AI Statement of Qualifications Agent
Automating Statement of Qualifications Generation with AI
Parse RFQs and Build Compliance Matrices Automatically
The agent ingests solicitation documents, identifies procurement type, extracts page limits and deadlines, and generates a complete compliance matrix mapping every requirement to response sectionsso nothing gets missed.
Curate and Tailor Resumes and Project Sheets
AI automation searches your firm's databases to surface the best-fit key personnel and past projects, then tailors each resume and project profile to mirror the RFQ's terminology, evaluation criteria, and recency requirements.
Assemble Compliant, Branded Submittals at Speed
The system generates SF330 Parts I and II or custom SOQ formats with proper formatting, builds Section G participation matrices, enforces page limits, and produces production-ready PDFscutting days of manual assembly down to hours.
How Cassidy automates RFQ responses using AI
Step 1: Ingest the RFQ and Parse Requirements
The Workflow triggers when a new solicitation is uploaded or forwarded. Cassidy extracts the procurement type, scope, mandatory qualifications, submittal format, page limits, deadlines, and required formsthen builds a compliance matrix cross-referenced to evaluation criteria.
Step 2: Score Fit and Support Go/No-Go Decisions
Cassidy evaluates the opportunity against your firm's capacity, past performance, geographic presence, and teaming gaps, generating a pursuit scorecard that helps BD teams make informed go/no-go decisions quickly.
Step 3: Source and Match Key Personnel and Projects
Cassidy searches your Knowledge Baseincluding resume libraries, project databases, and credentials repositoriesto identify the best-fit staff and past projects based on discipline, certifications, delivery method, recency, and relevance to evaluation factors.
Step 4: Tailor Content to Mirror RFQ Language
The Workflow drafts role-specific resume bullets and project descriptions that align with the solicitation's terminology and scoring criteria, ensuring every piece of content speaks directly to what evaluators are looking for.
Step 5: Generate SF330 or Custom SOQ Documents
Cassidy assembles the complete submittalpopulating SF330 Sections A through H, building the Section G participation matrix from resume and project data, generating org charts, and applying your firm's branded templates while respecting strict formatting rules.
Step 6: Orchestrate Reviews and Final Compliance Checks
The Workflow routes drafts through Pink, Red, and Gold team reviews, tracks comments and versions, runs automated compliance validation against the matrix, and flags any gaps before final assembly.
Step 7: Package and Prepare for Submission
Cassidy exports the final SOQ as a production-ready PDF with correct pagination, bookmarks, 508 accessibility compliance, and file naming conventionsready for portal upload or physical delivery.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
