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Every mandatory criterion, every point-rated criterion, Y / N / partial with page references.

The compliance matrix is the primary artefact of a serious Canadian bid. Contracting authorities read it first, the evaluation committee references it when rank-ordering proposals, and it is the document that disqualifies bids before narrative is even read. Folio Bid compiles the matrix automatically as the engine parses the RFP.

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SAMPLEFolio BidCAPTURE MEMO · CANADABUYS · FEDERALSIGNED OFFPREPARED FOR[ Confidential · Institutional investor ]DELIVEREDT − 3 daysCanadaBuys federalPSPC · Compliance matrix signedRECOMMENDATIONProceed with conditions · Amber riskGRID RED FLAGSSCR at POCWithin methodology thresholdSystem strengthShortfall flagged · remediableMLF trajectoryMonitor, downward trendDMAT exposureClear of mandatory subsetREVENUE DISTRIBUTION · P10 / P50 / P90Y1Y2Y3Y4Y5Y6Y7CONFIDENTIAL · NOT FOR DISTRIBUTION · SAMPLEPAGE 01
Features

What compliance matrix does.

  • Mandatory and point-rated extraction

    Every mandatory technical criterion (Go/No-Go) and every point-rated criterion extracted from Annex A and the evaluation grid, numbered, and scored against the library.

  • PSAB, OLA and CCP trigger detection

    Set-aside, official-language service and Canadian Content triggers extracted and flagged. Evidence row per trigger. No compliance surprise at evaluation.

  • Page references on both sides

    Each matrix row links to the RFP page where the clause lives and to the proposal page where the response sits. The evaluator does not have to search.

  • Live through response iteration

    As the draft evolves the matrix updates. Clauses that were N become Y. Partials resolve. The matrix is a working artefact from Day 1, not a last-week deliverable.

What you receive

A complete compliance matrix ready to submit as a volume or as an executive summary for the evaluation committee, with full audit trail.

Why it matters

Most Canadian bids are disqualified in mandatory review, not point-rated review. Compliance is binary and non-negotiable. Narrative never gets read if the matrix is incomplete.

Shape of the output

What a finished deliverable looks like, structurally.

Examples shown below are schematic only. The structure is real; project attributes are abstract. Every client engagement is confidential.

Static screen

Severity dots across mandatory, point-rated, PSAB and Canadian Content criteria, each with methodology-note linkage and a categorical verdict.

Revenue distribution

P10 / P50 / P90 band across the asset’s operating life, with scenario tags and sensitivity table. Unitless example; live output is dollarised.

Counterparty read

Categorical risk map across offtaker, OEM, EPC and tolling parties, with one-line rationale per cell and a rolled-up IC recommendation.

Next pillar

Opportunity discovery

Every Canadian federal, provincial and municipal tender, in one searchable feed.

Read opportunity discovery