Non-Human Identity (NHI) and AI Agent RFP Template (Free)
Paste-ready requirements for finding and securing service accounts, API keys, tokens, workload identities and AI agents, with vendor questions, a scoring rubric…
Paste-ready IoT security requirements (device discovery and profiling, vulnerability context, segmentation via NAC and firewalls, OT and IoMT), vendor questions and a scoring rubric.

See the structure before you download. The Word file has every section listed below, ready to fill in.
The sections in the document, in order.
Use this IoT security RFP template when you need to find, classify and protect the connected devices that can't run an endpoint agent: cameras, printers, building controls, badge readers, medical equipment and industrial systems.
The requirements reflect how the category works in 2026: agentless discovery and profiling, risk and vulnerability context for each device, and segmentation enforced through the NAC, firewalls and switches you already run, with OT and medical device coverage as options.
It's written for the security, network and device-owner teams running the evaluation, and it covers when to issue an RFI first, the requirements to send, the questions that separate vendors, and how to score the answers.
Download the editable Microsoft Word version below. Every requirement, vendor question and scoring weight on this page is in the document, ready to tailor and send.
An IoT security evaluation crosses the security, network and facilities teams, and often OT and clinical engineering too, and you usually start without an accurate count of the devices in scope. The example schedule in this template runs about 12 weeks from kickoff to contract award; allow more if the proof of value covers several sites, or OT and clinical networks that need change approval first.
Each line is written to paste straight into your RFP. Must-have means a vendor that cannot meet it is out; Nice-to-have earns extra points. Change the priorities to fit your situation, and delete what doesn't apply.
| ID | Requirement | Priority |
|---|---|---|
| F1 | Continuous discovery of every IP-connected device on the networks in scope, including IoT, OT, medical, building-system and unmanaged IT devices on wired, wireless and remote-site networks, with passive traffic analysis as the default method. | Must-have |
| F2 | Optional active discovery that is safe for fragile devices: targeted queries in each device's own protocols, configurable by network segment and device type, and switchable off entirely for networks we specify. State which device types are excluded from active queries by default. | Must-have |
| F3 | Discovery from existing sources without extra sensors, including switches, wireless controllers, DHCP, DNS, NAC, firewalls, EDR, MDM and our CMDB, merged into one record per device without duplicates. | Must-have |
| F4 | A profile for each device showing manufacturer, model, device type and function, operating system and firmware version, serial number where visible, MAC and IP addresses, switch port or access point, VLAN, site, and first-seen and last-seen times. State how classification confidence is shown. | Must-have |
| F5 | Tools for us to correct a classification, add custom attributes such as owner, department and business criticality, and define our own device types, with our changes kept when the device is seen again. | Must-have |
| F6 | A communication map for each device and device group showing internal and external destinations (including manufacturer cloud services), protocols and ports, with a learned baseline of normal behavior. | Must-have |
| F7 | Vulnerability context without scanning: matching of each device's model and firmware to published CVEs and manufacturer advisories, with vulnerabilities in the CISA Known Exploited Vulnerabilities (KEV) catalog flagged. State how matching works when the firmware version can't be determined. | Must-have |
| F8 | Detection of insecure configurations, such as default or weak credentials, clear-text management protocols (Telnet, FTP, HTTP), outdated TLS versions, open management ports and unsupported operating systems. State which checks are passive and which need active testing. | Must-have |
| F9 | A risk score for each device that combines vulnerabilities, exploitability, insecure configurations, exposure (for example, reachable from the internet or sitting on a flat network), observed behavior and business criticality, with the factors behind each score shown. | Must-have |
| F10 | Threat detection based on device behavior: deviations from baseline, connections to destinations on built-in or customer-supplied threat-intelligence lists, scanning, lateral movement and unexpected protocols. Each alert names the device, the behavior and the supporting evidence. | Must-have |
| F11 | Segmentation policy recommendations derived from observed communications and grouped by device type or function, with a simulation mode that shows which traffic a policy would block before it is enforced. | Must-have |
| F12 | Enforcement through our existing controls: quarantine or VLAN assignment through our NAC, and device groups or tags that our firewall policies can reference, updated automatically as devices are classified. State which actions the product takes directly, which depend on a third-party product, and whether actions can require manual approval. | Must-have |
| F13 | Remediation tracking: assignment of findings to device owners, ticket creation, status through to closure, and recorded risk acceptances and compensating controls (such as segmentation for devices that can't be patched) with review dates. | Must-have |
| F14 | Alerts when a new device appears, when a known device changes firmware, behavior or location, or when a device type we haven't approved connects, configurable by site and network segment. | Must-have |
| F15 | OT coverage: passive decoding of industrial protocols such as Modbus, DNP3, EtherNet/IP, PROFINET, OPC UA, IEC 60870-5-104 and IEC 61850, mapping of assets to Purdue model levels, and detection of controller program downloads, mode changes and firmware changes. Make this Must-have if OT networks are in scope. | Nice-to-have |
| F16 | Medical device (IoMT) coverage: identification of clinical devices from their traffic, including HL7 and DICOM, links from each device to the manufacturer's security disclosure (MDS2 form) and recalls, and remediation workflows shared with clinical engineering. Make this Must-have if you are a healthcare provider. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| T1 | Sensors available as physical appliances and as virtual machines that receive mirrored traffic from SPAN ports, TAPs or remote SPAN, with published throughput, interface and storage specifications. State whether sensors can also run on our network devices. | Must-have |
| T2 | A passive-only mode in which sensors send nothing onto the monitored networks, for use on OT and clinical networks. | Must-have |
| T3 | Management offered as a SaaS service, a self-hosted deployment or both. State which features differ between the two. | Must-have |
| T4 | Fully air-gapped operation, with device classification, vulnerability and threat-detection content updated offline. Make this Must-have for isolated OT networks. | Nice-to-have |
| T5 | Classification of devices whose traffic is encrypted, using metadata and without decrypting the traffic. State which attributes and checks are unavailable for encrypted traffic. | Must-have |
| T6 | Coverage of small and remote sites where a sensor isn't practical, through integration data or lightweight collectors. State the minimum footprint per site and the bandwidth used between sensors and the management service. | Must-have |
| T7 | Support for [number] devices across [number] sites, with published limits per sensor and per management instance, and role-based scoping of data by site, region or business unit. | Must-have |
| T8 | High availability for the management service, and documented behavior when a sensor loses contact with it, including how long the sensor buffers data locally. | Must-have |
| T9 | Visibility of devices on non-IP or non-Ethernet networks, such as serial or fieldbus devices behind gateways, Bluetooth Low Energy or Zigbee. State which are covered and how. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| I1 | Two-way integration with our NAC: device classification and risk shared with the NAC for access policy, and NAC actions (quarantine, VLAN change, re-authentication) triggered from the platform. List the pre-built NAC integrations. | Must-have |
| I2 | Integration with our firewalls so that device groups, tags or address objects stay current as devices are classified, for use in segmentation rules. List the supported firewalls and how updates are delivered. | Must-have |
| I3 | Collection of device and port data from our switches and wireless controllers via SNMP, APIs or controller integrations, with optional enforcement through switch ACL or VLAN changes. | Must-have |
| I4 | Streaming of alerts, inventory changes and administrator audit logs to our SIEM via syslog (CEF) and a REST API, in a documented schema. State whether OCSF is supported. | Must-have |
| I5 | Two-way synchronization with our ITSM platform and CMDB: creating and updating configuration items with device attributes, and opening tickets for findings. | Must-have |
| I6 | Administrator sign-in through our identity provider via SAML 2.0 or OIDC, with roles mapped from identity-provider groups. | Must-have |
| I7 | Import of results from our vulnerability scanners, EDR and MDM to enrich device records, and export of a list of fragile devices for our scanners to exclude from active scans. | Nice-to-have |
| I8 | A documented REST API and webhooks for inventory, risk, alerts and enforcement actions, so our SOAR playbooks can look up devices and trigger containment. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| S1 | A current SOC 2 Type II report and ISO/IEC 27001 certification covering the proposed service, available under NDA. | Must-have |
| S2 | A clear statement of what data leaves our network (metadata only, or packet contents), where it is stored and for how long. We must be able to keep packet captures on our premises, or turn them off for networks we specify. | Must-have |
| S3 | Choice of the region where our data is stored and processed, isolation of our tenant's data, and encryption in transit (including between sensors and the management service) and at rest. | Must-have |
| S4 | Administrator access through SSO with MFA, role-based permissions, approval steps for enforcement actions, and an audit log of every configuration change and enforcement action. | Must-have |
| S5 | Hardened sensors with secure boot and signed updates, a published vulnerability disclosure process, committed timelines for fixing security flaws in sensors and software, and a software bill of materials (SBOM) for the components we host, on request. | Must-have |
| S6 | Reports that map device inventory, risk and segmentation status to the frameworks we use [for example, NIST CSF 2.0, ISA/IEC 62443, the HIPAA Security Rule or PCI DSS]. State which frameworks have pre-built reports. | Must-have |
| S7 | A data processing agreement, a current list of sub-processors, and a contractual commitment to notify us of security incidents affecting our data within a defined time. State the time. | Must-have |
| S8 | A HIPAA business associate agreement where captured traffic may contain protected health information, and FedRAMP authorization or FIPS 140-3 validated cryptography for public-sector use. Make these Must-have where they apply to you. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| M1 | A site survey and sensor placement design showing where traffic will be collected, how many sensors each site needs and which networks won't be covered, delivered as a written document. | Must-have |
| M2 | A phased rollout plan: visibility first, then risk and remediation, then segmentation in simulation mode, then staged enforcement, with named roles and the effort expected from both sides. | Must-have |
| M3 | Identification of who delivers the implementation (vendor, partner or both), the named team's experience in environments like ours, and how work on OT or clinical networks will follow our change-control process. | Must-have |
| M4 | A classification tuning period with agreed targets for unknown and misclassified devices, and a stated turnaround for adding device types the product doesn't yet recognize. | Must-have |
| M5 | A service-level agreement for availability of the management service, with service credits, and 24×7 support for critical issues with response-time targets by severity. State the targets. | Must-have |
| M6 | Regular updates to the device classification library, vulnerability data and detections, with advance notice of changes that affect risk scores or enforcement policy. | Must-have |
| M7 | Training and runbooks for our security operations, network and device-owner teams, plus a named customer success contact and periodic risk reviews. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| C1 | Pricing broken down by metric (per device, per site or per sensor) and term, showing list price, discount and net price. Define exactly which devices count, including managed IT devices, guest or transient devices and devices behind gateways. | Must-have |
| C2 | Sensor hardware costs, whether purchased or included in the subscription, plus hardware support, replacement and refresh terms. | Must-have |
| C3 | Separate prices for optional modules, such as OT coverage, medical device coverage, enforcement integrations and vendor-managed monitoring. | Must-have |
| C4 | Growth terms: how increases in device count are measured and billed, and prices for adding devices, sites or modules mid-term, co-terminated with the main agreement. | Must-have |
| C5 | A cap on price increases at renewal, covering the subscription and any modules. State the cap. | Must-have |
| C6 | A proof of value at no charge, with loaned sensors and the vendor's engineering support. | Nice-to-have |
| C7 | Exit terms covering export of the device inventory, classifications, communication maps, policies and history in a usable format, plus transition assistance. | Must-have |
These questions are designed to separate vendors, not to collect brochure answers. Ask for evidence: a demo, a document or a reference.
Score each criterion from 1 to 5, multiply by its weight, and add the results. The weights below are a starting point; agree on your own before any proposals arrive so the scoring can't be bent around a favorite.
| Criterion | Weight | What a strong response shows |
|---|---|---|
| Discovery and classification depth | 25% | Finds the devices in your hand-verified sample during the proof of value, classifies them to model and firmware, leaves few unknowns, and has a clear process for adding new device types. |
| Risk and vulnerability context | 15% | Vulnerability matches you can trust, known-exploited flags, risk scores that explain themselves, and remediation tracking with device owners. |
| Segmentation and enforcement | 15% | Policy recommendations from observed traffic, a working simulation mode, and enforcement demonstrated through your own NAC and firewalls. |
| Threat detection and alert quality | 10% | Behavior-based detections with clear evidence, a manageable alert volume after tuning, and OT or medical device detections where you need them. |
| Deployment fit and data handling | 10% | Sensors that fit your network, passive-only operation where required, coverage for small sites, and a clear account of what data leaves your network. |
| Integration, implementation and support | 10% | Pre-built integrations with your NAC, firewalls, SIEM, ITSM and CMDB, a usable API, a phased rollout plan and clear support targets. |
| Commercials and total cost | 15% | A clear device-counting rule, transparent sensor and module pricing, fair growth and renewal terms, and a three-year view that includes hardware. |
| Total | 100% |
Scoring scale
Your scope (sites, networks and the device types you know about); requirements for discovery, device profiling, vulnerability context, risk scoring, threat detection and segmentation, each marked Must-have or Nice-to-have; optional requirements for OT and medical devices; integration with your NAC, firewalls, SIEM and CMDB; data handling, support and SLA terms; a pricing table with a clear device-counting rule; and the rubric you'll score with. This template includes all of them. If you build connected products rather than run them, you need product security tools (firmware analysis, SBOM management, secure updates) and a different RFP.
Many connected devices, such as cameras, printers, building controllers, medical equipment and industrial controllers, can't run endpoint security software, and some can't be patched quickly or at all. IoT security platforms protect them without an agent: they identify each device from its network traffic, show its vulnerabilities and risky behavior, and limit what it can reach through segmentation enforced by your NAC, firewalls or switches. Where a device can't be patched, segmentation and monitoring become the compensating controls.
Network access control (NAC) decides whether a device may join the network and which VLAN or policy it gets, and many NAC products include basic device profiling. An IoT security platform goes deeper into what each device is and does: model and firmware, known vulnerabilities, communication patterns and abnormal behavior. The two normally work together, with the IoT security platform supplying classification and risk and the NAC or firewall enforcing access, so this template asks how each vendor integrates with the enforcement tools you already run.
Not necessarily. Many products now cover IoT, OT and medical devices from one inventory, sometimes sold as cyber-physical systems (CPS) security, often with OT and medical capabilities licensed as separate modules. Specialist products can go deeper in one environment, for example by decoding more industrial protocols or tracking medical device recalls. If OT or clinical networks are in scope, raise requirements F15 or F16 to Must-have and test them on those networks during the proof of value.
The example schedule in this template runs about 12 weeks from kickoff to contract award, including three weeks for vendor responses and three to four weeks for a proof of value. Allow more time if OT or clinical networks need change approval before sensors are connected, or if the proof of value covers several sites. Rollout follows the award in phases, starting with visibility and moving to enforcement once policies have been tested.
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