Sample RFPs

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As an association executive, we understand you don’t have time to reinvent the wheel. That’s why we’ve compiled the collection of sample RFPs below. Use these to kick start your RFP and selection process. Of course, you’ll want to tailor them to your organization's needs, but these will get you started. Do you have a sample that your fellow ASAE members might find useful? Email it to: [email protected]. Please submit original items only. We cannot post materials copyrighted to others, nor do we post promotional materials.

Information Technology/Web  

  • Information Technology Assessment Request for Proposal
    Organization: National Association of County and City Health Officials
    Website: http://www.naccho.org
    Description: NACCHO developed this RFP, seeking a vendor to perform an assessment of all information technology, to help make decisions in areas such as hardware and software replacement and IT staffing.

  • AAOE Kujawa RFI Sample - AMS
    Organization: American Alliance of Orthopaedic Executives (AAOE)
    Website: http://www.aaoe.net/
    Description: RFP/RFI for an association looking for an Association Management System (AMS).
    Contact: Addy M. Kujawa, CAE, [email protected]

  • Website RFP
    Organization: Competency & Credentialing Institute
    Website: http://cc-institute.org
    Description: Redesigning your website can be a challenging undertaking. This sample request for proposal includes a scope of work, technical requirements, and timeline as well as criteria for decision making.
    Contact: Shannon S. Carter, MA, CAE, [email protected]

  • IFT Website Redesign RFP
    Organization: Institute of Food Technologists
    Website: http://www.ift.org
    Description: This website redesign Request for Proposal, developed by the Institute of Food Technologists, provides the background information, project description, budget, timeline, selection process overview and more. The RFP solicits responses from firms with experience in requirements gathering, development, and usability/user experience development.
    Contact: Sam Halferty, [email protected]

  • Network Storage System RFP
    Organization: Federal Appliance, LLC
    Website: http://www.federalappliance.com
    Description: Federal Appliance, LLC developed this RFP/RFI to serve as a starting point for associations looking to implement a Network Storage System (NSS). The first half of the document is an RFI containing open ended questions for use by associations in the process refining their requirements or just starting the process. The second half of the document is a detailed RFP for use by associations who have specific requirements and who are looking to compare respondents in an ‘apples-to-apples’ format.
    Contact: Dale Underwood, [email protected]

Finance/Investment

  • Sample RFP Questions For Investment Advisory Services
    Organization: The Capital Advisory Group
    Website: http://www.thecapgroup.com
    Description: These sample RFP questions for Investment Advisory Services, developed by The Capital Advisory Group, covers 15 key questions that organizations should consider when requesting proposals for Investment Advisory Services.
    Contact: Robert R. Patterson, AIF®, [email protected]

  • RFP-Banking Services
    Organization: Door and Hardware Institute
    Description: Request for proposal for basic banking services for a 501(c)6 organization with 30 employees and a $6 million budget. When preparing the RFP, you may want to consider expanding or requesting bidding for new services that banks offer such as on-line payment, fraud prevention or credit services.
    Contact: Suzanne Shomers, [email protected]

  • RFP- Investment Firm
    Organization: RBC Wealth Management
    Website: www.rbcdain.com
    Description: Sample Request for Proposal for an Investment Firm was developed by RBC Wealth Management. Sections include: Identity and Address of Principals, Experience, Key Personnel and Client Service, Investment Management Process, Education, Fee Schedule, and Additional Services.
    Contact: Fred Leamnson, [email protected]

Diversity & Inclusion

  • RFP for Diversity Manual
    Organization: Associated Builders and Contractors
    Website: http://www.abc.org
    Description: If you are looking for someone to create a diversity manual for your association in the future, this RFP from the Associated Builders & Contractors can help. This RFP is for a manual that is intended to be a “how-to” tool to help ABC members.
    Contact: Jen Huber, [email protected]