How the Assessment Team works

Not a form. A team.

This surface is where you receive and review completed assessment work — it is not where the work happens. Compound Leverage operates an Assessment Team on Bowie BIC's behalf; this page shows what that team actually does.

Four functions, one record per applicant

Every applicant's assessment moves through four stages, each owned by a distinct function on the team:

Company Profile Analyst — structures the applicant's intake into a standard profile, flagging any field it cannot confidently fill rather than guessing.
Readiness Assessor — scores the profile against the program's own readiness dimensions, with a stated rationale for every rating.
Program Fit & Pathway Analyst — drafts a recommended pathway and next step, grounded only in the profile and assessment already on record.
Assessment Reviewer — an AI quality-control pass: checks completeness, verifies evidence, flags any unsupported conclusion, surfaces missing information in one place, and checks that the recommendation is actually consistent with the findings. This is not the human sign-off — it runs first, so your reviewer sees it alongside the recommendation rather than in place of making the final call.

Quick start

Check status — the Home screen groups every assessment by where it stands: In Progress, Ready for Review, Accepted, Revision Requested.
Open an assessment — click any card to see the full profile, readiness findings with their evidence, the proposed pathway, and the AI Reviewer's quality-control findings.
Decide (Approver/Admin only) — from the Detail screen, click Accept assessment to record your organization's approval, or Request revision and describe what needs to change. The team reworks it and delivers a new version.
Check prior versions — every version ever delivered, plus the full review history, is on the Version History screen — nothing is ever overwritten.
Export — both the Home screen and the Insights screen (Approver/Admin) have an Export CSV button for your own records.
Get notified — you'll get an email whenever a new version is ready for your review, including after a revision. A separate notification when an assessment first enters the queue isn't built yet -- check back here for that.

Sending us a new company for assessment

Intake still happens by email, the same way it does today — not through this workspace. To help the team move quickly, include:

Company name, NAICS code(s), UEI, and CAGE code
Current certifications and contract vehicles (e.g. 8(a), GSA Schedule)
Capability statement (attached)
Any past performance proof points you'd like considered
Primary point of contact's email

Send this to [email protected]. The completed assessment will appear here as “Ready for Review” once the team finishes it.

Email is the one channel for all of this — sending new company information, asking a question, requesting a revision's reasoning in more detail, or adding a teammate. There's no chat or ticket system to separately check. For problems with the workspace itself (a broken link, something not loading), use [email protected] instead.

Common requests

Status check on a specific company — look for it here first, grouped by status; if it isn't showing yet, it hasn't reached “Ready for Review.”
A finding looks wrong or needs more context — use Request Revision on that assessment and describe specifically what to re-check; a specific request moves faster than a general one.
Add a new teammate — email [email protected] with their name, email, and the access level they need (Viewer, Editor, Approver, or Admin — see access levels below).

How an assessment actually gets worked

Nothing here starts because someone clicked a button on this screen — this surface is for reviewing finished work, not kicking it off. Right now, Compound Leverage receives each applicant's materials directly from Bowie BIC and begins work from there; there is no self-service submission on this screen yet. Once work begins on an applicant, the four functions above are each carried out in sequence, each one picking up exactly where the last left off:

The Company Profile Analyst structures the raw intake first — nothing downstream starts until a profile exists.
The Readiness Assessor scores that profile once it's structured.
The Program Fit & Pathway Analyst drafts a pathway once a score exists.
The Assessment Reviewer signs off once a pathway has been drafted.

That run produces one complete version, which lands here as “Ready for review.” If you request a revision, the same four-function sequence runs again on your feedback and produces a new version — it does not resume mid-sequence or patch the old one.

Every finding is evidence-backed

A rating is never asserted on its own — each one is tied back to the specific source document, checksummed and logged, that supports it. When the available evidence is not enough to rate something fairly, that dimension is marked as a gap instead of a guess. You can trace exactly what a finding is based on from the Detail screen.

Nothing is ever overwritten

A requested revision never edits the prior version — it produces a new, complete version that explicitly names the one it replaces. Every version ever delivered stays retrievable on the Version History screen, exactly as it was at the time.

Two separate approvals, on purpose

An assessment's internal readiness sign-off (by Bowie BIC's own COE reviewer) and your acceptance of the delivered output here are deliberately kept as two distinct records. Accepting a deliverable on this screen is your organization's own record of review — it does not alter the underlying assessment.

What your access level lets you do

Everyone invited can browse every assessment for Bowie BIC — the full findings, evidence, and version history. What differs by level is who can make this organization's official decision on a deliverable, and who sees the aggregate Insights view:

Viewer Read-only. Can open any assessment and read everything on it — findings, evidence, rationale, full version history. Cannot accept a deliverable, request a revision, or open Insights.
Editor Everything a Viewer can do. On this specific surface that's currently the same set of actions as Viewer, since there's no submission form here to edit — the extra capability (submitting new requests and clarifications) exists on Compound Leverage's broader portal, not on this review-only screen. Still cannot accept a deliverable or request a revision on your organization's behalf.
Approver Everything an Editor can do, plus the authority to make Bowie BIC's official call on a deliverable: Accept it, or send it back with “Request a revision.” Also the first level that can open Insights, the aggregate view across all of Bowie BIC's assessments.
Admin Everything an Approver can do. Reserved for whoever should ultimately be accountable for this workspace; it doesn't unlock any additional action on this screen today.

← All assessments

Reference

Documentation

A lookup reference for every screen, field, status, and permission in this workspace. For a narrative walkthrough instead, see How this works.

Workflows

Review and decide on an assessment

Open the assessment from the Home screen (grouped under Ready for Review).
Read the profile, the six readiness findings with their evidence, the proposed pathway, and the AI Reviewer's quality-control findings.
Click Accept assessment to record your organization's approval, or Request revision and describe specifically what needs to change (see the Templates page for a starting structure).
If you requested a revision, the team reworks it and delivers a new version -- you'll get the same "ready for review" email when it's back.

Submit a new company for assessment

Compile the company's information (see the submission template on the Templates page).
Email it to [email protected]. There's no submission form in this workspace.
The completed assessment appears here, grouped under Ready for Review, once the team finishes it.

Check status or retrieve a prior version

Open the assessment and click View version history for every version ever delivered, plus the full review-activity log.
Use Export CSV on the Home screen for a point-in-time record across every assessment.

Add or change a teammate's access

Email [email protected] with their name, email, and the access level they need (see Permission tiers).
Access changes take effect on that person's very next action -- no re-invite or re-login needed.

Templates

Copy-paste starting points for the most common things you'll send us.

New company submission (email)

To: [email protected]
Subject: New company for assessment -- [Company Name]

Company name:
NAICS code(s):
UEI:
CAGE code:
Current certifications & contract vehicles (e.g. 8(a), GSA Schedule):
Capability statement: [attached]
Past performance proof points (if any):
Primary point of contact (name + email):

Request revision (in-app note)

What to re-check: [specific finding or dimension]
Why: [what's incomplete, outdated, or incorrect]
New information to consider (if any): [attach or describe]

A specific request ("re-check Contracting Assets -- we renewed our GSA Schedule last month") moves faster than a general one ("this doesn't look right").

Add a teammate (email)

To: [email protected]
Name:
Email:
Access level needed: Viewer / Editor / Approver / Admin

Submitting multiple companies at once

You don't need a separate email per company. Attach a spreadsheet with one row per company (same fields as the single-company template above -- company name, NAICS codes, UEI, CAGE code, certifications, past performance, point of contact) and one capability statement per company. This is exactly how the original cohort was submitted.

Adding a file to a company already submitted

Reply to the original email for that company (or reference the company name clearly in a new one) with the additional file attached -- an updated capability statement, a new certification, a missing proof point. No separate process; it gets attached to that company's existing record.

How scoring & pathways work

The six readiness dimensions

Every company is scored against the same six dimensions, each on the same five-point scale:

Federal Readiness
Market Positioning
Contracting Assets
Delivery Capacity
Teaming Potential
Opportunity Fit

The five-point scale

Emerging: Early-stage federal readiness; major gaps or limited federal positioning.
Developing: Credible capabilities or experience, but additional refinement, validation, documentation, teaming, or positioning is needed.
Ready: Credible federal posture and suitable for targeted opportunity alignment or teaming discussions.
Advanced: Strong federal readiness, relevant proof points, certifications/vehicles, and realistic ability to pursue or team on near-term opportunities.
TBD: Not enough information to rate fairly -- never guessed.

Overall Rating

The same five-point scale, rolled up across all six dimensions into one aggregate rating.

The four pathway levels

Level 1 -- Needs Development: Foundational gaps; needs basic capability statement, validation, or positioning before active pursuit.
Level 2 -- Contract Ready: Has basic contracting posture and capability materials but needs focus, refinement, or teaming support.
Level 3 -- Pursuit Ready: Ready for targeted opportunities, teaming discussions, and agency/prime outreach with manageable gaps.
Level 4 -- Prime Ready: Strong enough for active prime/sub pursuit, defined opportunities, and near-term capture activity.

The pathway level and its written reasoning are drafted together by the team from the six dimension scores -- not a second, independent guess. There's no rigid formula published here because the real judgment lives in that written reasoning, which you read in full on the Detail screen before deciding.

Sign in to review your assessments

Not a form. A team.

Four functions, one record per applicant

Quick start

Sending us a new company for assessment

Common requests

How an assessment actually gets worked

Every finding is evidence-backed

Nothing is ever overwritten

Two separate approvals, on purpose

What your access level lets you do

Documentation

Workflows

Review and decide on an assessment

Submit a new company for assessment

Check status or retrieve a prior version

Add or change a teammate's access

Templates

New company submission (email)

Request revision (in-app note)

Add a teammate (email)

Submitting multiple companies at once

Adding a file to a company already submitted

Screens

Status values

How scoring & pathways work

The six readiness dimensions

The five-point scale

Overall Rating

The four pathway levels

Detail-screen fields

Permission tiers (full reference)

Email notifications

Architecture

Frequently asked

Assessment Team at a glance

Your assessments

What needs to change?

Prior versions are preserved and never overwritten

Delivered versions

Review activity

Authorized users

Version