- Before
- “Give me the best case for and against, and what each costs me.” Got a scorecard and a 30-minute meeting instead.
- Now
- Reads two cited cases side by side, asks the panel what a partner or a capped clause changes, and decides with reason codes and a signature.
One RFP, from arrival to a signed decision
Calderbrook Utilities issues RFP CBU-2026-114 for meter data and field services: $2.4M over a 3-year base term, against an incumbent of 7 years. It reaches Kestrel & Vane Group's Field & Network Services at 21:12 on a Tuesday. Here is what happens next, screen by screen, in the working solution.
- 01Wednesday morning
She starts with a conversation, not a scorecard
Erin Walsh · VP SalesErin's Today screen shows four numbers — 9 RFPs this week, 3 decisions for her, the proposal team 74% booked to 20 Nov, a 47% win rate on bids in Q3 — and the three decisions ranked by clock. Beside them, the bid team reports in its own words: the intake agent read Calderbrook overnight, the sceptic recommends no bid as it stands. Erin asks why the agents disagree, and the advocate answers with both sides of the case, each point cited.
Advocate agent: “I say bid with Fenwick … The sceptic says no … Open the debate to hear both.”
- 02Overnight
Every page read, every value with its passage
Intake agentThe intake agent read all 64 pages, the pricing workbook, the forms and the draft agreement, then attached Addendum 1 when it arrived the next morning — meter exchanges up to 9,000 a year — and asked the effort agent to re-run. The RFP brief lists the key dates, the 12 service lines (Kestrel & Vane runs 11 today) and how the buyer will score: 45 technical, 15 experience, 40 price.
“Below 30 of 60 technical points, price is not opened.”
- 03One click on a citation
The clause nobody had read, before anyone writes a word
Terms agentAgainst commercial risk policy CR-2 the terms agent flagged 3 of 31 terms: liquidated damages of $1,500 a day per missed read cycle with no cap, payment at net 60 and a performance bond of 10% of annual value. Every flag opens the passage it came from. It drafted a clarification question asking for a cap at 10% of annual value, due by the 28 Oct question deadline — for a person to send.
Attachment C §14.2: “The total liquidated damages under this Agreement shall not be limited.”
- 04Before the gate
A yes priced in the team's real hours
Effort agentFrom 14 comparable bids, median 330 hours, the effort agent puts Calderbrook at 340 hours by section and role. It lays them on the proposal team's calendar next to Halden County and St. Aldric: week 46 has 64 hours free, and Calderbrook needs 126 there, 62 over. It proposes moving 32 hours of St. Aldric reviews to week 47, which has 106 hours free; alone, week 46 would still be 30 hours over. Anya Kowalczyk approves or not.
Effort agent: estimates only; it books hours only after a signed decision.
- 05The debate
Two cited cases on one screen, the score in the middle
Advocate agent and sceptic agentThe scoring agent scores 61 under bid criteria BC-3.2 — the executive decision band, 50 to 64 — with fit 82, win odds 31%, risk high and 340 hours, an expected value of $134K for a $32.3K bid. On the left the advocate makes the case to bid: 11 of 12 service lines at a 99.1% read rate, an incumbent that missed its target in 5 of 8 quarters. On the right the sceptic: a 7-year incumbent, and 4 wins in 17 against incumbents of 5+ years.
- 06Rebuttal
Each must answer the other's strongest point
Advocate agent and sceptic agentThe advocate answers the sceptic's 4 of 17: nine of those bids went alone with a capability gap, and with a data partner the team won 3 of 5. The sceptic answers the advocate's read-rate misses: they fell in the 2025 storm season, and in July the board extended the incumbent anyway. Neither can delete the other's point; Erin can strike one, with a reason on the record.
“The buyer knows the record and still trusts the incumbent.”
- 07Ask the panel
“What does a partner change?”
Erin Walsh · VP SalesErin asks, and both agents answer with sources. With Fenwick Grid Analytics writing line 12, meter data analytics, the score rises to 67, win odds to 44% and effort falls to 260 hours. The sceptic no longer says no on odds, but points out the damages are still uncapped and Fenwick's 20% share takes margin to 16.4%, just above the 15% floor. The score is marked as a what-if until she decides.
“What-if: with Fenwick. Not yet true.”
- 0809:41
She decides, with reason codes and her signature
Erin Walsh · VP SalesErin chooses Bid with a partner, with reason codes PAR-2 (partner closes a capability gap) and STR-1 (strategic account or region), and a condition: clarify the damages cap before 28 Oct; if refused, the bid goes back to the gate. The agents recommend; only she decides.
“I read both cases. I am deciding as Erin Walsh, VP Sales, under BC-3.2.”
- 09Signed
The bid plan follows the signature
Anya Kowalczyk · Proposal managerThe plan names the owners — Anya as proposal lead, Marcus Lindqvist on capture, Fenwick's partner lead, Daniel Osei on pricing, Ruth Okonkwo on terms — and the milestones from kick-off on 15 Oct to submission on 13 Nov. Hours are held, not booked, and the CRM update to “Bid, in progress” with the reasons is drafted, written after finance signs. The clarification question waits for Marcus to send it on the portal.
- 10Margin sign-off
From $1M, finance signs the margin
Daniel Osei · Finance business partnerCalderbrook is $2.4M, so it routes to Daniel. His sign-off shows the working: base term $2,400,000, Fenwick's share $480,000, Kestrel & Vane's $1,920,000 against $1,605,000 of cost — 16.4% margin against a 15% floor. He signs or returns it with a reason. Above $5M, the CFO would sign too.
Every source, decision and signature is on the audit trail, which nothing can edit or delete.