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Job 04 · Proposal desk

// Environmental consulting · RFPs

Proposals and scopes from an RFP: one requirements sheet and a draft scope for your project manager to write up and price.

A city, a utility, a university or a private owner sends a request for site assessment, remediation, compliance or monitoring work, and somebody has to read every page, addendum and exhibit before the writing starts. In a free AI proof of concept, AI does that first read on copies of 20 to 30 solicitations your firm already answered. It drafts the requirements sheet and a scope outline built from proposals you sent before. Your reviewer, the colleague who knows your pursuits best, compares both with what your team actually submitted.

Book a proof-of-concept call30 minutes with Rob
Past solicitations
20 to 30
Bid calls it makes
None
Proposals it prices or signs
None

// The one job

The RFP arrives with a due date. Every page has to be read first.

A solicitation comes as a PDF with attachments: the scope of services, the instructions to proposers, the evaluation criteria, a sample contract with its insurance exhibit, required forms, and later the addenda and answers to questions. Before anyone writes, your project manager reads all of it, lists what the response must contain and what would knock it out, and sketches the tasks, deliverables and schedule the price will rest on.

For the test, AI reads copies of solicitations you already answered and drafts two things. The requirements sheet lists every submission rule, credential, insurance coverage, form, scored criterion and deadline, each with the page it came from. The scope outline lays out tasks, deliverables, assumptions and schedule, drawn from proposals your firm sent for similar work. Hours, fees and the decision to bid stay blank. Your reviewer holds both against the response that went out.

RFP packageSolicitation and addenda
Instructions
Scope of services
Evaluation criteria
Insurance exhibit
SectionRequirementPage
Illustration, not a real solicitation
Condensed for
the project manager
Requirements sheetDraft
Submission rules
Pass or fail items
Scored criteria
Scope outline
ItemSource pageFor the PM
Illustration, not a real proposal

// What makes it hard

Where an environmental RFP hides what the response must do

The scope outline starts from the buyer's own task list. In its October 2025 RFQ, the City of West Columbia, South Carolina, asked its brownfields consultant for up to twenty-four Phase I ESAs, one generic quality assurance project plan, up to ten Phase II ESAs with site-specific sampling and analysis plans, four analyses of brownfield cleanup alternatives, two visioning sessions and one revitalization plan. It also stated that Davis-Bacon prevailing wages would not apply, since assessment work generally involves no construction, repair or alteration. The City of Ravenswood, West Virginia, in January 2026 named ASTM E1903-19, the Phase II practice, and asked for field sampling plans under the state's Presumptive Conformance Program, site health and safety plans, asbestos, lead paint, mold and radon surveys, and quarterly reporting through EPA's ACRES system. The outline carries every count, standard and deliverable as written, and marks the tasks that are ordered only as needed.

How price is weighed depends on who is paying. Under the federal grant rules at 2 CFR 200.320, an RFP must name all its evaluation factors and their relative importance, and selection on qualifications alone, with price left out, is allowed only for architectural and engineering professional services, not for other work an engineering firm might do. The federal definition at 40 U.S.C. 1102 lists studies, investigations, tests and evaluations among the incidental services architects and engineers may perform, so the sheet quotes how each RFP labels its own work. Ravenswood's RFQ calls itself a qualifications-based solicitation with a price component and says EPA's brownfields assessment grants require one, and West Columbia scores rates against competing offerors and market rates. In Massachusetts, chapter 30B, section 6 has evaluators rate each proposal on each criterion as highly advantageous, advantageous, not advantageous or unacceptable, with price submitted separately and opened out of their sight. The sheet records the method each solicitation states and where price goes.

Credentials are named down to the license and the training hour. The Berkshire Regional Planning Commission's 2023 RFP set quality requirements a response had to meet before any comparative scoring, among them five years of Phase I and II work including hazardous building materials surveys, and a Licensed Site Professional licensed by the state's Board of Registration of Hazardous Waste Site Cleanup Professionals. Maine's Department of Environmental Protection, building a pre-qualified list in 2024, required 40-hour HAZWOPER training for field staff, a Maine Licensed Geologist on staff, a Maine-licensed Professional Engineer for some tasks, three projects from the past five years, and, for brownfields work, a generic QAPP approved by EPA Region 1 and the department that is less than five years old. OSHA's rule at 29 CFR 1910.120(e) sets 40 hours off site plus three supervised field days for general site workers, 24 hours and one day for workers on site only occasionally for a limited task, such as ground water monitoring, who are unlikely to be overexposed, and an eight-hour refresher each year. The sheet lists each credential with its clause and leaves whether your people qualify to your project manager.

Submission rules sink responses before the content is read. West Columbia wanted five copies in a sealed envelope and refused electronic-only submissions, and any page meant to stay confidential had to be stamped CONFIDENTIAL in bold, at least 12-point, in the upper right corner, or be open to disclosure under South Carolina's Freedom of Information Act. Ravenswood wanted one PDF by email with a set subject line. Maine wanted four separately named files, at most 25MB per email, no links to file-sharing sites, no encrypted mail that needs a login, a list of litigation, and an ACORD certificate showing general and professional liability. Where EPA money pays for the work, 40 CFR 33.302 has the prime include EPA Forms 6100-3 and 6100-4 in its bid or proposal package. West Columbia's insurance section named contractor's pollution liability and an excess or umbrella policy alongside general, automobile and workers' compensation coverage. The sheet lists every such rule, form and coverage by type, with its page.

Addenda and conflict rules change the answer after the RFP is out. The Santa Clara Valley Open Space Authority's first addendum to RFP 2026-01, issued February 6, 2026, told proposers to include resumes the RFP never asked for and to fit them inside a 20-page limit that also counts cover pages, tables of contents, figures and appendices. The same addendum said tasks would generally run on time and materials, one firm would be selected, and proposed contract changes could lower a score. The grant rule at 2 CFR 200.319(b) bars a firm that drafted a solicitation's requirements or scope from competing on it, and Ravenswood's RFQ says the same of anyone who helped write it. The sheet folds each addendum into the requirement it changes, with the addendum's date. Your reviewer will check every rule, credential, coverage, task and date against what your team submitted, and confirm the draft priced nothing, chose nothing and read no contract term as legal advice.

// What you send

Pursuits your team already submitted

Copies only
Fee pages can stay out
01

20 to 30 past solicitations

RFPs and RFQs as issued, with every addendum and question-and-answer sheet. Mix public and private clients, wins and losses, and include one with a separate price envelope and one with a pass-or-fail credential.

02

What your team sent back

Each response as submitted, with its scope, schedule and assumptions, plus any checklist your project manager kept while writing it.

03

The material you reuse

Past proposals for similar work, standard scope language, resumes, your license and training lists, and the certificate pages you attach. Pull fee pages first if you prefer.

04

NDA, then copies

The NDA is signed before anything moves. We never register on a bid portal, download a solicitation, or sign in to your file server or proposal software.

// Before it starts

Set in writing before the first RFP is copied

The owner, or the principal who signs proposals for the firm, agrees these first.

RFP test termsOwner decides
Your reviewer
Named by the owner, usually a senior project manager or the principal who prices proposals
Success criteria
In writing: which requirements must be caught and which tasks the outline must hold
Solicitations
Chosen by your reviewer, addenda included, public and private
Who prices and signs
Your project manager and principal, never the draft
Price
A range for the live job, given before any RFP moves
NDA
Signed before the first copy

// How the test is judged

The response you submitted beside each draft

RFP by RFP
against what went out
On the same 20 to 30 solicitationsWhat your team submittedThe AI draft
Format, copies, deadline and question date foundFilled in on your pursuitsFilled in on your pursuits
Pass-or-fail items kept apart from scored criteriaFilled in on your pursuitsFilled in on your pursuits
Licenses, certifications and training named with their clauseFilled in on your pursuitsFilled in on your pursuits
Insurance coverages and certificate terms listed by typeFilled in on your pursuitsFilled in on your pursuits
Tasks, counts and deliverables in the scope outlineFilled in on your pursuitsFilled in on your pursuits
Addendum changes carried into the requirement they changeFilled in on your pursuitsFilled in on your pursuits
Prices, bid calls or legal readings in the draft, which should be noneFilled in on your pursuitsFilled in on your pursuits
Nothing marked yet. The cells stay empty until your own solicitations have been read.Your reviewer marks both columns, and that call decides it.

// After a yes

About 30 days on live solicitations

When your reviewer says yes, each new RFP or RFQ your firm considers gets the same sheet and outline for about 30 days.

Every draft goes to the project manager who writes the response and the principal who prices and signs it. Whether to pursue, what to charge, and what goes to the buyer stay with them, and your firm submits the way it does today.

Your reviewer keeps comparing each sheet with what the team found on its own. A second job starts only after the month, and only if you choose one.

// Later, one at a time

Where RFP work could lead

Options to rank
Each priced on its own
  1. 01

    Task orders under on-call contracts

    Each request under a master contract or pre-qualified list read against that contract's terms and rate sheet, for the project manager to scope and price.

    Next
  2. 02

    Phase I ESA report sections

    Site history, records review and reconnaissance drafted from the file once a pursuit is won, for your environmental professional to finish.

    Then
  3. 03

    SPCC plan five-year reviews

    Plans and facility records read together for clients you already keep on a review cycle, for the owner and the certifying engineer.

    After that

// One hard limit

It never prices, submits or signs a proposal.

The decision to bid, every fee and rate, and every signature belong to your project manager and principals. The test never decides a bid or no-bid, never sends a question to a procurement office, never registers on a portal or submits anything, and never contacts a client, an owner or an agency. It gives no legal reading of contract or insurance terms, and it works only on copies of past solicitations and responses. A person on your team decides and sends.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob gives the range on the call, once he knows how many solicitations your team answers in a typical year and how many buyer formats and forms you write to.

// Questions

RFP and proposal questions

Will the AI tell us whether to bid?
No. Go or no-go is your principals' decision. The sheet puts every pass-or-fail item, credential and deadline on one page, with its source, so the people deciding see what the buyer requires before they choose.
Will it price the scope?
No. The outline leaves hours, rates and fees blank. Where a solicitation asks for a not-to-exceed budget, a rate sheet or per-sample laboratory rates, the sheet lists each one as a required item with its page, and your project manager fills in the numbers.
Does it keep up with addenda and answers to questions?
Yes, if you send them with each solicitation. Every change is carried into the requirement it alters and dated, so a page limit or a required resume added by addendum shows up where the team will see it.
Can it tell us whether our insurance meets the RFP?
No. It lists the coverages and certificate terms the solicitation names, such as pollution liability or an additional insured, with the page they come from. Your broker or risk manager confirms the fit, and we give no insurance or legal advice.
What about EPA-funded work with DBE forms?
The sheet lists the forms and good faith efforts a solicitation calls for, such as EPA Forms 6100-3 and 6100-4, with where they go in the package. Which subcontractors to use, and every certification, stay with your team.
Do you need logins to bid portals or our proposal files?
No. PDFs of the solicitations and of what you submitted are enough. We never register, download or upload on a portal, and never sign in to your file server or proposal software.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Start with the RFPs your team answered last year.

Thirty minutes with Rob. He'll ask about your firm and your role, the public and private buyers you pursue, and how many solicitations land on your desk in a typical year. Keep solicitations and responses on your side until the NDA is signed.

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