# Editable AI RFP analysis worksheet

Use only permitted bid material. This worksheet organizes review; it does not accept terms, grant an exception, approve a price or authorize submission. Mark missing evidence and pending review honestly.

## 1. Package and calendar

- Solicitation ID, issuer, bid owner and authorized official source: ____________________
- Base files, annexes, versions, page counts and missing references: ____________________
- Amendments, official answers and unresolved precedence: ____________________
- Question deadline, response deadline, stated timezone and channel: ____________________
- Format, signature, file, portal and receipt requirements: ____________________

## 2. Atomic requirement record

Repeat this record for each independently answerable obligation; preserve shared conditions and dependencies.

- Internal stable ID and issuer question ID: ____________________
- Exact obligation, modal term, negative, condition and exception: ____________________
- File/version, printed page, viewer page, section or sheet/cell: ____________________
- Cross-references, linked requirements and amendment lineage: ____________________
- Extraction uncertainty, original language and translation reviewer: ____________________
- Duplicate or distinct obligation; reason: ____________________

## 3. Classification and evaluation

- Mandatory, scored, contractual, informational or other stated tags: ____________________
- Issuer's stated consequence and its source: ____________________
- Disclosed weight, rating method and maximum; unknowns: ____________________
- Internal prioritization kept separate from official evaluation: ____________________

## 4. Evidence and ownership

- Proposed answer and current capability scope: ____________________
- Evidence ID, owner, version, date and permitted recipient: ____________________
- Product, edition, deployment, region and availability match: ____________________
- Current / configurable / partner-delivered / planned / unsupported: ____________________
- Evidence status, content owner and review due date: ____________________

## 5. Gaps, clarification and change

- Affected requirement IDs and exact decision gap: ____________________
- Neutral proposed question, authorized contact and question deadline: ____________________
- Official answer or amendment, status and precedence: ____________________
- Impact on answers, estimates, prices, evidence and prior approvals: ____________________
- Unresolved assumption, escalation owner and next check: ____________________

## 6. Specialist review

- Relevant product, delivery, pricing, legal, security or privacy reviewer: ____________________
- Requirement, proposed wording and supporting evidence reviewed: ____________________
- Approved / rejected / conditional / pending; scope and condition: ____________________
- Permitted exception wording and appropriate authority: ____________________
- Access limits, export restrictions and information not for the buyer: ____________________

## 7. Response plan and handoff

- Reference requirement set and unique coverage; missing or false additions: ____________________
- Mandatory gate, unresolved blockers and authorized bid decision: ____________________
- Response outline, answer locations, owners and review dates: ____________________
- Exact approved version and changes requiring renewed review: ____________________
- Files, forms, formats, signatures and submission-rule checks: ____________________
- Authorized submitter and separately permitted action: ____________________
- Transmission/receipt status, distinct from buyer acceptance or award: ____________________

OpenMax · Worksheet revision 2026-09-04 · https://openmax.com/resources/blog/ai-rfp-analysis/