Request For Proposal (RFP) Template (MS Word/Excel)

Use these MS Word and Excel Request for Proposal (RFP) templates to send invitations to suppliers to submit business proposal for a specific product or service.

The template pack includes a 56-page MS template for sending out an RFP with sample text and instructions. You also get two Excel files: one for organizing RFP Clarifications and the other for Vendor Assessments. The Excel spreadsheets come with sample pie, bar, and bubble charts to visual the assessments.

Download Request For Proposal Template for only $14.99

Purpose

Use this Request for Proposal template to:

• Inform suppliers that you wish to procure products or services.
• Alert suppliers that the selection process is competitive.
• Ensure that suppliers respond factually to the identified requirements.
• Demonstrate impartiality by following a structured evaluation and selection procedure.

Sample Screenshots

Use this 56-page MS Word template to write concise, effective, and comprehensive Request for Proposals. Free Excel Clarifications to RFP Queries, and Vendor Assessment spreadsheets. RFPs are also known as Invitation To Tender documents.

You can also use this Request for Proposal template to show prospective bidders that you’re a professional organization which expects their proposals to match the high standards you have set.

• You have described your requirements in a clear format that will improve communications between both parties and aid transparency.
• You have committed time and resources into this project and expect proposals to reflect this commitment.

High-level outline of the table of contents

Detailed screenshot to show samples formatting and styles

More example of how clear and easy it is read the template

Description of the Issuer’s role

Mandatory requirements that the bidder must fulfil

Breakdown of the costs to ensure full transparency

Subcontractor requirements

This Request for Proposal template helps you articulate your specification of requirements, the approach to payment (e.g. daily rates and fixed price costs), personnel requirements, and also contains several appendices that will assist you in your procurement process.

The RFP template also includes sample formats that can be used by Bidders and Suppliers when preparing their proposals.

Download Request For Proposal Template for only $14.99

Table of Contents

Here is the Table of Contents for the Request for Proposal.

0. General Information
0.1. Name of Proposal
0.2. Query Handling

1.     Executive Summary
1.1.  [Issuer’s] Background
1.2.  [Issuer’s] Mission Statement
1.3.  [Issuer’s] Role
1.4.  [Issuer’s] Organization Structure
1.5.  Background & Supporting Information
1.6.  Context of Proposal
1.7.  Project Constraints and Assumptions
1.8.  Scope of Work
1.9.  Project Start
1.10. Contract Overview
1.11. Prime Contractor Responsibility
1.12. Closing Date for Receipt of Proposal
1.13. Evaluation of proposal
1.14. Contract Award
1.15. Response to Queries
1.16. Additional Information

Sample text from the first chapter in the RFP

2.     Specification of Requirements
2.1.  Objectives
2.2.  Deliverables
2.3.  Project Duration
2.4.  Possible Additional Work
2.5.  Collaboration
2.6.  Resource Requirements
2.7.  Target Groups
2.8.  Mandatory Requirements
2.9.  Desirable Requirements
2.10. Timescales
2.11. Quality Measures
2.12. Effort Required by Issuer during project
2.13.  Sample Requirement – Website Design
2.14.  Sample Requirement – Training
2.15.  Sample Requirement – Documentation
2.16.  Sample Requirement – Maintenance and Support

3.    Schedule of Costs
3.1. Payment Schedule
3.2. Payment Arrangement
3.3. Details Costs
3.4. Fixed Price Costs
3.5. Detailed Costs
3.6. Technical Support Costs
3.7. Further Conditions

4.    Required Format of Proposal
4.1. Format of Proposal
4.2. Layout of Proposal
4.3. Management Summary
4.4. Proposed Solution
4.5. Project Management
4.6. Costs
4.7. Bidder’s General Information
4.7.1. Bidder’s Profile
4.7.2. Third Party / Consortium Profile
4.7.3. Customer Base
4.7.4. Financial Details
4.7.5. Technical Capability
4.7.6. Quality Certification
4.7.7. Industry Standards
4.7.8. Bidder Qualifications
4.7.9. Relevant Services
4.7.10. Specific Skills and Experience
4.8. Details of Management and Key Personnel
4.9. Format and Number of Proposals
4.10. Reference Projects

5.    Evaluation & Award Criteria
5.1. Qualification Process
5.2. Evaluation Criteria
5.3. Confidentiality of evaluation
5.4. Determination of responsiveness
5.5. Correction of Errors
5.6. Clarification of proposals
5.7. Interference
5.8. Award Criteria
5.9. Most Economically Advantageous Proposal
5.10. Bidders Qualifications
5.11. Split contracts
5.12. Conformity to Specification
5.13. Product Liability Insurance
5.14. Estimated Quantities
5.15. Number of Suppliers
5.16. Tax certificates
5.17. Status of Parties
5.18. Contract Performance
5.19. Technical Obsolescence
5.20. Contract Termination
5.21. Request for Additional Information from Bidders
5.22. Cost of preparation of proposal
5.23. Acknowledgment of Receipt
5.24. Pre-Proposal Conference
5.25. Discussions with Bidders
5.26. Amendments to the Request for Proposal
5.27. Contractual Terms and Conditions
5.28. Amended Proposals
5.29. Bidders Rights to Withdraw Proposal
5.30. Termination
5.31. Legal Review
5.32. Contract Deviations
5.33. Subcontractors
5.34. Conflict of Interest
5.35. Governing Law
5.36. Compliance with the Applicable Law
5.37. Presentation of proposal
5.38. Additional Costs

6.    Appendix A – Terms and Conditions
6.1. Copyright / Intellectual Property Rights
6.2. Implementation
6.3. Financial Arrangements
6.4. Contract Award / Termination
6.5. Ownership
6.6. Framework of Agreement:
6.7. Site Visits
6.8. Alternative proposal
6.9. Price basis
6.10. Proposal Validity Period
6.11. European Directive 92/50/EEC
6.12. Subcontracting
6.13. Contract Review
6.14. Indemnities and Sureties
6.15. Freedom of Information

7.    Appendix B – Sample Format of Submission
7.1. Company details
7.2. Type of Company
7.3. Subsidiary Company, Associated Company or Parent Company
7.4. Directors, Partners, and Associates
7.5. Key Personnel
7.6. Financial Information and Bank Details
7.7. Additional Financial Statements
7.8. Bank details
7.9. References
7.10. Proposed Technical Solution

8.  Appendix C – Proposal Checklist

9.  Appendix D – Technical Setup

9.1. Internet Service Provider Details
9.2. Website Details
9.3. Network Infrastructure
9.4. Desktop
9.5. Servers
9.6. Protocols
9.7. Applications
9.8. Required Hardware
9.9. Background
9.10. Database Requirements

10. Appendix E – Features and Functionality Checklist

11. Appendix F – Certificate As To Canvassing

12. Appendix G – Contact Details

13. Appendix H – Declaration For Applicants

Vendor Assessment Excel Templates

Use the following spreadsheets to assess the responses to your RFP.

Table of Contents in the Vendor Assessment template

Pie charts of vendor assessments

 Red, yellow, red arrows applied to Excel spreadsheet to illustrate vendor scores

Vendor Assessment Template with bar charts

Status of Clarification to Vendor Queries

Clarifications Received from Responses to RFP

Contents & Format

The RFP templates are in Microsoft Word and Excel format and can be downloaded online for only $14.99. The template pack includes the following documents:

• Request For Proposal 56 pages x MS Word
• Vendor Assessment 3 x Excel
• Clarification to Vendor Queries 1 x Excel

Download Request For Proposal Template for only $14.99

Product Specifications

File Format: MS Word (.docx), MS Excel (.xlsx)

File Size – The download file is 1.5 MBs.

It may take a few minutes to fully download depending on your connection speed. Please wait until the entire file downloads before opening it, otherwise, you may get an error message. If you do, simply click the Download link in your email.

Opening the Files – You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer

Getting Started – Depending on your MS Office settings. the files may say Read Only when you open them. If this occurs, simple click File, Save As and save the files. There are no security settings on any of the files.

Images – All of the images in the templates are copyright free.