Proposal
[YOUR COMPANY]
REQUEST FOR PROPOSAL
PURCHASE OF TRAINING FOR [PROGRAM HERE]
Issue Date: [date goes here]
RFP Due Date: [date goes here]
Version: [Version goes here]
Issued by: [Author goes here]
Table of Contents
1. Introduction……………………………………………………………………………………………………. 3
1.1 RFP Objective…………………………………………………………………………………………….. 3
1.2 About [Your Company]………………………………………………………………………………….. 3
2. Project Details…………………………………………………………………………………………………. 3
2.1 Project scope……………………………………………………………………………………………… 3
2.2 Number of system users……………………………………………………………………………….. 4
3. Response Guidelines……………………………………………………………………………………….. 4
3.1 Process, Schedule and due dates……………………………………………………………………. 4
3.2 RFP Contact……………………………………………………………………………………………….. 4
3.3 Confidentiality……………………………………………………………………………………………… 5
3.4 Evaluation Criteria………………………………………………………………………………………… 5
4. Proposal Submission……………………………………………………………………………………….. 6
4.1 Submission details……………………………………………………………………………………….. 6
4.2 Response Structure………………………………………………………………………………………. 7
4.3 Proposal Costs……………………………………………………………………………………………. 7
4.4 Presentations………………………………………………………………………………………………. 7
5. Supplier qualification……………………………………………………………………………………….. 8
5.1 About the Supplier……………………………………………………………………………………….. 8
5.2 Industry experience………………………………………………………………………………………. 8
5.3 Proposed project team………………………………………………………………………………….. 8
5.4 Products and Services………………………………………………………………………………….. 8
5.5 Customers………………………………………………………………………………………………….. 9
5.6 References…………………………………………………………………………………………………. 9
5.7 Partnering…………………………………………………………………………………………………… 9
5.8 Financials…………………………………………………………………………………………………… 9
6. Proposed Solution…………………………………………………………………………………………. 10
6.1 Product – learning management system………………………………………………………….. 10
6.2 Requirements and Supplier capability……………………………………………………………… 10
6.3 Customizations or Configuration……………………………………………………………………. 30
6.4 Varied or additional Options…………………………………………………………………………. 30
7. Implementation……………………………………………………………………………………………… 30
7.1 Implementation Plan……………………………………………………………………………………. 30
7.2 Engagement Process………………………………………………………………………………….. 30
7.3 Training…………………………………………………………………………………………………….. 30
7.4 Support services………………………………………………………………………………………… 31
8. Pricing…………………………………………………………………………………………………………. 32
8.1 Saas Model………………………………………………………………………………………………. 32
8.2 Hosted Model……………………………………………………………………………………………. 32
8.3 Deployed Model………………………………………………………………………………………… 32
8.4 Invoicing & Payment……………………………………………………………………………………. 33
9. Supporting information…………………………………………………………………………………… 33
1. Introduction
1.1 RFP Objective
The purpose of this Request for Proposal (RFP) is to select a vendor for training and development including related e-learning services to [Your Company] as per the requirements set out in section 6.2.A.6.2.A
1.2 About [Your Company]
[Insert a brief description about your organization]
| Company Name | [insert here] |
| Number of employees: | [insert here] |
| Industry | [insert here] |
| Years in operation: | [insert here] |
2. Project Details
2.1 Project scope
[Your Company] is looking to purchase training from a credible and qualified solutions provider.
[Your Company] is looking to fulfill the following objectives
· [insert additional objective here]
· [insert additional objective here]
· [insert additional objective here]
· [insert additional objective here]
2.2 Number of users
| Session 1 | Session 2 | Session 3 | |
| Administrators | [insert here] | [insert here] | [insert here] |
| Standard/Student Users | [insert here] | [insert here] | [insert here] |
We reserve the right to change the number of users prior to awarding the project.
3. Response Guidelines
3.1 Process, Schedule and due dates
| Item | Due date | Delivery method | Responsible party |
| RFP Issued | [Date] | [Your Company] | |
| Notification of intent to participate in RFP to [Your Company] | [Date] | Email/Fax | Participating Supplier |
| Last date for questions from potential Suppliers to [Your company] | [Date] | [Your Company] | |
| Proposal Due | [Date] | Email/Post | Participating Supplier |
| Notification of selection status | [Date] | Email/Phone | [Your Company] |
3.2 RFP Contact
If you have any questions relating to this RFP, please contact [name goes here], their contact details are below:
| Name: | [insert name] |
| Job-Title: | [insert job-title] |
| Company Name: | [Your company name or consultant company name] |
| Contact Number: | [insert contact number] |
| Fax Number: | [insert fax number] |
| Email address: | [insert email address] |
Please note that the last date for submitting any questions is [date] as listed in section 3.1 of this document. We will not answer any questions submitted after this date.
[Your company] reserves the right to modify or withdraw the proposal prior to the submission deadline.
3.3 Confidentiality
This RFP, in its entirety is confidential. By accepting this RFP the Supplier accepts all the terms in this section. Any information supplied by [Your Company] to Suppliers will not be released to any third party without written permission by an authorized member of [Your company].
[Your Company] is under no obligation to return any information presented as part of the Suppliers response to this RFP.
In the event that the Supplier’s does not respond to the RFP or the response is not accepted by [Your Company], the Supplier agrees that it will delete all copies of the RFP and other materials (if any) delivered in connection with this RFP.
3.4 Evaluation Criteria
[Your Company] will review all responses submitted by the [due date] as defined in section 3.1 .
The evaluation will include, but is not limited to, the following:
1. Supplier Qualification
2. Supplier’s ability to demonstrate that all aspects of the RFP requirements can be met or exceeded
3. Completeness and quality of Supplier’s RFP response
4. Supplier services – implementation, consultancy, training and technical support
5. Pricing
6. Flexibility
7. Demonstration of understanding of requirements and the scope of the project
8. Presentations/Demonstrations (if appropriate)
9. References (if appropriate)
10. Any alternative approaches recommended by the Supplier (if appropriate)
4. Proposal Submission
4.1 Submission details
The proposal is to be delivered to [Your Company] by the [date] as listed in 3.1 ‘schedules and dates section’ of this document.
You must provide 2 copies of the completed proposal using the details provided below – one electronic copy and one hard copy.
| Electronic copy | 1 copy[Contact Name][Email address] If you do not receive acknowledgement of your submission within [x] hours, please try resubmitting it or contact the RFP coordinator in section 3.2 |
| Hardcopy | 1 copy[Your Company][Address]FAO: [Recipient name] |
Please ensure that you have answered all the sections in this RFP, we will not accept any additional information after the Supplier’s response has been submitted. Please provide detailed answers but keep them as short and concise as possible.
Respond to the sections directly rather than providing references to external material, this will reduce the time taken to review your proposal.
4.2 Response Structure
The Supplier shall respond to the RFP by completing the relevant sections in this document, signing any confidentially agreement enclosed and supplying the mandatory supporting documents as described in section 9.
4.3 Proposal Costs
All costs relating to the preparation and submission of the Supplier’s response to this RFP shall be the responsibility of the Supplier. [Your Company]’s acceptance of the Supplier’s response in no way obligates it to purchase any products or services offered by the Supplier.
4.4 Presentations
As part of the review process [Your Company] may ask the Supplier to formally present its response to the company. Should the presentation be required, a mutually convenient time and date will be agreed with the Supplier. Any costs associated with the presentation including travel and calling costs will be the responsibility of the participating Supplier.
5. Supplier qualification
5.1 About the Supplier
Please supply a brief description about your company, including the number of years in operation, the number of offices and employee size. (include organizational chart if available)
[INSERT RESPONSE HERE]
5.2 Industry experience
Please describe and provide examples to demonstrate your corporate industry experience within [Your Company]’s industry and requirements.
[INSERT RESPONSE HERE]
Describe what you think differentiates your organization from other LMS or e-learning providers.
[INSERT RESPONSE HERE]
5.3 Proposed project team
Please provide information about the implementation team and departments involved in delivering the proposed solution to [Your Company]. Include and organisational chart and any supporting information they may help as part of the review process.
[INSERT RESPONSE HERE]
5.4 Products and Services
Please list and briefly describe any products and services that you provide. Also include describe your research and development process and the resources invested in enhancing existing products and services. (please do not simply copy and paste bulk marketing content into this section)
[INSERT RESPONSE HERE]
5.5 Customers
Please supply a sample list of your active corporate clients; if possible please provide a brief description of the project (i.e. requirement, number of users etc).
[INSERT RESPONSE HERE]
5.6 References
Please supply the name of three references. If your organization is shortlisted, we will ask you for their full contact details.
5.7 Partnering
Provide the names of any partners or sub-contractors that are relevant to this RFP. Please provide describe their role in the response and any products and/or services the partner will supply. Copies of any partnership or sub-contractor agreements must be supplied if the Supplier is short-listed.
5.8 Financials
Financial viability
Please provide a brief statement about your organizations financial viability
Financial Statements
Please supply a link to, or attach to section 9 ‘Supporting Information’, your corporate financial statements for the last 2 years. We are looking to work with Suppliers on a long-term basis and this will help us during the review process. (it is mandatory to supply this information)
6. Proposed Solution
6.1 Product
| Product name: | [INSERT RESPONSE HERE] |
| Brief description: | [INSERT RESPONSE HERE] |
6.2 Varied or additional Options
Describe any proposed additions or variations to the solution presented. Detail all costs associated with additional options and variations in the pricing section of the document.
[INSERT YOUR RESPONSE HERE]
7. Implementation
7.1 Implementation Plan
Provide a plan outlining likely timescales for the implementation of the requirement, explaining what indicative lead times would be required.
[INSERT YOUR RESPONSE HERE]
7.2 Engagement Process
Please describe your communication/engagement process. Include touch-points or miles stones within the project time line that you would typically meet with clients to discuss progress.
8. Pricing
Please supply all costs in [currency] and [include/exclude] [tax]. All costs supplied should include quantity discounts and any available discounts where applicable.
8.1 Invoicing & Payment
Please indicate your preferred method of payment and outline how invoicing and payments are to be scheduled of the duration of the proposed system contract. Include any commercial benefits that maybe available for both parties regarding payment cycles.
[INSERT YOUR RESPONSE HERE]
9. Supporting information
Please ensure that you have attached the following information to your response:
Mandatory
· Financial statements from the last 2 years
· Corporate Service Level Agreement (SLA)
Optional
· Additional information the Supplier deems relevant to the response (we reserve the right to only refer to this information if feel it necessary to do so during the review process. Please ensure all vital information is included in the main body of your response)
