RFP templates

RFP Checklist

The RFP checklist for the Buyer will differ from the checklist a Vendor would use when they are responding to your proposal. The Buyer will focus on the scope of work detail, compliance, selection criteria and commercial pieces. The Vendor may want to include related success stories or work history as part of their response and a third checklist might be one provided by the Buyer which is often called a proposal checklist or a list of items they want to be included in a supplier response. Seasoned Vendors will pay close particular attention to this checklist.

Confused? Let us elaborate – we have the Buyer checklist (1), proposal checklist supplied by buyer for the vendor (2) and last we have the supplier or offeror’s checklist (3).

  1. Buyer checklist: The owner of the RFP will have a checklist which they will use to ensure they have included all necessary components for the document to be considered sound. Some of these necessary components would be a Scope of Work, Technical Requirements, Project Timelines, Budget, Business Requirements, Regulatory and Environmental Requirements, Selection Criteria, Submission Timetable and others.
  2. Proposal checklist: As a buyer or as the owner of the RFP we recommend you include a checklist of deliverables for your suppliers. Bidders will find this beneficial as it will ensure they do not miss providing any of the required information in their bids. Typically this checklist will form part of the owners evaluation matrix and as a vendor you want to make sure there are check marks in these columns. To win your business, be clear as to what you expect them to include with their RFP response. Some items on a proposal checklist might include – Completed Bid Form, Bidder Qualifications, Staff or Project Personnel CV, References, Company Profile, and necessary Insurance Coverage.
  3. Vendor or Offeror checklist: As a Vendor you will have your own checklist of items you will want to include with your RFP response to help you improve your chances at being awarded the bid. Some items on your checklist might include – Did we use the forms provided? Did we respond to all items in the RFP and in any Addenda? Did we follow the format required in the RFP? Who are the contacts? Are there any meetings we are required to attend? Is our insurance and work coverage policies current? Nothing more embarrassing than providing expired documentation. These are just some points to consider.

If you are looking for a sample RFP checklist (more…)

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RFP Template – Software

9 Sections covered in our Sample RFP for Software

There are many variations of RFP Templates available in the on-line marketplace, in fact there are about as many sample RFP Templates as there are subjects. For every type of material or service which is offered, or which you can imagine, someone has likely issued or created a request for proposal for it. RFP Templates.org has developed many templates from years of actual working experience in the materials management field and we understand how much fun it is to generate a RFP from scratch.

RFP #45 is a version or a sample template used for the procurement of custom software.

Section 1 – Instructions to Vendors on how and when to respond to your proposal. A must in any request for proposal document.

Project timetable which identifies the key dates or schedule of events as to how you the Buyer anticipate they will unfold.. Issue date, RFP required by date, vendor meeting dates, award, delivery of software, testing period and implementation. A timeline is important for both parties as it will help ensure it remains on time and on track.

Section 2 – Firm Overview – will allow bidders to understand more about the Buyers background, key business drivers and how the software will function within the company environment. (more…)

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Sample RFP for Media Relations

When you are looking for media relations support it is best to request references and to structure your RFP to cover the types of media relations coverage you will require.…

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