RFP Resource Center

• Non-members: Standardized RFPs are available for purchase

Since AFP began offering standardized RFPs in 1996, thousands of corporate treasury professionals have used the standardized RFPs to help them draft effective requests for proposals that provide the right information and ask the right questions to ensure that they receive appropriate and quality responses from potential providers. AFP’s standardized RFPs are widely used and recognized as the standard by the treasury profession.

• The RFP Triangle
  (AFP Exchange)

• Getting the Most out of Your Bank Relationship -- and Relationship Manager
  (AFP Exchange)

• Beyond ESP: Effective Communications between Treasurers and Bankers
  (AFP Exchange)

• 10 Steps to a Successful Bank/Corporate Relationship
  (TMA Journal)

• A Formalized Approach To Purchasing Cash Management Services
  (Journal of Cash Management)

• Corporate User Guide to Standardized RFPs: Effective Tools for Selecting Cash Management Banks

• Responding to Standardized RFPs