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 XDR and EDR requirements (endpoint agent, identity, email, cloud and network telemetry, correlation, response actions, SIEM/SOAR integration), vendor questions and a weighted 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 XDR RFP template when you're buying an extended detection and response platform, or replacing your endpoint detection and response (EDR) product with one that also covers identity, email, cloud and network activity.
EDR is the foundation: the requirements start with the endpoint agent and then add the telemetry, correlation and response actions that make a platform XDR, so the template also works as an EDR RFP if you delete the XDR lines.
It's written for the security operations, IT and procurement team 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 XDR evaluation is mostly about two things: how well the endpoint agent detects and contains attacks without disrupting your machines, and how much of the rest of your environment the platform can see and act on. The example schedule in this template runs about 12 weeks from kickoff to contract award. Agent rollout and removal of your current endpoint product follow the award and need their own plan.
EDR watches endpoints: it records process, file, network and user activity on laptops and servers, detects attacks, and lets analysts isolate a host, end a process or remove a file. XDR starts from that endpoint foundation and adds telemetry from identity, email, cloud and network tools, correlates it into incidents, and takes response actions across those tools. A SIEM collects and stores logs from almost any source for detection, investigation, compliance reporting and long-term retention, but it relies on other tools, or a SOAR platform, to take most response actions.
XDR has no standards-body definition, and vendors use the label differently. Native XDR works mainly through one vendor's own products; open or hybrid XDR works through integrations with tools from other vendors. Requirement T1 makes each vendor state which it offers and list every integration, so you can compare like with like. XDR and a SIEM can run side by side, with the XDR forwarding alerts to the SIEM for retention and correlation with other logs. If you want a provider to operate detection and response around the clock, use the RFPhub MDR RFP template instead (linked below).
Signs you need an XDR RFP rather than an EDR-only or SIEM RFP:
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 | Endpoint prevention and EDR in a single agent for Windows, macOS and Linux workstations and servers, including virtual machines and cloud-hosted servers: blocking of known and unknown malware, exploit and ransomware behavior, plus continuous recording of process, file, registry, network and user activity for detection and investigation. State the supported operating system versions and the support policy for older versions. | Must-have |
| F2 | Coverage for virtual desktops, containers and Kubernetes nodes, and mobile devices. State which are covered by the same agent and console, and which need a separate product. | Nice-to-have |
| F3 | Telemetry beyond the endpoint from: our identity provider and on-premises directory; our email and collaboration suite; control-plane logs and workloads in [list cloud providers]; and network sources such as firewall, DNS and proxy logs or network detection sensors. For each source, state whether it comes from your own product or a third-party integration, and whether it supports detection, investigation, response actions, or all three. | Must-have |
| F4 | Correlation of alerts and telemetry from different sources into a single incident with one timeline, showing the affected hosts, users, mailboxes and cloud resources, so analysts work one incident instead of many separate alerts. | Must-have |
| F5 | Detections mapped to MITRE ATT&CK tactics and techniques, with a description or the logic of each detection visible to our analysts. | Must-have |
| F6 | Identity threat detection covering credential theft, password spraying, MFA fatigue and bypass, session token theft, risky sign-ins, privilege escalation and lateral movement with valid accounts. | Must-have |
| F7 | Custom detections written by our team in a documented query or rule language, tested against historical data before they go live, plus suppression rules for known-benign activity that we can review and expire. | Must-have |
| F8 | Threat hunting across retained raw telemetry from all connected sources, with a query language, saved queries, and the ability to turn a hunting query into a scheduled detection. | Must-have |
| F9 | Endpoint response actions from the console and the API: isolate a host from the network while keeping its connection to the platform, end a process, quarantine or delete a file, remove persistence, block a file hash or other indicator across all endpoints, and collect forensic artifacts. | Must-have |
| F10 | Remote live response: an audited remote shell to an endpoint for investigation and remediation, available only to roles we authorize. | Must-have |
| F11 | Response actions beyond the endpoint, natively or through integration: disable a user, reset credentials and revoke sessions in our identity provider; remove a malicious message from all mailboxes; block an IP address, domain or URL at our firewall or secure web gateway; and disable a cloud access key. List each action and the product or integration it depends on. | Must-have |
| F12 | Automated response rules or playbooks that run actions when defined conditions are met, with approval steps we can require for disruptive actions and a full record of every automated action. | Must-have |
| F13 | Anti-tamper protection: the agent cannot be stopped, uninstalled or reconfigured without authorization, and an alert is raised when tampering is attempted or an agent stops reporting. | Must-have |
| F14 | Ransomware remediation on Windows endpoints, such as restoring files changed by an attack. State how it works and its limits. | Nice-to-have |
| F15 | AI-assisted investigation, such as incident summaries, suggested next steps and natural-language queries. State which actions the assistant can take without an analyst approving them. | Nice-to-have |
| F16 | Software inventory and known vulnerabilities for each endpoint, shown alongside incidents so analysts can see the exposure an attacker may have used. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| T1 | A statement of the XDR architecture: native (the vendor's own endpoint, identity, email, cloud and network products), open or hybrid (integrations with other vendors' tools), or a mix. List every third-party product with a supported integration, the license tier each integration needs, and who builds and maintains it. | Must-have |
| T2 | A cloud-delivered console and analytics service. State the hosting regions available to us, and whether an on-premises or air-gapped option exists and which capabilities it lacks. | Must-have |
| T3 | Published agent resource use (CPU, memory, disk and network) in normal operation and during scans, and the controls we have to limit it on busy servers. | Must-have |
| T4 | Control over agent updates: we choose which agent version runs on which group of endpoints, test new versions on a pilot group first, and can pause or roll back. Describe how you stage your own detection content and configuration updates before they reach all customers, and what control we have over their timing. | Must-have |
| T5 | Protection when an endpoint is offline: local prevention and detection continue, and telemetry is queued and sent when the connection returns. | Must-have |
| T6 | Searchable retention of raw telemetry for [number] days and of alerts and incidents for [number] months. State the default retention for each data type, the cost of longer retention, and how we search or retrieve older data. | Must-have |
| T7 | Support for [number] endpoints, [number] users and the data volumes from the sources in F3 without loss of query or console performance. State the size of comparable deployments you support today. | Must-have |
| T8 | Telemetry stored in a documented schema we can query and export, with support for the Open Cybersecurity Schema Framework (OCSF) for ingestion or export. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| I1 | Sign-in to the console through our identity provider via SAML 2.0 or OIDC, with MFA and role-based access. | Must-have |
| I2 | Streaming of alerts, incidents and selected raw telemetry to our SIEM or data lake via syslog, API or cloud storage, in a documented schema. State what can be sent and any extra cost. | Must-have |
| I3 | A documented REST API covering alerts, incidents, response actions, detections, endpoint inventory and policies, with rate limits stated. | Must-have |
| I4 | Integration with our SOAR platform through the API or webhooks, so its playbooks can read incidents and trigger response actions in the platform. | Must-have |
| I5 | Two-way integration with our IT service management (ITSM) platform, so incidents become tickets and status, comments and closure stay in sync. | Must-have |
| I6 | Ingestion of threat intelligence via STIX/TAXII and of our own indicator lists, matched against current and historical telemetry. | Nice-to-have |
| I7 | Integration with our unified endpoint management and vulnerability management tools for asset context and remediation hand-off. | Nice-to-have |
| I8 | Ingestion of alerts from another EDR product, for a phased migration or for business units that keep a different product. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| S1 | A current SOC 2 Type II report and ISO/IEC 27001 certification covering the platform and the services in scope, available under NDA. | Must-have |
| S2 | Our data stored in the regions we specify, encrypted in transit and at rest, and logically separated from other customers' data. | Must-have |
| S3 | An audit log of every console sign-in, policy change, exclusion, detection change and response action, by user or automation, retained for [number] months and exportable to our SIEM. | Must-have |
| S4 | Role-based access with separate permissions for viewing data, response actions, live response, policy changes and exclusions, scoped by device group. | Must-have |
| S5 | Control over the data the agent collects: which telemetry is gathered, which files may be uploaded for analysis, and options to exclude or mask personal data where law or our policy requires it. | Must-have |
| S6 | Product security practices: a public vulnerability disclosure policy, timely CVE records for vulnerabilities in your products, signed agent software and updates, and a description of how your staff's access to our tenant is approved and logged. | 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 or the platform within a defined time. State the time. | Must-have |
| S8 | FedRAMP authorization at the required impact level, or equivalent regional certifications for public-sector use. Make this Must-have if you are a public-sector buyer. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| M1 | A deployment plan covering agent rollout methods (software distribution tools, scripts, images), removal of our current endpoint product, a pilot, phased waves and a defined completion date. | Must-have |
| M2 | Policy setup and tuning: baseline prevention policies, review of exclusions carried over from our current product, a detection tuning period, and guidance for servers and critical applications. | Must-have |
| M3 | Training for our analysts and administrators on investigation, threat hunting, response actions, automation and custom detections. | Must-have |
| M4 | 24×7 support for critical issues, with response times stated by severity, and an emergency process for problems caused by an agent or content update. | Must-have |
| M5 | A platform availability commitment with service credits, and a public status page. | Must-have |
| M6 | A named customer success contact and [quarterly] reviews of coverage, detections, open support cases and roadmap. | Must-have |
| M7 | Advance notice of changes that affect us, including end of support for operating system versions, deprecated features, and changes to integrations or data retention. | Must-have |
| M8 | Optional services on the platform, from you or approved partners and priced separately: managed detection and response (MDR), managed threat hunting, and incident response with stated rates and start times. State what each service covers and which response actions its analysts may take. | Nice-to-have |
| ID | Requirement | Priority |
|---|---|---|
| C1 | Pricing by metric (per endpoint, per server, per user or per workload) and term, showing list price, discount and net price, and stating which modules are included and which are add-ons, such as identity, email, cloud, network, extended retention and AI features. | Must-have |
| C2 | Pricing for third-party data ingestion and for retention beyond the included amount, with a statement of how volumes are measured. | Must-have |
| C3 | Terms for growth: how endpoint, user or data-volume overages are measured and charged, and how true-ups work. | Must-have |
| C4 | A cap on price increases at renewal. State the cap. | Must-have |
| C5 | Migration terms that let us run your agent alongside our current product during rollout without paying full price for the same endpoints twice. | Nice-to-have |
| C6 | A proof of concept at no charge on a representative part of our environment. | Nice-to-have |
| C7 | Exit terms covering export of incidents, custom detections and retained telemetry in documented formats, tools to uninstall the agent at scale, and support during the move to another product. | 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 |
|---|---|---|
| Detection and correlation | 25% | Attack simulations detected or blocked on your own machines, related alerts grouped into one incident across endpoint, identity and email, and detection logic your analysts can see and tune. |
| Response actions and automation | 15% | Containment from one console across endpoints, accounts, mailboxes and network controls, with automation that has approval steps and a full audit trail. |
| Telemetry coverage and integration | 15% | Every Must-have source covered, with a clear native or integrated status, response actions through the tools you keep, and working SIEM, SOAR and ITSM integrations. |
| Agent stability, performance and update control | 10% | Low measured impact on your busiest servers, staged rollout of agent and content updates under your control, and a credible recovery process if an update goes wrong. |
| Analyst experience and hunting | 10% | Analysts in the proof of concept could investigate, hunt and write detections quickly, with enough retained telemetry to answer their questions. |
| Security, data handling and compliance | 10% | Current SOC 2 Type II and ISO/IEC 27001, data stored where you need it, control over what the agent collects, and strong product security practices. |
| Commercials and total cost | 15% | Transparent pricing that separates modules, data ingestion and retention, with fair migration, renewal and exit terms over a three-year view. |
| Total | 100% |
Scoring scale
Your endpoint counts and the other telemetry sources the platform must cover; requirements for the endpoint agent, correlation, threat hunting, response actions and automation, each marked Must-have or Nice-to-have; a statement of whether you want native or open XDR; integration requirements for your SIEM, SOAR, identity provider and ticketing; agent update controls, security and data-handling terms; a pricing table that separates modules, data ingestion and retention; and the rubric you'll score with. This template includes all of them.
Native XDR works mainly through one vendor's own products, such as its endpoint agent, identity protection, email security and cloud security, so the parts are designed to work together. Open or hybrid XDR works through integrations with tools from other vendors, so you can keep products you already own. The labels are used loosely, so ask every vendor to list exactly which of your tools it covers, what data it collects from each, and which response actions it can take through them.
It depends on what you need beyond detection and response. XDR focuses on detecting and responding to attacks across the sources it covers, while a SIEM collects logs from almost every system for broader correlation, compliance reporting and long-term retention. If you need those, keep or buy a SIEM and forward XDR alerts to it. If you don't, check the XDR platform's retention terms carefully before deciding you can do without one.
XDR is a platform your own team operates, and MDR is a service in which a provider's analysts monitor, investigate and respond for you around the clock. If nobody watches alerts at night and weekends, you need MDR or an XDR vendor's managed service as well as the technology. An MDR provider may run its service on your XDR platform or bring its own, so decide first whether you want to own the platform or have the provider supply it.
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 concept on your own machines. Agent rollout and removal of your current endpoint product follow the award. Plan an overlap so no endpoint is left unprotected during the switch.
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