type, agency or client, geography, contract value, delivery method, the role a person held on a project, registrations by state and certifications, and recency. The evidence is the firm's own structured data, not general web content. A requirement with nothing on file is marked as needed rather than filled.
- Which firms is this built for?
- AEC firms of 15 to 200 staff that are selected on qualifications: civil, transportation, water, and multidiscipline engineering firms and construction management consultants responding to SOQs, RFQs, state DOT prequalification, on-call contracts, and SF330s. It is not a general RFP tool for software, IT, or other firms outside architecture, engineering, and construction.
- What happens after the selection?
- The selected people and projects belong to the pursuit. Resumes generate in the firm's own Word or InDesign template, SOQ formats, or SF330 Section E, and project experience sheets generate for SOQ, state DOT, and SF330 Section F formats, each tailored to the projects and qualifications chosen for this pursuit. The pursuit record keeps the team, the selected projects, reviewer comments, and open items in one place.
- Does it write the proposal?
- RFPM writes the first draft in your template, suggests the people and projects, and your team reviews and edits. Ask RFPM Agent also drafts individual sections grounded in the firm's records, with sources. A person edits, approves, and submits.
Start a pilot
Bring a real submittal. We will run it on your data.
Thirty minutes on a pursuit your team is chasing this quarter. You will see the resumes and project sheets come out of your own records. If the fit is not there, we will tell you.
Prefer email? hello@rfpm.ai