TEMPLATES
Request for Proposal
The RFP Template provides guidelines to help you draw in strong vendors and get proposals you can truly evaluate.
About the RFP Template
Understanding the Dos and Don’ts of a Well-Written RFP
The Do’s
1. Know what you want and spell it out clearly.
2. Get your team involved early - IT, maintenance, finance, everyone.
3. Be upfront about timelines and how you’ll score proposals.
4. Keep the process organized and transparent.
5. Look beyond software—make sure the vendor offers real support and training.
The Dont’s
1. Don’t rush it—take time to do your homework.
2. Don’t overload your RFP with “nice-to-haves.”
3. Don’t write it to fit one vendor.
4. Don’t skip checking references or data security.
5. Don’t ghost vendors—communicate clearly and close the loop.
