rfp_qualifier
RFP Qualifier
Main pipequalify_rfp
Method Flowchart
Bundle Files
Select a file to view its contents
METHODS.toml
METHODS.toml
[package]
name = "rfp_qualifier"
display_name = "RFP Qualifier"
address = "github.com/pipelex/methods"
version = "0.1.2"
description = "# RFP Qualifier\n\nAn end-to-end RFP qualification pipeline that automates the evaluation of tender documents against company capabilities and produces a go/no-go recommendation.\n\n## What it does\n\nGiven an **RFP document** and a **company capabilities document**, this method:\n\n1. **Extracts** both documents in parallel into readable pages.\n2. **Parses requirements** from the RFP into a structured list of `RFPRequirement[]`, each classified by category (technical, functional, organizational, financial, legal, compliance) and priority (mandatory, important, desirable).\n3. **Assesses each requirement** individually against the company's capabilities using a `PipeBatch`, producing a `CapabilityMatch` with match level, evidence, gap description, and effort to close.\n4. **Builds a qualification matrix** synthesizing all assessments into an overall `QualificationMatrix` with go/no-go recommendation, match breakdown, critical gaps, key strengths, and win probability.\n5. **Generates an executive summary** — a concise, actionable `BidSummary` structured for leadership decision-making.\n\n## Concepts\n\n- **RFPRequirement**: A single requirement with title, description, category, and priority.\n- **CapabilityMatch**: Assessment of how well the company meets a single requirement.\n- **QualificationMatrix**: Aggregated go/no-go assessment with match counts, gaps, strengths, and win probability.\n- **BidSummary**: Executive summary with recommendation and key decision factors."
license = "MIT"
authors = ["Evotis S.A.S"]
main_pipe = "qualify_rfp"
[exports.rfp_qualification]
pipes = ["qualify_rfp", "extract_documents", "parse_requirements", "assess_all_requirements", "build_qualification_matrix", "generate_executive_summary"]
Install
$
npx mthds install https://github.com/pipelex/methods --method rfp_qualifierRun
$
npx mthds run method rfp_qualifierRFP Qualifier
An end-to-end RFP qualification pipeline that automates the evaluation of tender documents against company capabilities and produces a go/no-go recommendation.
What it does
Given an RFP document and a company capabilities document, this method:
- Extracts both documents in parallel into readable pages.
- Parses requirements from the RFP into a structured list of
RFPRequirement[], each classified by category (technical, functional, organizational, financial, legal, compliance) and priority (mandatory, important, desirable). - Assesses each requirement individually against the company's capabilities using a
PipeBatch, producing aCapabilityMatchwith match level, evidence, gap description, and effort to close. - Builds a qualification matrix synthesizing all assessments into an overall
QualificationMatrixwith go/no-go recommendation, match breakdown, critical gaps, key strengths, and win probability. - Generates an executive summary — a concise, actionable
BidSummarystructured for leadership decision-making.
Concepts
- RFPRequirement: A single requirement with title, description, category, and priority.
- CapabilityMatch: Assessment of how well the company meets a single requirement.
- QualificationMatrix: Aggregated go/no-go assessment with match counts, gaps, strengths, and win probability.
- BidSummary: Executive summary with recommendation and key decision factors.
Exports
rfp_qualification
qualify_rfpextract_documentsparse_requirementsassess_all_requirementsbuild_qualification_matrixgenerate_executive_summary