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Proposal Key-Personnel Builder

Name your key personnel, price a staffing plan, and feed named roles directly into your AI-drafted staffing section.

Government evaluators read staffing sections differently when they see real names, real clearances, and real roles — not generic "available talent pool" language. The Key-Personnel Builder lets you build the named roster directly on the proposal, assign bench candidates to each seat, flag gaps before you submit, and feed that roster into the AI section drafter automatically.

What you get

Built to solve the actual problems hiring teams hit every day.

Roster on the proposal, not a separate spreadsheet

Add roles directly to the proposal record. Each row captures the role title, the assigned bench candidate, a key-personnel flag, and gap status.

Gap badge when a seat is unfilled

Roles with no assigned profile automatically render a visible gap badge — so you know which seats still need a body before you draft the staffing section.

AI drafter reads the named roster

When you click Generate Draft on the Staffing Approach section, the AI uses your named key-personnel roster — roles, profiles, clearances, certs, and skills — instead of a generic org-wide candidate dump. A planning aid; not a compliance certification or award guarantee.

Org-scoped, RBAC-gated

Roster data is scoped to your org via RLS and server-side checks. Users from other orgs cannot read or write your proposal staffing rows.

Run your bench against the bid

Assign bench candidates from your existing talent pool. The profile picker shows cleared professionals already in your org.

One-click résumé packet export

Download an SF-330-style PDF of your named key personnel straight from the roster — a cover sheet (proposal title, solicitation number, agency, date) followed by one structured résumé per person: proposed role, title, years of experience, highest active clearance, certifications, key skills, and your relevance narrative. No re-typing data the system already holds.

Priced staffing plan & basis-of-estimate

Turn your named key-personnel roster into a priced staffing plan — map each seat to a labor category, set level-of-effort hours, apply a bill rate, and get an instant basis-of-estimate and total contract value you can paste straight into your cost volume. Per-LCAT subtotals and a grand total roll up automatically; gap seats are shown but never folded into the priced number. A planning aid — not a certified rate, FAR certification, or DCAA cost determination.

CSV export for your cost volume

Export the staffing plan as CSV — one row per seat (role, LCAT, assignee, LOE hours, bill rate, extended cost) plus a totals row — and drop it straight into your pricing spreadsheet or cost narrative.

How it works

Four steps from setup to value.

1

Open a proposal

Navigate to any govcon proposal. The sidebar now shows a Key Personnel card with an "Add role" button.

2

Add roles

Click "Add role". Enter the position title (e.g., "Program Manager"), optionally assign a bench candidate, and toggle "Mark as key personnel" if it is a named key-personnel seat.

3

Flag gaps

Leave the bench assignment blank for any unstaffed seat — the row automatically shows a gap badge so you know which positions still need a candidate before submission.

4

Generate the staffing draft

Click Generate Draft for the Staffing Approach section. The AI reads your named roster — roles, assigned profiles, clearance levels, certs, and skills — and produces a section grounded in your actual proposed team.

5

Export the résumé packet

Click "Download packet" on the Key Personnel card to get an SF-330-style PDF of every named key-personnel résumé in one document — ready to drop into your volume.

6

Price the staffing plan

On the Staffing Plan card, click "Price" on any seat to set a labor category, level-of-effort hours, and a bill rate. Extended cost (hours × rate), per-LCAT subtotals, and a grand-total estimated contract value roll up instantly — gap seats are shown but excluded from the total. Click "Export CSV" to paste it into your cost volume.

FAQ

Quick answers to common questions.

Is this a compliance tool or a guarantee of award?

No. It is a planning and drafting aid. Building a key-personnel roster and a priced staffing plan helps you draft a stronger staffing section and a basis-of-estimate — it is not a certified rate, a DCAA cost determination, a FAR compliance certification, or any kind of award guarantee.

How does the priced staffing plan total work?

For each seat, extended cost = level-of-effort hours × bill rate. Those roll up into per-labor-category subtotals and a grand-total estimated contract value. Gap/unfilled seats (no assigned person) are shown in the table but excluded from the priced total, so the headline number is never silently overstated. Export the whole plan as CSV — one row per seat plus a totals row — for your cost volume.

What happens to the AI draft if I have no team rows?

It falls back to the org-wide candidate pool — the same behavior as before this feature. Defining even one named role switches the drafter to the named-team path.

Can subcontractors or teammates add roles?

Yes — govcon-entitled clients, admins, and subcontractors in the same org can all manage the roster.

Does the org-chart feed the roster?

Not automatically — you assign bench candidates from the profile picker. An org-chart import is on the roadmap.

What goes into the résumé packet PDF?

A cover sheet (proposal title, solicitation number, agency, generation date) followed by one section per named key-personnel member: name, proposed role, title, years of experience, highest active clearance (or "None on file"), certifications, key skills, and your relevance narrative. By default only roles flagged key personnel are included; add ?all=1 to export every named role. It is a drafting aid, not a compliance certification.

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