10 Tips to Build An A Plus RFP
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This document presents 10 tips for creating an effective Request for Proposal (RFP) aimed at gathering comprehensive vendor responses. Key recommendations include providing clear structure, including essential information on pricing and terms, and inviting vendors for presentations to better understand their offerings. Additionally, it offers guidance on organizing documents and ensuring vendors acknowledge all changes to the RFP.
10 Tips to Build An A Plus RFP
- 1. 10 TIPS TO BUILD AN A+ RFP Jodi Anderson, Director of School Communications, TMS tuitionmanagementsystems.com
- 2. This guide will help you build an efficient document that gets all the right questions answered, the first time around! BUILDING AN RFP CAN BE HARD WORK
- 3. 03 1. Creating an Informative Cover Page Let's Get Started
- 4. School Name RFP Title and Due Date Question due date Contact Information Mailing/Submission Information Pre-bid meeting information if applicable Include
- 5. 2. Facts & Figures Providing these upfront eliminates guessing and questions
- 6. 3. Scope it Out Provide a Scope of Work. This helps keep vendors focused and provides them with a guide for the overall response. State your: Goals, Objections and the Problems to solve
- 7. 4. Get it Your Way! Provide an Outline
- 9. In addition to asking for a long- form response, provide a yes/no answer matrix for simplicity in reviewing. (The long form- or full written response- gives you the details you need.) The Long and Short of it
- 10. 6. Pricing Ask for pricing in a separate document. This keeps things simple and helps provide a competitive review Get costs to the institution and costs to the payers (families) listed separately Inquire about any potential revenue opportunities
- 12. Forms Keep all forms in one section of your RFP Provide a checklist for the vendor Remember to provide electronic copies if requesting an electronic submission
- 13. Attachments Instruct vendors to label attachments clearly and reference them in the applicable response within the RFP
- 14. Addenda Require vendors to acknowledge all addenda with a signature, to be returned with the RFP
- 15. 8. Seal the Deal with Terms & Conditions Ensure they are well written and crystal clear (using a legal counsel is advised) Require all exceptions to be clearly denoted by the vendor (in an exceptions document, transmittal letter or other specified location in the RFP)
- 16. 9. The Bonus Round Does the vendor offer any other products/services that would complement the current solicited services? Use this space to ask for additional information.
- 17. 10. Invite Vendors in for a presentation See the product live, meet the team and get clarification Your Invited
- 18. Download a Free RFP Template Let us help you get started. Click below to download a free RFP template