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tender compliance matrix
Extracts RFP requirements and audits draft responses for compliance, exclusion risks, and scoring gaps.
$5
tender compliance matrix
Example session with this skill installed
Extract requirements from call_for_proposals.txt and check my draft_response.docx for any exclusion risks or missing scoring criteria.
- Read your context and instructions
- Compiled the tender compliance matrix
I have processed the call for proposals and audited your draft. The extraction identified 24 distinct requirements, including 3 high-priority exclusion clauses. While your draft covers most technical aspects, there is an exclusion risk regarding the formatting of the financial annex.
Compliance check · Horizon Grant 2024 · ⚠️ 3 gaps
Exclusion risks:
REQ-004 (Page 12): Financial tables must use the template in Annex III. Your draft currently uses a custom table format.
- REQ-012 (Page 5): Digital signature must be PAdES compliant. Ensure the final PDF is not just a scan.
Deadline: October 15, 2024, 17:00 CET via the Funding & Tenders Portal.
| Status | n |
|---|---|
| Covered | 18 |
| Partial | 2 |
| Missing | 1 |
| Checklist | 3 |
Biggest gaps:
- CRIT-02 (Impact): The "Dissemination Plan" is missing the specific KPIs required on page 22 (15 points at stake).
CRIT-05 (Management): Risk assessment table lacks a mitigation strategy for "consortium breakup" (10 points at stake).
Documents to prepare:
- Signed Declaration of Honour (Annex I)
- Technical Description (Part B)
- Detailed Budget Table (Annex III)
- SME Self-assessment (if applicable)
The compliance matrix has been generated
tender-output/compliance-matrix.xlsxtender-output/compliance-matrix.html
Next steps
- Update the financial table to match the Annex III template to remove the exclusion risk.
- Draft the missing Dissemination Plan KPIs using the wording from page 22 of the call.
- Re-run the match command once the new sections are integrated to verify coverage.
Connects securely to your tools. The creator never sees your data.
About this skill
Public tenders and grant applications are won or lost on technicalities. Missing a single mandatory document or exceeding a page limit can trigger immediate exclusion. This skill automates the extraction of strict requirements from RFP documents and audits your draft response for compliance gaps.
What it does
- Requirement extraction identifies obligations, eligibility criteria, and exclusion clauses from PDF, DOCX, or text calls.
- Compliance mapping generates a matrix linking specific call requirements to sections in your draft response.
- Exclusion risk detection flags high-priority items like missing signatures, deadline formats, and mandatory attachments.
- Scoring analysis highlights gaps in areas with high point allocations to maximize evaluation scores.
- Reporting produces Excel and HTML matrices for team coordination and project management.
How it works
- Extract text from the call for tenders and its annexes, ensuring page numbers are preserved for traceability.
- Run extraction to identify "shall/must" statements, deadlines, and page limits using the provided Python utility.
- Run matching to compare your draft response against the extracted requirements, identifying keyword overlaps.
- Final audit where the agent reviews the draft to confirm substantive compliance beyond simple keyword matching.
Frameworks & tools
Uses a Python 3.8+ script (standard library only) for text processing and matrix generation. Compatible with DOCX, TXT, and MD formats.
Why this beats prompting it yourself
Manual prompting often misses obscure exclusion clauses hidden in footnotes or annexes. This skill uses a systematic extraction script to ensure 100% coverage of the text before applying AI reasoning to judge the quality of the answers.
Use cases
- Grant writing to ensure all eligibility criteria and mandatory attachments are addressed.
- Public procurement to avoid exclusion risks in complex government RFPs.
- Quality assurance for consulting teams managing high-volume proposal pipelines.
- Scoring optimization to ensure high-value evaluation criteria are prominently featured.
Known limitations
This tool is a working aid, not legal advice. Scanned PDFs require OCR before processing. The initial matching is keyword-based and requires manual agent review for final accuracy.
How to use
Skills on Agensi run inside your AI agent. Copy the prompt, paste it into your agent, and it connects to Agensi and installs this skill for you. If a payment is needed, your agent shows it to you first.
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