Overview
The Compliance tab shows how your outline covers the solicitation. Use the compliance matrix to check that every instruction, evaluation factor and requirement is mapped to a section, and use the shreds to read the solicitation line by line.
Click through the interactive walkthrough below to see how to review requirements, check them in the source document and export your compliance matrix.
Compliance Matrix and Document Shreds
The Compliance tab contains the generated response compliance matrix and your solicitation package line-by-line document shreds. This tab provides you with a detailed breakdown of the compliance requirements against the outline, including preparation instructions (section L), scope from the PWS/SOW (section C), and evaluation criteria (section M).
Reviewing Compliance
The Compliance tab allows you to view the extracted instructions, scope, and evaluation criteria mapped directly to the generated outline. By clicking on the outline section, GovDash will highlight the compliance requirements, the area of the document that the citation was pulled from, and the type of citation represented by colored dots. This gives you confidence that GovDash is extracting the correct information and allows you to cross-reference the actual documents with the requirement.
Filters and Search
Use the filters above the matrix to narrow the extracted requirements by Outline Section, Citation Type and, when your solicitation package has more than one document, Documents. Use Search to find specific words from the documents.
Editing Citations
To make changes/edits to these citations within your outline, please see our guide for editing section citations here.
Document Viewer
When clicking on a citation/extracted sentence within the matrix view, this provides you with the full solicitation document along with the highlighted area of the document that it was extracted from.
Exports
Click Export to Excel in the top right of the matrix (shown in the screenshot above) to export your compliance package to Excel, formatted for easy review. GovDash builds the file in the background, so you can keep working, and the download starts when it's ready. The export follows your current search and filters. A filtered export has "(filtered)" at the end of the file name.
The compliance package contains your full outline with requirement mapping, the Instructions, Evaluation and Scope (section L/M/C) extractions, a Shred Checklist, a Quote Cross Reference Matrix, and individual document shreds.
