Section 10: Proposal Format & Submission Instructions

Let interested vendors know that they should be required to strictly follow the instructions below for proposal format, delivery, and communication. Nonprofits should also note that non-compliance may result in disqualification to ensure that the format is consistent and your time is protected.

1. Proposal Format

Note that proposals by vendors must be submitted as a PDF or Word document and organized using the structure outlined below to ensure clarity and comparability. Include the required sections table below.

Required Sections:

Section Title Description
Executive Summary A concise overview of your solution and its benefits
Company Background & Qualifications Demonstrate alignment with requirements in Section 9
Project Understanding Summarize your understanding of our goals and pain points
Proposed Solution Address architecture, scope alignment, integration, testing, security, innovation – diagrams/workflows encouraged
Project Plan & Timeline Implementation phases, schedules, project management methodology
Team and Staffing Include bios of key team members and roles
Budget Provide the complete cost breakdown as outlined in Section 8
Deliverables List of all systems, documentation, training, and other outputs
Risk Management Identify risks and mitigation strategies
References / Case Studies Minimum of three recent, relevant client references
Terms and Conditions Any proposed contract language or standard terms

“Please structure your proposal to match these headings exactly to ensure a streamlined review process.”

2. Submission Method

For submissions, note that all submissions must be submitted via email to:

  • 📩 [Contact Email]

  • 📌 Subject Line: RFP Response – Digital Giving Infrastructure

For large attachments, include a download link to a secure file-sharing platform (e.g., Google Drive, Dropbox, Box).

Note that Physical submissions will not be accepted to keep your data in one place, managed by a single contact.

3. Submission Deadline

In this section, note that all proposals must be received by:

  • 🗓️ [Submission Deadline Date]

  • 🕔 5:00 PM [Time Zone]

“Late submissions may not be reviewed, so please plan accordingly.”

4. Questions & Clarifications

Have a clear statement that all inquiries must be submitted in writing via email to:

  • 📩 [Contact Email]

Key Dates:

Milestone Deadline
Submit Questions [Questions Deadline Date]
Receive Consolidated Answers [Answers Date]

Add all other key dates in this format. Also, to maintain fairness, note that vendors must not contact other staff or board members regarding the RFP.

5. Vendor Presentations

Note that shortlisted vendors may be invited to present their proposal via video conference or in person. Add an anticipated timeframe:

  • 📅 [Presentation Dates]

"Please indicate your team’s availability in your submission."

6. Proposal Validity

Note that all submitted proposals must remain valid for a minimum of 90 days from the proposal deadline.

“This allows time for thorough review and clarification discussions.”

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