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Incumbent-Bias RFP Audit

A checklist that finds RFP requirements written around the incumbent vendor's product, with capability rewrites.

First page of Incumbent-Bias RFP Audit

What's inside

  • An audit header: RFP title, category, incumbent vendor, auditor and dates.
  • Section 1, branded feature names: product names, version numbers, proprietary formats and vendor-specific APIs.
  • Section 2, oddly specific must-haves: exact thresholds, UI patterns, deployment details and support models.
  • Section 3, requirements only one vendor can meet, including bundled capabilities and unjustified exclusion of open source.
  • Section 4, process integrity: who drafted the RFP, when criteria were set, scoring and information access.
  • Each check has a risk rating and columns for the finding, requirement reference and whether a rewrite is needed.
  • Five before-and-after rewrites from vendor-specific wording to capability language.

Format: PDF (3 pages) and Word document.

How to use it

Audit the draft RFP before it is issued and rewrite or justify every requirement it flags.

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