Select a proposal from the sidebar to begin drafting your response. Each section has AI-assisted generation to help you produce a strong proposal shell quickly.
Add to Tracker
This will add the solicitation to the chosen board. Add one or more clients — each client's assigned team will be shown. When the destination is Opportunity Tracker, the solicitation enters the Sent to Client stage.
Bid — Send to Queue
Select one or more clients for this opportunity. It will be sent to the queue for all assigned staff and added to the Opportunity Tracker → Sent to Client stage.
＋ Add Solicitation
Solicitation Details
Description
Send to Client
✅ Email copied! Open a new Outlook compose window and press Ctrl+V (Windows) or Cmd+V (Mac) to paste the formatted email.
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Send to Client
Select Opportunities to Include
✅ Done.
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✉ Send to Client
✅ Done.
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Staff Portal
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Confidential
Client Assignments
Select a staff member to view assignments.
Select a staff member above to view their assignments.
Internal review only. Contact Jeff Green with questions or corrections.
FY27 Congressional Outreach
Meeting Tracker
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Meeting
Client
Member / PSM
Issue
Policy
$/P/QFR
White Paper Status
Slide Deck Status
Language Status
Meeting Date Status
Meeting Date
E-Docs Sent to Hill?
Will Support?
JAG Attendee
NDAA Form Status
Approps Form Status
Activity Log
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Meeting Detail
Confidential
Work Status Request
PTO · Telework · Offsite · Condo Request
🔔
24-Hour Advance Notice Required. All requests must be submitted at least 24 hours before the requested date.
Submitting sends a notification to JAG Administration for approval. You’ll receive an email once your request is reviewed.
Confidential
Monthly Expense Report
Credit Card · Reimbursement
Submitting sends your expense report to JAG Administration.
Confidential — Business Development
Prospective Client Scorecard
Score 1–10 per criterion · Total 50 points
Score Summary0 / 50
⏳ Complete all criteria to see recommendation
Confidential — Internal Use Only
Quarterly Review
Select a section to continue.
Annual Revenue Serviced ($):
Select your name above to load your client assignments.
Offices with staff you believe can deliver results for JAG clients.
#
Congressional Office
Staff Contact
Notes
Member-Level Relationships
Offices where you can deliver a Member-level meeting for JAG clients.
#
Congressional Office
Member Name
Notes
Additional Notes
For J.A. Green & Company Internal Use Only.
Client Intake Form
Complete the form to generate a one slide PowerPoint presentation.
Type // before any line to create a bullet point on the slide. // J.A. Green & Co. // Department of Rocks → • J.A. Green & Co.• Department of Rocks
Q1 Lobbying
📄 NDAA BL
📄 NDAA DRL
💰 Appropriations
❓ QFRs
📊 Outcome
Objectives met?
Yellow / red flags
Q1 Government Programs
🎯 Objective
📈 Status
Yellow / red flags
🎯Q2 Objectives
Lobbying
Government programs
📋Summary & Issues
📝 Q1 objective summary
🎯 Q2 goals
For J.A. Green & Company Internal Use Only.
Confidential — Business Development
Client Intake / Conflict Check
Submit intake to leadership or circulate a conflict check to all staff
📋 Client Intake SurveySend the prospective client a survey to complete before your introductory call. Download the PDF, then draft a pre-written email to send it directly to them.
🎖️ LTG Ostrowski — To Be Assigned
⚖️
Conflict CheckFlag known conflicts, existing relationships, prior engagements, or current client overlaps. Leave blank if none known.
Submit Intake routes to Jeff Green, Garrett Richards, and JAG Administration. Send Conflict Check circulates to all JAG staff. For J.A. Green & Company Internal Use Only.
Compliance & Operations
Firm Policies
Official JAG policies, compliance documents, and required forms
⚖️All JAG staff and registered lobbyists are required to read, understand, and comply with firm policies. Questions about any policy should be directed to Jeffery A. Green or JAG Administration before taking action.
✈️
JAG-POL-003
PAC-Related Travel Reimbursement Policy
ActiveFECA ComplianceRegistered Lobbyists
Governs approval, eligibility, and documentation requirements for reimbursement of travel costs incurred in connection with attendance at political fundraising events. Includes pre-approval, post-trip verification, clawback, and tax disclosure requirements.
EffectiveApril 1, 2026
Approved ByJeffery A. Green
Applies ToAll Registered Lobbyists
Limit1 PAC trip / lobbyist / year
Advance Notice14 days before travel
Clawback90 days (voluntary resign / for cause)
📈
JAG-POL-004
Growth Paths & Performance Levels Overview
ActiveProfessional DevelopmentPolicy Team
Outlines the firm’s growth pathways and performance level expectations for the Policy Team across the core areas of focus — core responsibilities, knowledge, deliverables, and communication & leadership — to guide professional development and advancement.
Effective2023
Approved ByJeffery A. Green
Applies ToPolicy Team
🏖️
JAG-POL-005
August Recess Policy — 2026
ActiveTelework & PTOAll Staff
Governs in-office, remote work, and PTO expectations for the 2026 August recess. Supplements—and does not replace—the firm’s standing Telework, PTO, and Office Schedule policies in the Employee Handbook, which remain in full effect throughout the recess.
Recess PeriodJul 27 – Aug 28, 2026
Approved ByJeffery A. Green
Applies ToAll Staff
Remote WorkMax 10 business days
In-Office / PTOMin 10 business days
Policies are maintained by JAG Administration. Retain signed acknowledgment forms for minimum 5 years. For J.A. Green & Company Internal Use Only.
Policy Document
Add Expense
💳 Credit Card
IRS requires all attendees listed for business meal deductions (IRC §274).
