Sample Request for Proposal

Submission instructions

Bidders must adhere to the following guidelines to be considered:

• Only bidders who meet all metrics in the evaluation section should submit a proposal.
• Proposals must be sent in by [INSERT DATE]. Bidders who are interested in submitting a proposal
should inform [EMAIL] no later than [INSERT DEADLINE].
• Include samples and references with your proposal.
• Proposals should not be more than [ENTER NUMBER] pages. Failure to comply with this guideline will
result in an automatic rejection.
• A proposed schedule must also be included and clearly expressed.

1. Overview | Cloud cost management request for proposal

[INSERT COMPANY NAME] is seeking proposals for a cloud cost management partner to provide cloud-based
advisory and consulting solutions. Proposal should be inclusive of products, practices, and people to optimize
cloud budgeting, forecasting, and financial analyses.

We are seeking to optimize our cloud presence and secure significant cloud savings. Our goal is to save up to
30-50% in annual cloud spend and save a significant number of hours in annual cloud cost management
activities. We are looking for both solutions and supporting services.

2. Company Information

Introduction
[INSERT COMPANY NAME] is accepting proposals for cloud cost management
Currently, [INSERT COMPANY NAME] uses [INCLUSIVE LIST OF CURRENT SOLUTIONS AND SERVICES HERE]

Company background
[INSERT COMPANY NAME] is a [INSERT ABOUT US, MISSION, OR VISION STATEMENT HERE]
Our products include:
• [YOUR PRODUCTS HERE]
• [YOUR PRODUCTS HERE]
• [YOUR PRODUCTS HERE]

Project contact
[YOUR NAME]
[YOUR TITLE]
[COMPANY ADDRESS]
[PHONE]
[EMAIL]
3. Project Overview

Problem statement
[COMPANY NAME] has migrated resources to the cloud but our cloud spend is outpacing company growth.
We suspect our cloud presence needs optimization, but we lack the automation tools to effectively investigate
our cloud presence and spend. Additionally:
• Cloud infrastructure is difficult to manage with many moving parts
• There is a lack of visibility to details and operational issues
• Pricing structure is complex, and billing is opaque
• Internal resources are focused on project and product growth and analyzing cloud spend has taken a
back seat

Objectives and goals

[COMPANY NAME] is seeking a solution that will:
• Review all critical cloud resources
• Analyze our cloud presence and offer optimization recommendations
• Implement approved recommendations
• Continuously monitor our cloud presence for optimization opportunities
Ultimately, the solution will result in reduction in cloud spend with continued performance of solutions while
maintaining data security.

Scope of work
The scope of this project includes a variety of deliverables. To qualify, the solution must:
• Be cloud based and accessible to remote employees
• Support client collaboration and requirements gathering
• Enable reporting and workflow management
• Include advanced visibility capabilities and individualized dashboards
• Support data security best practices
• Keep auditable records of vendor interactions
• Be inclusive of managed services hours
4. About This RFP

RFP timeline
Action Date
RFP issued [DATE HERE]
Vendor questions due [DATE HERE]
Q&A responses published [DATE HERE]
RFP submission deadline [DATE HERE]
Proposal evaluation [DATE HERE]
Selection announcement [DATE HERE]

Minimum criteria
Qualified vendors must:
• Prepare a complete and compliant proposal
• Be headquartered in the United States
• Provide two clients as references

Submission criteria
Proposals must:
• Be prepared in Microsoft Word
• Be submitted in 12 pt. font with 1” margins
• Be no more than 20 pages (excluding addendums and attachments)
• Include a cover letter and executive summary

Evaluation process
Submissions will be sealed until after the response deadline. At that time, proposals will be reviewed by
relevant stakeholders and scored individually. The sections will be weighted as follows:
• Technical capabilities – 25%
• Implementation, process, and references – 25%
• Cost – 20%
• Security – 15%
• Sustainability – 15%
5. Requested Information

Vendor information

Name Click here to enter text.

Address (Headquarters) Click here to enter text.

City, State, Zip Click here to enter text.

Main phone number Click here to enter text.

Website Click here to enter text.

Public or privately held Click here to enter text.

Primary contact

Name Click here to enter text.

Title Click here to enter text.

Adress Click here to enter text.

City, State, Zip Click here to enter text.

Phone number Click here to enter text.

Email address Click here to enter text.

Background information

What licenses or certifications

Click here to enter text.
do you hold?

List your security compliances Click here to enter text.

Number of years in business Click here to enter text.

Number of employees Click here to enter text.

Number of operations team

Click here to enter text.
members

Client industries Click here to enter text.

Product list Click here to enter text.

Do you work with international

Click here to enter text.
employees/companies?
Solution specifications

Which cloud providers do you

Click here to enter text.
support?

Which resource types and cost

Click here to enter text.
categories do you support?

How does your application ingest

data from my cloud
Click here to enter text.
environment? What permissions
or access is needed

What processes can you

Click here to enter text.
automate?

What is included in addition

Click here to enter text.
to cost optimization?

How many employees will assist

Click here to enter text.
with the engagement?

How are changes made to our

Click here to enter text.
cloud environment?

List competitive differentiators Click here to enter text.

What changes result

Click here to enter text.
in downtime?

Does your team have 24/7

Click here to enter text.
availability?

How often do you release

Click here to enter text.
enhancements and updates?

What communication platform

Click here to enter text.
is used?
Operational Model

Describe how you

Click here to enter text.
automate tagging

Describe how you move from

Click here to enter text.
summary to granular data

Describe how you optimize EC2 Click here to enter text.

Describe how you optimize EBS Click here to enter text.

Describe how you optimize RDS Click here to enter text.

Describe how you optimize

Click here to enter text.
Open Search

Describe how you optimize ERM Click here to enter text.

Describe how you optimize

Click here to enter text.
Redshift

Describe how you optimize

Click here to enter text.
WorkSpaces

Describe how you optimize EKS Click here to enter text.

Customer service

Is there an assigned project

Click here to enter text.
manager?

Describe your account

Click here to enter text.
service teams

Describe how you execute

Click here to enter text.
cost savings
Experience and references

What is the percent of savings

Click here to enter text.
realized for your clients?

What is needed for onboarding? Click here to enter text.

Provide a sample
Click here to enter text.
implementation timeline

How do you provide ongoing

Click here to enter text.
support?

What is your annual churn rate? Click here to enter text.

What is your training process? Click here to enter text.

Please provide contact

information for a reference Click here to enter text.
client.

Proposed pricing

Annual fee Click here to enter text.

Implementation fee Click here to enter text.

Training (technical & customer) Click here to enter text.

Integrations Click here to enter text.

List savings guarantees Click here to enter text.

List any additional itemized

Click here to enter text.
charges

What are the options for the

Click here to enter text.
length of the engagement?
6. Terms and Conditions
[COMPANY TERMS AND CONDITIONS LISTED HERE]. Contract terms and conditions will be negotiated upon
selection of the winning bidder for this RFP. All contractual terms and conditions will be subject to review by
[COMPANY NAME HERE].