Technical support outsourcing RFP template
Use the same brief for each provider so proposals cover the same work. This TechSupport Team template is designed for L2/L3 software engineering support behind an existing helpdesk. Adapt it before sharing. It is a buying aid, not a service commitment.
Describe the work you need covered
- Application and business workflow
- Stack, versions and hosting
- Systems and environments in scope
- Current L1/customer communication owner
- Recent monthly escalation volume, severity mix and peak periods
- Current backlog and recurring incidents
- Required coverage, time zone and holidays
- Access restrictions and production approver
- Preferred start window
Ask each provider to answer the same questions
- Which investigation, recovery and code-change tasks will your team own?
- What remains with our team, the original vendor or the cloud provider?
- Who directs daily work, and how are urgent priorities decided?
- Which roles and skills are included, and how can we assess the proposed fit?
- Is coverage staffed or on call, and what backup and handover are included?
- How do response, update, restoration and resolution commitments differ?
- What evidence do you return when a ticket is fixed, blocked or handed to a vendor?
- How do you manage access, approvals and offboarding?
- What is the onboarding plan and what must be true before responsibility transfers?
- How is performance reviewed, including reopened tickets and recurring causes?
Request a comparable commercial schedule
| Item | Included scope | Unit or allowance | Price | Extra-work approval |
|---|---|---|---|---|
| Assessment | To complete | To complete | To complete | To complete |
| Onboarding | To complete | To complete | To complete | To complete |
| Dedicated engineering | To complete | To complete | To complete | To complete |
| Coverage/standby | To complete | To complete | To complete | To complete |
| Incident work | To complete | To complete | To complete | To complete |
| Planned maintenance | To complete | To complete | To complete | To complete |
| Specialist escalation | To complete | To complete | To complete | To complete |
| Tools/licences | To complete | To complete | To complete | To complete |
| Transition at exit | To complete | To complete | To complete | To complete |
Ask for currency, taxes, minimum term, notice period and assumptions. Leave price cells blank for providers to complete. Do not present the template as a TechSupport Team quote.
Evaluate evidence and fit
Ask for a relevant engagement, the work actually performed, the measurement period and permission to use any reference. Distinguish a named engineer's experience from the provider's own delivery history. Compare scope and accountability before comparing a headline hourly rate.
Record a decision
For each provider, record technical fit, coverage fit, evidence quality, access controls, commercial clarity and unresolved questions. Set your own weights based on the business risk. A low price or a polished presentation should not override a missing critical capability.
Put the checklist to work
Review technical support outsourcing, pricing, service levels, case studies.
Get a technical support plan
Tell us which application needs support, what is reaching your engineers and when you need coverage. TechSupport Team will review the fit and explain the next scoping step.
- We reply by email.
- We agree a call about the roles, your stack and the hours.
- If there is a fit, we propose engineers after an assessment.