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General Purpose RFP Template

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  • 1. RFP Template 5/31/2010 Company Name LOGO REQUEST FOR PROPOSAL Name of product or service requested Page 1 of 10
  • 2. RFP Template 5/31/2010 DATE: TO: FROM: SUBJECT: Request for Proposal – Product or Service Please submit proposals no later than DOW, M/D/YR CONTACT INFORMATION: Person who is receiving the finished proposal NAME: COMPANY: ADDRESS: TELEPHONE: FAX NUMBER: EMAIL Page 2 of 10
  • 3. RFP Template 5/31/2010 1. Company Abstract Provide an overview of the company requesting the proposal (100 – 150 words). Include products and/or services provided, current operation, and location. Other possible areas to discuss: • Business Objectives • Technology • Record of sales • Achievements/Recognition 2. Purpose of the RFP Discuss the objective (s) of the RFP. Include any projects or services the contract affects. Discuss the company’s current status and why they are requesting a proposal. Include any areas of the company that this proposal would include and have an affect on. Page 3 of 10
  • 4. RFP Template 5/31/2010 3. Scope of Work Provide in detail the requirements and duties to be executed by this proposal. Include any information needed for creating a proposal (a specific format, tables, and/or charts). Other information that may be included: • Specific submission requirements (i.e. electronic submission) • Dates of submission, if different sections of the RFP need to be in prior to the due date, contact information, location of electronic submission Sample Table of Dates and Deadlines Activity Description Date Issue RFP to Vendor Finalists April 10th Conduct Vendor Teleconferences to review RFP April 12th Receive RFP Responses April 20th Conduct Vendor Refernce Checks April 20th – April 23rd Sample Table of RFP Requirements Response Section # - Title Requirement Reference # Executive Summary Respond within RFP document 1.1 Respond within RFP document Company Information and also complete Appendix A 4.1 directly Pricing Respond within RFP document 4.2 Insurance Respond within RFP document 4.3 Appendix B Respond within RFP document 5.2 4. Proposal Page 4 of 10
  • 5. RFP Template 5/31/2010 The proposal section contains the structure of the RFP. These items will change depending on the type of RFP 4.1 Profile • Include contact information for person submitting proposal • Brief company background • May include references from bidder submitting RFP • May include contact information for other departments of the bidder 4.2 Price • Include specific information on payment methods (i.e .pricing, additional charges, fees, pricing policies, etc.) 4.3 Service • Describe any programs that could pertain to this company’s proposal that are currently available • Put in any insurance and/or protection plans available • Describe any additional services that would be beneficial to the proposal 4.4 Technology Page 5 of 10
  • 6. RFP Template 5/31/2010 • Include any online management tool, software, technological improvements 4.5 Payment • Describe payment detail, including terms, methods, etc. 5. Appendix Page 6 of 10
  • 7. RFP Template 5/31/2010 Set up an Appendix for additional information that pertains to the RFP and for a standardized format. 5.1 Appendix A – Sample Company Information 1. Annual Sales (please break down by Company and Product): 2. Are you a public or private company? 3. Please list your company’s warehouses # City State Country 1 . 2 . 3 . 4. Please list your manufacturing locations Total # of # City State Country Warehouse Size Employees (Sq. Feet) 1 . 2 . 3 . Page 7 of 10
  • 8. RFP Template 5/31/2010 5.2 Appendix B – Sample Set up an appendix for contact information and references for a standardized format Company Contacts Name: Department: Phone Number: Email: Date and Time Available by Telephone: References for Bidder Client Company Name: Address: Contact: Title: Telephone : Availability: Page 8 of 10
  • 9. RFP Template 5/31/2010 6. Evaluation and Award Process 6.1 Evaluation Describe any criteria that will affect the RFP and bidder’s qualifications. Note and describe any multiple elements that the RFP will be evaluated and its outcome on the final decision. 6.2 Award Criteria Describe the criterion that awards the proposal to the qualified bidder. 7. Disclosure – Proprietary Agreement Describe all stipulations regarding the confidentiality between the company requesting the RFP and the bidder. Page 9 of 10
  • 10. RFP Template 5/31/2010 This Free RFP Template is provided by: As a Procurement Service Provider, Source One, has assisted companies with their strategic sourcing requirements for over 15 years. Engagements with Source One may include category management spend consolidation, statements of work, alternate supplier identification, market and supply research, RFP management, price negotiations, and E- enablement. We help companies reduce spend and help reduce the overall cost of acquisition through proven sourcing and purchasing strategies, best practices, people and technologies. Our clients have averaged 18% savings across all product and service categories. Please learn more about Source One by visiting www.SourceOneInc.com , emailing us at info@sourceoeninc.com or calling us toll free @ (888) 399-7687. Page 10 of 10