How to Write a Request for Proposal with Template and Sample

Whether you’re working for a small agency or a major marketing firm, you’re probably eventually going to need to fill out a Request for Proposal, or RFP.

您的公司无bob全站app法在内部完成所有操作，当您的业务需要从其他地方购买产品或服务时，您可能需要四处逛逛。RFP允许您从各种供应商那里收集报价，并选择最符合您标准的供应商，无论是在技能和预算方面。

每当您将工作外包给供应商时，都有可能在工作范围和薪酬范围内沟通不畅的问题。好的RFP的作用是消除灰色区域，以便双方都了解需要交付的内容，何时和多少。

RFP Template

Here, we’ve provided an RFP template you can follow for initial structure, as well as a sample RFP for further inspiration. But it isn’t one-size-fits-all — you’ll need to tailor your RFP to best articulate your company’s needs.

Download a free, editable RFP template.

RFP取决于公司的需求以及必须执行的工作，有各种形状，尺寸和视觉格式。bob全站app在标准RFP的顶部，您会发现以下内容：

Project Name or Description

Company Name

地址

City, State, Zip Code

采购联系人

PCP的电话号码

Email Address of PCP

Fax Number

The body of the RFP will contain additional details about the project, including:

1. 背景/简介
2. Project Goals and Scope of Services
3. Anticipated Selection Schedule
4. Time and Place of Submission of Proposals
5. Timeline
6. Elements of Proposal
7. 评价标准
8. Possible Roadblocks
9. Budget

Read on to learn more about what goes into each of these sections so that you can build an RFP of your own.

1. Background/Introduction

In your introductory paragraph, you’ll want to include 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. If any vendor is serious about working with you, they’ll want this information before moving forward.

2. Project Goals and Scope of Services

接下来,你会想大纲所需要的项目completed, and the goals you expect to accomplish from the project. It’s important you get as specific as possible — even outlining individual tasks and criteria involved. You’ll want to include phrases such as “The award will be given to X firm,” with the “X” establishing how you’ll determine the best candidate.

3. Anticipated Selection Schedule

It’s crucial you include a detailed schedule so vendors know if they can meet your deadlines. You’ll also need to give vendors a window for when they can ask questions regarding your project. This’ll limit the hassle, for you and for them.

4. Time and Place of Submission of Proposals

与第3段类似，这是您要明确提供的重要信息，因此供应商知道如何以及在哪里提交考虑。

5.时间轴

By including a time frame in your RFP, you’re able to eliminate any vendor who can’t work within your time constraints. If you’re flexible on your time, you can write something like, “Our company hopes to finish the project within six months, but we’re open to negotiation for the right candidate.”

6. Elements of Proposal

If you don’t outline clearly and specifically what you expect bidders to include in their proposal, you can’t necessarily fault them if they don’t include it. It’s critical you outline a checklist so vendors know which elements you’re expecting to receive. It’s also a good test for who’s capable of handling your demands — if a vendor can’t complete all elements of your proposal, you probably can’t trust them to finish your project, either.

7. Evaluation Criteria

Outlining your expectations will help eliminate vendors who don’t meet them. For this section, you’ll want to do some brainstorming with your team to come up with a mandatory list of items you feel are the best indicators of impressive candidates. Your list could include samples of past work, a proven success record with companies in similar industries, the expertise and technical skills to meet your demands, and a cost of services within your price range.

8. Possible Roadblocks

在这里，您需要概述所有可能阻止某些供应商成功完成该项目的障碍，例如有限的资源或自定义网站。bob体育苹果系统下载安装这使您可以消除不满意的投标人，还将帮助您确定哪些供应商具有应对这些挑战的技能和专业知识。

9. Budget

Any vendor needs to know how much you’re able to pay them for their services before they’ll move forward with their bid.

RFP Sample

The above elements might manifest on the page in a number of ways. For example, here is an RFP sample from TemplateLab.

Image Source

现在，您了解了RFP的元素，可以构建自己的模板，然后填写，以便开始接受投标。我们将使用虚构的公司Caroline的网站，Ibob全站appnc。，确切说明应如何从标题开始执行每个部分：

Project Name or Description: Marketing Services

Company Name: Caroline’s Websites, Inc.

地址：302 Inbound Ave.

City, State, Zip Code: Boston, MA 29814

采购联系人: Caroline Forsey

PCP的电话号码: 227-124-2481

Email Address of PCP: cforsey@consulting.com

Fax Number: N/A

接下来，我们将使用同一虚拟公司进入RFP的每个元素。bob全站app

1. Background/Introduction

Caroline’s Websites, Inc. is a web design firm created by Caroline Forsey in 2010. Caroline’s Websites, Inc. prides itself on a team-oriented, solutions-based approach to web design. We provide our clients with web design services including coding, development, and branding. Our staff is located in two offices in Massachusetts.

2. Project Goals and Scope of Services

Caroline’s Websites, Inc. is seeking the services of a full-service communications and marketing firm to develop and execute a comprehensive integrated marketing plan that increases our SEO presence; attracts more social media followers; and effectively completes a lead generation campaign. The award will be made to a responsive and responsible firm based on the best value and professional capability.

The selected firm will be responsible for the development and implementation of a comprehensive and cost-effective marketing plan.

Tasks include but may not be limited to the following criteria:

•潜在客户生成运动

• Paid media strategy

• Production of creative material including collateral and direct mail

•在线营销活动

• Website enhancement

• Search engine optimization

• General account management

• Other communications and/or marketing-related assistance as required

3. Anticipated Selection Schedule

提案时间表的请求如下：

Request for RFP: June 1, 2020

Deadline for Bidders to Submit Questions: July 5, 2020

[Company Name] Responds to Bidder Questions: July 20, 2020

Selection of Top Bidders / Notification to Unsuccessful Bidders: July 31, 2020

Start of Negotiation: August 5, 2020

合同奖励 /通知失败的投标人：2020年8月31日

4. Time and Place of Submission of Proposals

RFP将发布在我们的网站Carolinewebsites.com上，并可以从2020年6月1日上午10点从那里下载。

Respondents to this RFP must submit one original and five copies of their proposal. Responses must be received no later than July 25, 2020. Responses should be clearly marked “RFP-MarketingServices” and mailed or delivered to the contact person listed above.

5.时间轴

Caroline’s Websites, Inc. needs the project completed within 8 months.

6. Elements of Proposal

提交至少必须包括以下元素：

• Description of the firm that includes a general overview, names and credentials of creative team, number of full-time employees.

• A one-page narrative outlining the firm’s strengths and distinguishing skills or capabilities as they might relate to Caroline’s Websites, Inc.

•为当前和过去客户创建的社交媒体广告，直接响应材料，抵押品和网站开发的代表选择。

7. Evaluation Criteria

The successful respondent will:

•一直在作为营销机构连续运营至少24个月，并具有全方位服务的营销，创意服务，生产，媒体计划和安置，直接响应和研究的内部功能。

• The education, experience, knowledge, skills, and qualifications of the firm and the individuals who will be available to provide these services.

• The competitive cost of services.

• The expertise of the firm in working with similar customers.

8. Possible Roadblocks

At this time, Caroline’s Websites, Inc. currently has custom coding on our website, of which bidders should be aware.

9. Budget

Caroline的网站，Inc。的该项目预算为8,750.00美元。

这些元素的编写方式是为了阐明Caroline的网站，Inc。希望完成的项目范围，以便供应商知道是否要出价。定义该项目使投标人能够确定自己是否合适以及可能收取多少费用。尽可能透明地受益（甚至保护）both从长远来看。

要在您自己的RFP中使用其中一些元素，请从RFP模板开始，然后将其调整为您的喜好。

Editor's note: This post was originally published in June 2018 and has been updated for comprehensiveness.