HOW TO CONDUCT A SUCCESSFUL TRAVEL RFP

the journey to a better travel management partner

Starting a full RFP (Request for Proposal) / tender process can be an overwhelming prospect. Various elements such as which suppliers to invite, what questions to ask and how to evaluate their responses present their own challenges.

Gray Dawes is here to help you better your experience by running through each element of the RFP process to enable you to partner with a Travel Management Company (TMC) that is ideal for your business.

Where to begin

Business travel touches many people across a business. As such we would recommend meeting your internal subject matter experts to understand how the programme affects them and how the TMC can bring more value to their teams:

  • Key bookers
  • Key travellers
  • A member of HR
  • A member of the Finance team
  • A member of the IT team

Their experience and knowledge of departmental processes (e.g. invoicing and payment for Finance) will be key when building question sets that bring palpable responses.

Who to invite

Creating your own shortlist can be done easily if you know where to look and the best places to start would be:

If you hold a good relationship with a TMC and have reviewed their standing in the UK market, it would be worth including them on your shortlist.

What to ask

Within an RFP, structure is everything. We would suggest building a list of chapters of the key areas for your travel management programme and working from there. For example:

  • Executive Summary
  • Online Booking Tool Content available, functionality, mobile app compatible
  • Service Delivery Team – Size of team, location, experience, SLAs
  • Account Management – How will they drive performance, experience
  • Reporting – Dashboard availability, live reporting capability, frequency of reports
  • Implementation – Time frames, key personnel
  • Added Value – Cost savings, additional services, tangible and intangible benefits
  • Commercials – Compliant and premium models

Take the information gained from your internal review and reach out to your key bookers, their insight into the day to day operations will enable you to gather a list of salient questions to really tailor the RFP to your business.

Setting timelines

As part of your early engagement with your shortlist of suppliers you should inform them when the RFP will be released, giving them the opportunity to research your business, plan the necessary internal meeting to discuss the bid and build it within their prospect pipeline.

Within your RFP documents you should dedicate a section that details all of the key dates within a table so that it is clear and all in one place for the reader. For example:

 

Activity Date
Release of RFP documents to supplier 8th August
Clarification questions from supplier 15th August
Responses to clarification questions 22nd August
Submission of supplier responses 6th September
Supplier shortlisted 11th September
Supplier presentations 18th September
Successful supplier announced 1st October
Implementation 7th October
Go Live 21st October

Evaluation matrix and weightings

Comparing suppliers is a challenging exercise, there will be numerous responses written and presented in different ways.

One method to take the strain from your evaluation is to create a weightings matrix which can be shared with the suppliers within the RFP document. A weightings matrix simply breaks down what is important to your business and the areas to focus on for the supplier. From a client side it will present a ‘scoring card’ for the evaluation process.

Scoring:

0-5%: Supplier meets some of the requested criteria

6-14%: Supplier compliant

15-20%: Supplier displays excellent understanding of our requirements

 

Section Weighting
Executive Summary 30%
Cultural alignment 10%
Service 10%
Technology 10%
Content 10%
Commercials 20%
Added Value 10%

Presentation stage

Once a bid has been submitted and evaluated you are ready to conduct the presentation stage. This can be carried out at your office, the supplier’s proposed operations centre or in this current climate over WebEx / Zoom.

It would be beneficial to share an agenda of topics that you want to be covered – this provides a ‘yard stick’ for you to evaluate the suppliers. If there is no agenda, your ability to score the presentations will become near impossible.

And the winner is….

Now time to share some good news! Once you have informed the TMC they have been successful they will take the reigns for you and begin the transition and implementation process until the go live date.

And they booked travel happily ever after….

DO YOU NEED A LITTLE MORE GUIDANCE OR ADVICE?

WE’RE HAPPY TO HELP

Related Articles

Solving Travel and Expense Management Challenges

Solving Travel and Expense Management Challenges

Travel and expense management remains a persistent challenge for many organisations. Traveller leakage, policy non-compliance, and fragmented expense processes often create unnecessary costs, administrative burden, and limited visibility over travel spend. These issues not only affect financial control but also increase risk and reduce the overall effectiveness of a managed travel programme.

This guide explores the most common problems businesses encounter when managing corporate travel and expenses and explains how a proactive partnership with a Travel Management Company (TMC) can help solve them. From encouraging adoption of centralised booking tools and enforcing travel policy to integrating modern expense management platforms and improving reporting, the right approach can transform the way your organisation travels – delivering stronger cost control, better data insights, and improved duty of care for your travellers.

Getting the Most from Procurement Portals When Selecting Your TMC

Getting the Most from Procurement Portals When Selecting Your TMC

Procurement portals are now a common way to run Travel Management Company RFPs, offering structure and consistency for procurement teams. But when portals are poorly configured, they can unintentionally limit supplier responses, create unnecessary friction, and make it harder to assess what truly differentiates one TMC from another.

Based on extensive experience responding to portal-based RFPs, this guide from Gray Dawes Travel shares nine practical ways travel managers and procurement leads can attract higher-quality responses, improve evaluation, and achieve better outcomes from the process.

Work Stays Made Easy

Work Stays Made Easy

As winter fades and brighter days arrive, it’s the perfect time to plan ahead for a successful season of business travel. With over 800 Premier Inn hotels across the UK, you’re always close to your next meeting, conference, or event. From city centres to business hubs, enjoy convenient locations, comfy beds, blackout curtains for great sleep, and the option to upgrade to Premier Plus for extra comfort. Start your day with an unlimited breakfast, wind down with delicious on-site dining, and save with meal deals. Book early for the best value, flexibility, and stress-free stays wherever work takes you.

CALL US

+44 (0) 1206 716111

EMAIL US

ALWAYS HERE

Mon – Sun, 24 hours a day

LET’S TALK

Fill in the form below and we’ll get back to you as soon as we can.