3PL RFP + Pricing Kit

A ready-to-run 3PL RFP kit with volume profiles, mandatory pricing templates, SLA requirements, integration needs, and evaluation scorecards.

Run the OperationCoreStarter Kit60-90 minProcurement and Ops, Finance

A beginner-safe RFP kit for selecting a 3PL/warehouse partner with comparable pricing, clear SLAs, and documented transition risk.

Primary outcomes:

  • Cost reduction: makes bids comparable across unit rates and minimums
  • Risk mitigation: evaluates operational fit, integration effort, and service commitments
  • Carbon impact: optional, not primary

What you need before issuing the RFP

  • order volume and seasonality
  • SKU count and product profile
  • inbound volumes (pallets/cases)
  • returns volume
  • service level expectations (SLA targets)
  • integration requirements (WMS/ERP/ecomm)

Templates (copy/paste)

1) Volume Profile Summary

MetricValue
Monthly orders
Avg lines per order
SKU count
Inbound pallets/month
Returns/month
Peak season multiplier
Special handling needs

2) Mandatory Pricing Template

Fee categoryUnitVendor rateMinimumsNotes/assumptions
Receiving
Storage
Pick/pack
Returns
Account mgmt
Accessorials

3) SLA Requirements (starter)

KPITargetReporting cadenceCredits/penalties (optional)
Order accuracy
On-time ship
Inventory accuracy
Returns cycle time

4) Evaluation Scorecard

CategoryWeightVendor AVendor BVendor CNotes
Price (normalized)35
SLA + ops capability25
Integration + transition plan20
Reporting + billing transparency10
Contract terms10

  • RFP Creation + Evaluation Playbook ()
  • Supplier Consolidation Decision Kit ()
  • 3PL and Warehouse Spend Controls Kit ()
  • Savings Realization Proof System ()

Definition of Done

  • vendors respond in the same unit-based pricing format
  • bids are comparable and decision is documented
  • transition risk is evaluated before award

Change log

v1.0 (2026-01): Latest release