Project Name

REQUEST FOR PROPOSAL

Company Name    //    Due Date: DD/MM/YYYY

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Company Background

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Overview & Scope

Open your request by giving an overview of your company's history. This  should give contractors a better idea of what your company does and who you serve as a target market.


Include a paragraph outlining useful background information about your company -- who founded it, what product or service your company offers, what sets you apart from competitors, and where you’re located.

What type of service provider are you looking for? Why are you launching this project? Reiterate your business goals, mention your strengths and where they need support. 


Start date: When are you proposing to start?

Completion date: Give the contractor a sense of the timeline with a proposed deadline. If this date needs to be adjusted, please include your proposed date, as well as your reasoning for shifting the schedule. All proposed date changes will be considered.
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Task #1

Task #2

Task #3

Task #4

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Deliverable #1

Deliverable #2

Deliverable #3

Deliverable #4

What we're looking for in Potential Vendors



Explain exactly what you’re looking for in potential contractors. You could also use this section to  explain what kind of communication or work ethic you expect from the vendor.

Evaluation Metrics

How will you ultimately determine which contractor is the best fit for this project. List the criteria you will consider:


[Your Company] will evaluate bidders and proposals based on the following criteria:

  • Previous experience/past performance history.
  • Samples and/or case studies from previous projects.
  • Projected costs.
  • Experience and technical expertise.
  • Responsiveness and answers to questions in the next section.

Questions for Consideration

Create thought-provoking questions related to this project so you can properly assess potential vendors. You might want to know what issues a contractor sees up front or how the costs will break down.


  •  [Insert question #1]
  • [Insert question #2]
  • [Insert question #3]

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Project Goals




Clearly identify what you hope to accomplish with this project. What goals is your company hoping to achieve with this project? What KPIs will be analyzed to determine the success of this project?

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Explain your first goal

Briefly describe the objective and list any specific KPIs or metrics you'll be analyzing to determine if this goal is reached.

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Explain your second goal

Briefly describe the objective and list any specific KPIs or metrics you'll be analyzing to determine if this goal is reached.

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Explain your third goal

Briefly describe the objective and list any specific KPIs or metrics you'll be analyzing to determine if this goal is reached.

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Existing Roadblocks



Outline any time, resource or other constraints that will affect both the contractor's proposal and the project as a whole. By explaining any roadblocks or issues upfront, you'll weed out contractors who can't tackler these constraints and connect with companies that know how to work around these issues. 


  • Are you dealing with custom coding or outdated technology?
  • Does your team have limited resources?
  • Are there any time constraints?

Target Deliverable Schedule


Layout the timeline for when each deliverable should be delivered by. This should be included so potential vendors can gauge if they have the resources and bandwidth to complete the job on time. Rearrange this timeline according to the length of your proposed engagement and structure of your workflow.

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Week 1

How are you kicking off the project?

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Week 2

What do you expect to achieve or be delivered? Any milestones?

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Week 3

What do you expect to achieve or be delivered? Any milestones?

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Week 4

What do you expect to achieve or be delivered? Any milestones?

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Week 5

What do you expect to achieve or be delivered? Any milestones?

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Week 6

What are the final deliverables on the proposed project due date?

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Budget



It’s important to be upfront with your budget. The more you can eliminate surprises, the better for all parties involved. What is the total that your company can spend on this project? Are there any constraints in the budget or any room for adjustments?


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Submissions Requirements

Aside from the required questions and evaluation metrics, what will the vendor need to provide to be considered for this project?


Bidders must adhere to the following guidelines to be considered:


  • Only bidders who meet all 5 metrics in the evaluation section should submit a proposal.
  • All questions from above must be answered in order to be considered.
  • Description of the vendor that includes a general overview, names and credentials of the team, number of full-time employees. 
  • Bidders must include a budget of all proposed services, deliverables and tasks. 
  • A proposed schedule must also be included and clearly expressed.
  • Include samples, case studies and references with your proposal. 
  • Proposals should be received by [Proposal Deadline]. Responses should be clearly marked "RFP-ProjectName" and mailed or delivered to the contact person listed below. 
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Contact Information


Wrap things up with the best way to contact the RFP drafter and which email to submit the RFP to.


For questions or concerns connected to this RFP, we can be reached at:

Contact Lead Name

proposals@company.com

(213)224-2673

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