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RFP Templates

Category managers and strategic sourcing professionals can move faster, guide more productive interactions with stakeholders, and improve the RFP (request for proposal) and supplier selection process by starting with an RFP template that has already been proven effective. Also available are request for information (RFI) and request for quote (RFQ) templates.

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Written correctly, the RFP helps you select the right vendor, ensures competitive pricing, reduces risk, and creates happy stakeholders. A good RFP is well written, asks relevant questions, allows for equitable comparisons, and automates analysis.

Why reinvent the RFP? Whether you are new to a category, want to make sure you covered all the important topics, or want to benchmark a total cost model, K2 Sourcing’s RFP templates can help.

Templates in the K2 Sourcing application are proven effective. What makes our templates great is they have been used in our strategic sourcing services practice. With over 2 decades of executing several thousand RFPs for strategic sourcing services clients, these RFP templates are highly refined. We share these templates with our Cloud Source subscribers and will share one with you.

RFP, RFQ, and RFI templates include direct materials, indirect materials, capital expense, indirect spend, and professional services.

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Here is a small sample of our RFP templates:

Direct Materials

Global sourcing total cost model
Multi-tier pricing
Multisource awards
Items for resale
Private label
Convenience items
Consumer products
Metals such as steel, aluminum, stainless, specialty, extrusions, sheet, plate, coil, etc.
Fabricated metal items including machining
Polymers like resins, compounded, shapes, etc.
Injection, compound, thermoform, and blow molded components
Castings and forgings
Electronics, semi conductors and boards
Chemicals including specialty and general
Packaging on a bill of materials
Many more

Indirect Materials

Packaging such as corrugated, clamshells, films and wrap, etc.
Laboratory consumables
Maintenance repair and operation including industrial, PPE, janitorial and cleaning, electrical, etc.
Hardware and fasteners
Pipe valves and fittings
Welding supplies
 Industrial gases 
Capital expense like manufacturing equipment, multifunction devices, robotics, etc.
Tooling and fixtures
Office supplies and IT consumables
Material handling
Facilities and services center
IT hardware
Real estate
Print and catalogs
T-shirt bags
Registers and scanning
Retail fixtures and shelving
And more

Indirect Expense Transportation

Full truckload
Less than truckload
Ocean and freight forwarders
Parcel including regional
Intermodal and rail
3PL (third-party logistics) and warehousing
Reverse logistics
Pool distribution
Final mile

Professional Services

Temporary labor
MSP and contingent labor
Legal services
Auditing and financial services
Marketing and promotional items
Digital marketing
IT services such as helpdesk 
Call center
Calibration services
Internet and phone service including mobile
Storage and data center
And more

Request for Information (RFI) Templates

Self-assessment form for a manufacturer
Self-assessment form for a professional services provider
Software and application security questionnaire
Annual supplier health diagnostic

Would You Like to See an RFP Template?

Utilizing excellent RFPs is integral to a robust strategic sourcing process. Starting with an RFP template makes it much easier. What category are you reviewing? Let K2 Sourcing know, and for free we can schedule a time to review an RFP template that we think you will find helpful. 

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