Terminal Operations Resource
Terminal Management System RFP Checklist
A simple way to list what your team needs before talking with vendors.
A Simple Start Here
Start With What Your Team Needs
Use this checklist to make a clear list of what your team wants a new system to help with. It is designed for people who know the day-to-day work, even if they do not work in technology.
Look at the Day-to-Day
Think about the work, people, materials, and problems the new system needs to help with.
Get Everyone on the Same Page
Give the people who use the system and the people who manage it a shared starting point.
Save a Clear List
Use your selections when you talk with vendors or plan your next steps.
Your Simple RFP Checklist
What Should Your New System Help With?
Choose the items that matter to your team. Mark the most important ones, then save a clear list to share with vendors.
Your Checklist Start Here
Begin with the part of the day that creates the most extra work or confusion.
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Use this as a simple conversation guide. Choose what your team needs, then mark what is most important. You do not need to know technical terms to get started.
1 Choose what matters2 Mark what is most important3 Save or print your list
Your Checklist
You have selected 0 items across 0 areas. Start with the part of the day that creates the most extra work or confusion.
From List to Next Step
How to Use Your Checklist
A good RFP begins with the way your team works today and what you want to improve. Before sharing it with vendors, review your list with the people who use the information and do the work every day.
Continue Your Research
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Checklist Questions
Common Questions
What should I put on this checklist?
Choose the daily tasks, records, reports, and problems your team wants a new system to help with. Start with what causes delays, confusion, repeated work, or missed information.
Who should help complete it?
Include the people who do the work every day, plus the people who manage it. That may include operations, office staff, customer service, accounting, site leaders, and anyone who depends on the information.
Can I use this before I talk to vendors?
Yes. Use it to organize your thoughts before a vendor call or a formal request for proposal. It gives you a simple list of what to ask about and what to compare.
Do I need to know technical terms?
No. The checklist is meant to start with everyday work. A vendor can help explain the technical details after your team has described what needs to be easier or better.
How does this help us choose a system?
It helps you compare whether each vendor understands your work, can support what matters most, and has a clear plan to get your team started. It keeps the decision from becoming only about price or feature lists.