RFP Template
posted by Anna Mar, February 18, 2011A request for proposal (RFP) is an invitation for vendors to bid on a project or service contract. RFPs contain legal disclaimers, requirements, project information and bid terms.
There is no universal template for RFPs, however the table of contents below is a good starting point.
1. Purpose of RFP
A brief scope statement.This Request for Proposal (RFP) is issued by Acme Banana company for the purpose of obtaining professional services to discover and document requirements for the Banana Inventory System — a component of the Banana Supply Chain Framework.
2. Legal Information & Disclaimers
Get advice from your lawyers about this section.2.1 Disclaimers
2.2 Confidentiality
2.3 Non-disclosure
2.4 Responsibilities
2.5 Terms and Conditions
2.6 Evaluation Criteria
2.7 Governing Law
3. Project Overview
Provide a bird's eye view of the project and give some context.3.1 Company Profile
3.2 Program Overview
3.3 Project Context
3.4 Technical Environment
4. Project Scope
4.1 Vision and Concept4.2 Goals and objectives
4.3 Work to be Performed
5. Project Schedule
5.1 Release Schedule5.2 Major Dependencies
5.3 Warranty Period
5.4 Key Milestones
6. Roles and Responsibilities
A high level responsibility matrix that lists the responsibilities of all vendors and the requesting organization.7. Project Execution Terms
7.1 Location of Work7.2 Warranty
7.3 Information Access
7.4 Contract Duration
7.5 Working Environment
7.6 Office Space
7.7 Equipment
7.8 Travel & Expenses
7.9 Staffing
8. Project Execution
8.1 Program Structure8.2 Governance
8.3 Issue Management
8.4 Issue Severity
8.5 Dispute Resolution
9. Reporting
9.1 Status Reporting9.2 Project Management
9.3 Deliverable Review and Acceptance
10. Pricing
10.1 Payment Terms10.2 Pricing Basis
10.3 Pricing Protection
10.4 Payment Terms
11. Project Requirements
Project specifications often link to external documents such as technical specifications and designs, business requirements, use cases, standards and enterprise architecture.11.1 Overview
11.2 Assumptions and Dependencies
11.3 Constraints
11.4 Business Background
11.5 Use Cases
11.6 User Interface Specifications
11.7 Technical Components
11.8 Security
11.9 Integration Specifications
11.10 Reporting
11.11 Operational Characteristics
11.12 Performance Requirements
11.13 Testing Requirements
11.14 Support and training requirements
11.15 Standards
12. RFP Process
12.1 Proposal Format12.2 Communications
12.3 Contracts
12.4 Q&A Process
12.5 Contacts
12.6 Due Dates
12.7 References
12.8 Required Artifacts
12.9 Submission Instructions
12.10 Presentations
12.11 Evaluation Criteria
Appendix
Glossary
References
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A comprehensive guide to project management strategies, techniques, methods and careers. |
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Organizational change is a funny thing. In some cases a change is so complex that no one person has a true end-to-end view of it. |
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Resistance to organizational change is just as inevitable as change itself. |
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The idea that project management is needless overhead is surprisingly common. |
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