Components of a Typical RFP
Organizational Overview: XYZ Company was founded in 1889 to provide insurance and investment opportunities to rural families and businesses. Currently, XYZ has 1.4 billion dollars of policies in force, with offices located in fourteen states. At the present time, XYZ has 1,243 consulting sales agents serving approximately 180,000 clients.
***THIS SECTION WOULD CONTAIN SERVICE DETAILS***
Service Description:
Requirements:
Required Deliverables:
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Assumptions and Agreements
The project must be completed by ___________.
A preliminary budget for this project has been approved.
Vendor bids may not exceed INR150,000.
ALL task/job/policy data will be current and approved as such by XYZ management.
Training course materials loaned to the vendor and produced by the vendor will be in standard UK English.
ALL technical illustrations, drawings, and schematics to be included in the course will be approved and provided by XYZ.
XYZ will appoint one person, with decision making authority, to serve as a project coordinator/manager. XYZ will provide appropriate support documentation for the successful completion of the project.
There will be no significant changes to the task/job/policy data during the project. The vendor will provide technical support to the XYZ support staff once the program is distributed. The tutorial and ERL will be written as intranet applications.
The vendor shall warrant that on delivery, all media containing the instructional content of the program and ERL are free of material faults and processing errors.
At the conclusion of the project, all materials developed by the project team will become the exclusive property of XYZ. In addition, any and all work sheets and other working documentation will also become the property of XYZ.
When applicable, travel and lodging will be billed at cost. Ground travel will be billed at the standard rate used by XYZ. Air travel will be by coach with an airline. Lodging and meals will not exceed Rs.5000 per day. All postage and shipping charges will be billed at cost. All telephone and data transmission charges will be billed at cost.
Billing for services and products completed will be submitted at the end of each month.
Billing for travel, lodging, meals, postage, shipping, communications, et cetera, will be invoiced separately at the end of each month.
Required Proposal Format: The proposal must contain a (1) Technical section and (2) a Time-Cost section.
Technical Proposal: In the Technical section, the vendor should include time-lines, projected required personnel, and schedules for completing the project.
Time-Cost: In the Time-Cost section, the vendor must detail the time and costs that will be required to complete the project.
Additional Documentation (optional) :Vendors must include a short demo or direct us to an internet site which demonstrates their production capabilities.
Request for References (optional):
Submission Deadline: Month Day, Year
Submit Proposal To: Decision Maker Vice President for Training and Development
For Additional Information or Clarification, Contact: Assistant Decision Maker
Basis for Award of Contract: Lowest Bid
Award Date: Month Day, Year
