# RMM Request for Proposal and Requirements Template

> Buyer status: Draft. Replace every bracketed field, remove requirements that are not material, and obtain appropriate approval before sending.

## 1. Buyer context and instructions

- Organization: [name]
- Procurement owner: [name and role]
- Technical owner: [name and role]
- Security or risk owner: [name and role]
- Response due: [date and time zone]
- Decision target: [date]
- Pilot window: [date range]
- Contact for questions: [contact]

For every requirement, respond with one status: **Available**, **Limited**, **Preview**, **Planned**, **Unavailable**, or **Not applicable**. Identify the exact plan, add-on, dependency, platform limitation, and source document. A response is not considered verified until the buyer accepts the cited evidence or pilot result.

## 2. Environment and scope

| Item | Current | 12-month estimate | Notes |
| --- | ---: | ---: | --- |
| Customer organizations or business units | [count] | [count] | [notes] |
| Sites | [count] | [count] | [notes] |
| Technicians or administrators | [count] | [count] | [notes] |
| Windows workstations | [count] | [count] | [notes] |
| Windows servers | [count] | [count] | [notes] |
| macOS endpoints | [count] | [count] | [notes] |
| Linux endpoints | [count] | [count] | [notes] |
| Other managed assets | [count] | [count] | [notes] |

Required customer, site, role, and endpoint isolation: [describe]

## 3. Requirement response table

Duplicate rows as needed. Use **Must**, **Should**, or **Could** for priority.

| ID | Priority | Requirement and acceptance evidence | Vendor status | Included plan or add-on | Vendor answer and source | Pilot result | Buyer score |
| --- | --- | --- | --- | --- | --- | --- | ---: |
| ID-01 | Must | Preserve durable endpoint identity through rename, reboot, agent upgrade, and reinstall; demonstrate duplicate handling | [status] | [plan] | [answer/link] | [result] | [0-5] |
| TEN-01 | Must | Enforce customer and site separation for inventory, alerts, scripts, remote sessions, reports, and exports | [status] | [plan] | [answer/link] | [result] | [0-5] |
| AUTH-01 | Must | Require MFA and role-based least privilege for privileged technician access | [status] | [plan] | [answer/link] | [result] | [0-5] |
| AUD-01 | Must | Retain searchable technician, policy, script, patch, and remote-session audit evidence | [status] | [plan] | [answer/link] | [result] | [0-5] |
| AGT-01 | Must | Provide signed agents and verifiable update delivery for each supported platform | [status] | [plan] | [answer/link] | [result] | [0-5] |
| MON-01 | Must | Collect required health and inventory data at defined intervals and surface stale or missing telemetry | [status] | [plan] | [answer/link] | [result] | [0-5] |
| ALT-01 | Must | Route one real alert through acknowledgement, ownership, recovery, and closure evidence | [status] | [plan] | [answer/link] | [result] | [0-5] |
| PAT-01 | Must | Stage Windows updates through pilot and production rings with restart, failure, exception, and rollback evidence | [status] | [plan] | [answer/link] | [result] | [0-5] |
| AUT-01 | Must | Approve, run, capture, and audit a script with timeout, offline, failure, and partial-success handling | [status] | [plan] | [answer/link] | [result] | [0-5] |
| REM-01 | Must | Control, notify, authorize, audit, and terminate remote sessions according to buyer policy | [status] | [plan] | [answer/link] | [result] | [0-5] |
| REP-01 | Should | Export operational and client-ready reports with in-scope, failed, stale, offline, and unknown endpoints | [status] | [plan] | [answer/link] | [result] | [0-5] |
| API-01 | Could | Provide documented API, authentication, scope, rate-limit, pagination, webhook, and change-management behavior | [status] | [plan] | [answer/link] | [result] | [0-5] |
| SUP-01 | Must | State support channels, hours, severity definitions, response targets, escalation path, and security-contact process | [status] | [plan] | [answer/link] | [result] | [0-5] |
| EXIT-01 | Must | Export usable customer, device, policy, script, ticket, report, and audit data; remove agents and revoke credentials | [status] | [plan] | [answer/link] | [result] | [0-5] |

## 4. Product security and supply-chain questions

1. Which security controls are enabled by default, and which require an upgrade or customer configuration?
2. How are tenant boundaries designed, tested, monitored, and independently reviewed?
3. How are agent installers, packages, and updates signed and verified?
4. How are build, release, dependency, secret, and vulnerability-management processes governed?
5. What vulnerability disclosure, advisory, CVE, remediation, and customer-notification processes apply?
6. Which customer actions and privileged vendor actions are logged, retained, and exportable?
7. What incident-notification commitments, forensics support, and customer evidence are available?
8. Which subprocessors receive endpoint, customer, identity, support, or telemetry data?
9. What recovery, backup, disaster-recovery, and continuity evidence can the vendor provide?
10. What security documentation, assessments, certifications, attestations, or limitations apply to the quoted product and plan?

## 5. Implementation and pilot plan

| Stage | Scope | Owner | Entry evidence | Acceptance evidence | Stop or rollback condition | Date |
| --- | --- | --- | --- | --- | --- | --- |
| Design | [scope] | [owner] | [evidence] | [evidence] | [condition] | [date] |
| One-device proof | [scope] | [owner] | [evidence] | [evidence] | [condition] | [date] |
| Representative pilot | [scope] | [owner] | [evidence] | [evidence] | [condition] | [date] |
| Controlled rollout | [scope] | [owner] | [evidence] | [evidence] | [condition] | [date] |
| Acceptance or removal | [scope] | [owner] | [evidence] | [decision] | [condition] | [date] |

## 6. Complete commercial response

Quote the same endpoint counts, technician counts, features, support level, and term defined above.

| Cost or term | Amount or answer | Included scope | Unit or trigger | Renewal or change rule | Source |
| --- | --- | --- | --- | --- | --- |
| Base subscription | [amount] | [scope] | [unit] | [rule] | [source] |
| Endpoint or technician fees | [amount] | [scope] | [unit] | [rule] | [source] |
| Minimum commitment | [amount] | [scope] | [unit] | [rule] | [source] |
| Required add-ons | [amount] | [scope] | [unit] | [rule] | [source] |
| Implementation and migration | [amount] | [scope] | [unit] | [rule] | [source] |
| Training and support | [amount] | [scope] | [unit] | [rule] | [source] |
| Storage, overage, or usage | [amount] | [scope] | [unit] | [rule] | [source] |
| Taxes and other fees | [amount] | [scope] | [unit] | [rule] | [source] |
| Contract term and renewal | [term] | [scope] | [unit] | [rule] | [source] |
| Termination and data export | [amount/term] | [scope] | [unit] | [rule] | [source] |

## 7. Risks, exceptions, and decision record

| Item | Evidence gap or risk | Business impact | Temporary control | Owner | Due or expiry | Decision |
| --- | --- | --- | --- | --- | --- | --- |
| [item] | [gap] | [impact] | [control] | [owner] | [date] | [decision] |

Final decision: [select, pilot further, defer, or reject]

Decision owner: [name and role]

Decision date: [date]

Required follow-up: [actions, owners, and dates]

---

This vendor-neutral template is provided by Nizlo as a planning aid. It is not legal, procurement, compliance, security, or operational advice and does not authorize endpoint access or change.