RFP Template: AI Agents

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Comprehensive RFP template for procuring custom AI agents in regulated industries

10+ SectionsGDPR/HIPAA ReadyVendor Scorecard IncludedLast Updated: Aug 2025

What's Included

Project Scope & Objectives

→Business Context & Industry Requirements
→Technical Scope & Agent Types
→Integration Requirements (CRM/ERP/APIs)
→Scale & Performance SLAs

Security & Privacy Requirements

→Data Classification (PII/PHI/Financial)
→Security Controls (Encryption, RBAC, MFA)
→Compliance Requirements (GDPR/HIPAA/SOC2)
→Audit & Monitoring Requirements

Data Governance

→Data Residency & Sovereignty
→CLOUD Act Immunity Requirements
→Data Processing Agreements (DPA)
→Third-Party Vendor Management

Agent Capabilities & Architecture

→Decision Transparency & Explainability
→Memory & State Management
→Observability & Monitoring
→Integration Architecture & APIs

Template Preview

# RFP Template: Custom AI Agents for Regulated Industries

## Executive Summary
This Request for Proposal (RFP) template is designed for enterprises seeking to implement custom AI agents in regulated environments. It covers critical compliance, security, and operational requirements for GDPR/HIPAA-ready deployments.

## 1. Project Scope & Objectives

### 1.1 Business Context
- **Industry:** [FinTech / Healthcare / Industrial / Other]
- **Regulatory Environment:** [GDPR / HIPAA / SOC2 / ISO27001 / Other]
- **Current Pain Points:** [List 3-5 specific challenges]
- **Expected Outcomes:** [Measurable goals and KPIs]

### 1.2 Technical Scope
Agent types, integration requirements, scale & performance metrics...

## 2. Security & Privacy Requirements
Data classification, security controls, compliance requirements...

## 3. Data Governance
Data residency, processing agreements, vendor management...

[Full template continues with 10+ sections...]

This is a preview. The full template includes 10+ sections with detailed requirements, evaluation criteria, vendor scorecard, and compliance checklists.

Why Use This Template

75%

Faster procurement cycle

100%

Compliance coverage

40+

Evaluation criteria included

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