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SOW Intelligence

project 24b7d13310d92905

Normalized: sow intelligence

moreland_contracts

31%

Moderate — a somewhat similar entity exists

100%

Strong source linkage

Source Mappings (3)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	91f5f02f158868d71f9805233c08a717	SOW Intelligence	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 91f5f02f158868d71f9805233c08a717 file_name Payne & Tompkins_Arrangement_Letter_1.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7BBAAD4BDC-97CC-4ABE-BC9E-15D2198A08D6%7D&file=Payne%20%26%20Tompkins_Arrangement_Letter_1.docx&action=default&mobileredirect=true company Payne & Tompkins project_name SOW Intelligence contact_person Dean Tompkins contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 65500.0 brief_project_description Assisting Payne & Tompkins with the design and delivery of an AI-powered SOW generator built on a governed data foundation from approximately 160 completed projects. start_date — extracted_at 2026-09-01T02:07:12.075859+00:00 raw_text_preview August 10, 2026 Re: Payne & Tompkins Scope of Work Generator Dear Dean Tompkins: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Payne & Tompkins (“Client”) with the design and delivery of SOW Intelligence — a Phase 1 engagement that builds a governed data foundation from approximately 160 completed projects and delivers an AI-powered SOW generator on top of it. The generator drafts the Contract Scope in the Payne & Tompkins template — phase-coded, with every line traceable to the plan sheet, intake note, or comparable project it came from, and genuine uncertainty flagged for Project Developer judgment — and delivers it to the job folder as a Word document. Project Approach Payne & Tompkins will prioritize work and communicate with the Moreland team using normal communication channels (e.g., email, phone, meetings). The Moreland team will work with Payne & Tompkins to coordinate the implementation, testing, and review of the solution, ensuring each stage is validated before the next begins. Responsibilities The following table outlines the key responsibilities for Payne & Tompkins and Moreland. Moreland will perform the Services remotely and at Payne & Tompkins’ office locations as needed. Overview This engagement delivers a governed data foundation — approximately 160 completed job folders and QuickBooks history ingested into a medallion lakehouse, parsed, phase-coded, and traceable to source — with the SOW generator built on top. The engagement is structured in two stages: Foundation & Corpus (Weeks 1–3) and Generator & Pilot (Weeks 3–8). Discovery and the phase-code working session are built into the start of the engagement, and pilot, validation, training, and handoff are built into the end. The build is AI-agnostic by design: drafting routes to a frontier model and extraction to lower-cost models, so engines can be swapped as models improve without c file_created_at 2026-08-18T14:27:33+00:00 file_modified_at 2026-08-11T17:12:47+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —
	moreland_contracts	e64d034c084b3015056a2a60b6a119fc	SOW Intelligence	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash e64d034c084b3015056a2a60b6a119fc file_name Payne & Tompkins_Arrangement_Letter_1CLN8-19-26.docx.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Payne%20Tompkins/Payne%20%26%20Tompkins%20-%20Scope%20of%20Work%20Generator%20%5BFF%5D/Signed%20Arrangement%20Letter/Payne%20%26%20Tompkins_Arrangement_Letter_1CLN8-19-26.docx.pdf company Payne & Tompkins project_name SOW Intelligence contact_person Dean Tompkins contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 65500.0 brief_project_description This engagement delivers a governed data foundation and an AI-powered SOW generator built on top of it. start_date 2026-08-10 extracted_at 2026-08-29T02:18:38.854830+00:00 raw_text_preview 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 August 10, 2026 Re: Payne & Tompkins Scope of Work Generator Dear Dean Tompkins: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Payne & Tompkins (“Client”) with the design and delivery of SOW Intelligence — a Phase 1 engagement that builds a governed data foundation from approximately 160 completed projects and delivers an AI -powered SOW generator on top of it. The generator drafts the Con tract Scope in the Payne & Tompkins template — phase - coded, with every line traceable to the plan sheet, intake note, or comparable project it came from, and genuine uncertainty flagged for Project Developer judgment — and delivers it to the job folder as a Word document. Project Approach Payne & Tompkins will prioritize work and communicate with the Moreland team using normal communication channels (e.g., email, phone, meetings). The Moreland team will work with Payne & Tompkins to coordinate the implementation, testing, and review of the solution, ensuring each stage is validated before the next begins. Responsibilities The following table outlines the key responsibilities for Payne & Tompkins and Moreland. Organization Key Responsibilities Payne & Tompkins ● Appoint a project leader to direct team activities and assist with project execution ● Provide file -share read access to the completed and live job folder structure and a QuickBooks read -only connection, coordinated through Colt and DIS ● Participate in the phase -code review and future -proofing working session ● Make Project Developers available to pilot the SOW generator on 2–3 live jobs, with weekly feedback on drafts Docusign Envelope ID: 0648D48E-3E25-8319-8025-4864BB748946 file_created_at 2026-08-27T19:19:46+00:00 file_modified_at 2026-08-27T19:17:29+00:00 created_by Sam Wilsey modified_by Sam Wilsey _dlt_meta —
	moreland_contracts	0b9ab55c5021f6c76fe63bed22212f3a	SOW Intelligence	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash 0b9ab55c5021f6c76fe63bed22212f3a file_name Payne & Tompkins_Arrangement_Letter_1CLN8-19-26.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B4D00007B-3C57-4AC1-BB30-84E4C7810BCA%7D&file=Payne%20%26%20Tompkins_Arrangement_Letter_1CLN8-19-26.docx&action=default&mobileredirect=true company Payne & Tompkins project_name SOW Intelligence contact_person Dean Tompkins contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 65500.0 brief_project_description Assisting Payne & Tompkins with the design and delivery of an AI-powered SOW generator built on a governed data foundation from approximately 160 completed projects. start_date — extracted_at 2026-09-01T02:12:34.748632+00:00 raw_text_preview August 10, 2026 Re: Payne & Tompkins Scope of Work Generator Dear Dean Tompkins: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Payne & Tompkins (“Client”) with the design and delivery of SOW Intelligence — a Phase 1 engagement that builds a governed data foundation from approximately 160 completed projects and delivers an AI-powered SOW generator on top of it. The generator drafts the Contract Scope in the Payne & Tompkins template — phase-coded, with every line traceable to the plan sheet, intake note, or comparable project it came from, and genuine uncertainty flagged for Project Developer judgment — and delivers it to the job folder as a Word document. Project Approach Payne & Tompkins will prioritize work and communicate with the Moreland team using normal communication channels (e.g., email, phone, meetings). The Moreland team will work with Payne & Tompkins to coordinate the implementation, testing, and review of the solution, ensuring each stage is validated before the next begins. Responsibilities The following table outlines the key responsibilities for Payne & Tompkins and Moreland. Moreland will perform the Services remotely and at Payne & Tompkins’ office locations as needed. Overview This engagement delivers a governed data foundation — approximately 160 completed job folders and QuickBooks history ingested into a medallion lakehouse, parsed, phase-coded, and traceable to source — with the SOW generator built on top. The engagement is structured in two stages: Foundation & Corpus (Weeks 1–3) and Generator & Pilot (Weeks 3–8). Discovery and the phase-code working session are built into the start of the engagement, and pilot, validation, training, and handoff are built into the end. The build is AI-agnostic by design: drafting routes to a frontier model and extraction to lower-cost models, so engines can be swapped as models improve without c file_created_at 2026-08-27T16:50:47+00:00 file_modified_at 2026-08-27T16:50:45+00:00 created_by Paul Franke modified_by Paul Franke _dlt_meta —