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A template for Motor Freight Carriers to use in procuring telematics systems and ensuring that these systems fullfill cybersecurity requirements.

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NMFTA Request For Proposal Contract Template Language Documents

A collection of templates specifically designed for motor freight carriers but applicable to anyone who is procuring a telematics type system. The package of documents includes word and excel documents to support the creation of the main request for proposal document, vendor questionnaire, and evaluation template. These documents reference and should be used in conjunction with the detailed security requirements in nmfta-repo/nmfta-telematics_security_requirements .

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This repository hosts a Template Request for Proposals and some associated documents; all documents are licensed under the Creative Commons BY-NC-ND 4.0:

License: CC BY-NC-ND 4.0

THIS INFORMATION CONTAINED HEREIN IS PROVIDED “AS IS” WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE INFORMATION IS WITH THE USER.

  • TEMPLATE Request for Proposals.docx -- the template Request for Proposals capturing contract details and expectations for proposals from vendors
  • TEMPLATE Request for Proposals Appendix I - Requirements Questionnaires.xlsx -- the template requirements questionnaires for completing with functional & technical requirements for the project as well as collecting ready-made sets of cybersecurity requirements.
  • TEMPLATE Proposals Assessment.xlsx -- the template proposals assessment for completing with assessments of the vendor (response) proposals

Download

Download the latest (v1.3) release of these RFP Templates here

Contributors

The Request For Proposal Contract Template Language project was made possible through the generous contributions of thought leadership and technical expertise of many collaborators across the heavy vehicle cyber security community, working to push the industry forward and make it more resilient. Though some of our contributors wish to remain anonymous, we are deeply grateful to everyone who has given their time and energy to make this a reality.

Fleet Managers Telematics Providers Independents
Derek Held, Zonar Systems Altaz Valani, Security Compass
Geotab Mr. Mark Zachos, President, DG Technologies

Zonar Systems Geotab Security Compass DG Technologies

Usage

These documents are intended to be used by motor freight carriers in procuring telematics systems in the Request for Proposal (RFP) phase. The workflow of a motor freight carrier and a vendor engaging in an theoretical RFP process is depicted below. In the sections that follow the intended use of each of the documents and templates in this repo is described within the context of this theoretical RFP process.

RFP Overview

TEMPLATE Request for Proposals.docx

TEMPLATE Request for Proposals use

Users should rename this to <COMPANY> <PROJECT> Request for Proposals.docx and fill-in the highlighted passages as needed. then attach Request for Proposals Appendix II - Cybersecurity Requirements Matrix.xlsx and <COMPANY> <PROJECT> Request for Proposals Appendix I - Requirements Questionnaires.xlsx to the package sent to vendors.

TEMPLATE Request for Proposals Appendix I - Requirements Questionnaires.xlsx

TEMPLATE Requirements Questionnaire use

Users should rename this to <COMPANY> <PROJECT> Request for Proposals Appendix I - Requirements Questionnaires.xlsx then

  1. Extend the functional and technical requirements tables in the eponymous excel tabs.
  2. Fill-in the cybersecurity requirements tab by collecting groups of cybersecurity requirements from the Cybersecurity Shortlists tab.

TEMPLATE Proposals Assessment.xlsx

TEMPLATE Proposal Assessment use

Users should rename this to <COMPANY> <PROJECT> Proposals Assessment.xlsx then complete the cells of the spreadsheet by referring to vendor (response) proposals. Finally, use the completed sheet to find the most suitable proposal.

How to Make Contributions

The NMFTA would like these templates to be as useful as possible. We are open to refining them based on your feedback and/or changes which you would like to see made to the templates. However, the NMFTA, does not want these requirements or templates to be 'forked' or other custom versions of the requirements or templates to be proliferated. This is the reason for the Creative Commons BY-NC-ND 4.0 license of all the materials here.

The NMFTA will take your request for changes in whatever form is most convenient to you; an email or phone call is sufficient. The following steps are for those users who wish to propose concrete changes to the documents but also for reference by those at the NMFTA that will otherwise make the changes which are requested by our users.

Instructions to Prepare Changes to the Files

For changes to TEMPLATE Request for Proposals.docx or TEMPLATE Proposals Assessment.xlsx : make them directly in those files and create a pull request.

For changes to TEMPLATE Request for Proposals Appendix I - Requirements Questionnaires.xlsx the source spreadsheet, Telematics Cybersecurity Requirements Matrix.xlsx (in nmfta-repo/nmfta-telematics_security_requirements ) should be edited and the contents of TEMPLATE Request for Proposals Appendix I - Requirements Questionnaires.xlsx should be regenerated:

  1. Make edits to Telematics Cybersecurity Requirements Matrix.xlsx (in nmfta-repo/nmfta-telematics_security_requirements )
    • NB: for any changes to the Matrix tab category assignments (columns J,K,L,M); the column A must be manually updated to reflect the state in those columns
    • NB: do not delete any blank rows in the CyberReq Shortlist - Sorted tab. These have important formulas in them to pull in data from the requirements matrix.
  2. Propose your changes to nmfta-repo/nmfta-telematics_security_requirements (see How to Make Contributions there) and get the changes released.
  3. Copy and paste as-values the contents of the CyberReq Shortlist - Sorted tab into the TEMPLATE Request for Proposals Appendix I - Requirements Questionnaires.xlsx Cybersecurity Shortlists tab.
  4. Remove blank rows from the Cybersecurity Shortlists tab.
  5. Copy and paste as-values the contents in the Cybersecurity Shortlists tab under Cloud or Back-end to the default content in the tab Requirements Questionnaires
  6. Propose your changes here (see How to Make Contributions) and get the changes released.

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A template for Motor Freight Carriers to use in procuring telematics systems and ensuring that these systems fullfill cybersecurity requirements.

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