Free Download · Procurement-Grade

The Private AI RFP your procurement team can send tomorrow

Most companies evaluate AI vendors on demo quality and price. This template helps your procurement team evaluate what actually matters — data isolation, security certifications, and IP ownership.

What's Inside

8 procurement-grade sections

Pre-filled with the right questions. All you do is fill in your company name, data types, and compliance requirements.

  1. 1
    Introduction & Scope
    Use cases, user count, document corpus size, and a checklist of regulated data classes (HIPAA, GLBA, ITAR, PCI-DSS, GDPR).
  2. 2
    Vendor Qualifications
    Years operating, customer references in your vertical, financial stability evidence, and subcontractor disclosure requirements.
  3. 3
    Data & Privacy Requirements
    Training data isolation, model weight ownership, deployment topology (VPC, air-gapped, on-prem), data residency, and deletion guarantees on termination.
  4. 4
    Security & Compliance
    SOC 2 Type II requirements, encryption standards (AES-256/TLS 1.2+), access controls, audit logging, incident response SLAs, and sub-processor lists.
  5. 5
    Technical Architecture
    Model selection rationale, RAG vs. fine-tuning approach, hallucination mitigation controls, citation and grounding requirements, and integration interfaces.
  6. 6
    Implementation & Operations
    Project timeline, change management approach, success metrics, ongoing ops SLA, and continuous improvement process.
  7. 7
    Commercial Terms
    Pricing structure, contract length, early termination rights, IP ownership, price lock, and payment terms.
  8. 8
    Response Format & Evaluation Scorecard
    Required response format and a weighted scorecard across 5 dimensions: Privacy & Data Security (35%), Technical Fit (25%), Vendor Stability (15%), Commercial Terms (15%), Reference Quality (10%).
Evaluation Scorecard — 5 Dimensions
Dimension Weight What It Covers
Privacy & Data Security 35% Deployment isolation, data residency, encryption, SOC 2, sub-processor controls
Technical Fit 25% Model capability, RAG architecture, hallucination controls, accuracy benchmarks
Vendor Stability 15% Years operating, financial health, customer references, team credentials
Commercial Terms 15% Pricing transparency, contract flexibility, IP ownership, termination rights
Reference Quality 10% Vertical relevance, engagement size, reference willingness to speak
Procurement Tip

Privacy & Data Security carries 35% of the total score — more than Technical Fit. This forces vendors to prove their security posture before discussing features or price. Use it.

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