RFP Questionnaires for Financial ServicesThinking about an RFP?
When it's time for an RFP, you want to be able to call upon the best resources available. The new fourth edition of RFP Questionnaires for Financial Services provides the best and latest model questionnaires.The new edition has been streamlined to make it easier to use. For your convenience it is now available in electronic form or on a CD-ROM, and the table of contents contains hyper-links to transfer you directly to any questionnaire you wish. In addition, we have trimmed out unnecessary questions, making the questionnaires more focused and ready to be dropped right into your RFP package. Everything is in one package: collections, disbursements, ACH, treasury workstations, short-term investment and borrowing, cards, etc. For one price, you get nearly 600 questions in 70 different questionnaires, plus advice on organizing your RFP and evaluating pricing estimates. All you have to do is pick the components that meet your needs. Efficient organizationAn introductory section helps you organize your overall package and describes the types of data you'll have to provide to the service providers. In addition, this new edition now contains 70 separate questionnaires grouped into 10 chapters. The questionnaires are organized by treasury function, such as collections, disbursements, etc. They cover most topics that you might need to include in your RFP package.By keeping the number of questions per questionnaire under control, you'll find that evaluating the proposals generated by your RFP will be easier and will give you better results than using lengthy questionnaires with irrelevant or ineffective questions. We know from firsthand experience how difficult it is to analyze and compare proposals in a reasonable time frame, and this edition reflects our experience. Both the introductory section and the questionnaires are included as one Microsoft Word file. This makes it a simple task to drop the questions you want into your own RFP document. The questions have been written in general terms, so you may wish to modify them to suit your needs. You can also simply cut and paste your final questions into a spreadsheet file to facilitate later comparisons. New sectionsIn addition to revising existing questionnaires on treasury management functions, we have added several new chapters in this edition, including:
To get a better idea of what's included, see the Table of Contents. To learn more see About the Authors. Order your copy today!
Pricing: $144.00 for electronic delivery or $149.00 plus $5.00 shipping & handling for the CD-ROM version (U.S. only). For foreign orders, please contact us directly for shipping charges. For consulting help see TIS Consulting |