Guide

How to Write a Conference Room AV RFP: Outline and Tips

Updated

A good conference room AV RFP (request for proposal) describes each room (size, seats, use), the meeting platform, the outcomes you need, technical and security standards, the scope of work (equipment, installation, training, support), the timeline, and how you'll score proposals. Be specific about requirements and outcomes, but don't over-specify brands unless you have a standard, so bidders can propose their best solution.

How to Write a Conference Room AV RFP: Outline and Tips
A conference room AV RFP should cover each room's size and use, platform, requirements, standards, scope, timeline and scoring. Step-by-step outline.

RFP outline

Section What to include
1. Overview Organization, project goals, number of rooms, sites
2. Room schedule For each room: name, dimensions, ceiling height, seats, table layout, use, photos or floor plans
3. Platform Microsoft Teams Rooms, Zoom Rooms, Google Meet, BYOD, or a mix; interop needs
4. Functional requirements One-touch join, content sharing, dual displays, recording, streaming, voice lift, assistive listening
5. Technical standards Platform certification, network (PoE, VLAN, 802.1X), management portal, cabling standards
6. Security and compliance Firmware policy, password policy, NDAA/TAA, accessibility (ADA, Section 508), data privacy
7. Scope of work Equipment, mounting, cabling, installation, configuration, testing, documentation, training
8. Support and warranty Warranty terms, response times, on-site vs remote support, software licenses
9. Timeline Site walk, questions deadline, submission date, award, install window
10. Submission format Itemized pricing, line-item part numbers, drawings, references
11. Evaluation criteria How each factor is weighted
12. Terms Contract, insurance, payment terms, site rules

Step-by-step

  1. Survey the rooms. Measure each room and photograph it. See how to measure a room for video conferencing.
  2. Group rooms into types (huddle, medium, large, boardroom, training) so bidders can propose standard designs. See how to standardize conference rooms across offices.
  3. Settle the platform with IT before writing. See Teams Rooms vs Zoom Rooms.
  4. Write requirements as outcomes. For example, "remote participants can see and hear every seated person clearly" rather than naming a microphone model.
  5. Mark must-haves vs nice-to-haves.
  6. Specify what's included: licenses (such as Teams Rooms Pro), display supply, mounts, cabling, electrical, furniture changes.
  7. Ask for itemized pricing with part numbers, quantities, labor and recurring costs listed separately.
  8. Define acceptance testing: test calls on each platform, audio coverage at every seat, content sharing, documentation handover.
  9. Set evaluation weights and share them in the RFP.
  10. Schedule a site walk and a questions deadline with written answers shared with all bidders.

Sample evaluation criteria

Criterion Example weight
Technical solution meets requirements 35%
Price, including recurring costs 25%
Experience and references 15%
Support and warranty 15%
Timeline and project plan 10%

Adjust weights to your priorities; public agencies may have required formulas.

Common mistakes

  • Copying a manufacturer's spec sheet as the requirements, which locks in one vendor.
  • Leaving out room dimensions, so bids aren't comparable.
  • Forgetting recurring costs: platform licenses, management subscriptions and support plans.
  • Not stating who supplies displays, electrical work and network drops.
  • No acceptance test, so "done" is never defined.

To compare the responses, see how to compare video conferencing quotes and how to budget for conference room technology. For a single boardroom project, how to plan a boardroom AV upgrade is a good companion.

Want a quick equipment-only proposal to benchmark against your RFP? Send us your room schedule.

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