Build an RFP

You'll receive best practices for OCIO RFPs, a list of commonly-asked questions from real RFPs, and a scoring matrix worksheet to weigh your options.

The questions cover:

* Asterisks indicate required fields.

First Name *

Last Name *

Organization Name *

Email Address *

Plan Type *

Assets Under Management *

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Receive a list of sample questions to help you build your Request for Proposal (RFP)