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Guide

How to read an RFP in 15 minutes

Basics · 6 minute read

Do not read an RFP front to back. Read it in a set order: the cover page and deadline, the scope of work, the mandatory requirements, the evaluation criteria, the submission instructions, and the contract terms. In fifteen minutes you can tell whether the work fits, whether you qualify, and what a winning response must contain. Save the full read for bids you decide to pursue.

Why order matters

A request for proposals, or RFP, can run from a few pages to several hundred. Much of that length is standard legal language that looks the same from one agency to the next. The parts that decide whether you should bid are usually short and spread across the document.

Reading in a fixed order lets you stop early when something rules you out. That protects your time for the bids you can actually win.

Before you start, check that you have the full package: the main document, every attachment, the pricing form, and any addenda already posted.

The fifteen-minute pass

Use the table of contents to jump straight to each part. Keep a single page of notes as you go.

  1. Cover page and schedule (2 minutes): note the due date and time, the time zone, the question deadline, any pre-bid meeting, and the contact person.
  2. Scope of work (4 minutes): read what the agency wants done, where, for how long, and at what volume. Ask yourself plainly whether this is work you already do.
  3. Mandatory requirements (3 minutes): look for licenses, certifications, years of experience, insurance levels, bonds, and local presence. Any one you cannot meet may end the review here.
  4. Evaluation criteria (3 minutes): find how responses are scored and how much weight price carries against experience, approach and references.
  5. Submission instructions (2 minutes): note the format, page limits, required forms, and whether the response goes in by portal, mail or hand delivery.
  6. Contract terms (1 minute): skim for payment terms, insurance, indemnity and termination clauses that could change your price or your appetite.

Words that signal a hard rule

Public solicitations use specific words to separate rules from preferences. Learn to spot them quickly.

  • "Shall" and "must" usually mean a mandatory requirement. Missing one can make a response non-responsive.
  • "Should" and "may" usually mean a preference that can earn or lose points.
  • "Responsive" means the response follows the instructions. "Responsible" means the company is able to do the work.
  • "Pass/fail" items are checked before scoring. Failing one often stops the review of your response.

What to write down

Your notes should answer a short set of questions: Can we do this work? Do we meet every mandatory item? Can we deliver the response on time in the required format? Is the scoring friendly to our strengths?

Also list anything unclear. Those items become your written questions to the agency, which must usually be sent before the question deadline.

After the quick read

If the answers point to yes, schedule a full read and start a requirements checklist that maps each "shall" to the section of your response that answers it. If the answers point to no, record why and move on. A clear no today saves days of work later.

Tools such as BotBid can pull these key facts from a solicitation and turn them into a step-by-step plan, but a person should still read the document and make the call.

Common questions

Is fifteen minutes really enough?

It is enough to decide whether to keep going. It is not enough to write a response. A full, careful read comes after you decide to pursue the bid.

What should I read first?

Start with the due date and the mandatory requirements. If you cannot meet the deadline or a hard requirement, nothing else matters.

Where are the scoring rules usually found?

Look for a section called evaluation criteria, basis of award, or selection process. It is often near the end of the instructions to offerors.

Keep reading

Make the next bid easier to manage.

Bring the questions, requirements and deadlines together. Explore the workflow before deciding whether BotBid fits.

  • A person at BotBid reviews every request and walks you through.
  • Sample data only: fictional companies, bids and people.
  • Price, signatures and submissions always stay with your team.