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RFP Process Questionnaire

The purpose of this survey is to understand the extent of your currently practiced outsourcing and future outsourcing needs.

This survey’s goal is to measure how RFP processes are implemented and gauge the extent to which companies go when developing, releasing and evaluating RFPs for outsourcing.

The total time to complete the survey should be less than 5 minutes.

All information collected with this form will be kept in strictest confidence and shall be reported on an aggregate basis only.

Participants of this survey can request a summary free of charge once we have evaluated the data.

Participant Identifier

This is only used to prevent abuse of this form. We do not spam or sell personal data!

* First Name
* Last Name
* Email Address

1. Please identify each function that is currently being outsourced to a third party vendor. (Check all that apply)

2. How long has your firm been outsourcing?

	Not at all
	Less than one year
	1 – 2 Years
	3 – 5 years
	6 – 10 years
	More than 10 years

3. What business objectives do your pursue with outsourcing? (Check all that apply)

	Improve company focus, return to core business
	Asset transfer
	Reduce head count
	Reduce and control operating costs
	Resources not internally available
	Consistently take advantage of emerging technologies
	Outsourced function too difficult to manage
	Take advantage of offshore capabilities and talent
	Other

4. Please select one outsourced function for which the remainder of your responses to this survey applies:

5. Did your firm develop a RFP when evaluating outsourcing as a strategic business option?

	Yes
	No (skip to Question 20)

6. What type of support organization did your firm hire to develop the RFP?

	Analyst Relations Firms, e.g. Gartner, Forrester, IDC, etc.
	Management Consulting Firm, e.g. Deloitte Consulting, Accenture, Bearing Point, Cap Gemini, etc.
	Strategy based firm, e.g. McKinsey, Bain, Booz Allen, etc.
	Technology based consulting firm, e.g. EDS, CSC, IBM, etc.
	Other advisors, e.g. Outsourcing Central, Everest Group, etc.
	We did not use a support organization

7. How many outsourcing firms was the RFP distributed to for response?

	1
	2-5
	6-10
	Over 10

8. How much time were outsourcing firms given to respond to the initial RFP?

	One week or less
	Two weeks
	A month
	Over one month

9. How much time did your firm require to evaluate the responses and compile a short list?

	One week or less
	Two weeks
	One month
	One month to one quarter
	Over one quarter

10. What type of support organization did your firm use to evaluate responses to your RFP?

	Analyst Relations Firms, e.g. Gartner, Forrester, IDC, etc.
	Management Consulting Firm, e.g. Deloitte Consulting, Accenture, Bearing Point, Cap Gemini, etc.
	Strategy based firm, e.g. McKinsey, Bain, Booz Allen, etc.
	Technology based consulting firm, e.g. EDS, CSC, IBM, etc.
	Other advisors, e.g. Outsourcing Central, Everest Group, etc.
	We did not use a support organization at this juncture

11. How many outsourcing firms were selected for the “short list”?

	1
	2-5
	6-10
	Over 10

12. How much time elapsed between release of the short list and the contract award?

	One week or less
	Two weeks
	One month
	One month to one quarter
	Over one quarter

13. How many references did the RFP request for the pitch?

14. Did your firm require the vendor to sign a non-disclosure agreement?

	Yes
	No

15. Did the RFP include minimum performance benchmarks?

	Yes
	No

16. Indicate the timeframe for which these benchmarks were measured.

	24/7
	Standard business day (8-5)
	Other

YOU ARE HALFWAY DONE

17. What type(s) of penalty clauses were included in the RFP for non-compliance with the service level benchmarks? (Check all that apply)

	Free additional services
	Free Contract extension
	Financial restitution
	Contact termination option without penalties
	No penalty clauses were used
	Other

18. Did the RFP define communication and escalation procedures in the event that service levels would not be met during contract execution?

	Yes
	No

19. Did die RFP specify the timeframe within which the process was to be turned over to the outsourcing company?

	1 week
	1 week – 1 month
	1 month – 1 quarter
	1 quarter – 2 quarters
	Over 2 quarters
	No conversion timeline was defined

20. Did the RFP include know-how transfer requirements?

	Only upon transferring the process to the outsourcing firm
	On-going, mutual know-how transfer was included in the RFP
	Only upon termination of the contract
	Only when the outsourcing firm makes substantial changes to the process
	No, know-how transfer requirements were not included

21. Who was responsible for monitoring compliance with benchmarks?

22. Does your firm have an outsourcing relationship manager / team or offshore program office for this function?

	Yes
	No

23. Did your firm conduct an in-house benchmark analysis of the performance levels that the vendor needed to achieve prior to outsourcing the process?

	Yes
	No

24. Which items does your firm consider critical when evaluating outsourcing providers:

25. What was the average duration of outsourcing contracts?

	Less than a year
	1 – 2 years
	3-5 years
	5-7 years
	Over 7 years

26. What was the average total dollar value of a single outsourcing contract from your firm?

	Less than $500,000
	$500,000 - $1 million
	$1 million – $3 million
	$3 million - $ 5 million
	$5 million – $10 million
	$10 million - $15 million
	Over $15 million
	NA

27. What is your title?

	Chairman/President/CEO
	Owner/Principal/Partner
	C-level management
	VP-level management
	Director-level management
	Sr. Contracts Manager
	Purchasing/Procurement Officer
	HR Executive
	Other

28. Please indicate which segment of your company you are representing in this survey.

	Division or line of business
	Corporate office only
	Remote office only
	Company wide, including remote offices
	Global representation
	Other

29. What is your company size in US$ revenue ?

30. In what industry is your company?

	Financial Services, including insurance, banking, capital markets
	Consumer Business, retail or wholesale
	Manufacturing, including auto, aerospace & defense, high-tech, chemical
	Healthcare & Pharmaceutical
	Energy & Utilities
	Telecom
	Government
	Other

31. Comments

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