Resource hub

Public RFP review workflow from intake to handoff.

A practical public RFP review workflow covering intake, requirements, deadlines, risks, clarifying questions, kickoff, drafting, and export handoff.

Practical explanation

Use this hub as a practical map for reviewing public and unclassified solicitation packages before drafting starts.

Intake starts with confirming the package is public and unclassified.

Requirements review turns instructions, attachments, and forms into reviewable rows.

Deadline review captures dates, time zones, delivery methods, and owners.

Risk review flags conflicts, missing attachments, ambiguous scope, and human decision points.

Clarifying questions turn review flags into question-ready notes before the Q&A deadline.

Kickoff turns the review into owners, statuses, and next actions.

Drafting/export handoff moves verified context into the proposal workflow.

Copyable table

Copyable public RFP review workflow

A illustrative source-backed workflow from package intake to kickoff handoff.

Swipe or scroll horizontally to review every column.

Copyable public RFP review workflow: A illustrative source-backed workflow from package intake to kickoff handoff.
StageSource inputReview outputOwnerStatus
IntakeRFP, amendments, attachments, Q&A filesPublic/unclassified source inventoryProposal ManagerOpen
ReviewSection L, Section M, attachmentsMatrix rows, deadline table, risk flagsCompliance LeadNeeds review
HandoffVerified rows and unresolved flagsKickoff agenda and drafting contextProposal ManagerDraft

Workflow handoff

Summary, matrix rows, deadline table, risk flags, clarifying questions, and kickoff owners

Review item

Summary, matrix rows, deadline table, risk flags, clarifying questions, and kickoff owners

Source

Illustrative Facilities Support RFP - SF-DEMO-2026-001

Status

Ready for human review

Human review note

Use as a working-layer review surface, not final proposal approval.

Public RFP review workflow
  • Public package intake
  • Requirement extraction
  • Deadline table
  • Risk register
  • Clarifying questions
  • Kickoff agenda
  • Draft/export handoff
How to use this during RFP review
  • Begin with source inventory and boundary review.
  • Move from requirements and deadlines into risk flags.
  • Use kickoff to assign owners and verify unresolved items.
Common mistakes
  • Starting the matrix before confirming all amendments are included.
  • Tracking dates without source references.
  • Treating AI-assisted output as final interpretation.
  • Ordinary business-confidential proposal material may be stored and manually organized only in a private_storage_only project. AI features, Human Review, and background processing are locked off for that project.
How SourceFlag helps
  • SourceFlag keeps review artifacts tied to source files.
  • The workspace supports cited Ask, review flags, matrix-style rows, and export handoff.
  • Human review remains required before relying on any output.

Compliance matrix preview

Past Performance Volume required

Source

Section L, p. 45

Owner / status

Capture Lead / Open

Review note

Confirm recency and relevance rules before final use.

Product proof

See these concepts in the product and public-opportunity samples.

Source the facts. Flag the risks. Review six source-grounded Human Verified sample opportunities before choosing a plan.

Start from a clearer source-backed workspace.

U.S.-based business customers only. An identifier, official public URL, or permitted immutable manual-review snapshot is a request until the SourceFlag Team accepts the exact source binding.