Software RFP template (SaaS)
For buying software or a cloud service: functional fit, security and data, integration, implementation and total cost over the contract term.
Suggested evaluation criteria
| Criterion | Weight |
|---|---|
| Functional fit | 35% |
| Technical and security | 20% |
| Implementation and support | 15% |
| Supplier strength and references | 10% |
| Price (lowest cost ÷ bid cost × weight) | 20% |
Sample requirements
- Supports the end-to-end process described in section 3 without custom development. Mandatory
- Configurable approval workflows by amount, department and category. Mandatory
- Role-based access with separation of duties enforced in the system. Mandatory
- Standard reports plus a report builder for users without technical skills. Desirable
20 software / saas requirements in the kit.
Sections
- Introduction and purpose
- Background
- Scope of work
- Requirements
- Instructions to bidders
- Timeline
- Evaluation criteria
- Pricing and commercial terms
- Contract terms
- General conditions