# Managed IT request for proposal

Prepared by: [organization / decision owner]
Response deadline: [date and time zone]
Target service start: [date, subject to an agreed transition plan]

This editable template is a planning aid from Bay Area Managed IT. Replace every
bracketed field. Share sensitive inventories only through an approved channel.

## 1. Business outcomes

- Current support problems: [observable examples]
- Desired outcomes and how we will measure them: [list]
- Internal IT responsibilities that remain: [list]
- Mandatory requirements / pass-fail gates: [list]
- Budget assumptions: [scope and any approved range]

## 2. Environment

| Item | Quantity / description | Business owner | Known gaps |
| --- | --- | --- | --- |
| Employees and contractors | | | |
| Offices and remote locations | | | |
| Devices and operating systems | | | |
| Identity and productivity platforms | | | |
| Servers and cloud workloads | | | |
| Networks and connectivity vendors | | | |
| Critical applications and vendors | | | |
| Backup and recovery requirements | | | |

## 3. Service response schedule

For each requested responsibility, supply included work, exclusions, support
hours, accountable role, evidence, and additional charges.

| Responsibility | Included work | Exclusions | Hours | Owner | Extra charges |
| --- | --- | --- | --- | --- | --- |
| Employee support and escalation | | | | | |
| Identity / joiners / role changes / leavers | | | | | |
| Devices / patching / monitoring | | | | | |
| Networks / field visits / vendor coordination | | | | | |
| Security investigation and response | | | | | |
| Backup and tested recovery | | | | | |
| Documentation / reporting / planning | | | | | |

## 4. Evidence requested

- Redacted sample support and exception reports, including metric definitions.
- Scenario walkthrough by the proposed delivery team.
- Onboarding phases, acceptance criteria, and customer dependencies.
- Privileged-access model and subcontractor responsibilities.
- Recovery-test example and remediation record.
- Comparable customer references with permission to contact them.

## 5. Pricing response

Show monthly services, required licenses, quantity minimums, onboarding,
remediation, project rates, travel, after-hours work, annual increases, renewal
terms, and exit assistance. State assumptions and provide a first-year total.
Do not include optional projects in a mandatory total without identifying them.

## 6. Evaluation and next steps

Decision owner: [name/role]
Reviewers: [roles]
Mandatory gates: [list]
Scoring weights: [categories totaling 100]
Shared clarification channel: [approved method]
Demonstration scenarios: [same scenarios for every finalist]
Contract review and approval: [responsible roles]

Carry selected commitments into the final agreement. Obtain appropriate legal
and specialist advice for the agreement and your organization's obligations.