Engagement Survey Vendor RFP Template

A structured request-for-proposal form to standardize engagement survey vendor responses across operational, analytical, security, and commercial requirements.

Submission Notice

• Vendor / Company Name
• Primary Contact Name
• Primary Contact Email
• Submission Date
• Consent to process this proposal and contact details for evaluation purposes
  This form collects limited business contact information and proposal content for procurement evaluation, security review, and audit trail purposes.

Operational Requirements

• Deployment Model
• Languages Supported Out of the Box
  Select all languages supported without custom development.
• Administrative Roles Supported
• Core Integrations Supported
  Select all integrations available for identity, HRIS, collaboration, or reporting workflows.
• Typical Implementation Timeline (Weeks)
• Support Model

Analytical Requirements

• Real-Time Reporting Available
• Dashboard Types Available
• Segmentation Dimensions Supported
  Select all dimensions that can be used for filtering and analysis while respecting minimum group thresholds.
• Minimum Group Threshold for Reporting
• Advanced Analytics Available
• Advanced Analytics Features
• Export Formats Supported

Security and Compliance Requirements

• Data Encryption at Rest
• Data Encryption in Transit
• Security Certifications / Attestations
• Default Data Retention Period (Months)
• Supports Data Deletion Requests
• Subprocessors Disclosed to Customers
• Security / Privacy Notes
  Include any relevant controls, audit trail capabilities, role-based access, or privacy-by-design practices.

Commercial Requirements

• Pricing Model
• Estimated Annual Contract Value
• Implementation Fee
• Standard Contract Term (Months)
• Renewal Terms
• Commercial Exceptions or Assumptions
  List any deviations from standard terms, pricing assumptions, or required customer commitments.

Attachments and Final Attestation

• Proposal Document
• Security Overview or Trust Center Link
• Reference Customers
  Provide business references only; do not include personal data beyond business contact details that you are authorized to share.
• Attestation