Claude Skills by ThomasMoreAI

Drafts a Past Performance Questionnaire for evaluating legal service providers or contractors in government contract contexts. Trigger when the user needs vendor evaluation instruments, contractor performance reviews, past performance assessments, or due diligence questionnaires aligned with FAR requirements.

Generates structured pharmaceutical regulatory compliance summaries covering FDA approval pathways, patent/IP intersections (Orange Book, Hatch-Waxman), and marketing restrictions (off-label, DTC, Anti-Kickback). Use when preparing FDA compliance overviews, submission readiness assessments, or promotional compliance reviews.

Drafts an internal Promotional Materials Review Policy for life sciences and pharmaceutical companies under FDA oversight. Covers promotional review committee structure, fair balance requirements, substantiation standards, off-label prohibitions, recordkeeping, training, and auditing. Use when creating FDA promotional compliance governance frameworks, pharma advertising policies, or promotional review committee charters.

Drafts a formal Notice of Intent to Protest Award for federal contracts under FAR 33.103, 33.104, and 4 C.F.R. Part 21. Use when a client receives an adverse contract award decision and must preserve GAO protest rights within the 10-day jurisdictional deadline. Covers bid protests, stay of performance requests, and contracting officer notifications.

Drafts Quality Agreements for pharmaceutical contract manufacturing. Assigns quality roles between product owners and CMOs under FDA cGMP (21 CFR 210/211), ICH Q7, and related guidance. Use when a user needs a quality agreement, CMO quality terms, or cGMP compliance agreement for contract manufacturing.

Drafts a Request for Equitable Adjustment (REA) for U.S. federal government contracts under FAR provisions. Enforces element-driven cost/schedule narratives, FAR Part 31 cost structures, FAR 52.233-1 certification, and contemporaneous evidence marshaling. Use when a contractor seeks contract modification relief due to government-directed changes, differing site conditions, defective specifications, or government-caused delays.

Drafts evaluation-ready U.S. federal RFP responses across all standard proposal volumes (cover letter, technical, cost/price, reps and certs). Enforces FAR compliance, CPARS references, and Section L/M alignment. Use when preparing federal solicitation submissions, responding to government RFPs, or drafting procurement bids.

Drafts Representations and Certifications documents for SAM.gov federal contractor registration. Use when registering entities in SAM.gov, updating annual registrations, preparing government contracting eligibility documents, or working with UEI, NAICS codes, business size determinations, and FAR compliance representations.

Drafts FinCEN Suspicious Activity Reports (Form 111) for BSA/AML regulatory filing. Compiles subject identification, transaction timelines, red-flag analysis, and activity classifications. Use when a financial institution detects suspicious transactions requiring mandatory SAR filing, continuing activity reports, or BSA compliance documentation.

Drafts a U.S.-focused Shipper's Letter of Instruction (SLI) authorizing a freight forwarder, capturing EEI/AES filing intent, and documenting export-control classifications. Use when drafting SLIs, authorizing forwarders, preparing EEI/AES filings, or documenting ECCN/ITAR/EAR99 classifications for international exports.

Drafts U.S. state charity bureau annual report packages for nonprofit charitable solicitation compliance. Use when preparing a state charitable solicitation annual report or renewal, charity bureau financial report, AG annual report (e.g., Form RRF-1), or when converting a filing into form-field answers or an executive compliance briefing.

Drafts a FAR 52.219-9-compliant Small Business Subcontracting Plan for federal prime contractors. Sets percentage goals for SB, SDB, WOSB, HUBZone, VOSB, and SDVOSB with market-based justifications, outreach strategies, and eSRS reporting. Use when preparing subcontracting plans for federal proposals, responding to FAR 52.219-9, or updating existing subcontracting commitments.

Generates executive-level summaries of recent US telecommunications law developments covering spectrum rights, network access, privacy, infrastructure, and enforcement. Structures analysis by topic with compliance deadlines and business impact. Use when briefing counsel, regulatory teams, or executives on FCC rulemakings, net neutrality, CPNI, 5G deployment, robocall enforcement, or the broader telecom legal landscape.

Produces structured U.S.-focused international trade law summaries covering tariffs, customs, export controls, sanctions, trade remedies, and trade agreements. Triggers when asked for international trade law summaries, tariff/customs analysis, export controls, sanctions guidance, WTO/GATT, USMCA, ITAR, EAR, OFAC, or import/export compliance updates.

US Export Controls expert covering ITAR and EAR. Provides comprehensive guidance on defense articles (USML), dual-use commercial items (CCL), jurisdiction determination, FIPS encryption, denied party screening, and cloud compliance strategies.

Drafts a market-standard At-The-Market (ATM) Equity Distribution Agreement for public issuers conducting continuous shelf offerings under Rule 415(a)(4). Use when establishing or renewing an ATM program under an effective Form S-3, drafting a sales agent agreement, or structuring a continuous equity offering program.

Produces a Rule 506(d) bad actor disqualification review for private securities offerings, including a covered persons register, tailored questionnaires mapping to each disqualifying event category, a documented reasonable-care diligence record, and classification analysis of flagged events with remediation or disclosure recommendations. Use this skill when conducting Rule 506(d) diligence, identifying covered persons for a Regulation D offering, drafting bad actor questionnaires, or analyzin...

Produces a practitioner-grade Blue Sky compliance memorandum and execution plan for U.S. securities offerings. Analyzes NSMIA covered securities preemption, classifies offerings under Regulation D/Rule 506 or alternative federal exemptions, maps state jurisdictional nexus distinguishing offers from sales, and generates a state-by-state filing plan with Form D/EFD workflow, fee schedules, amendment triggers, and renewal calendars. Use this skill when advising on private placement Blue Sky comp...

Fetches Form ADV Part 1A filing data and generates an interactive HTML filing guide + Excel filing reference. Covers Items 5.D/F/H, Schedule D §7.B.(1) per-fund detail, beneficial owner breakdown, asset class composition, and capital activity. Use when asked about Form ADV, regulatory AUM, Schedule D, Form PF Section 1, SEC filing data, or private fund disclosures. Do NOT use for general fund metrics, NAV lookups, or LP contribution history — use carta-explore-data instead.

Drafts PCAOB AS 6101-compliant auditor comfort letters (cold comfort letters) providing negative assurance on unaudited financial information for underwriters in U.S. securities offerings. Use when drafting comfort letters for underwriting agreements, capital markets closings, IPOs, secondary offerings, or any securities transaction requiring auditor negative assurance at signing or closing.

Drafts a Directed Share Program (DSP) agreement governing share allocation and purchase by designated participants in a U.S. public offering or IPO. Covers eligibility, allocation methodology, pricing, settlement, lock-up, indemnification, and SEC/FINRA compliance. Use when preparing DSP documentation for underwritten public offerings, IPO directed share programs, or controlled share purchase programs for employees, directors, and business associates.

Drafts Director and Officer (D&O) questionnaires for SEC disclosure compliance under Reg S-K Items 401, 402, 404, and 407. Covers biographical data, board service, conflicts of interest, related party transactions, legal proceedings, and beneficial ownership. Use when preparing annual proxy questionnaires, pre-IPO governance documentation, M&A due diligence packages, or independence assessments.

Drafts SEC-compliant Form 10-Q quarterly reports covering Part I financials, MD&A, market risk, controls, Part II updates, exhibits, and SOX certifications. Use when preparing quarterly SEC filings, EDGAR-ready 10-Qs, or interim disclosure packages. Trigger keywords: Form 10-Q, quarterly report, MD&A, Regulation S-K, Regulation S-X, SOX 302, SOX 906, XBRL, EDGAR, interim financial statements.

Drafts SEC Form 10-K Annual Reports under the Securities Exchange Act of 1934. Structures all four Parts with Regulation S-K compliance and GAAP financial integration. Use when drafting 10-K filings, annual reports, or public company annual SEC disclosures.

Drafts SEC Form 8-K current reports with item-accurate narratives, exhibit indexing, and EDGAR-ready formatting. Use when a public company must disclose a reportable event (material agreement, acquisition, personnel change, Reg FD disclosure) or file a current report within four business days. Trigger on "Form 8-K", "current report", "8-K filing", "EDGAR", "Item 1.01", "Item 2.01", "Item 5.02", "Reg FD".

Drafts SEC- or state-filed Form ADV Parts 1A/1B/2A/2B for investment adviser registration, producing IARD-ready responses, brochures, and supplements. Use when drafting or amending Form ADV, preparing RIA registration, building Part 2A brochures or Part 2B supplements, or compiling IARD filings. Trigger: "Form ADV", "RIA registration", "investment adviser brochure", "Part 1A", "Part 1B", "Part 2A", "Part 2B", "IARD", "SEC filing", "state registration".

Drafts U.S. SEC Form D notice data sets for Regulation D exempt offerings (Rule 504, 506(b), 506(c)), ready for EDGAR submission. Use when preparing a Form D filing, notice of exempt offering, Reg D compliance, or unregistered securities offering notice.

Drafts SEC Form D Notice of Exempt Offering for EDGAR filing under Regulation D. Captures issuer details, related persons, offering structure, exemption basis (Rule 504, 506(b), 506(c)), sales compensation, and use of proceeds. Use when filing Form D, preparing an exempt offering notice, or handling Regulation D compliance for unregistered securities.

Drafts U.S. investment fund subscription agreements aligned to PPM/LPA terms and securities law compliance. Use when preparing subscription documents for private equity, venture capital, hedge, real estate, or other private funds. Covers accredited investor reps, transfer restrictions, risk acknowledgments, KYC/AML conditions, and acceptance mechanics. Trigger: subscription agreement, investor questionnaire, PPM, LPA, accredited investor, Reg D, capital commitment.

Drafts a U.S. Investment Advisory Agreement (IAA) for SEC- or state-registered advisers under the Investment Advisers Act of 1940, SEC Rules 204-3, 206(4)-2, and 206(4)-3. Use when onboarding an advisory client, establishing a new advisory relationship, or updating an existing IAA.

Drafts U.S. IPO/secondary offering lock-up agreements restricting securityholder transfers and hedging during the post-offering period. Trigger when drafting lock-up agreements, market stand-off letters, or underwriting lock-up exhibits in capital markets transactions.

Drafts a legally compliant Private Placement Memorandum for Regulation D offerings (Rule 506(b)/506(c)), covering full disclosure framework including risk factors, capitalization, securities terms, use of proceeds, and investor qualification requirements. Enforces SEC anti-fraud compliance under Section 10(b)/Rule 10b-5, blue sky law considerations, and accredited investor verification under Rule 501. Use this skill when drafting PPMs, offering memorandums, Reg D disclosure documents, or priv...

Drafts U.S. Regulation D Private Placement Memoranda (PPMs) with required legends, risk factors, capitalization, securities terms, and subscription procedures. Trigger when drafting a PPM, preparing a Reg D (506(b) or 506(c)) offering, building accredited-investor disclosure, or structuring private placement documents to minimize 10b-5 liability.

Drafts SEC-compliant prospectuses for securities offerings, structuring company data, financials, risk factors, and offering terms into a regulatory disclosure document. Use when preparing prospectuses, S-1 registration statements, offering memoranda, or primary disclosure documents for public or private issuances.

Drafts SEC-compliant prospectuses for U.S. securities offerings (IPOs, follow-ons, private placements). Structures cover page, risk factors, use of proceeds, business description, MD&A, financials, and offering terms against uploaded company documents and EDGAR comparables. Use when preparing a Form S-1, S-11, offering circular, or any primary disclosure document for a public or private issuance.

Drafts Opinion of Counsel letters for SEC registration statements, covering due incorporation, valid issuance, fully-paid and non-assessable opinions, and Reg S-K Item 601(b)(5) consent language. Use when drafting Exhibit 5.1 opinions for S-1/S-3 filings, shelf offerings, or securities issuance transactions.

SEC Regulation D compliance for CRE syndications: 506(b) vs 506(c) offering selection, accredited investor verification, Form D filing, state blue sky compliance, general solicitation rules, and substantive pre-existing relationship documentation.

Drafts SEC Form S-3 shelf registration statements for eligible U.S. public companies under the Securities Act of 1933. Verifies issuer eligibility (public float, investment grade, WKSI), structures all disclosure sections, and assembles exhibits for delayed or continuous offerings. Use when drafting Form S-3, shelf registration, securities registration, capital markets filings, or continuous offering documents.

Drafts a firm-commitment underwriting agreement for SEC-registered U.S. public offerings, covering purchase terms, greenshoe, reps and warranties, covenants, closing conditions, indemnification, and market-out rights. Use when drafting or reviewing underwriting agreements, firm commitment deals, over-allotment options, or listing approvals; trigger on "underwriting agreement", "firm commitment", "public offering", "greenshoe", "over-allotment", "registration statement", "prospectus".

Drafts a U.S. Donation Agreement governing charitable transfers of cash, property, or securities from a donor to a 501(c)(3) nonprofit. Enforces IRC § 170 tax compliance, IRS substantiation thresholds, restricted/unrestricted use terms, and cy pres fallback. Use when documenting charitable gifts, restricted endowments, naming-rights donations, or conditional pledges requiring formal memorialization.

Drafts a Fiscal Sponsorship Agreement between a 501(c)(3) sponsor and an unincorporated or non-exempt project. Enforces IRS compliance via sponsor control, variance power, separate accounting, and donor substantiation under IRC § 170. Use when forming fiscal sponsorship arrangements, onboarding sponsored projects, or drafting charitable project funding agreements.

Drafts IRS Form 1023 (Application for Recognition of Exemption) packages for 501(c)(3) applicants. Use when preparing Form 1023 filings, nonprofit tax-exempt applications, or 501(c)(3) submissions. Triggers: "Form 1023", "501(c)(3)", "tax-exempt status", "recognition of exemption".

Drafts IRS Form 1023 applications for Section 501(c)(3) tax-exempt recognition. Analyzes organizing documents, finances, governance, and operations to produce a complete, internally consistent application. Use when forming non-profits, applying for tax-exempt status, seeking 501(c)(3) recognition, or preparing exemption applications.

Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant award letters, corporate giving agreements, nonprofit funding agreements, or foundation grant contracts.

Generates a structured regulatory compliance summary for U.S. 501(c)(3) nonprofit organizations covering federal tax-exempt status, multi-state charitable registration, and governance. Use when conducting compliance audits, preparing for IRS or state AG examinations, onboarding to a nonprofit matter, or producing board-level compliance reports.

Drafts a Board-ready Endowment Fund Investment and Spending Policy Statement for 501(c)(3) nonprofits, covering UPMIFA compliance, asset allocation, spending methodology, underwater fund treatment, and fiduciary roles. Use when creating or updating endowment governance policies, institutional fund stewardship documents, or board-adoption investment and spending guidelines.

Versorgungsordnung und Betriebsvereinbarung zur bAV-Einführung entwerfen. Normen: §§ 1 17 BetrAVG, §§ 77 87 BetrVG. Prüfraster: Leistungszusagen, Unverfallbarkeit, Mitbestimmung, Finanzierungsklauseln. Output: Versorgungsordnungs-Entwurf und BV-Muster. Abgrenzung: nicht Geschäftsführervertrag.

Waermenetze und Quartiersversorgung rechtlich strukturieren: Fernwaerme, GEG-Erfuellung, lokale Waermewende. Normen: AVBFernwaermeV, GEG, EnWG, EEG. Prüfraster: Konzessionspflicht, Preisanpassungsklauseln, GEG-Anforderungen. Output: Waermenetz-Rechtsgutachten. Abgrenzung: nicht allgemeine Energieliefervertraege.

Student prüft Grundrechte in der Hausarbeit: Schutzbereich Eingriff verfassungsrechtliche Rechtfertigung Verhältnismäßigkeit. Art. 1-19 GG Drittwirkung mittelbar Schranken-Schranken. Normen GG Art. 1 2 3 4 5 8 12 14. Prüfraster Drei-Schritt-Schema pro Grundrecht Verhältnismäßigkeitsprüfung Schluss-Saetze. Output Grundrechts-Prüfungsschema Argumentation. Abgrenzung zu öffentliches-recht-statthaft (Klage-Schema) und methodenlehre-auslegung (Methoden).

Verhältnismäßigkeitsprüfung für staatliche Massnahmen oder Gesetze durchführen. Art. 20 Abs. 3 GG Rechtsstaatsprinzip BVerfG-Stufenschema. Prüfraster: legitimer Zweck Geeignetheit Erforderlichkeit Angemessenheit Dreistufenprüfung Abwaegung. Output: Verhältnismäßigkeitsprüfschema Ergebnis Argumentationshilfe. Abgrenzung: nicht für Grundrechtsprüfung insgesamt (grundrechtsprüfung) sondern Baustein.