CMG GUIDE FOR REVIEWING OPPORTUNITIES AND PREPARING PROPOSALS

This guide explains how to review an opportunity, complete a Go / No Go decision, and use Pepper AI to support proposal preparation inside the CMG Member Portal.

STEP 1: ACCESS YOUR OPPORTUNITIES
Log in to the CMG Member Portal and open My Opportunities: BidGrid.
This page shows all active opportunities, their status, and whether action is required.

If an opportunity shows Decision Required or Status: New – Not Reviewed, you must submit a Go / No Go decision before CMG can begin proposal work.

STEP 2: REVIEW OPPORTUNITY DETAILS
Click View on the opportunity row.

Review the following sections carefully:
• Opportunity Details
• Important Details
• Red Flags / Requirements
• Reasons to Bid
• Due Date and Submission Method

Confirm that the scope, timeline, and requirements align with your business capabilities.

STEP 3: RUN PEPPER AI ASSESSMENT
Click Run Pepper AI Assessment in the Opportunity Details section.

Pepper AI analyzes:
• Opportunity scope and complexity
• Alignment with your company profile and stored business context
• Risk indicators and red flags
• Overall bid readiness

Use this analysis to support your decision. Pepper AI does not replace your judgment. It provides structured decision support.

STEP 4: GO / NO GO DECISION
When ready, select one of the following actions:

Approve
Approval authorizes CMG to begin proposal development.
You must provide a reason for approval and accept CMG terms and conditions.

Pass
Passing formally declines the opportunity. No proposal work will begin.

Important timing rules:
• Allow 2 to 3 weeks of lead time before the bid due date
• All proposal materials must be finalized 24 to 48 hours before submission
• CMG is not responsible for late, incomplete, or technical submission issues

STEP 5: PROPOSAL WORKING STATUS
Once approved, the opportunity moves to Proposal Working.

CMG will begin structured proposal support, coordination, and review based on the approved scope and timeline.

STEP 6: USING PEPPER AI FOR PROPOSAL CONTEXT
Pepper AI uses saved business context to improve proposal analysis and guidance.

Context includes items such as:
• Core capabilities
• Certifications
• Past performance
• Pricing and rate structures
• Technical assistance history

CMG manages this context centrally. Keeping your business information current improves Pepper AI accuracy across all opportunities.

STEP 7: MONITORING AND FINAL OUTCOMES
Track status changes directly in My Opportunities:
• Monitoring
• Awarded: In Contract Management
• Not Awarded

All decisions, comments, and timestamps are logged for transparency.

If you have questions about an opportunity, use the Add Comment section within the opportunity view.

End of guide.