IAM RFP templates — the questions to actually ask.
Practitioner-tested RFP scaffolds for selecting workforce IdP, PAM, IGA, and CIAM platforms. Focused on the differentiating questions, not generic capability checkboxes. Free to copy into your procurement process under CC BY 4.0.
Workforce IAM
A copy-into-Word RFP scaffold for selecting a workforce IdP (Okta, Entra, JumpCloud, Ping, OneLogin, etc.). Focused on the questions that differentiate, not generic capability checkboxes.
6-10 weeks RFP → shortlist → bake-off → award
Privileged Access Management
A copy-into-Word RFP scaffold for selecting a PAM platform (CyberArk, BeyondTrust, Delinea, HashiCorp Vault). Focuses on the differentiating questions auditors care about.
8-12 weeks RFP → shortlist → bake-off → award
Identity Governance & Administration
A copy-into-Word RFP scaffold for selecting an IGA platform (SailPoint, Saviynt, Omada, One Identity). Differentiating questions on certification cadence, SoD, and role mining.
12-16 weeks RFP → shortlist → bake-off → award
Customer Identity
A copy-into-Word RFP scaffold for selecting a CIAM platform (Auth0, Microsoft External ID, Ping, Akamai, WorkOS). Focuses on developer experience + B2B + ATO defense.
4-8 weeks RFP → shortlist → POC → award