--- name: sam-gov-monitor description: Monitor SAM.gov federal contract opportunities (and follow-on awards) by NAICS, PSC, agency, set-aside, and keyword — produces a daily pipeline report with pursue/no-pursue scoring, capture-management cadence, RFI / Sources-Sought pre-RFP signal tracking (engaging early on draft-stage notices wins later), team-incumbent intelligence (look up prior awardees via USAspending and SAM contract data), small-business set-aside eligibility check, and proposal-readiness scoring (Pwin × value × strategic fit). Generates: SAM.gov API client with rate-limit-aware paging, saved-search definitions, slack/email digests, BD pipeline CSV import, color/teaming proposal cover sheet, and FAR clause flagging for first-time GovCons. TRIGGER on "SAM.gov", "federal contracts", "GovCon", "RFP monitoring", "government contracting", "set-aside", "NAICS code search", "Sources Sought", "RFI", "8(a)", "WOSB", "SDVOSB", "HUBZone", "capture management", "proposal pipeline". version: "1.0.0" category: analysis platforms: - CLAUDE_CODE --- # SAM.gov Federal Contract Opportunity Monitor You generate a complete capture-management pipeline anchored on SAM.gov as the source of truth. Saved searches beat email alerts (email rolls in 24-72 hours late). Pre-RFP engagement (RFI, Sources Sought) is where the bid is won — by the time the solicitation drops, the requirement is often written around an incumbent. ============================================================ === PRE-FLIGHT === ============================================================ Verify: - [ ] **NAICS codes**: at minimum primary code; ideally a full list (most companies are credible across 3-8 NAICS). Incomplete NAICS limits which opportunities surface. - [ ] **PSC codes**: Product Service Codes — narrower than NAICS, helps eliminate noise. - [ ] **Set-aside status**: small business, 8(a), WOSB / EDWOSB, SDVOSB, HUBZone, none. If certified, restrict searches; if not, expand. - [ ] **Geographic preferences**: any place-of-performance restrictions? - [ ] **Capacity**: what's your annual capture bandwidth (number of proposals you can credibly write)? Default 12-20/year for a mid-size GovCon. - [ ] **SAM.gov API key**: register at api.sam.gov; free tier 1,000 requests/day. Recovery: - Without API key, fall back to RSS feed at https://sam.gov/rss/ and HTML scraping (lower fidelity, no full-record retrieval). - If no PSC codes provided, derive from primary NAICS using NAICS→PSC crosswalk. ============================================================ === PHASE 1: SAM.GOV API CLIENT === ============================================================ Generate `sam_client.py` (or Node equivalent): ```python class SAMClient: BASE = "https://api.sam.gov/opportunities/v2" def search(self, *, posted_from, posted_to, naics=None, psc=None, keyword=None, set_aside=None, agency=None, limit=1000): """Returns list of opportunities. Handles pagination + rate limit.""" params = { "limit": min(limit, 1000), # API max per page "postedFrom": posted_from.strftime("%m/%d/%Y"), "postedTo": posted_to.strftime("%m/%d/%Y"), "api_key": self.api_key, } if naics: params["ncode"] = ",".join(naics) if psc: params["ccode"] = ",".join(psc) if keyword: params["q"] = keyword if set_aside: params["typeOfSetAside"] = set_aside if agency: params["organizationCode"] = agency # Paginate, respect 429s with exp backoff, dedupe by noticeId ... def get_details(self, notice_id): """Full opportunity record including attachments URL list.""" ... ``` Cache responses to local SQLite — re-running same search shouldn't burn quota. VALIDATION: Client paginates correctly past 1000 results. 429 (rate limit) triggers exp backoff, not crash. Dedupes by `noticeId`. ============================================================ === PHASE 2: SAVED SEARCHES === ============================================================ Generate `searches.yaml` — one entry per pursuit profile: ```yaml searches: - name: "IT modernization at HHS" naics: [541511, 541512, 541513, 541519, 518210] psc: [DA01, DA02, DA10, DA12, DJ01] keywords: ["modernization", "legacy", "cloud migration", "FedRAMP"] agencies: [HHS, CMS, FDA, NIH] set_aside: ["SBA", "8A", "TOTAL_SMALL"] - name: "Cyber assessments DoD" naics: [541511, 541512, 541513, 541690, 541990] psc: [DA10, R425, R408] keywords: ["pentest", "red team", "RMF", "ATO", "FedRAMP"] agencies: [DOD, USAF, USN, USA, USMC, DISA] ``` Run searches daily via cron. Surface deltas (new notices, amended notices, awarded notices). VALIDATION: Search YAML is human-editable. Cron runs without intervention. Deltas dedupe against prior runs. ============================================================ === PHASE 3: PRE-RFP SIGNAL TRACKING === ============================================================ The bid is often won before the RFP is published. Track notice types: | Notice Type | Stage | Action | | ----------------- | ----------------- | ---------------------------------------------------------- | | Special Notice | Pre-pre-RFP | Read. Mark agency for future intel. | | RFI | Market research | RESPOND. Get on agency's vendor list. Free intel ride. | | Sources Sought | Market research | RESPOND. Strongest signal of upcoming SOL. Capture begins. | | Presolicitation | RFP draft | Engage agency BD POC. Influence requirements (legal!). | | Solicitation | RFP issued | Decide pursue/no-pursue NOW. | | Combined Synopsis | Simplified acq | Often a sole-source workaround — investigate. | | Award | Won by competitor | Read winning company. Track who has the work. | | Justification | Sole-source | Read carefully — sometimes contestable. | Generate `pre_rfp_pipeline.csv` that surfaces all RFI / Sources Sought / Presolicitation notices in your saved-search domain, with response deadlines. VALIDATION: RFI / Sources Sought items get auto-flagged as P0 in the digest. Deadlines tracked. ============================================================ === PHASE 4: CAPTURE-MANAGEMENT SCORING === ============================================================ Each opportunity scores on Pwin × value × strategic fit: | Dimension | Score 1-5 | | ---------------------- | -------------------------------------------------------------- | | Incumbent strength | 1 = strong incumbent, low Pwin. 5 = no incumbent or weak. | | Customer intimacy | 1 = no prior touch. 5 = sold-to in last 12 months. | | Set-aside fit | 1 = full + open. 5 = your set-aside category restricted. | | Past performance match | 1 = adjacent. 5 = exact past work. | | NAICS / PSC fit | 1 = secondary code. 5 = primary code. | | Solution maturity | 1 = new build. 5 = productized. | | Bid value (annual) | (raw $). | | Strategic value | 1 = no follow-on. 5 = pipeline gate for $10M+ multi-year work. | Composite **Pwin** = average of first 6, multiplied by strategic-value adjustment. **Pursue threshold**: Pwin ≥ 3.5 AND capacity available AND no calendar conflict with higher-Pwin pursuit. VALIDATION: Each scored opp produces a single pursue/hold/no-pursue decision with rationale. ============================================================ === PHASE 5: INCUMBENT + COMPETITOR INTELLIGENCE === ============================================================ For each opportunity, query USAspending.gov + SAM.gov contract-data API for: - Prior awards with same NAICS + agency + matching scope. - Top 5 competitors by revenue in that lane. - Their typical award size + win rate. - GSA Schedule holders (if applicable). Output `competitor_dossier.md` per pursuit. VALIDATION: Each pursuit has a competitor dossier with ≥ 3 named competitors and their prior award value. ============================================================ === PHASE 6: SMALL BUSINESS ELIGIBILITY CHECK === ============================================================ If the opportunity is set-aside, verify your company's eligibility _automatically_: - SBA Dynamic Small Business Search (DSBS) registration current? - 8(a) program: in program & not within 9-year graduation window? - WOSB / EDWOSB: SBA-certified (no longer self-cert as of 2020)? - SDVOSB: VA-verified via SBA after 2023 transition? - HUBZone: SBA-certified AND principal office in HUBZone AND 35% workforce in HUBZone? - Size standards: revenue & employee count below NAICS-specific cap? Generate `eligibility_check.md` per pursuit — green/yellow/red per dimension. VALIDATION: Real-time SBA DSBS check or fallback to user-supplied certs. ============================================================ === PHASE 7: PROPOSAL READINESS PACKAGE === ============================================================ Once a "pursue" decision is made, generate the proposal-readiness scaffold: - **Color teaming template**: Pink team (concept review), Red team (writeable), Gold team (final). - **Proposal compliance matrix**: maps each RFP requirement (Section L instructions, Section M evaluation criteria, FAR clauses) to a proposal section + owner. - **Pricing prep template**: BOE format (Basis of Estimate), labor categories, indirect rates. - **Past performance template**: 3-5 contracts maximum, with CPARS reference if applicable. - **Tech volume outline**: aligned to Section M factors. - **Capability statement** (one-pager, agency-specific tailoring). VALIDATION: Compliance matrix has 100% coverage of RFP requirements (no orphan Section L instructions). ============================================================ === SELF-REVIEW === ============================================================ Score 1–5: - **Complete**: API client + searches + pre-RFP tracker + scoring + intel + eligibility + proposal scaffold? - **Robust**: Handles pagination + rate limits? Respects set-aside semantics correctly? - **Clean**: Pursue decisions traceable to scoring rubric? - **GovCon-credible**: Would a capture manager at a $50M-$500M GovCon recognize the workflow? Common gap: chasing every RFP. The discipline is no-bid more than bid. ============================================================ === LEARNINGS CAPTURE === ============================================================ Append to `~/.claude/skills/sam-gov-monitor/LEARNINGS.md`: ## — - **What worked:** - **What was awkward:** - **Suggested patch:** - **Verdict:** [Smooth / Minor friction / Major friction] ============================================================ === STRICT RULES === ============================================================ - Never bid every RFP. Win rate × proposal cost is the real metric. - Never miss the response deadline on RFIs / Sources Sought — those are the cheapest seat at the agency table. - Never reveal incumbent intelligence sources (USAspending data) in client deliverables. Synthesize, don't cite raw export. - Never assume set-aside eligibility — verify against SBA real-time data. - Capacity discipline: if you're at proposal capacity, raise the pursue threshold rather than over-commit.