RFI WITH COVER LETTER TEMPLATE

Company Name

COMPANY LOGO

R E Q U E S T F O R I N F O R M A T I O N

[ NAME OF OPPORTUNITY ]

00/00/0000

RFI DETAILS
[INSERT AGENCY NAME] has been identified as a potential agency partner based upon your industry achievements. We would like to extend an invitation for your consideration of our Request for Proposal process. [INSERT ADDITIONAL TERM DETAILS]
BUDGET	The annual budget for services provided is estimated at [$000,000] annually.	DEADLINE	Requested information must be received by [TIME AND DATE].
QUESTIONS	Inquiries may be submitted to [EMAIL ADDRESS] with the subject line [CREATIVE AGENCY RFI INQUIRY] by [DATE].	SUBMISSION	Please forward requested information to [EMAIL ADDRESS] with the subject line [CREATIVE AGENCY RFI SUBMISSION].

Table of Contents

BACKGROUND	4

COMPANY OVERVIEW	4

THE OPPORTUNITY	4

PURPOSE OF REQUEST FOR INFORMATION	4

SUBMISSION PROCESS	4

TIMELINE	4

POINT OF CONTACT	4

RESPONSE SUBMISSION METHOD	4

LATE RESPONSES	4

RESPONSE SUBMISSION COSTS	4

CONFIDENTIALITY	5

ACCEPTANCE OF CONDITIONS	5

INFORMATION REQUESTED	5

SUPPLIER INFORMATION	5

SUPPLIER BACKGROUND	5

FINANCIAL INFORMATION OF PUBLISHED ACCOUNTS	6

CAPABILITIES AND EXPERIENCE	6

PROPOSED ACCOUNT TEAM OVERVIEW	6

CERTIFICATIONS / AWARDS / TRADE ORGANIZATIONS / INSURANCE / POLICIES	6

ESTIMATED COSTS / FEES	6

ADDITIONAL INFORMATION	6

ATTACHMENTS	6

COVER LETTER

COMPANY LOGO

Recipient Name

Recipient Title

Recipient Address Line 1

Recipient Address Line 2

Recipient Address Line 3

RE: Request for Information | [OPPORTUNITY NAME]

Dear [Recipient Name],

[Company Name] is currently reviewing candidates for [Opportunity Name]. We are issuing this Request for Information (RFI) to source the best candidate to execute our plan. The RFI process allows for the gathering of in-depth knowledge of suppliers’ abilities and strategies with respect to [Opportunity Name] and affords the most comprehensive market analysis.

We welcome you to accept our invitation response submission to this RFI by the closing date for submissions, [00/00/0000].

Respectfully,

Requester Name and Title

BACKGROUND

COMPANY OVERVIEW

Provide Response

THE OPPORTUNITY

Provide Response

PURPOSE OF REQUEST FOR INFORMATION

Provide Response

SUBMISSION PROCESS

TIMELINE

RFI ISSUE DATE:

SUPPLIER BRIEFING / SITE VISIT DATE (if applicable):

RFI SUBMISSION CLOSING DATE AND TIME:

POINT OF CONTACT

Please direct any inquiries regarding this opportunity and the RFI process to:

NAME:

TITLE / POSITION / DEPARTMENT:

PHONE 1:

PHONE 2:

FAX:

EMAIL:

MAILING ADDRESS:

RESPONSE SUBMISSION METHOD

Provide Response

LATE RESPONSES

Provide Response

RESPONSE SUBMISSION COSTS

There is no fee associated with the RFI submission. However, any costs incurred relating to the submission process are the sole responsibility of the party supplying the response.

CONFIDENTIALITY

Provide Response

ACCEPTANCE OF CONDITIONS

By the act of submitting a response to this RFI, suppliers are deemed to have acknowledged and agreed to the conditions set forth in this Request for Information.

INFORMATION REQUESTED

SUPPLIER INFORMATION

AGENCY NAME	CONTACT NAME
ADDRESS	CONTACT TITLE
PHONE
EMAIL
WEBSITE

SUPPLIER BACKGROUND

AGENCY HISTORY OF OWNERSHIP AND AFFILIATIONS
OFFICE LOCATIONS
BRIEF STATEMENT OF CORE BUSINESS COMPETENCIES
SPECIAL REQUIREMENTS

FINANCIAL INFORMATION OF PUBLISHED ACCOUNTS

TURNOVER	OPERATING PROFIT
YEAR 20--	YEAR 20--
YEAR 20--	YEAR 20--
YEAR 20--	YEAR 20--
ADDITIONAL ACCOUNT INFO
IN THE CASE THAT ABOVE REQUESTED INFORMATION CANNOT BE PROVIDED, PLEASE GIVE OTHER INDICATION OF AGENCY FINANCIAL HEALTH.
RECEIPT OF PAYMENT PRACTICES

CAPABILITIES AND EXPERIENCE

CAPABILITIES
EXPERIENCE
WHY WE'RE A GOOD FIT; 150 WORDS OR LESS

PROPOSED ACCOUNT TEAM OVERVIEW

Divulge information only with employee’s expressed consent.

BIO 1
BIO 2
BIO 3
BIO 4
BIO 5
BIO 6
DO YOU SUBCONTRACT WORK TO THIRD PARTIES?	IF "YES," EXPLAIN:
YES / NO

CERTIFICATIONS / AWARDS / TRADE ORGANIZATIONS / INSURANCE / POLICIES

CERTIFICATIONS AND AWARDS
TRADE ORGANIZATION MEMBERSHIPS
CONFIRMATION OF FINANCIAL CAP PER CLAIM OF AGENCY'S PROFESSIONAL INDEMNITY INSURANCE
ARE THE FOLLOWING POLICIES HELD BY YOUR AGENCY?
YES / NO	QUALITY MANAGEMENT	YES / NO	TRAINING
YES / NO	DISASTER RECOVERY	YES / NO	HEALTH AND SAFETY
YES / NO	EQUALITY AND DIVERSITY	YES / NO	ENVIRONMENTAL
YES / NO	SOCIAL AND CORPORATE RESPONSIBILITY	YES / NO	OTHER
YES / NO	OTHER	YES / NO	OTHER
YES / NO	OTHER	YES / NO	OTHER

ESTIMATED COSTS / FEES

ESTIMATE	ADDITIONAL COMMENTS
INITIAL FEES	$
RECURRING FEES	$
ASSUMPTIONS	$
PRICING METHODOLOGY

ADDITIONAL INFORMATION

Detail any further information believed to be beneficial to the requesting party in support of this Request for Information review process.

ATTACHMENTS

List any supporting attached documentation or provided electronic links.