OptimoGov North America

Guide · Procurement

A vendor-neutral RFP requirements template for facility booking and permitting

The most common way a competitive solicitation quietly becomes a single-source one is a requirements document assembled from one vendor's feature list. This template is structured the other way round: it describes your policy, your portfolio and your obligations, and asks vendors to show how they meet them.

Adapt it freely. It is deliberately written so that we could lose a competitive process run against it, which is the only way a template like this is worth anything.

What is in it

Contents

  • How to describe your portfolio so vendors cannot scope around it
  • Fee schedule and rate class requirements, written as policy
  • Compliance conditions: insurance, deposits, waivers, screening
  • Approval delegation and routing, described as authority rather than workflow
  • Registration, memberships and ticketing, where applicable
  • Integration requirements that distinguish production from possible
  • Security and data residency requirements, including what a vendor does not hold
  • Accessibility requirements that ask for a conformance report as a deliverable
  • Implementation, training and go-live scheduling around your season
  • Commercial requirements: escalators, metering, exit and total cost
  • Evaluation criteria that reward disclosure
Get the guide

Send it to a work email

We will email the guide as a PDF. One email, containing the guide. No sales sequence, and we do not pass your address to our partner or to anyone else.

Prefer not to give an email? Call 1-877-583-1510 and we will send it to whoever you nominate.

Or skip the guide and ask us directly.

Bring the question to a 45-minute call. If we cannot answer it we will say so and find out.