Statement of Work
AI Revenue Operating System
Between RapidData ("Vendor") and PruTech ("Client") for the design, build, and hand-off of an agentic AI platform unifying RFP intelligence and sales pipeline execution.
- Effective Date
- May 2026
- Duration
- 6–7 weeks
- Engagement
- Fixed-scope build + hand-off
- Document Status
- Draft v1.0
Section 1
Parties & Stakeholders
Vendor
RapidData
Primary contact: Biren Saini
Client
PruTech
Sponsors: Deepak · Kris (Krishnamurthy Iyer)
Section 2
Background & Objectives
PruTech currently relies on manual review of public-sector RFPs sourced from GovSpend, SAM.gov, and state portals. The objective of this engagement is to deliver an agentic AI platform that automates discovery, qualification, and ranking of RFPs against PruTech's capability profile, and provides a collaborative workspace for "Go" decisions and pipeline hand-off.
- Cut RFP triage time by an order of magnitude.
- Surface only opportunities aligned to PruTech's technologies, NAICS codes, and buyer-budget thresholds.
- Provide a single executive dashboard for daily review, ranking, and in-tool collaboration.
- Enable new business-development reps to ramp via an in-app chatbot trained on prior won RFPs and capability narratives.
Section 3
Scope of Work
3.1 Platform Deliverables (MVP)
- RFP ingestion pipeline from GovSpend, Orange Slices, SAM.gov, and selected state portals (direct).
- Configurable matching engine: NAICS / commodity codes (e.g., 541511, 541512, 541519); technology keywords (Salesforce, Dynamics, Power Apps, Java, AI; exclude SAP); buyer size & budget gating; hard vs. weighted rules.
- Per-source search criteria, with near-miss explanations when a query returns zero results.
- Executive dashboard — single-screen daily review of new RFPs, rankings, and status.
- In-tool collaboration — comments, @mentions, activity feed on each RFP.
- AI-generated dossier per RFP: summary, fit rationale, key clauses, risks, and recommended action.
- In-app chatbot available on every screen for triage, onboarding, and capability lookup (no commercials exposed).
- Push "Go" RFPs into PruTech's pipeline of record (Salesforce or in-tool pipeline — TBD by Client).
3.2 Enablement & Hand-off
- In-app documentation & help (no external PDFs).
- Live training sessions for PruTech sales, capture, and admin users.
- Two weeks of post-launch hypercare.
- Application source code & configuration export delivered to PruTech.
3.3 Out of Scope (this SoW)
- Proposal generation — Option 1: integrate RapidData generator (later phase); Option 2: continue with PruTech's existing generator.
- Custom Salesforce development beyond the documented Go-RFP push.
- Migration of historical RFP archives beyond agreed seed set.
Section 4
Timeline & Milestones
| Week | Milestone |
|---|---|
| W1 | Kick-off, data-source access, NAICS & technology config workshops. |
| W2 | Ingestion pipeline live; first matching rules wired. |
| W3 | Dossier generation, dashboard skeleton, internal review. |
| W4 | First usable version available to PruTech for hands-on use. |
| W5 | Collaboration features, chatbot, refinement on real RFPs. |
| W6–W7 | Full delivery, training, hand-off, hypercare begins. |
Section 5
Engagement Model
RapidData delivers
- Build, host (during build), and configure the platform.
- Weekly demos and async written status.
- Push "Go" RFPs into PruTech's chosen pipeline of record.
- Hand-off package and post-launch hypercare.
PruTech provides
- Day-1 inputs: NAICS / commodity codes used today.
- List of supported technologies & exclusions (Salesforce, Dynamics, Power Apps, Java, AI; exclude SAP).
- Decision on system-of-record for Go RFPs (Salesforce vs. in-tool pipeline).
- Sample of recently won RFPs to seed the chatbot.
- Timely review and feedback within agreed cadence.
Section 6
Commercials
Buy-out
$25,000
One-time. PruTech continues to use the delivered version as-is, including in-app documentation and chatbot help. RapidData hands off; perpetual license included.
Milestone-based Payment Schedule
| Milestone | Trigger | Amount |
|---|---|---|
| M1 | Upfront — on SoW execution / kick-off | $10,000 |
| M2 | On Go-Live | $10,000 |
| M3 | 30 days after Go-Live | $5,000 |
| Total | $25,000 |
Section 7
Acceptance Criteria
- Ingestion runs daily across configured sources with monitored health.
- Matching engine returns ranked RFPs with rationale; near-miss explanation when zero results.
- Dashboard, dossier, and collaboration features operational on production data for two consecutive weeks.
- Training delivered and documentation accessible in-app and via chatbot.
- Source code & configuration export delivered.
Section 8
IP, Licensing & Confidentiality
- PruTech receives a perpetual, non-exclusive license to the delivered application for internal use.
- RapidData retains rights to underlying frameworks, generic components, and know-how reused across engagements.
- All PruTech data, won-RFP corpus, and configuration remain the property of PruTech.
- Both parties bound by mutual NDA; no disclosure of commercials or proprietary data.
Section 9
Change Control & Governance
- Weekly working session with Deepak, Kris, and RapidData lead; written status follows.
- Scope changes captured as a written Change Request with impact on timeline/cost; effective once countersigned.
- Escalation path: RapidData lead → Biren Saini; PruTech lead → Deepak.
Section 10
Sign-off
For RapidData
Name
Biren Saini
Signature
Date
For PruTech
Name
Deepak
Signature
Date