# How to hand off capture research to a GovCon proposal team

A source-linked kickoff brief preserves pursuit rationale, separates evidence from assumptions, and gives proposal writers clear questions to resolve.

Canonical article: https://g2x.com/blog/capture-research-proposal-handoff

Complete article, source links and data tables: https://g2x.com/blog/capture-research-proposal-handoff/article.md

The article is public. Linked G2X tools and records retain their account and plan requirements.

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## For agents

Prepare a pre-submission capture-to-proposal kickoff brief that preserves pursuit rationale, identifies usable evidence, and assigns unresolved decisions without converting assumptions into facts.

- An opportunity identifier or official notice URL, access to authorized solicitation and capture materials, and user-confirmed authority for any G2X account or internal records used. Missing materials can remain explicit gaps. Lumen is optional.

1. **Confirm the handoff scope and authority** Establish that the handoff is for proposal kickoff before submission, not post-award delivery, if that is not already clear. Use the opportunity identifier, agency, kickoff date, intended readers, and source materials already supplied; ask only for missing details. Confirm the user's authority to access the G2X account and use internal capture or partner records if that authority has not already been established. Identify restrictions on retaining or uploading customer information. Default to read-only research and a draft in the current conversation. Saving notes, changing an owner or next action, and uploading documents require authorization for those specific actions; use existing authorization when it covers the action. Account access alone does not grant that permission. Do not initiate outreach during this handoff; any later outreach requires specific authorization.

2. **Establish the authoritative solicitation baseline** Start at https://g2x.com/app/opportunities/sam and search using the solicitation number or agency and opportunity title. Open the matching opportunity and follow its original-notice link. Use https://g2x.com/docs/find-work/read-a-sam-opportunity for the supporting workflow. Collect the official solicitation and available amendments, recording exact URLs, document titles, amendment identifiers, document dates, the date checked, and page or section references. Review requirements, evaluation factors, SOW/PWS/SOO scope, and submission instructions, consistent with https://www.gsa.gov/sell-to-government/step-2-compete-for-a-contract/respond-to-a-solicitation. Check inherited capture conclusions against that amended baseline. If a document is missing, inaccessible, or superseded, identify the gap rather than assuming the G2X summary or an older file controls.

3. **Recover the rationale and check partner identity** Read user-authorized capture notes, decision records, and partner materials. Record why the pursuit and proposed partner were selected, citing the source of each rationale rather than inventing a strategic explanation. In G2X Directory, search the exact company name or UEI, not a conversational question. Compare returned identifiers with the partner materials and an authoritative entity record when available; flag ambiguous matches. Identity or public capability information does not prove a teaming commitment, staffing promise, or permission to use a claim. Read relevant existing CRM account notes within the authority already established, using https://g2x.com/docs/run-a-pipeline/track-an-account as guidance. Do not create or modify records during this review.

4. **Draft the decision brief manually** Create a working brief in the current conversation with one entry per consequential proposal claim or pursuit decision, rather than reproducing every solicitation requirement. Each entry should contain the requirement or evaluation source; proposed claim and supporting evidence; recorded decision rationale; partner identity and commitment status; and any unresolved question, internal owner, and next decision. Distinguish verified public facts, team interpretation, and authorized internal commitments. Include source URLs and page or section references, with permission or access limitations where relevant. Mark unsupported claims as unverified and unknown owners as unassigned. The manual route uses free Community federal search, document reading, and authorized retained notes.

5. **Optionally use Lumen with approved materials** If the user requests Lumen assistance, use Add \> Add documents \> Company Library only for the specific documents the user is authorized and permitted to upload. Use existing authorization that covers those uploads; obtain authorization for any additional documents before uploading them. Keep restricted customer material in its approved environment. Consult https://g2x.com/docs/lumen/ask-lumen. Use a prompt such as: 'Prepare a capture-to-proposal kickoff brief for \[opportunity identifier\] using only these approved documents: \[document names and versions\]. Treat \[solicitation and amendment identifiers\] as the baseline. For each consequential proposed claim, identify its requirement or evaluation basis, evidence with document/page/section and supplied URL, recorded pursuit rationale, partner identity and commitment status, unresolved question, owner if documented, and next decision. Distinguish verified public facts, team interpretation, authorized internal commitments, and unverified assertions. Do not convert hypotheses into facts, infer commitments from a company website, invent rationale or owners, or treat missing evidence as confirmation. Flag contradictions and unknowns. Do not write records or contact anyone.' Use the result as a source-referenced draft and gap assessment for human review, not independent verification of partner promises.

6. **Verify and return the kickoff brief** Check every proposed factual claim against its cited source and amendment version. If Lumen was used, verify its references and classifications against the supplied documents; remove or relabel unsupported assertions. Confirm that internal commitments have attributable evidence and authorized proposal use, or leave those points unresolved. Return the brief in the current conversation with the dated solicitation baseline, pursuit rationale, usable evidence, unverified commitments, and next decisions with documented owners or unassigned status. Clearly identify inaccessible sources and any uncertainty about the latest amendments as of the review date. Keep completed work distinct from proposed next actions. Any later CRM write or upload must stay within the specific authorization granted; obtain authorization only where it is missing. Do not send outreach as part of this handoff.

Expected result: A source-linked kickoff brief containing the solicitation baseline, pursuit rationale, supported proposal claims, partner commitment status, unresolved questions, owners, and next decisions.

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