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compliance

Understanding the compliance matrix

The compliance matrix is your proposal's traceability ledger. Every requirement from Section L and every evaluation factor from Section M gets one row. Every row points to where you address it in the proposal. This is the deliverable evaluators wish every proposal had.

Where it lives

After you upload an RFP, the matrix is auto-built and lives on the Compliance tab of the RFP detail page. Each row has:

  • Source (Section L paragraph or Section M factor)
  • Requirement text (the literal "shall" statement or eval factor)
  • Type (instruction, evaluation, FAR clause, attachment)
  • Status (not started, in progress, ready for review, approved, n/a)
  • Owner (person on your team responsible)
  • Response location (paragraph in your draft proposal)
  • Notes (anything you want to track)

Status workflow

  1. Not started — auto-set when parsed
  2. In progress — assigned and being addressed
  3. Ready for review — author submits for QA
  4. Approved — capture lead signs off
  5. Non-compliant — gap acknowledged but accepted
  6. N/A — does not apply (rare; document why)

Compliance score

The percentage at the top of the matrix is the share of items in "approved" or "n/a" status. A 100% compliance score is the minimum bar before submission.

Exporting

The matrix exports as part of any proposal PDF/DOCX (toggleable in the export dialog). For agencies that require it as a standalone deliverable, you can export just the matrix as Excel from the matrix toolbar.

Pro patterns

  • Assign by section, not by person. One owner per Section L paragraph keeps reviews clean.
  • Use "n/a" sparingly. Always document why an item doesn't apply — evaluators will check.
  • Final-review pass should hit 100%. If anything is "in progress" 24 hours before submission, it's a risk.