Folio Bid
Methodology

The capture engine, documented.

Folio Bid is an agent-platform practice. This page describes how we move from a CanadaBuys RFP release to a submission-ready pack, what we commit to, and what our methodology will not do.

Pipeline

From solicitation to submission, in six stages.

The pipeline is linear by design. Every stage produces a traceable artefact that feeds the next. No stage is autonomous. Every intermediate output is reviewable by the capture lead and the colour-team reviewer on the other side.

  1. Solicitation ingestion

    RFP release parsed on arrival: Annex A mandatory criteria, evaluation grid, Part 3 submission requirements and statement of work broken into clause-level atoms. Amendment history tracked against the original. PSAB, OLA and Canadian Content triggers extracted and flagged.

  2. Library query and fit check

    Clause library queried against NAICS code, contracting authority, solicitation type and past outcomes. Best-fit prior art surfaces with provenance trails. Capture lead reads the one-page bid memo and signs off on Go or No-Go.

  3. Compliance matrix assembly

    Every mandatory clause scored Y / N / partial against library evidence. Every point-rated criterion mapped to the evidence the volume will need to carry. Matrix updates live as the draft builds. No end-of-pursuit matrix scramble.

  4. Volume drafting

    Technical, management and past-performance volumes drafted from library prior art, shaped to the evaluation grid. Win themes threaded by the capture lead. Every paragraph traceable to a library entry. Every claim evidenced.

  5. Pricing rationale

    Historical CanadaBuys Contract History, provincial award data, trade-agreement framework and evaluation-grid weighting feed a pricing distribution. Capture lead selects the conservative, competitive or aggressive anchor. Pricing team defends to finance review.

  6. Colour team review and senior sign-off

    Pink, Red and Gold team reviews run in-system with named reviewers and comment trails. A senior capture lead signs every volume before submission. Post-award outcome and reason codes feed back into the library.

Commitments

Four commitments we make to every submission.

Open methodology, not black box

Every clause answer, every compliance row and every pricing anchor links to a methodology note. If a contracting authority or a colour-team reviewer disagrees, they can push back on the working. That is the test.

Canadian-federal calibrated

Every module is calibrated against CanadaBuys, PSPC standard clauses, the SACC manual and trade-agreement implementation. French SEAO templates carry native handling, not machine translation.

Human sign-off, every volume

No submission pack leaves the system without a senior capture lead's review. Agent-assisted drafting on the first 85%. Human judgement on the last 15%. No autonomous agent delivery.

No vendor dependency

Our engine does not wrap Responsive, Loopio or any other third-party SaaS. The agent layer is ours, the library is yours, the accountability sits with us.

Data sources

What we read, and how we reconcile it.

Every input into the methodology is public, licensed or client-provided. No data source is proprietary to Folio Bid. Our edge is in the calibration and the reconciliation, not in privileged access.

SourceWhat we readHow we reconcile
CanadaBuys federal feedParse every two hours, detect amendments and cancellations, index at clause levelContent-hash dedup against previous releases; outcome backfill from Contract History
SEAO (Quebec) feedParse bilingual solicitations, detect OLA triggers, index FR clauses nativelyFrench-language terminology dictionary aligned to PSPC French-clause templates
MERX, Ontario Tenders, Alberta Purchasing ConnectionLayered ingestion on rolling schedules, provincial vehicle detectionCross-feed deduplication; provincial-authority clause mapping
PSPC SACC manualTrack standard clause revisions; score library freshness against current SACC textSACC publication feed + clause-reference backfill on library entries
Contract History and OpenGovCanPast awards, incumbent identification, pricing distribution per NAICSManual review on ambiguous awards; incumbent confirmation via LinkedIn and company filings
AI-assisted capture

Modern tooling, institutional accountability.

Every stage of the pipeline uses AI-assisted inference to compress data-gathering, matrix assembly and volume drafting. That tooling never runs unattended. Every draft produced with AI assistance is reviewed by a senior capture lead before it enters a submission, and our methodology aligns with federal contractor responsibility under PSPC. We do not ship black-box outputs, every line of every volume links to a library entry or a solicitation clause that names its source, assumptions, and uncertainties.

Scope

What the methodology is, and what it is not.

What it is
  • Opportunity discovery, pursuit pipeline, and submission-ready pack
  • Calibrated clause library and compliance matrix for Canadian federal and provincial procurement
  • Senior-reviewed, documented, and defensible under colour-team scrutiny
What it is not
  • A replacement for a capture lead or subject-matter expert
  • A wrapper on a third-party proposal SaaS
  • An autonomous agent output, every volume is senior-reviewed