RFP Technical Response Volume Template
Bidder technical volume: instructions map, win themes, solution architecture, functional and NFR coverage, security, plan, team, SLAs, risks, case studies
How to use: Use it when you answer an RFP as a bidder and need the technical volume evaluators will score. Fill the compliance matrix and the volume map to the issuer's instructions and criteria first, then the win themes and solution. The main pitfall is generic claims without proof an evaluator can check, or a volume that breaks the issuer's page and format rules.
Preview
RFP Technical Response: [Bid name] for [Client name]
Bidder-side technical volume answering a Request for Proposal: the customer's problem in their own terms, win themes with proof, the proposed solution and its architecture, functional and non-functional coverage, security and compliance, implementation, team, transition to service, assumptions and risks, case studies and the link to the compliance matrix. Structure aligned with common proposal practice as described in the APMP Body of Knowledge and the Shipley Proposal Guide, and with the acquirer's view of supplier selection in ISO/IEC/IEEE 41062:2024 (software acquisition). Quality attributes follow the ISO/IEC 25010:2023 product quality model. Replace every
[bracketed]value and every row marked Example; the worked example answers an RFP for an account-based ticketing back office for a regional transit authority.
Document control
| Field | Value |
|---|---|
| Document ID | [RTR-001] |
| Opportunity ID | [OPP-YYYY-NNN] |
| RFP reference | [Issuer reference], version [x], addenda [1 to n] acknowledged |
| Issuer | [Client name, procuring unit] |
| Volume | [Technical volume / Volume 2 of 4] |
| Submission deadline | YYYY-MM-DD HH:MM [time zone] |
| Page limit and format | [Limit, font, margins, file type as instructed] |
| Version | [0.1] |
| Status | [Draft / Pink team / Red team / Gold team / Submitted] |
| Owner | [@bid-manager] |
| Solution lead | [@solution-architect] |
| Approvers/reviewers | [@sales-lead], [@delivery-lead], [@legal], [@security-lead], [@executive-sponsor] |
| Last updated | YYYY-MM-DD |
| Classification | [Commercial in confidence; supplier proprietary] |
Approvals
| Gate | Role | Name | Decision | Date |
|---|---|---|---|---|
| Solution review | Chief or lead architect | [@name] | [Approve / Approve with conditions / Reject] | YYYY-MM-DD |
| Red team | Independent review lead | [@name] | [Decision] | YYYY-MM-DD |
| Legal and contracts | Contracts manager | [@name] | [Decision] | YYYY-MM-DD |
| Final bid approval | Executive sponsor | [@name] | [Bid / No bid / Bid with conditions] | YYYY-MM-DD |
Revision history
| Version | Date | Author | Change summary |
|---|---|---|---|
| 0.1 | YYYY-MM-DD | [@name] | Storyboard and section owners assigned |
| 0.9 | YYYY-MM-DD | [@name] | Example: Red team comments resolved; addendum 2 answered |
| 1.0 | YYYY-MM-DD | [@name] | Example: Submitted version |
Contents
- Response overview and instructions compliance
- Executive summary
- Understanding of the requirement
- Proposed solution overview
- Solution architecture
- Functional coverage
- Non-functional approach
- Security, privacy and compliance
- Implementation approach and plan
- Integration, data migration and cutover
- Team, governance and client responsibilities
- Transition, service and support
- Assumptions, exclusions and dependencies
- Risks and mitigations
- Relevant experience and case studies
- Compliance matrix and deviations
- Bid team review checklist
- Glossary and references
1. Response overview and instructions compliance
This volume is [Bidder name]'s technical response to [Client name] RFP [reference], including addenda [1 to n]. It describes the solution, how it will be delivered and run, and the evidence that it will work. Prices appear only in the commercial volume.
1.1 Volume map to the issuer's instructions and evaluation criteria
| RFP instruction or form | Evaluation criterion | Answered in | Page budget |
|---|---|---|---|
| Example: Instructions 4.2 Technical solution | Criterion T1 Solution fit (30%) | Sections 4 to 6 | 12 pages |
| Example: Instructions 4.3 Non-functional and security | Criterion T2 Quality and security (20%) | Sections 7 and 8 | 8 pages |
| Example: Instructions 4.4 Delivery approach | Criterion T3 Delivery and risk (20%) | Sections 9, 10, 13, 14 | 10 pages |
| Example: Instructions 4.5 Team and service | Criterion T4 Team and service (15%) | Sections 11 and 12 | 6 pages |
| Example: Instructions 4.6 Experience | Criterion T5 Experience (15%) | Section 15 | 4 pages |
| [Instruction] | [Criterion and weight] | [Section] | [Pages] |
1.2 Submission compliance
| Check | Requirement in the RFP | Status |
|---|---|---|
| Example: Format | PDF, A4, 11-point minimum, 40 pages maximum for this volume | Met: 39 pages |
| Example: Mandatory forms | Form B (declaration), Form D (requirement response sheet) completed | Met |
| Example: Addenda | Addenda 1 and 2 acknowledged on Form A | Met |
| [Check] | [Requirement] | [Met / Not met with reason] |
2. Executive summary
2.1 Objective and solution in two paragraphs
[Restate the client's goal, the deadline that matters to them and how they will measure success, using their vocabulary.] Example: The authority wants every rider to tap a bank card or a mobile wallet on any bus or tram from the start of the 2028 timetable year, with fares capped daily and weekly, and wants to retire the closed smartcard back office before its support contract ends.
[Summarise what you propose, how it is delivered and the main benefit.] Example: We propose an account-based ticketing back office running as a managed service in two cloud regions within the country, integrated with the authority's existing validators through their published interface, delivered in three releases over about 15 months including hypercare, with fare capping live in release 1 on the pilot routes.
2.2 Win themes
| ID | Client hot button | Feature | Benefit to the client | Proof | Discriminator |
|---|---|---|---|---|---|
| WT-001 (Example) | Go-live before the smartcard support contract ends | Release plan with fare capping live on pilot routes in month 7 | Risk of running two back offices beyond the deadline is removed | Same release pattern delivered for [Reference client] in 11 months (case study CS-001) | Only bidder with a production pilot of the same validator interface |
| WT-002 (Example) | Rider data must stay in the country | Both regions in-country; keys held in the authority's HSM tenancy | Meets the data residency clause without exceptions | ISO/IEC 27001:2022 certificate whose scope covers both regions (Appendix C) | No cross-border support access; 24 by 7 support is delivered from in-country teams only |
| WT-003 (Example) | Fare policy changes take months today | Fare rules as configuration, tested in a simulator | Fare changes in days, tested against last month's journeys | Demonstration scenario D-04 in the demo script | Simulator replays real tap data before a rule is published |
| [WT-NNN] | [Hot button] | [Feature] | [Benefit] | [Proof] | [Discriminator] |
3. Understanding of the requirement
3.1 Current situation
[Describe the client's current process, systems and pain points as you understand them from the RFP, the bidders' conference and any discovery sessions.] Example: Riders top up a closed smartcard at 140 retail agents; the back office is a single on-premises system whose vendor ends support in March 2028; fare changes need a vendor release; card reader firmware is managed by a separate supplier.
3.2 Drivers and desired outcomes
| ID | Driver | Outcome the client expects | How it will be measured |
|---|---|---|---|
| DRV-001 (Example) | End of support of the current back office | Old system switched off | Decommission date met; no dual running after month 20 |
| DRV-002 (Example) | Rider convenience | Open-loop payment on all routes | Share of journeys paid by bank card or wallet |
| DRV-003 (Example) | Fare policy agility | Fare changes without code releases | Lead time for a fare change from approval to live |
| [DRV-NNN] | [Driver] | [Outcome] | [Measure] |
3.3 Constraints and implied requirements
List what binds the solution and what the RFP implies without saying it; competitors miss these.
| Type | Constraint or implied requirement | Source | Our response |
|---|---|---|---|
| Example: Regulatory | Card payment environment in PCI DSS scope | RFP 6.3 | Section 8.3; PSP tokenisation keeps card data out of the back office and reduces the authority's PCI DSS scope; validators and any component that handles the PAN stay in scope |
| Example: Implied | Validators cannot be replaced in this contract | RFP 2.1 states the validator contract runs to 2030 | Section 10.1, integration through the existing interface |
| [Type] | [Constraint] | [Source] | [Section] |
Example of a question that shaped the solution: capping runs in the back office, not on validators, because validators are offline for up to 10 minutes in two tunnels and caps must be right when taps arrive late.
4. Proposed solution overview
4.1 Scope of the proposed solution
| In scope | Out of scope (and who provides it) |
|---|---|
| Example: Account-based back office, fare engine, rider web and app accounts, customer service console | Validators and their firmware (existing validator supplier) |
| Example: Payment gateway integration and tokenisation | Acquiring bank contract (authority) |
| Example: Reporting and revenue apportionment data feed | Finance system changes (authority's ERP partner) |
| [Item] | [Item and owner] |
4.2 Solution context
Show every actor and external system named in the RFP, and who supplies each one.
4.3 Building blocks
| Building block | What it does for the client | Delivery type | Reference to detail |
|---|---|---|---|
| Example: Tap ingestion | Receives and de-duplicates taps from all validators, including late offline batches | Configured product | Section 5.2 |
| Example: Fare engine | Prices journeys, applies caps and concessions | Configured product with fare rules as data | Section 6.2 |
| Example: Apportionment feed | Daily revenue file per operator | Custom extension | Section 6.1 |
| [Block] | [Purpose] | [Product / Configured / Extension / Custom / Third party] | [Section] |
5. Solution architecture
5.1 Architecture principles applied
| Client principle (from the RFP) | How the solution applies it |
|---|---|
| Example: Cloud first, in-country hosting | Managed service in two in-country regions; no data leaves the country |
| Example: Open standards for integration | Published REST and event interfaces; contract tests delivered with the code |
| [Principle] | [Application] |
5.2 Logical and integration view
[Describe the main components, their responsibilities and how they interact. Show every external system named in the RFP.]
5.3 Data view
| Data domain | Owner | Store and residency | Retention | Sensitive? |
|---|---|---|---|---|
| Example: Tap events | Authority | Event store, in-country, encrypted | 7 years for audit | Pseudonymous token only |
| Example: Rider accounts | Authority | Relational store, in-country | Until closure plus [n] years | Personal data |
| Example: Payment tokens | Payment service provider | PSP vault, outside the authority's environment | Per PSP terms | Card data never stored by the back office |
| [Domain] | [Owner] | [Store] | [Retention] | [Yes / No] |
5.4 Deployment view
[Describe regions, environments, network links to the client and who operates each layer.]
| Environment | Purpose | Hosting | Operated by |
|---|---|---|---|
| Example: Production | Live service | Two in-country regions, active-active | Bidder managed service |
| Example: Fare simulator | Fare rule testing on replayed taps | Single region | Authority fare team with bidder support |
| [Environment] | [Purpose] | [Hosting] | [Operator] |
5.5 Significant architecture decisions
| ID | Decision | Alternatives considered | Reason |
|---|---|---|---|
| AD-001 (Example) | Capping in the back office, not on validators | Validator-side capping | Late offline taps would make caps wrong; one source of truth |
| AD-002 (Example) | Tokenisation by the payment service provider | Back-office token vault | Keeps stored card data out of the back office and minimises the authority's PCI DSS scope |
| [AD-NNN] | [Decision] | [Alternatives] | [Reason] |
After award, carry these into the Architecture Decision Log (architecture/architecture-decision-log).
6. Functional coverage
Fit levels (Standard, Configured, Extended, Custom, Third party, Roadmap) are defined in the status legend of the compliance matrix; use the same words here.
6.1 Coverage by capability
| Capability | Requirement IDs | Standard | Configured | Extended | Custom | Notes |
|---|---|---|---|---|---|---|
| Example: Fare calculation and capping | FR-010 to FR-028 | 14 | 5 | 0 | 0 | Concession rules configured with the fare team |
| Example: Rider account and refunds | FR-030 to FR-047 | 12 | 4 | 2 | 0 | Refund approval workflow extended |
| Example: Revenue apportionment | FR-060 to FR-066 | 2 | 1 | 0 | 4 | Operator split rules are client-specific |
| [Capability] | [IDs] | [n] | [n] | [n] | [n] | [Notes] |
6.2 Capability narratives
Per scored capability: what the user does, what the system does, the IDs answered, where it is shown.
Example: Fare capping. A rider taps the same card on a bus and a tram during the day. Each tap is priced as it arrives; once the day's charges reach the daily cap, later journeys are priced at zero and the rider's account shows "Capped today". Late offline taps are re-priced in device-time order, so the result is identical whatever order taps arrive in. Answers FR-012, FR-013 and FR-019; shown in demo scenario D-02.
7. Non-functional approach
The table follows the product quality characteristics of ISO/IEC 25010:2023 so that no quality
concern is missed. Detailed targets are recorded in the NFR Catalogue
(requirements/nfr-catalogue).
| Characteristic | Client requirement or proposed target | Design approach | Evidence and verification |
|---|---|---|---|
| Functional suitability | Example: Fare results identical to the published fare table | Fare rules as data; regression suite of 2,000 priced journeys | Fare simulator report before each fare change |
| Performance efficiency | Example: Ingest peak of [n] taps per second; journey visible to rider within 60 seconds | Partitioned event ingestion; autoscaling consumers | Load test at twice the forecast peak in pre-production |
| Compatibility | Example: Works with existing validator interface version [x] | Adapter for the published interface; contract tests | Interoperability test with the validator supplier |
| Interaction capability | Example: WCAG 2.2 level AA for rider web and app | Accessible design system; screen reader testing | Accessibility conformance report (Appendix D) |
| Reliability | Example: 99.9% monthly availability for tap ingestion | Active-active across two regions; store-and-forward on validators | Failover test each quarter; availability report |
| Security | See section 8 | Defence in depth, least privilege, encryption | Penetration test before go-live; certifications |
| Maintainability | Example: Monthly releases without downtime | Blue-green deployment; automated tests | Release record from reference clients |
| Flexibility | Example: Add a new operator in under four weeks | Operator as configuration | Demonstration in pre-production |
| Safety | Example: Not applicable to this service; no safety function | Statement only | |
| [Characteristic] | [Target] | [Approach] | [Evidence] |
8. Security, privacy and compliance
8.1 Certifications and attestations
| Certification or report | Scope covering this service? | Validity | Evidence |
|---|---|---|---|
| Example: ISO/IEC 27001:2022 | Yes: managed service operations and both regions | Valid to YYYY-MM-DD | Certificate, Appendix C |
| Example: SOC 2 Type II | Yes: back office platform | Report period YYYY-MM-DD to YYYY-MM-DD | Available under NDA |
| Example: PCI DSS v4.0.1 | Payment service provider is a Level 1 service provider | Attestation of Compliance dated YYYY-MM-DD | PSP AOC, Appendix C |
| [Certification] | [Scope] | [Validity] | [Evidence] |
8.2 Security approach
| Area | Approach |
|---|---|
| Identity and access | Example: Single sign-on for staff through the authority's identity provider; multi-factor authentication for all privileged access; access reviews every quarter |
| Data protection | Example: Encryption in transit and at rest; customer-managed keys held in the authority's key tenancy |
| Vulnerability management | Example: Continuous scanning; critical fixes within the time stated in the SLA |
| Logging and monitoring | Example: Security events forwarded to the authority's SOC in near real time |
| Secure development | Example: Threat modelling for each release, dependency scanning, signed builds |
| [Area] | [Approach] |
Reference the detailed design in Security Architecture (security/security-architecture) and the
threat model, Threat Model (security/threat-model), after award.
8.3 Privacy and data residency
[State the lawful basis relied on by the client, the processor role you take, the location of all processing including support access, and how data subject requests are handled.] Example: All rider data and backups stay in the two in-country regions; support engineers with production access are based in the country; data subject requests are handled in the customer service console within the deadlines set by the applicable data protection law. List each regulatory and accessibility obligation with how it is met and the evidence. Example: PCI DSS v4.0.1: PSP tokenisation minimises scope, while validators and any component that handles the PAN stay in scope and the authority validates compliance as its acquirer directs (PSP AOC, section 5.3); WCAG 2.2 AA for rider web and app (conformance report, Appendix D).
9. Implementation approach and plan
[Describe the method: phases, iteration length, how scope is managed, how the client takes part.] Example: A short mobilisation and design phase, then three releases built in two-week iterations, each ending with a demonstration to the fare and customer service teams and a release decision by the authority's steering group.
9.1 Plan and milestones
| Milestone | Week (month) (Example) | What the client receives | Acceptance criterion |
|---|---|---|---|
| M1 Design approved | 14 (3.2) | High-level design, test strategy, environments | Design authority sign-off |
| M2 Pilot live | 30 (6.9) | Open-loop payment and capping on pilot routes | Pilot exit criteria met for four weeks |
| M3 All routes live | 44 (10.1) | Service on every route and mode | Operational acceptance test passed |
| M4 Legacy retired | 56 (12.9) | Old back office switched off; data archived | Reconciliation signed off |
| [Milestone] | [Month] | [Deliverable] | [Criterion] |
Weeks are counted from contract start and summed from the gantt durations (6 + 8 = 14, plus 16 = 30, plus 14 = 44, plus 12 = 56); months are weeks divided by 4.35. Hypercare ends at week 64. Recompute both when you change durations.
List each deliverable with its format and the client's review time (Example: high-level design, 10
working days). The binding deliverable list and acceptance process move into the Statement of Work
(business/statement-of-work) after award.
10. Integration, data migration and cutover
10.1 Interfaces
| ID | Interface | Direction | Protocol and standard | Change needed by | Test approach |
|---|---|---|---|---|---|
| INT-001 (Example) | Validators to tap ingestion | Inbound | Validator supplier's published API v[x] | No change to validators | Contract tests and joint test with the validator supplier |
| INT-002 (Example) | Payment gateway | Outbound | PSP API | None | PSP certification process |
| INT-003 (Example) | Apportionment feed to ERP | Outbound | Daily file over SFTP | ERP partner adds an import job | End-to-end test with sample days |
| [INT-NNN] | [Interface] | [Direction] | [Protocol] | [Party] | [Test] |
10.2 Data migration
[Describe the data in scope, the source, the transformation, the number of rehearsals and the
reconciliation.] Use Data Migration Strategy (architecture/data-migration-strategy) for the
detailed approach after award. Example: Registered smartcard accounts and their balances move to
the new back office; three rehearsals; balance totals reconciled to the cent per account before each
cutover decision. [Explain how cutover happens: by route, by mode or all at once, the rollback
point, and how both systems run in parallel.] Plan detail goes into Cutover Plan
(project/cutover-plan).
11. Team, governance and client responsibilities
11.1 Key personnel
| Role | Name | Relevant experience | Commitment | Location |
|---|---|---|---|---|
| Example: Engagement lead | [Name] | Led two ticketing back office programmes | 50% for the duration | In-country |
| Example: Solution architect | [Name] | Designed the reference solution at [Reference client] | 100% to month 12, then 25% | In-country |
| [Role] | [Name] | [Experience] | [Percentage and period] | [Location] |
CVs: Appendix [B]. [State the substitution rule, e.g. no key personnel change without consent.]
11.2 Governance
| Forum | Purpose | Frequency | Bidder attendees | Client attendees |
|---|---|---|---|---|
| Example: Steering group | Scope, release and risk decisions | Monthly | Engagement lead, delivery manager | Sponsor, head of fares, IT director |
| Example: Design authority | Architecture decisions and deviations | Every two weeks | Solution architect | Enterprise architect, security lead |
| [Forum] | [Purpose] | [Frequency] | [Attendees] | [Attendees] |
11.3 Responsibilities (RACI)
R = responsible, A = accountable, C = consulted, I = informed.
| Activity | Bidder | Client | Validator supplier | PSP |
|---|---|---|---|---|
| Example: Fare rules definition | C | A, R | I | I |
| Example: Back office build and test | A, R | C | I | I |
| Example: Validator interface testing | R | A | R | I |
| Example: Operational acceptance | R | A | C | C |
| [Activity] | [ ] | [ ] | [ ] | [ ] |
11.4 What we need from the client
| ID | Client responsibility | Needed by | Effort estimate (Example) |
|---|---|---|---|
| CR-001 (Example) | Product owner available three days a week | Month 1 | 0.6 FTE |
| CR-002 (Example) | Validator supplier engaged for the bench test and joint testing | Months 2 and 5 | Contract variation with the validator supplier |
| [CR-NNN] | [Responsibility] | [Date] | [Effort] |
12. Transition, service and support
[Describe the period of elevated support after each release, its exit criteria and the team (detail
in Hypercare Plan, ops/hypercare-plan), then how operations are handed over and how the client can
exit: data export formats, notice periods and assistance (see Operations Handover,
ops/operations-handover).]
12.1 Service levels offered
| Service measure | Offered level (Example) | Measurement |
|---|---|---|
| Tap ingestion availability | 99.9% per month | Synthetic and real tap monitoring |
| Priority 1 incident response | 15 minutes, 24 by 7 | Service desk timestamps |
| Priority 1 restoration target | 4 hours | Incident records |
| [Measure] | [Level] | [Measurement] |
The binding levels and service credits are in the Service Level Agreement
(ops/service-level-agreement); this table must match it.
13. Assumptions, exclusions and dependencies
| ID | Type | Statement | Impact if false | Owner |
|---|---|---|---|---|
| AS-001 (Example) | Assumption | Validators send taps through the published interface version [x] | Adapter rework; plan impact four weeks | Client |
| AS-002 (Example) | Assumption | Fare policy is frozen two months before each release | Re-test of fare rules | Client |
| EX-001 (Example) | Exclusion | Retail agent network changes | Not priced; available as an option | Bidder |
| DEP-001 (Example) | Dependency | Acquirer onboarding completed by month 6 | Pilot go-live moves | Client and PSP |
| [ID] | [Assumption / Exclusion / Dependency] | [Statement] | [Impact] | [Owner] |
Keep these identical to the commercial volume; carry them into the RAID Log (project/raid-log) at award.
14. Risks and mitigations
| ID | Risk to the client's outcome | Likelihood | Impact | Mitigation | Owner |
|---|---|---|---|---|---|
| RSK-001 (Example) | Validator interface behaves differently from its documentation | Medium | High | Bench test of the interface in month 2 with a loaned validator; joint test in month 5 | Bidder with validator supplier |
| RSK-002 (Example) | Riders unaware of the change at pilot launch | Medium | Medium | Communications plan with the authority's marketing team | Client |
| RSK-003 (Example) | Late fare policy decisions | High | Medium | Fare simulator available from month 3; decision deadlines in the plan | Client |
| [RSK-NNN] | [Risk] | [Low / Medium / High] | [Low / Medium / High] | [Mitigation] | [Owner] |
15. Relevant experience and case studies
| ID | Client and sector | Scope delivered | Result | Reference contact |
|---|---|---|---|---|
| CS-001 (Example) | [Reference client], metropolitan transit | Account-based back office, open-loop payment | Live in 11 months; [n]% of journeys by bank card after one year | [Name, role, contact] |
| CS-002 (Example) | [Reference client], regional rail | Fare engine replacement | Fare change lead time reduced from months to days | [Name, role, contact] |
| [CS-NNN] | [Client and sector] | [Scope] | [Result] | [Contact] |
Confirm every result with the reference client and keep written permission to name them.
16. Compliance matrix and deviations
Line-by-line answers: RFP Compliance Matrix (business/rfp-compliance-matrix), as [Form D].
Example summary: of 240 requirements, 212 are compliant (88.3%), 18 partially compliant (7.5%), 7 met by an alternative (2.9%) and 3 not compliant (1.3%); each share is the count divided by 240, rounded to one decimal place.
| ID | Requirement | Deviation | Reason and benefit to the client |
|---|---|---|---|
| DEV-001 (Example) | NFR-034 Recovery point objective of zero | Five-second recovery point objective for the reporting store only | Tap and payment stores keep zero data loss; reporting rebuilds from events |
| [DEV-NNN] | [Requirement] | [Deviation] | [Reason] |
17. Bid team review checklist
| Check | Done |
|---|---|
| Every scored criterion has a clearly labelled answer within the page budget | [ ] |
| Every win theme appears in the executive summary and with proof in a scored section | [ ] |
| Every requirement ID in the compliance matrix points to a real heading in this volume | [ ] |
| Assumptions, exclusions and service levels match the commercial volume and the draft contract | [ ] |
| Named key personnel have confirmed their availability in writing | [ ] |
| Reference clients have approved their case study and contact details | [ ] |
| Certificates cited are valid on the submission date and their scope covers the service | [ ] |
18. Glossary and references
18.1 Glossary
| Term | Meaning |
|---|---|
| Win theme | A short, client-centred reason to choose this bid, backed by proof |
| Hot button | An issue the client cares strongly about, stated or implied |
| Discriminator | A feature of this bid that competitors cannot easily match |
| Proof point | Evidence the evaluator can check: a reference, a metric, a certificate, a demonstration |
| Compliance matrix | Table mapping each requirement in the RFP to its status and the place where it is answered |
| PAN and PSP | Primary account number (the payment card number); payment service provider, which tokenises cards and requests authorisations |
| Pink, red and gold team | Successive internal reviews: storyboard or early draft, full draft scored as an evaluator would, final executive approval |
| [Term] | [Meaning] |
18.2 References
| ID | Reference | Version / date |
|---|---|---|
| REF-01 | Client RFP [reference] and addenda [1 to n] | YYYY-MM-DD |
| REF-02 | APMP Body of Knowledge (Association of Proposal Management Professionals), online at bok.apmp.org | Current online edition |
| REF-03 | Shipley Proposal Guide (Shipley Associates) | 5th edition |
| REF-04 | ISO/IEC/IEEE 41062:2024, Software engineering: Life cycle processes: Software acquisition | Edition 2, 2024-10 |
| REF-05 | ISO/IEC 25010:2023, Systems and software Quality Requirements and Evaluation (SQuaRE): Product quality model | Edition 2, 2023-11 |
| REF-06 | US Federal Acquisition Regulation 15.204-1 to 15.204-5 (uniform contract format; Section L instructions and Section M evaluation factors), when answering US federal solicitations | FAC 2026-01 (check acquisition.gov) |
| REF-07 | RFP Compliance Matrix (business/rfp-compliance-matrix) | [x.y] |
| REF-08 | [Security questionnaire, for example CSA CAIQ v4.1] | [Date] |
Standard and licence note
Structure aligned with common bid and proposal practice as described in the APMP Body of Knowledge and the Shipley Proposal Guide (5th edition), with the supplier-selection concerns of ISO/IEC/IEEE 41062:2024 and the product quality model of ISO/IEC 25010:2023. These sources are copyrighted: this template uses only general concepts and section names (win themes, compliance matrix, colour team reviews, quality characteristics); all text, tables and examples are original, and no definitions or checklists are reproduced. For US federal bids, the uniform contract format in FAR 15.204 is a public-domain US regulation; check the current text and any agency deviations at acquisition.gov, as Part 15 is being restructured. Always follow the issuer's instructions over this template, and check the current editions of the cited standards. APMP and Shipley are trademarks of their owners; this template is not affiliated with or endorsed by them. Template licence: MIT.
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