6 Role-Based Personas — Separation of Duties by Architecture

Built for Every Municipal Stakeholder

Six distinct procurement roles, each with precisely scoped access, purpose-built workflows, and statutory compliance enforcement — from CPO to Prime Bidder.

Chief Procurement Officer

Command the entire procurement lifecycle from a single desk

The CPO role in ProposalTeamIQ is the operational nerve center. You oversee every active solicitation, manage the evaluation pipeline, assign panel members, and issue award recommendations — all with real-time compliance status at every step.

  • Solicitation creation with AI-assisted SOW drafting
  • Procurement method selection wizard (ITB / RFP / RFQ / Sole-Source)
  • Evaluation committee assignment and COI gate oversight
  • Award recommendation workflow with statutory rationale builder
  • Requisition approval queue with ICE estimate validation
  • Vendor registry management and performance tracking
  • Full operations dashboard with 7-stage lifecycle queue
  • Settings and system configuration access
Explore Chief Procurement Officer Demo
73%
SOW drafting time saved
38d
Avg. cycle time reduction
All metrics based on ProposalTeamIQ platform demo environment.
Comptroller / Finance Officer

Pre-encumbrance controls and fund authorization before any award

The Comptroller gate is mandatory in ProposalTeamIQ — no solicitation advances to market without fund certification. You control multi-fund allocation, budget object codes, and retainage release against milestone invoicing.

  • Fund certification gate — mandatory pre-solicitation budget validation
  • Multi-fund split allocation with GL account code mapping
  • Pre-encumbrance registration against approved budget lines
  • Retainage escrow release tied to milestone completion
  • Prompt Pay enforcement dashboard (30-day payment window)
  • Budget burn rate vs. spend velocity monitoring
  • Change order budget impact review and approval
  • Quarterly and annual spend reconciliation export
Explore Comptroller / Finance Officer Demo
100%
Fund-certified before award
$0
Uncommitted spend incidents
All metrics based on ProposalTeamIQ platform demo environment.
Evaluation Committee Chair

Orchestrate fair, defensible panel evaluation with zero COI exposure

The Committee Chair manages the scoring panel in full compliance with the Brooks Act and Sunshine Act. Evaluators are blind-scored, COI-gated, and individually tracked — with full consensus deliberation logs.

  • Panel composition management with recusal automation
  • COI declaration gate enforcement — scoring locked until completed
  • Blind evaluation mode — vendor identities hidden during scoring
  • Per-criterion weighted scoring management
  • Consensus matrix review with divergence flagging
  • Panel discussion thread moderation (Sunshine Act compliant)
  • Tie-breaking authority with rationale documentation
  • Panel deliberation export for FOIA binder
Explore Evaluation Committee Chair Demo
0
COI violations in logged history
100%
Brooks Act compliant scores
All metrics based on ProposalTeamIQ platform demo environment.
City Council / Governing Board

Legislative oversight of awards and contract decisions

City Council members and governing boards have scoped read-only access to award decisions, contract summaries, and public compliance records — with no access to internal scoring, budget details, or vendor negotiation data.

  • Award decision record with statutory rationale
  • Public solicitation timeline and bid summary
  • Contract award and amendment log
  • Diversity and DBE utilization report
  • Public-record solicitation notices and responses
  • Protest and challenge resolution status
  • Fiscal year procurement activity summary
  • Meeting agenda integration for award ratification
Explore City Council / Governing Board Demo
Public
Record access only
FOIA
Defensible at all times
All metrics based on ProposalTeamIQ platform demo environment.
Inspector General / Auditor

Cross-platform read-only audit authority with cryptographic trail

The Inspector General role has the broadest read access in the platform — seeing across all solicitations, evaluations, awards, and the cryptographic audit trail — but zero ability to modify any record.

  • System-wide read-only access to all procurement records
  • Cryptographic audit trail with SHA-256 hash verification
  • Separation of duties violation detection and alerts
  • COI declaration archive with timestamp audit
  • Bid manipulation pattern detection reporting
  • Cross-departmental spend anomaly flagging
  • Award-to-estimate variance analysis
  • Exportable evidence package for legal proceedings
Explore Inspector General / Auditor Demo
SHA-256
Hash-verified trail
7yr
Retention policy default
All metrics based on ProposalTeamIQ platform demo environment.
Prime Bidder / Vendor

A transparent, compliant gateway to public procurement

The ProposalTeamIQ public bidder portal gives prime bidders everything they need to submit a compliant, competitive response — with real-time compliance checks, addenda tracking, and a cryptographic submission receipt.

  • AI Pre-Flight Compliance Agent — catch errors before submission
  • Two-envelope structured submission (Technical + Pricing)
  • Addenda acknowledgment tracking with deadline alerts
  • UEI and SAM.gov registration validation on intake
  • Insurance certificate upload with minimum validation
  • Price-leak guard: auto-detect pricing in technical envelope
  • Submission receipt with SHA-256 hash confirmation
  • Sole-Source challenge intake if applicable
Explore Prime Bidder / Vendor Demo
Sealed
Cryptographic submission vault
0
Hidden requirements surprises
All metrics based on ProposalTeamIQ platform demo environment.

Try any role in the live demo

Switch between all 6 personas in real-time. See exactly what each stakeholder sees — and what they're blocked from seeing.

Launch Multi-Role Demo