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…
Provides detailed specifications for vendors to propose solutions that will enhance cybersecurity infrastructure through automation, orchestration, and standardized workflows.

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.
This comprehensive RFP template for Security Orchestration, Automation, and Response (SOAR) Software solutions outlines requirements for implementing automated security operations, incident response, and threat management capabilities.
The document provides detailed specifications for vendors to propose solutions that will enhance cybersecurity infrastructure through automation, orchestration, and standardized workflows.
Our organization seeks proposals for a comprehensive Security Orchestration, Automation, and Response (SOAR) Software solution to enhance our cybersecurity infrastructure and streamline security operations. The selected solution must coordinate, execute, and automate tasks between various IT workers and tools while providing comprehensive threat management capabilities.
The solution must enable rapid response to cybersecurity attacks while facilitating observation, understanding, and prevention of future incidents. It should provide a centralized view of existing security systems while consolidating security data to improve operational efficiency.
The selected SOAR solution will be a critical component of our security infrastructure, enabling automated incident response, standardized workflows, and improved threat detection capabilities. We expect this implementation to significantly reduce response times, optimize resource utilization, and strengthen our overall security posture through advanced automation and orchestration capabilities.
This core module focuses on comprehensive device visibility and access control across the enterprise, enabling granular management of all network endpoints while maintaining security compliance and operational efficiency.
| Requirement | Sub-Requirement | Y/N | Notes |
|---|---|---|---|
| Core Device Management | Real-time device monitoring system | ||
| Automated device discovery and classification | |||
| Device connection tracking and logging | |||
| Hardware and software inventory management | |||
| Device risk assessment capabilities | |||
| Configuration management tracking | |||
| Usage pattern analysis and reporting | |||
| Access Control Framework | Role-based access management | ||
| Geographic location controls | |||
| Time-based access restrictions | |||
| Network type differentiation | |||
| Security posture assessment | |||
| Compliance status verification | |||
| Policy inheritance structure | |||
| Emergency override procedures | |||
| Storage Control | USB device management | ||
| External drive control | |||
| Removable media monitoring | |||
| Data transfer tracking | |||
| Content inspection | |||
| Encryption enforcement | |||
| Key management system | |||
| Mobile Device Controls | Smartphone management | ||
| Tablet device control | |||
| Mobile app management | |||
| Platform-specific policies | |||
| BYOD support | |||
| Mobile security enforcement | |||
| Remote device management |
This section encompasses the core incident handling and response capabilities, providing automated workflows and intelligence-driven threat management to streamline security operations and reduce response times.
| Requirement | Sub-Requirement | Y/N | Notes |
|---|---|---|---|
| Incident Response | Automated alert triage | ||
| Incident classification system | |||
| Response workflow automation | |||
| Investigation management | |||
| Evidence preservation | |||
| Remediation tracking | |||
| Impact assessment | |||
| Root cause analysis | |||
| Threat Management | Real-time threat detection | ||
| Behavioral analysis | |||
| Signature-based detection | |||
| Machine learning capabilities | |||
| Threat intelligence integration | |||
| Indicator management | |||
| Attack pattern recognition | |||
| Automation Framework | Customizable playbooks | ||
| Workflow automation | |||
| Task scheduling | |||
| Conditional execution | |||
| Script integration | |||
| Process documentation | |||
| Version control | |||
| Error handling procedures | |||
| Rollback capabilities | |||
| Performance monitoring | |||
| Success rate tracking | |||
| Integration testing | |||
| Automated documentation generation | |||
| Quality assurance checks |
This component provides continuous asset discovery, configuration tracking, and performance optimization capabilities to ensure secure and efficient management of all enterprise assets throughout their lifecycle.
| Requirement | Sub-Requirement | Y/N | Notes |
|---|---|---|---|
| Asset Discovery | Network scanning | ||
| Asset classification | |||
| Configuration tracking | |||
| Vulnerability assessment | |||
| Risk scoring | |||
| Compliance mapping | |||
| Lifecycle management | |||
| Configuration Management | Baseline configuration | ||
| Change detection | |||
| Version control | |||
| Policy enforcement | |||
| Compliance verification | |||
| Update management | |||
| Patch tracking | |||
| Performance Optimization | Resource utilization monitoring | ||
| Capacity planning | |||
| Performance benchmarking | |||
| Load balancing configuration | |||
| Scalability testing | |||
| Performance reporting | |||
| Optimization recommendations |
This module delivers comprehensive reporting capabilities with advanced analytics and operational intelligence features to provide actionable insights and demonstrate security program effectiveness.
| Requirement | Sub-Requirement | Y/N | Notes |
|---|---|---|---|
| Standard Reporting | Executive summaries | ||
| Technical reports | |||
| Compliance reports | |||
| Incident reports | |||
| Performance metrics | |||
| Trend analysis | |||
| Custom report creation | |||
| Analytics Capabilities | Real-time dashboards | ||
| Historical analysis | |||
| Predictive analytics | |||
| Risk assessment | |||
| Performance tracking | |||
| Resource utilization | |||
| ROI measurement | |||
| Operational Intelligence | KPI tracking | ||
| SLA monitoring | |||
| Resource allocation analysis | |||
| Cost optimization metrics | |||
| Efficiency measurements | |||
| Team performance analytics | |||
| Automation effectiveness tracking |
This section focuses on maintaining regulatory compliance through automated framework support and policy enforcement, ensuring continuous compliance monitoring and documentation across the security infrastructure.
| Requirement | Sub-Requirement | Y/N | Notes |
|---|---|---|---|
| Framework Support | Industry standard templates | ||
| Custom framework creation | |||
| Control mapping | |||
| Gap analysis | |||
| Remediation tracking | |||
| Audit support | |||
| Evidence collection | |||
| Policy Enforcement | Automated compliance checking | ||
| Policy violation detection | |||
| Remediation workflows | |||
| Exception management | |||
| Documentation generation | |||
| Audit trail maintenance | |||
| Regulatory reporting |
Please submit proposals and questions to: [Contact Name] [Email Address] [Phone Number]
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