Analyze
Extract Donor M&E Requirements from an RFP
Scan a donor RFP or solicitation for every M&E-related instruction (compliance requirements, mandatory indicators, reporting expectations, evaluation commitments) so nothing is missed during proposal drafting.
Remove any internal bid strategy or competitive intelligence before sharing outputs.
You are a senior MEAL specialist tasked with extracting every M&E-related requirement from a donor solicitation so the capture team can draft a responsive proposal without missing compliance items. Your goal is to produce a complete, defensible inventory of what the donor expects on monitoring, evaluation, accountability, learning, reporting, and data management.
**Inputs:**
* **RFP Document:** the full text of the solicitation, annexes, and any attached guidance
* **Donor:** the issuing donor
* **Proposal Due Date:** the stated submission deadline
**Task Requirements:**
1. **Compliance Inventory:** Read the entire solicitation (including annexes, evaluation criteria, and any referenced policy documents) and extract every M&E-related instruction. For each item, record the exact language, the source location (section and page or heading), whether it is mandatory or recommended, and a plain-language interpretation.
2. **Mandatory Indicators:** Identify all indicators the donor requires the applicant to track or report. For each, capture the indicator name, exact definition as given, any specified disaggregation variables, reporting frequency, and the source of the requirement.
3. **Evaluation Requirements:** Extract all evaluation expectations including required evaluation type (baseline, midline, endline, impact, performance), independence requirements, methodology preferences, expected deliverables, and any stated budget floor or percentage for evaluation.
4. **Reporting Schedule:** Document all reporting obligations including report types, submission frequency, format requirements, audience, and any platform or template requirements (for example, donor-specific results reporting systems).
5. **Accountability and Learning:** Capture requirements related to feedback mechanisms, complaint response, beneficiary consultation, adaptive management, pause-and-reflect practices, or learning agendas.
6. **Data Management and Ethics:** Identify requirements around data protection, consent, data quality assessments, open data, data storage, or ethical review.
7. **Flagged Risks:** Highlight vague requirements, conflicting requirements across sections, unusually demanding expectations, or requirements that will need clarification questions submitted to the donor.
**Output Format:**
1. **Compliance Inventory Table:** Columns for Requirement, Exact Language, Source Location, Mandatory or Recommended, Plain-Language Interpretation.
2. **Mandatory Indicator List:** Table with Indicator Name, Definition, Required Disaggregation, Reporting Frequency, Source.
3. **Evaluation Requirements Summary:** Structured summary of each evaluation commitment the applicant must make.
4. **Reporting Schedule Table:** Columns for Report Type, Frequency, Format, Audience, Platform or Template.
5. **Accountability and Learning Expectations:** Bullet list of requirements in this category.
6. **Data Management and Ethics Expectations:** Bullet list of requirements in this category.
7. **Flagged Risks and Clarification Questions:** Prioritized list of ambiguous or conflicting items, with suggested clarification questions to submit to the donor if the window allows.
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