Bid Policies

Why This Exists

This document defines policies that govern Bid behavior and event reactions.

Owner

The owner is the Chief Product Officer and Enterprise Architect.

Business Value

Policies make bid planning, drafting, approvals, validation, submission support, and learning consistent.

Policy Catalogue

Policy	Runs when	Decision made	Outputs
Workspace Creation Policy	Pursue decision occurs.	Whether Tender Workspace can be created.	TenderWorkspaceCreated.
Bid Planning Policy	Workspace created.	Required milestones and initial tasks.	Bid plan and tasks.
Task Assignment Policy	Plan or task changes.	Who owns task or queue.	BidTaskAssigned.
AI Draft Acceptance Policy	Intelligence proposes draft content.	Accept, reject, or request edit.	Proposal section update.
SBD Validation Policy	SBD form prepared.	Whether form is complete enough for review.	Validation state.
Pricing Review Policy	Pricing workbook updated.	Whether pricing can move to approval.	Pricing status.
Submission Checklist Policy	Pack assembled.	Whether submission pack is ready.	Submission readiness status.
Approval Policy	Approval requested.	Whether bid is approved, rejected, or changes requested.	Approval decision.
Outcome Capture Policy	Outcome known.	Whether outcome record is complete.	BidOutcomeCaptured.
Lessons Learned Policy	Bid closed.	What learning should be captured.	LessonsLearnedCaptured.

Policy Flow

flowchart TD
    Workspace[Workspace Created]
    Plan[Planning Policy]
    Draft[Drafting and AI Acceptance]
    Validate[Validation Policies]
    Approve[Approval Policy]
    Submit[Submission Support]
    Outcome[Outcome and Lessons]

    Workspace --> Plan
    Plan --> Draft
    Draft --> Validate
    Validate --> Approve
    Approve --> Submit
    Submit --> Outcome

AI Policy Boundary

Intelligence can suggest drafts and tasks. Bid decides whether those suggestions become workspace state.