Generate and track compliance matrices for RFP requirements. Use when building requirements tracking features, implementing compliance checklists, or ensuring proposal coverage.
Installation
Details
Usage
After installing, this skill will be available to your AI coding assistant.
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npx agent-skills-cli listSkill Instructions
name: compliance-matrix description: Generate and track compliance matrices for RFP requirements. Use when building requirements tracking features, implementing compliance checklists, or ensuring proposal coverage. allowed-tools: Read, Grep, Glob
Compliance Matrix Skill
Overview
This skill generates compliance matrices to track RFP requirements against proposal responses, ensuring complete coverage of all mandatory elements.
Data Structures
interface ComplianceMatrix {
rfpId: string;
rfpTitle: string;
createdAt: Date;
updatedAt: Date;
status: "draft" | "in_review" | "complete";
sections: ComplianceSection[];
summary: MatrixSummary;
}
interface ComplianceSection {
id: string;
name: string;
requirements: ComplianceRequirement[];
}
interface ComplianceRequirement {
id: string;
reference: string; // RFP section reference
requirement: string; // Original requirement text
type: "mandatory" | "desirable" | "informational";
category: RequirementCategory;
responseSection: string; // Proposal section
responseText: string; // Draft response
evidence: string; // Supporting evidence
owner: string; // Team member responsible
status: "pending" | "draft" | "review" | "complete" | "n/a";
notes: string;
}
type RequirementCategory =
| "technical"
| "management"
| "past_performance"
| "pricing"
| "certifications"
| "staffing"
| "security"
| "compliance"
| "other";
interface MatrixSummary {
totalRequirements: number;
mandatory: number;
desirable: number;
addressed: number;
pending: number;
notApplicable: number;
}
Template Output
# Compliance Matrix: {{RFP_TITLE}}
**RFP ID:** {{EXTERNAL_ID}}
**Agency:** {{AGENCY}}
**Deadline:** {{DEADLINE}}
**Last Updated:** {{UPDATED_AT}}
## Summary
| Status | Mandatory | Desirable | Total |
|--------|-----------|-----------|-------|
| Complete | {{M_COMPLETE}} | {{D_COMPLETE}} | {{TOTAL_COMPLETE}} |
| Draft | {{M_DRAFT}} | {{D_DRAFT}} | {{TOTAL_DRAFT}} |
| Pending | {{M_PENDING}} | {{D_PENDING}} | {{TOTAL_PENDING}} |
| N/A | {{M_NA}} | {{D_NA}} | {{TOTAL_NA}} |
---
## Section 1: Technical Requirements
| Ref | Requirement | Type | Response | Status | Owner |
|-----|-------------|------|----------|--------|-------|
| 3.1.1 | {{REQ}} | M | {{RESPONSE_SECTION}} | ✅ | {{OWNER}} |
---
## Submission Checklist
- [ ] All mandatory requirements addressed
- [ ] Technical volume complete
- [ ] Past performance complete
- [ ] Pricing complete
- [ ] All forms signed
- [ ] Format requirements met
- [ ] Red team review complete
Requirement Extraction
Convex Action
// convex/compliance.ts
import { action, mutation, query } from "./_generated/server";
import { v } from "convex/values";
import { internal } from "./_generated/api";
export const generateMatrix = action({
args: { rfpId: v.id("rfps") },
handler: async (ctx, args) => {
const rfp = await ctx.runQuery(internal.rfps.get, { id: args.rfpId });
if (!rfp) throw new Error("RFP not found");
// Extract requirements using AI
const requirements = await extractRequirements(rfp);
// Group into sections
const sections = groupRequirements(requirements);
// Create matrix
const matrix: ComplianceMatrix = {
rfpId: args.rfpId,
rfpTitle: rfp.title,
createdAt: new Date(),
updatedAt: new Date(),
status: "draft",
sections,
summary: calculateSummary(sections),
};
// Save to pursuit
await ctx.runMutation(internal.pursuits.saveComplianceMatrix, {
rfpId: args.rfpId,
matrix: JSON.stringify(matrix),
});
return matrix;
},
});
AI Extraction
async function extractRequirements(rfp: RFP): Promise<ComplianceRequirement[]> {
const prompt = `
Analyze this RFP and extract ALL requirements.
RFP Title: ${rfp.title}
RFP Content: ${rfp.description}
For each requirement, identify:
1. Section reference (use sequential numbering if not available)
2. Exact requirement text
3. Type: mandatory (must/shall/required), desirable (should/may), or informational
4. Category: technical, management, past_performance, pricing, certifications, staffing, security, compliance, other
Respond with JSON array:
[
{
"reference": "3.1.1",
"requirement": "System must support 1000 concurrent users",
"type": "mandatory",
"category": "technical"
}
]`;
const response = await callAIProvider(prompt);
const parsed = JSON.parse(response);
return parsed.map((req: any, index: number) => ({
id: `req-${index + 1}`,
reference: req.reference || `${index + 1}`,
requirement: req.requirement,
type: req.type,
category: req.category,
responseSection: "",
responseText: "",
evidence: "",
owner: "",
status: "pending" as const,
notes: "",
}));
}
Grouping Logic
function groupRequirements(
requirements: ComplianceRequirement[]
): ComplianceSection[] {
const groups = new Map<string, ComplianceRequirement[]>();
for (const req of requirements) {
const existing = groups.get(req.category) || [];
existing.push(req);
groups.set(req.category, existing);
}
const categoryNames: Record<string, string> = {
technical: "Technical Requirements",
management: "Management Requirements",
past_performance: "Past Performance",
pricing: "Pricing Requirements",
certifications: "Certifications & Compliance",
staffing: "Staffing Requirements",
security: "Security Requirements",
compliance: "Regulatory Compliance",
other: "Other Requirements",
};
const order = [
"technical",
"management",
"staffing",
"past_performance",
"security",
"compliance",
"pricing",
"certifications",
"other",
];
return order
.filter((cat) => groups.has(cat))
.map((category) => ({
id: category,
name: categoryNames[category] || category,
requirements: groups.get(category)!,
}));
}
Update Functions
// convex/compliance.ts
export const updateRequirement = mutation({
args: {
rfpId: v.id("rfps"),
requirementId: v.string(),
updates: v.object({
responseSection: v.optional(v.string()),
responseText: v.optional(v.string()),
evidence: v.optional(v.string()),
owner: v.optional(v.string()),
status: v.optional(v.string()),
notes: v.optional(v.string()),
}),
},
handler: async (ctx, args) => {
const identity = await ctx.auth.getUserIdentity();
if (!identity) throw new Error("Not authenticated");
const pursuit = await ctx.db
.query("pursuits")
.withIndex("by_rfp", (q) => q.eq("rfpId", args.rfpId))
.first();
if (!pursuit?.complianceMatrix) {
throw new Error("Compliance matrix not found");
}
const matrix: ComplianceMatrix = JSON.parse(pursuit.complianceMatrix);
// Find and update requirement
for (const section of matrix.sections) {
const req = section.requirements.find((r) => r.id === args.requirementId);
if (req) {
Object.assign(req, args.updates);
break;
}
}
// Recalculate summary
matrix.summary = calculateSummary(matrix.sections);
matrix.updatedAt = new Date();
await ctx.db.patch(pursuit._id, {
complianceMatrix: JSON.stringify(matrix),
updatedAt: Date.now(),
});
return matrix;
},
});
export const getProgress = query({
args: { rfpId: v.id("rfps") },
handler: async (ctx, args) => {
const pursuit = await ctx.db
.query("pursuits")
.withIndex("by_rfp", (q) => q.eq("rfpId", args.rfpId))
.first();
if (!pursuit?.complianceMatrix) return null;
const matrix: ComplianceMatrix = JSON.parse(pursuit.complianceMatrix);
return {
summary: matrix.summary,
byCategory: matrix.sections.map((s) => ({
category: s.name,
total: s.requirements.length,
complete: s.requirements.filter((r) => r.status === "complete").length,
mandatory: s.requirements.filter((r) => r.type === "mandatory").length,
})),
lastUpdated: matrix.updatedAt,
};
},
});
UI Components
// components/ComplianceMatrixView.tsx
export function ComplianceMatrixView({ rfpId }: { rfpId: Id<"rfps"> }) {
const progress = useQuery(api.compliance.getProgress, { rfpId });
const generateMatrix = useMutation(api.compliance.generateMatrix);
if (progress === undefined) return <LoadingSpinner />;
if (!progress) {
return (
<div className="p-6 text-center">
<p className="text-muted-foreground mb-4">
No compliance matrix generated yet.
</p>
<button
onClick={() => generateMatrix({ rfpId })}
className="px-4 py-2 bg-primary text-primary-foreground rounded"
>
Generate Compliance Matrix
</button>
</div>
);
}
return (
<div className="p-6 space-y-6">
{/* Summary Cards */}
<div className="grid grid-cols-4 gap-4">
<SummaryCard
label="Total"
value={progress.summary.totalRequirements}
color="blue"
/>
<SummaryCard
label="Complete"
value={progress.summary.addressed}
color="green"
/>
<SummaryCard
label="Pending"
value={progress.summary.pending}
color="yellow"
/>
<SummaryCard
label="Mandatory"
value={progress.summary.mandatory}
color="red"
/>
</div>
{/* Progress by Category */}
<div className="space-y-2">
{progress.byCategory.map((cat) => (
<ProgressBar
key={cat.category}
label={cat.category}
current={cat.complete}
total={cat.total}
/>
))}
</div>
</div>
);
}
Export Formats
export function exportToMarkdown(matrix: ComplianceMatrix): string {
// See template above
}
export function exportToCsv(matrix: ComplianceMatrix): string {
const headers = [
"Section",
"Reference",
"Requirement",
"Type",
"Response Section",
"Status",
"Owner",
"Notes",
];
const rows = matrix.sections.flatMap((section) =>
section.requirements.map((req) => [
section.name,
req.reference,
`"${req.requirement.replace(/"/g, '""')}"`,
req.type,
req.responseSection,
req.status,
req.owner,
`"${req.notes.replace(/"/g, '""')}"`,
])
);
return [headers.join(","), ...rows.map((r) => r.join(","))].join("\n");
}
Status Legend
| Icon | Status | Meaning |
|---|---|---|
| ✅ | Complete | Fully addressed with evidence |
| 🔶 | Draft | Response written, needs review |
| ⏳ | Pending | Not yet started |
| ➖ | N/A | Not applicable to this proposal |
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