How to write a RFP?
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解决时间 2021-12-02 05:02
- 提问者网友：爱了却不能说
- 2021-12-01 20:14
How to write a RFP?
最佳答案
- 五星知识达人网友：一叶十三刺
- 2021-12-01 21:17
What is an RFP?
什么是征求建议书
A request for proposal (RFP) is basically a publication of detailed requirements by a prospective buyer in order to receive vendor offerings.
征求建议书是发单人为了收到承包商出价而发放的关于向外招标详细要求的一种基本的文件。
In order for the requester to evaluate and compare all offers in a fair, easier, and faster manner, this publication is usually a formal document advising and guiding the prospective contractor through the whole procurement process (solicitation, selection, and award). To do so, the RFP document describes all the information surrounding the project, among other things:
为了让征求者以更公平，便捷及快速的方式对所有的竞标进行评估，该建议书常常是正式的文件，以建议并引导未来的合同方完成整个竞标过程（询价（邀商），选择，授权）。 为了完成此过程，建议书描述了项目的及与其相关的所有信息。
1. what is the solicitation process (mandatory or optional bidders' conference, due dates for proposal submission or withdrawal)
什么是询价（邀商）过程（强制性或选择性的投标者会议，在规定日期内提交或退回建议书）
2. what is the selection process (timeline, proposal format, evaluation method, criteria, and weights);
什么是选择过程（时间期限，建议书格式，评估方法，标准及权重）
3. what is the award process (estimated or exact date of award, or deadline, contract, terms and conditions);
什么是授予过程（估计或确定授予的日期或期限，合同，条款及条件）
4. who to contact regarding the project itself, the contract, the solicitation process, the selection process, and the award process.
联系人是谁，包括项目本身，合同，询价（邀商）过程，选择过程及授予过程
Usually dedicated to software evaluation, comparison, and selection, a request for proposal may be issued to select any kind of products and services. RFP publication is an efficient tool to gather solution capabilities, which are then put into a decision matrix allowing the selection of the solution that best fits the requirements.
征求建议书也许会被发布用来选择各种产品及服务，常常用于软件的评估，对比及选择。征求建议书是收集解决方案的有效工具，然后通过决策矩阵的方式对各方案进行挑选，选出最符合要求的。
Writing a Request for Proposal or RFP
撰写征求建议书
It is highly recommended that you to read the suggestions below in order to write a proper and successful RFP.
要想写一份合适且成功的征求建议书，强烈建议您认真阅读一下建议：
1. Seems obvious but do not handwrite your RFP. Use templates and samples provided in your FREE RFP Toolkit, 2007 Edition to create your own professional RFP document. Indeed, using an a template and sample of an RFP will save you time. So do not hesitate to write your RFP from a template.
众所周知不能手写征求建议书。使用免费提供的2007版征求建议书模板工具Toolkit，以此来创建自己的专业征求建议书文档。事实上，使用模板会节省时间。因此，从模板中创建你的征求建议书，不要再犹豫。
2. Identify all the key sections of an RFP you should include by simply answering each and any of the questions Why? Who? What? How? and When? as shown below:
在确定一份征求建议书的所有关键部分前，你需简单回答每一个问题。为什么？谁？什么事？怎么样？如下所述：
a. WHY?为什么
Why does your organization need to buy a new solution?
为什么你的机构需要一份新的采购方案？
Answering this question allows you to create the section called Statement of Purpose.
回答这个问题后，你可创建一个阐述目标部分的章节
b. WHO? 谁？
Provide a brief description of your organization. Should you have somewhere a template -we call boilerplate such reusable information- describing your organization, use it but don't forget to remove obsolete information and add new information relevant to your project.
提供关于你的机构的简短描述。你应该找个模板，用样板文件里可以利用的信息来描述您的机构，在使用它时，要记得删除过时的信息并添加项目有关的新信息。
This information will become the Background information.
这个信息也就是背景信息
c. WHAT? 什么
What is the nature of your project?您的项目的本质是什么？
What are the needs? 需求是什么？
What are the expected outcomes? 预期的效果是什么？
Answering these questions allows you to complete the following sections:
回答以上问题你就完成了一下部分：
?? Scope of Work 工程的范围
?? Outcome and Performance Standards 效果及绩效的标准
?? Deliverables 交付的产品
d. HOW? 怎么样
What is the contract?合同是怎么样的？
What kind of information and documents do you expect to receive from providers?您期望从提供者获得什么样的信息及文件？
How will proposals be evaluated and the best matching solution selected?
如何评估建议书以及怎样选择最匹配的解决方案?
This information will be used for the sections: 可以用于此部分的信息
?? Term of Contract 合同的条款
?? Payments, Incentives, and Penalties 付款，奖励以及罚款
?? Contractual Terms and Conditions 合同的条款和条件
?? Requirements for Proposal Preparation 建议书筹备的要求
?? Evaluation and Award Process 评估和授予的过程
e.WHEN? 什么时候？
When to submit questions, proposal?问题，建议书何时提交？
When the decision will be taken? 什么时候做决定？
What is the whole selection process timeframe? 整个挑选过程的时间期限？
Who are the people responsible for evaluating proposals? For taking the final decision? 谁负责评估建议书，并作最后的决定？
Answering these questions allows you to populate both sections Process Schedule, and Points of contact for future correspondence.
回答以上的问题，就可以完成以下部分过程时间表，及未来通信的联系点。
3. Statement of Purpose 目标的阐述
Describe the extent of products and services your organization is looking for, as well as, the overall objectives of the contract.
描述您的机构要求的产品和服务的范围及程度，合同的总目标。
4. Background Information 背景信息
Present a brief overview of your organization and its operations, using statistics, customer demographics, and psychographics. State your strengths and weaknesses honestly. Don't forget to include comprehensive information on the people who will handle future correspondence.
用统计，客户统计数据对您的机构及活动作出简短概要。如实地阐述你的优势和弱势。要包含未来会参与者的广泛信息
5. Scope of Work 工程的范围
Enumerate the specific duties to be performed by the provider and the expected outcomes. Include a detailed listing of responsibilities, particularly when sub-contractors are involved.
列举承包商具体的职责以及对承包商期望达到的效果。包括详尽的责任表，特别是何时可以包括副承包商
6. Outcome and Performance Standards 效果及绩效的标准
Specify the outcome targets, minimal performance standards expected from the contractor, and methods for monitoring performance and process for implementing corrective actions.
把目标效果，对承包商最低的绩效标准，以及监督其完成的方法以及实行修改的过程具体化Deliverables 交付的产品
Provide a list of all products, reports, and plans that will be delivered to your organization and propose a delivery schedule.
把所有将要提交予你的产品。报告及计划列个表及提交一个交付的时间表
7. Term of Contract 合同的恶条款
Specify length, start date and end date of the contract, and the options for renewal.
把合同的时效，开始时间及结束时间以及合同的续订具体化
8. Payments, Incentives, and Penalties 付款，奖励及惩款
List all the terms of payment for adequate performance. Highlight the basis for incentives for superior performance and penalties for inadequate performance or lack of compliance.
列出所有按照规定履行的付款条款。突出对表现优异的进行奖励的依据以及对没有履行规定的或履行不好的进行惩罚的依据
9. Contractual Terms and Conditions 合同的条款及条件
Attach standard contracting forms, certifications, and assurances. You may write and include requirements specific to this particular contract.
附带标准合同的格式，证书以及担保。要写出合同的具体要求。
10. Requirements for Proposal Preparation 建议书筹备的要求
A consistent structure in terms of content, information, and documents types simplifies things for the people evaluating the proposals. Therefore, you should request a particular structure for the proposal and provide an exhaustive list of documents you want to receive.
在内容的条款，信息以及文档形式采用统一的结构，以便于评估建议书。因此，你应该要求建议书有一个特殊的结构并把你想受到的文件列出详尽的表单。
11. Evaluation and Award Process 评估及授予过程
Lay down the procedures and criteria used for evaluating proposals and for making the final contract award.
制定出评估建议书以及最终授予合同的程序和标准
12. Process Schedule 过程时间表
Clearly and concisely present the timeline for the steps leading to the final decision, such as the dates for submitting the letter of intent, sending questions, attending the pre-proposal conference, submitting the proposal, etc.
清晰并简洁地标出各个阶段至最后决定的时间期限，如提交意向书，提问，参加投标前会议，提交建议书的日期。
13. Contacts 合同
Include a complete list of people to contact for information on the RFP, or with any other questions. Incorporate their name, title, responsibilities, and the various ways of contacting them into this list.
包含完整的项目负责人名单，以便在需要了解征求建议书信息或是对其有疑问时联系。具体地写出他们的姓名，职位，职责，以及各种联系方式。
14. Do not forget to send your RFP via certified mail.
要通过保证邮件发送你的征求建议书
15. Since things sometimes get a little more complicated than usual, remember to consult a lawyer for further information before doing anything.
因为事情往往比想象的复杂，因此在做任何事时记得咨询律师已获得更多的信息。
什么是征求建议书
A request for proposal (RFP) is basically a publication of detailed requirements by a prospective buyer in order to receive vendor offerings.
征求建议书是发单人为了收到承包商出价而发放的关于向外招标详细要求的一种基本的文件。
In order for the requester to evaluate and compare all offers in a fair, easier, and faster manner, this publication is usually a formal document advising and guiding the prospective contractor through the whole procurement process (solicitation, selection, and award). To do so, the RFP document describes all the information surrounding the project, among other things:
为了让征求者以更公平，便捷及快速的方式对所有的竞标进行评估，该建议书常常是正式的文件，以建议并引导未来的合同方完成整个竞标过程（询价（邀商），选择，授权）。 为了完成此过程，建议书描述了项目的及与其相关的所有信息。
1. what is the solicitation process (mandatory or optional bidders' conference, due dates for proposal submission or withdrawal)
什么是询价（邀商）过程（强制性或选择性的投标者会议，在规定日期内提交或退回建议书）
2. what is the selection process (timeline, proposal format, evaluation method, criteria, and weights);
什么是选择过程（时间期限，建议书格式，评估方法，标准及权重）
3. what is the award process (estimated or exact date of award, or deadline, contract, terms and conditions);
什么是授予过程（估计或确定授予的日期或期限，合同，条款及条件）
4. who to contact regarding the project itself, the contract, the solicitation process, the selection process, and the award process.
联系人是谁，包括项目本身，合同，询价（邀商）过程，选择过程及授予过程
Usually dedicated to software evaluation, comparison, and selection, a request for proposal may be issued to select any kind of products and services. RFP publication is an efficient tool to gather solution capabilities, which are then put into a decision matrix allowing the selection of the solution that best fits the requirements.
征求建议书也许会被发布用来选择各种产品及服务，常常用于软件的评估，对比及选择。征求建议书是收集解决方案的有效工具，然后通过决策矩阵的方式对各方案进行挑选，选出最符合要求的。
Writing a Request for Proposal or RFP
撰写征求建议书
It is highly recommended that you to read the suggestions below in order to write a proper and successful RFP.
要想写一份合适且成功的征求建议书，强烈建议您认真阅读一下建议：
1. Seems obvious but do not handwrite your RFP. Use templates and samples provided in your FREE RFP Toolkit, 2007 Edition to create your own professional RFP document. Indeed, using an a template and sample of an RFP will save you time. So do not hesitate to write your RFP from a template.
众所周知不能手写征求建议书。使用免费提供的2007版征求建议书模板工具Toolkit，以此来创建自己的专业征求建议书文档。事实上，使用模板会节省时间。因此，从模板中创建你的征求建议书，不要再犹豫。
2. Identify all the key sections of an RFP you should include by simply answering each and any of the questions Why? Who? What? How? and When? as shown below:
在确定一份征求建议书的所有关键部分前，你需简单回答每一个问题。为什么？谁？什么事？怎么样？如下所述：
a. WHY?为什么
Why does your organization need to buy a new solution?
为什么你的机构需要一份新的采购方案？
Answering this question allows you to create the section called Statement of Purpose.
回答这个问题后，你可创建一个阐述目标部分的章节
b. WHO? 谁？
Provide a brief description of your organization. Should you have somewhere a template -we call boilerplate such reusable information- describing your organization, use it but don't forget to remove obsolete information and add new information relevant to your project.
提供关于你的机构的简短描述。你应该找个模板，用样板文件里可以利用的信息来描述您的机构，在使用它时，要记得删除过时的信息并添加项目有关的新信息。
This information will become the Background information.
这个信息也就是背景信息
c. WHAT? 什么
What is the nature of your project?您的项目的本质是什么？
What are the needs? 需求是什么？
What are the expected outcomes? 预期的效果是什么？
Answering these questions allows you to complete the following sections:
回答以上问题你就完成了一下部分：
?? Scope of Work 工程的范围
?? Outcome and Performance Standards 效果及绩效的标准
?? Deliverables 交付的产品
d. HOW? 怎么样
What is the contract?合同是怎么样的？
What kind of information and documents do you expect to receive from providers?您期望从提供者获得什么样的信息及文件？
How will proposals be evaluated and the best matching solution selected?
如何评估建议书以及怎样选择最匹配的解决方案?
This information will be used for the sections: 可以用于此部分的信息
?? Term of Contract 合同的条款
?? Payments, Incentives, and Penalties 付款，奖励以及罚款
?? Contractual Terms and Conditions 合同的条款和条件
?? Requirements for Proposal Preparation 建议书筹备的要求
?? Evaluation and Award Process 评估和授予的过程
e.WHEN? 什么时候？
When to submit questions, proposal?问题，建议书何时提交？
When the decision will be taken? 什么时候做决定？
What is the whole selection process timeframe? 整个挑选过程的时间期限？
Who are the people responsible for evaluating proposals? For taking the final decision? 谁负责评估建议书，并作最后的决定？
Answering these questions allows you to populate both sections Process Schedule, and Points of contact for future correspondence.
回答以上的问题，就可以完成以下部分过程时间表，及未来通信的联系点。
3. Statement of Purpose 目标的阐述
Describe the extent of products and services your organization is looking for, as well as, the overall objectives of the contract.
描述您的机构要求的产品和服务的范围及程度，合同的总目标。
4. Background Information 背景信息
Present a brief overview of your organization and its operations, using statistics, customer demographics, and psychographics. State your strengths and weaknesses honestly. Don't forget to include comprehensive information on the people who will handle future correspondence.
用统计，客户统计数据对您的机构及活动作出简短概要。如实地阐述你的优势和弱势。要包含未来会参与者的广泛信息
5. Scope of Work 工程的范围
Enumerate the specific duties to be performed by the provider and the expected outcomes. Include a detailed listing of responsibilities, particularly when sub-contractors are involved.
列举承包商具体的职责以及对承包商期望达到的效果。包括详尽的责任表，特别是何时可以包括副承包商
6. Outcome and Performance Standards 效果及绩效的标准
Specify the outcome targets, minimal performance standards expected from the contractor, and methods for monitoring performance and process for implementing corrective actions.
把目标效果，对承包商最低的绩效标准，以及监督其完成的方法以及实行修改的过程具体化Deliverables 交付的产品
Provide a list of all products, reports, and plans that will be delivered to your organization and propose a delivery schedule.
把所有将要提交予你的产品。报告及计划列个表及提交一个交付的时间表
7. Term of Contract 合同的恶条款
Specify length, start date and end date of the contract, and the options for renewal.
把合同的时效，开始时间及结束时间以及合同的续订具体化
8. Payments, Incentives, and Penalties 付款，奖励及惩款
List all the terms of payment for adequate performance. Highlight the basis for incentives for superior performance and penalties for inadequate performance or lack of compliance.
列出所有按照规定履行的付款条款。突出对表现优异的进行奖励的依据以及对没有履行规定的或履行不好的进行惩罚的依据
9. Contractual Terms and Conditions 合同的条款及条件
Attach standard contracting forms, certifications, and assurances. You may write and include requirements specific to this particular contract.
附带标准合同的格式，证书以及担保。要写出合同的具体要求。
10. Requirements for Proposal Preparation 建议书筹备的要求
A consistent structure in terms of content, information, and documents types simplifies things for the people evaluating the proposals. Therefore, you should request a particular structure for the proposal and provide an exhaustive list of documents you want to receive.
在内容的条款，信息以及文档形式采用统一的结构，以便于评估建议书。因此，你应该要求建议书有一个特殊的结构并把你想受到的文件列出详尽的表单。
11. Evaluation and Award Process 评估及授予过程
Lay down the procedures and criteria used for evaluating proposals and for making the final contract award.
制定出评估建议书以及最终授予合同的程序和标准
12. Process Schedule 过程时间表
Clearly and concisely present the timeline for the steps leading to the final decision, such as the dates for submitting the letter of intent, sending questions, attending the pre-proposal conference, submitting the proposal, etc.
清晰并简洁地标出各个阶段至最后决定的时间期限，如提交意向书，提问，参加投标前会议，提交建议书的日期。
13. Contacts 合同
Include a complete list of people to contact for information on the RFP, or with any other questions. Incorporate their name, title, responsibilities, and the various ways of contacting them into this list.
包含完整的项目负责人名单，以便在需要了解征求建议书信息或是对其有疑问时联系。具体地写出他们的姓名，职位，职责，以及各种联系方式。
14. Do not forget to send your RFP via certified mail.
要通过保证邮件发送你的征求建议书
15. Since things sometimes get a little more complicated than usual, remember to consult a lawyer for further information before doing anything.
因为事情往往比想象的复杂，因此在做任何事时记得咨询律师已获得更多的信息。
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