Artificial Intelligence Strategy and Roadmap – RFP Template

Description

The Artificial Intelligence Strategy and Roadmap RFP Template is designed for organizations planning to engage consultants or vendors to define, plan, and execute their AI strategy. This template ensures consistency, transparency, and clarity in the procurement process while helping decision-makers evaluate vendor proposals on a structured basis.

The template follows a standard formal RFP format and includes all key sections typically required for a competitive solicitation. It is adaptable to any industry or jurisdiction and aligns with professional procurement standards used in Canada, the United States, and the European Union.

Template Structure and Chapters

1. Introduction and Background
   Provides an overview of the issuing organization, project objectives, and strategic context for the AI initiative.

2. Scope of Work
   Defines the expected services, deliverables, and phases such as current-state assessment, AI readiness, roadmap design, and implementation planning.

3. Vendor Qualifications
   Details the required expertise, prior experience, and team capabilities vendors must demonstrate to be eligible.

4. Proposal Submission Guidelines
   Outlines the process for submitting bids, file format requirements, deadlines, and contact details for clarifications.

5. Evaluation Criteria
   Presents the scoring framework used to assess technical quality, methodology, experience, and pricing.

6. Project Schedule and Key Dates
   Provides a sample timeline including publication date, question period, and submission deadline.

7. Pricing and Financial Proposal
   Offers a structured format for bidders to present cost breakdowns, milestone payments, and total pricing.

8. Terms and Conditions
   Includes standard contractual clauses, confidentiality, intellectual property rights, and dispute resolution.

Included Files

• Editable RFP template in Microsoft Word (.docx)

• Printable PDF version

• Vendor Response Form (.docx)

• Evaluation Matrix Template (.xlsx)

Use Cases

This template can be used by:

• Public agencies and institutions developing AI policy or adoption strategies

• Corporations seeking to operationalize AI initiatives across departments

• Consulting firms creating sub-contracting solicitations for AI services

Key Benefits

• Professionally structured and legally sound format

• Saves drafting time and ensures compliance with procurement standards

• Fully customizable for any organization size or sector

• Ready for immediate use in competitive bidding processes