Request for Proposal Templates
- RFP Supplier Distribution List- This is a template that can be used for collecting supplier contact information to notify the suppliers of an upcoming Request for Proposal. All notifications are on a courtesy basis only.
- RFP (Procurement Template) - This template includes all sections that need to be filled out, highlighted in red.
- RFP Kick-off Meeting Presentation - This document is a template of an RFP Kick-off Meeting Presentation. The audience is the leadership team, the stakeholders and/or the project team participating in the event.
- RFP Communication Plan - A communications plan is created to make sure everyone understands the messages that will be communicated for a project. It outlines the audience, the media vehicles, the frequency of communications, and it identifies the person responsible for communicating.
- RFP Evaluation Template –The committee chair and committee members of an RFP are responsible for evaluating all of the suppliers who respond. To make the process more organized, use this template to evaluate every level of your supplier’s proposal. This template allows you to eliminate non-viable suppliers quickly, and the qualitative information can be used to formulate the final Evaluation Summary Form for Procurement.
Evaluation Summary Form - A form like this must be completed and turned into Procurement at the end of the RFP supplier evaluation. This summary contains the final recommendation of the RFP committee. The summary must be very clear as to why a supplier was chosen. The form could be sent to any supplier if requested. It could also be called into evidence at a protest. A completed version would look like this.
- Pricing Schedule -Custom: This template allows suppliers to summarize their prices for each category for 5 years. Additionally, you can let the supplier define their own pricing elements, or you can modify it to make it more specific to your product or service on their behalf. Please modify the template as you see fit for your product/service.
- Pricing Schedule Consulting: This template is for services priced by the hour or defined by the type of personnel working on the project.