Request for proposal

Define the requirement clearly.

A concise, well-structured request helps the firm evaluate scope, timing, independence and whether the proposed engagement can be considered.

Send initial enquiry

Preparation

Information to include.

The firm may seek further details before deciding whether the assignment can be considered.

Organisation or context
A brief description of the entity and relevant background.
Scope
The nature and extent of services required.
Requirements
Applicable reporting, regulatory or compliance expectations.
Timeline
Key dates, milestones and intended completion.
Contact
The person responsible for coordinating the proposal.
Documents
Relevant RFP papers or a concise background note.

Send an initial enquiry or email the RFP documents with a clear subject line.

The firm may request further information needed to understand the proposed engagement.

Any response remains subject to discussion, independence considerations and acceptance of agreed terms.