ABCDEFGHIJKLMNOPQRSTUVWX
1
About this RFP
2
This Request for Proposal (RFP) has been prepared to invite qualified vendors to propose solutions for implementing a loyalty program platform. The purpose is to identify a partner that can deliver a scalable, secure, and future-ready system that supports our program vision and business goals.
3
Scope of the RFPRFP contact
4
The scope covers:

• Loyalty platform software (core product capabilities)
• Technical integration with existing systems (CRM, eCommerce, POS, CDP, MA, etc.)
• Implementation services and onboarding
• Post-launch support, customer success, and roadmap collaboration

Out of scope:
• Legacy system maintenance
• Unrelated marketing automation platforms
• Standalone analytics tools
All communications regarding this RFP should be directed to:

• Name: [Insert contact person]
• Email: [Insert email]
• Phone: [Insert number]
• Backup contact (optional): [Insert details]
5
Evaluation criteriaProcess and timeline
6
Proposals will be evaluated based on:

• Alignment with program vision and capabilities
• Technical fit (integration, security, scalability)
• Vendor experience and stability
• Support and professional services
• Total cost of ownership and ROI potential
• RFP release date: [Insert date]
• Vendor Q&A period: [Insert dates]
• Proposal submission deadline: [Insert date, time, timezone]
• Evaluation period: [Insert dates]
• Vendor presentations/demos: [Insert dates]
• Final decision and contract award: [Insert date]

Additional guidance:
• Will there be an opportunity for vendors to submit additional questions after the initial Q&A period?
• What is the expected time zone for the "Proposal submission deadline"?
• What is the expected duration of vendor presentations/demos, and what format should they take?
• What is the process for communicating the "final decision and contract award" to both successful and unsuccessful vendors?
7
Submission guidelinesConfidentiality
8
Vendors should submit proposals in electronic format (PDF or Excel) via email to the designated RFP contact. Supporting materials (case studies, certificates, presentations) should be attached or linked. Late submissions may not be considered.

Additional guidance:
• Are there any specific formatting requirements for the electronic submission (e.g., file size limits, naming conventions for files)?
• Is there a preferred structure or template for the proposal document itself?
All information provided in this RFP, and all responses received, are considered confidential. Vendors may be required to sign an NDA before sharing sensitive data or system architecture details.
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100