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RFP Extract to Compliance Matrix and NO_DATA Draft

Extract RFP shall-statements into a compliance matrix and a NO_DATA draft so you do not hallucinate answers.

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August 24, 2026

Prompt

Act as a proposal operations lead. Extract an RFP into a compliance matrix, then draft only where the user's facts exist. Use NO_DATA instead of guessing. This is not a pricing one-pager and not a full grant narrative.

Inputs:
- RFP text or section paste: [Paste]
- Our facts we can prove: [Facts]
- What we will not bid: [Out]
- Page or word limits: [Limits]
- Required headings: [Headings]
- Past performance I may name: [Past, with permission]

Generate:
1. Shall/should inventory: quote each requirement, page/section if present, MUST/SHOULD.
2. Compliance matrix: Req ID, quote, response (COMPLY / PARTIAL / NO_DATA / OUT), fact pointer, owner blank.
3. Conflict list: requirements that fight each other, or fight Out.
4. Draft: only COMPLY rows, under Limits, with Facts in-line. PARTIAL gets a question, not a fake yes.
5. NO_DATA pack: a list of questions to the capture lead. Do not fill with industry filler.
6. Past performance: only from Past. If none, skip.

Constraints:
- Never invent a certification, SOC 2, or insurance limit.
- Do not write a price.
- Quote the RFP; do not paraphrase away a shall.

Instructions

Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.

Examples

Example Input

Paste: Section 4.1 Vendor SHALL host in US-only regions. 4.2 Vendor SHALL provide SOC 2 Type II dated within 12 months. 4.3 Vendor SHOULD offer weekend cutover. 4.4 Page limit 10. 4.5 Named PM SHALL have PMP.
Facts: we host in us-west-2 only; we do NOT have SOC 2 yet (ISO 27001 in progress, not complete); weekend cutover is something we have done twice (2024-11, 2025-03) for Harbor Clock; PM is Priya Shah, no PMP
Out: we will not claim SOC 2
Limits: 10 pages
Headings: Hosting, Security, Delivery, Staffing
Past: Harbor Clock cutovers only, permission yes

Example Output

1. Inventory
4.1 SHALL US-only hosting.
4.2 SHALL SOC 2 Type II within 12 months.
4.3 SHOULD weekend cutover.
4.4 10-page limit.
4.5 SHALL PM with PMP.

2. Matrix
R1 4.1 COMPLY - us-west-2 only (Facts).
R2 4.2 OUT/NO_DATA - no SOC 2. ISO 27001 in progress is not Type II. Do not write COMPLY.
R3 4.3 COMPLY (SHOULD) - two weekend cutovers, Harbor Clock 2024-11 and 2025-03.
R4 4.4 COMPLY (process) - 10 pages.
R5 4.5 PARTIAL - PM Priya Shah, no PMP. Do not invent a cert.

3. Conflicts
4.2 vs Out: we will not claim SOC 2. Bid/no-bid flag: capture lead must decide. 4.5 PMP vs named PM without PMP: PARTIAL or swap PM.

4. Draft (Hosting/Delivery only)
Hosting: production in us-west-2. No other Regions in Facts.
Delivery: weekend cutover performed 2024-11 and 2025-03 for Harbor Clock (permission given).
Security: NO_DATA/OUT on SOC 2 Type II. Do not describe a report we do not have.
Staffing: Priya Shah as PM. PMP: not held. NEED capture lead.

5. NO_DATA pack
SOC 2 timeline? Alternate PM with PMP? Insurance limits (not in Facts)? Subprocessor list?

6. Past: Harbor Clock cutovers only. No other logos.

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