CRI Blog

RFP Toolkit

Written by CRI | April 8, 2025 at 4:39 PM

Developing a well-structured RFP that generates meaningful and actionable responses requires a deep understanding of the relocation industry. Without this expertise, organizations struggle to ask the right questions, align the RFP with their culture and business objectives, and effectively evaluate suppliers. As a result, companies often end up with an RFP that doesn't provide the clarity or insights needed for an informed decision.

Inability to Address Supplier Questions Effectively

Suppliers often ask clarifying questions during the RFP process to ensure their proposals are aligned with the company’s needs. If these questions aren't answered clearly and comprehensively, it leads to ambiguous responses and pricing that cannot be fairly compared. This lack of clarity ultimately makes it more difficult to evaluate supplier proposals on a like-for-like basis. A deeper understanding of how Relocation Management Companies (RMCs) operate and price their services can help prevent these issues.

Time Commitment Required to Develop an RFP Scoring System

Creating an objective and consistent scoring method is essential for fair supplier evaluation. However, for companies without automated tools, developing a scoring system is a manual process that can be time-consuming and error-prone. This significant time investment can hinder the efficiency and effectiveness of the RFP process, leaving stakeholders frustrated and overwhelmed.

Even after overcoming these challenges, companies often find themselves sitting through sales presentations from a shortlist of suppliers. However, without a structured format that encourages in-depth discussion, it can be difficult to discern the unique differentiators among providers. As a result, many companies end up selecting a provider based on pre-RFP research or an apparent cultural fit during the presentation, rendering the entire RFP process less impactful. Additionally, decisions may be swayed by internal relationships or preferences, further complicating the decision-making process and leading to a less objective selection.

This toolkit has been designed to help you navigate the complexities of bidding for relocation services. It provides a comprehensive framework that includes insights on pricing structures, answers to common supplier questions, scoring methodologies, and a sample RFP template. By utilizing this toolkit, you'll save valuable time and effort while making more informed decisions. Additionally, we also explore alternative strategies for finding the right provider if an RFP is not the best approach for your needs.

Understanding Pricing

When it comes to managing your relocation program, there are two key questions that must be answered to set a realistic budget and effectively compare pricing between Relocation Management Companies (RMCs):

01 How much does a relocation cost?

02 How much does it cost to have someone manage relocation for me?

Let’s begin with the second question, which is more straightforward.

How much does it cost to have someone manage a relocation for me? RMCs primarily generate revenue through two channels: service fees and referrals, with referrals typically contributing the bulk of their income.

All RMCs charge standard service fees to administer your mobility program. This fee can vary depending on the type of program you choose. In some cases, RMCs may even waive their service fees if you structure your program to include referrals, such as a tax-sheltered home sale program. Across the industry, service fees are generally consistent, and they are typically the least expensive component on a relocation invoice. These fees usually account for only 1-2% of the total relocation spend. To help you compare pricing more effectively, we’ve included a relevant question in our RFP template.

Now, let's move to the first question: How much does a relocation cost? To answer this, we’ll provide a sample cost breakdown using a typical move scenario. This will give you a general idea of the most common relocation services and their associated costs. With this information, you’ll be better equipped to make an informed decision when requesting a pricing proposal from suppliers.

When it comes time for the RFP process, we recommend saving the pricing discussion for the presentation phase with your shortlisted suppliers. Use the one-on-one meeting to dive deeper into how the provider operates—specifically, how they vet suppliers, audit services, and invoice clients. After that meeting, ask for a formal pricing proposal that includes a detailed cost estimate based on a specific move scenario and policy tier. While these estimates are still subject to change, they will be far more accurate and tailored to your needs, giving you clear expectations and a better foundation for comparison.

This approach ensures you’re not just getting a generic pricing proposal, but one that reflects your unique requirements and priorities.

Common Clarifying Questions from Suppliers

Even with thorough planning, suppliers will always have questions about your RFP to clarify details, better understand your program, and inform their strategies. Being prepared for common questions can reduce follow-up inquiries and help you position your responses effectively. It's also important to understand the intent behind these questions—what suppliers aim to learn and how they plan to use the information.

  1. Do you have any preferred partnerships that will continue after the bid? Suppliers ask this to assess potential revenue and collaboration. For example, if you have direct agreements with service providers (like a van line), it may impact the supplier’s revenue potential and their ability to offer discounts or lower fees.
  2. What is your volume breakdown by move type (e.g., homeowner, renter, domestic, international)? This helps suppliers gauge profitability, determine the level of service needed, and estimate operational resources. Certain move types, like international or homeowner relocations, require more expertise and generate higher revenue.
  3. What are the average home sale and purchase values? Suppliers ask this to estimate real estate referral fees, a key revenue driver in relocation programs.
  4. What are your real estate referral capture rates at departure and destination? This question helps suppliers calculate potential revenue from real estate transactions and refine their pricing strategies.
  5. What is the typical assignment duration for short-term and long-term assignments? Suppliers use this information to understand program structure, billing expectations, and the required level of service and support.
  6. Will international payments to employees be made in local currency? This helps suppliers assess financial logistics and determine if their team can handle payments in multiple currencies.
  7. Can you share any current challenges or areas to improve in your mobility program? This gives suppliers insight into any gaps in your current program and helps them tailor their proposal to address those issues, positioning themselves as the best solution.
  8. Can you share your policies? Suppliers may request your policies to better understand the services offered, make policy recommendations, or identify areas for cost savings and best practices.

Scoring Methods

There are two common RFP scoring methods: Simple Scoring and Weighted Scoring.

Simple Scoring example:

  1. Not compliant = Bad answer
  2. Minimally compliant = OK answer
  3. Partially compliant = Acceptable answer
  4. Fully compliant = Perfect answer

While straightforward, the downside of simple scoring is that it gives equal value to all questions, making it harder to assess which answers are most critical.

Weighted Scoring

This method prioritizes certain categories by assigning different weights to them, offering a clearer view of how well each supplier aligns with your needs. It’s often used for larger programs.

Weighted Scoring Example:

  • 40%  Experience
  • 30%  Financial Stability
  • 20%  Functionality
  • 10%  Technical Requirements

Sharing category weights with participants helps them focus on what matters most to you. The downside is the time needed to assign values and calculate responses, but this effort provides more meaningful results.

Best Practices:

  • Start by designating features as “must-have,” “nice-to-have,” or “not important,” and assign weights accordingly.
  • Use a 1-5 scale for scoring each response and provide example answers for clarity: “best response,” “acceptable response,” and “unacceptable response”.
  • Develop the scoring methodology before writing RFP questions to ensure each question is measurable and aligned with your priorities.

This approach ensures a fair and objective evaluation, leading to a more successful RFP process.

Download Mobility RFP Questionnaire Template