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    Procurement

    How to Write a Request for Proposal (RFP), with RFP Template

    Name the accreditor that actually governs you. Write the RFP as the records that body will read. Score vendors on whether those records survive the next departure. A named-owner worksheet is the handoff.

    01

    Name the accreditor first

    The body on your last survey letter, on worksheet row one, before anyone drafts a requirement. AAMC is a member organization, not an accreditor.

    02

    Open last cycle's packet

    If you cannot name the edition it was built on, that is due this week, not in visit year. Write the RFP as the records that body will read.

    03

    Put names on owners

    Dean or DIO, accreditation lead, curriculum, coordinators, IT, procurement. If the name is the committee, you do not have an owner.

    04

    Test records, not features

    Curriculum as taught, evaluations as completed, clinical assignments as run, accreditation evidence as last submitted. If it cannot be shown on last year's files, it is a wish list.

    05

    Score the walkthrough; bind the leave-test

    Same walkthrough with your data for every finalist. Export formats someone on staff can open. Download the worksheet and treat it as a handoff, not the system of record.

    The last education-platform RFP on your shared drive was probably written for a learning management system, or copied from a vendor brochure. The demos that followed all sounded the same. The spreadsheets remained. That is not a purchasing failure so much as a category error: the document asked for features, and medical education is run on records an accreditor will actually read.

    This guide is the operational how-to for buyers and procurement teams selecting a platform that will sit under curriculum, evaluations, clinical assignments, and accreditation evidence. It is written to work for MD, DO, GME, nursing, and veterinary programs without pretending one accreditor owns the page. Name the body that accredits you. Write the RFP as the records that body will ask for. Score vendors on whether those records survive the next departure. A downloadable worksheet (branded Excel workbook, with a plain-CSV alternative) is linked at the end.

    Verified September 1, 2026 against LCME, ACGME, COCA, CCNE, ACEN, AVMA COE, and AAMC. Sources at the end.

    OwnerClockArtifactFailure if skipped
    Accreditation lead plus procurementBefore anyone drafts a requirement; this week, not visit yearThe accreditor named on the last survey letter, on worksheet row one, plus the current standards page pulled this weekRFP says AAMC-accredited, or treats a member-organization survey as rule text
    Accreditation leadThis week, not visit yearLast cycle's packet, with the edition it was built on namedCannot name the edition; the RFP cites last cycle's saved copy
    Dean or DIO, accreditation lead, curriculum or program leadership, coordinators, IT, procurementBefore a line of requirements is writtenNamed-owner worksheet; if the name is the committee, you do not have an ownerProcurement-only LMS RFP, or a document vault faculty never open
    Curriculum lead plus coordinators who run evaluations and clinical assignmentsBefore vendors writeRecords tests: curriculum as taught, evaluations as completed, clinical assignments as run, accreditation evidence as last submittedFeature catalog; templated answers; wish-list items that cannot be shown on last year's files
    Procurement plus IT plus accreditation leadCategories published before vendors write; leave-test bound in the contractThe same walkthrough with your data for every finalist; export formats someone on staff can openBeauty contest; a platform you cannot leave

    Who actually accredits us?

    The body named on your last survey letter, not a member association and not a vendor slide. Write that name on row one of the worksheet before anyone drafts a requirement.

    AAMC does not accredit medical schools. The AAMC's own About page describes a member organization that leads and serves medical schools, academic health systems and teaching hospitals, and academic societies. If your RFP says "AAMC-accredited" or treats an AAMC survey as if it were LCME rule text, stop and rewrite the line.

    BodyWhat it actually governsWhat it is not
    LCMEMD programs. Jointly sponsored by the AAMC and the AMA. The Secretariat and the publications on lcme.org are the only official sources on LCME policies, procedures, and the intent of elements. Standards live in Functions and Structure of a Medical School.AAMC membership, AAMC surveys, or vendor slides that say AAMC-accredited
    ACGMEResidency and fellowship programs and the institutions that sponsor them. Monitors Institutional and Program Requirements, including through data collection, surveys, and site visits.US medical schools. Nursing or other health-profession training
    COCAColleges of osteopathic medicine in the United States. Recognized by the U.S. Department of Education.A stand-in for LCME or ACGME
    CCNEBaccalaureate, graduate, and residency/fellowship programs in nursing. Recognized by the U.S. Secretary of Education. Baccalaureate and graduate standards revision announced July 7, 2026.The only nursing accreditor (ACEN also exists)
    ACENNursing education programs. Recognized by the U.S. Department of Education and CHEA.A reason to paste CCNE language into every nursing RFP
    AVMA Council on EducationPrograms leading to the DVM or VMD. Recognized by the U.S. Department of Education. Self-evaluation, site visits, a written report, and ongoing monitoring.A medical-school or nursing document set
    AAMCMember organization serving medical schools, academic health systems and teaching hospitals, and academic societies.An accreditor

    The LCME accredits MD programs; it is jointly sponsored by the AAMC and the AMA, and the LCME About page is explicit that the Secretariat and the publications on lcme.org are the only official sources on LCME policies, procedures, and the intent of elements. The ACGME FAQ is equally plain: the ACGME does not accredit US medical schools; it accredits GME (residency and fellowship) programs and the institutions that sponsor them, and it does not accredit training programs for nurses or other health professionals. COCA, recognized by the U.S. Department of Education, accredits colleges of osteopathic medicine in the United States. CCNE is recognized by the U.S. Secretary of Education for baccalaureate, graduate, and residency/fellowship programs in nursing. ACEN is recognized by the U.S. Department of Education and CHEA as an accrediting body for nursing education programs. The AVMA Council on Education is recognized by the U.S. Department of Education for programs leading to the DVM or VMD.

    Member-organization reports, curriculum vocabularies, and workforce data are real. They are not the accreditor.

    If you already know you are buying for graduate medical education, use the companion RFP for GME management software. If you are an MD program stress-testing a platform against the LCME document set, use Questions an MD Program Should Ask. Named-platform comparison lives in the comparison guide, not here.

    What should the RFP ask for, if not a feature list?

    The records that currently run the program, and proof a vendor can hold them after the person who built them has left. A feature catalog produces templated answers. A records list produces a walkthrough.

    Every body above publishes standards and a review process. Editions move. The RFP should ask vendors to work from the edition that governs your next review, pulled from the body's site, not from a saved copy of last cycle.

    BodyWhat the current pages actually nameOperational implication for the RFP
    LCMEFunctions and Structure of a Medical School. As of March 9, 2026, publications are not on one page; standards are under the Resources tab.Cite the edition that matches your survey year. Do not work from last cycle's saved copy.
    ACGMEInstitutional and Program Requirements, monitored through data collection, surveys, and site visits.Ask for the records those reviews actually read, not a module named compliance.
    AVMA COESelf-evaluation, site visits, a written report, and ongoing monitoring.Ask to open last cycle's packet without the vendor in the room.
    CCNEBaccalaureate and graduate accreditation standards revision approved July 7, 2026.Pull this year's language. Do not paste last year's PDF into the matrix.

    LCME names Functions and Structure of a Medical School as the standards document. ACGME monitors Institutional and Program Requirements, including through data collection, surveys, and site visits. AVMA COE describes a self-evaluation, site visits, a written report, and ongoing monitoring. CCNE approved revisions to its baccalaureate and graduate accreditation standards on July 7, 2026.

    This guide's own test: open last cycle's packet. If you cannot name the edition it was built on, that is the first row on the worksheet, and it is due this week, not in visit year.

    Who has to be in the room before a line of requirements is written?

    The people who produce the records, the people who will live in the system, and the people who will sign the contract. If procurement writes the RFP alone, you will buy a learning management system. If the accreditation lead writes it alone, you will buy a document vault that faculty never open.

    SeatWhy they are in the roomWhat they do not own
    Dean, designated institutional official, or equivalentVisible sponsorship. Signs the purchase. Removes walls only they can remove.Drafting security language
    Named accreditation leadNames the body, the edition, and last cycle's packetWriting the whole RFP in isolation
    Curriculum or program leadershipOwns the map and what an export the office can actually readModule names from a brochure
    Coordinators who run evaluations and clinical assignmentsWalk last year's files. If they cannot, the requirement is a wish listThe contract
    Information technologyHosting, identity, integrations, data residency, the leave-testAccreditation language
    ProcurementSame sections, same matrix, published categories, calendarInventing the records list
    LearnersUsers of the record. Interview them for pain.Drafting security language

    Put names on the worksheet. If the name is "the committee," you do not have an owner.

    How should we structure the RFP so vendors can actually answer it?

    Same sections, in the same order, for every vendor, with a response matrix that forces yes, partial, or no, plus a pointer to where in the product the record lives. Narrative-only RFPs get narrative-only proposals.

    This guide recommends eight sections:

    SectionWhat it names
    1. Introduction and backgroundWho you are, which body accredits you, why you are buying now
    2. ScopeWhat is in, what is out, which campuses, which programs
    3. Functional requirementsGrouped by workflow, not by module name
    4. Technical requirementsHosting, identity, integrations, accessibility, security documentation
    5. Implementation and supportA calendar that includes your work, not only theirs
    6. Submission instructionsRequired files, format, deadline, question window
    7. Evaluation categoriesPublished in advance, weights filled locally
    8. CalendarQuestions, submission, demos, award

    Do not paste another school's RFP and swap the letterhead. This page is not built from a private corpus of school RFPs, and you should not pretend yours was either. Write from your records.

    What belongs in functional requirements without turning them into a product tour?

    Workflows you can walk with your own data: curriculum as taught, evaluations as completed, clinical assignments as they actually ran, and accreditation evidence as last submitted. If a requirement cannot be demonstrated on a masked record from last year, it is a wish list.

    WorkflowWhat the matrix asksWhat it is not
    CurriculumWhere objectives are taught and assessed; who owns the map; what export a curriculum office can actually readA visit-year mapping project, or a coverage heatmap you cannot walk
    EvaluationsWho is asked, when, whether completion is visible in the term the activity ran, and which source file would feed a dean's letter or a promotion fileA form catalog with no owner
    Clinical assignmentsSite capacity, conflicts, and whether a name or site change updates one record or fiveFive local copies of the roster
    Accreditation evidenceNamed owners per current standard or element, artifacts linked to the standard they support, and a packet you can open without the vendor in the roomA document vault nobody opens

    Do not write LCME reporting into a nursing RFP, or ACGME milestones into a veterinary RFP. Name your body. Pull this year's language. If you need GME-specific diligence (institutional versus program, ADS, cost reporting), use the GME RFP companion. If you need the LCME document set in detail, use the MD questions companion and Managing LCME Accreditation. Segment question lists for GME, DO, and veterinary platforms live in the Evidence library; this page stays on the RFP itself.

    What technical questions are actually load-bearing?

    The ones that decide whether information technology will let the system go live, and whether you can leave. Hosting and data residency, single sign-on, role-based access, a documented export or programming interface, accessibility (ask for a VPAT; name the WCAG bar your campus already uses), and the security packet your counsel already named.

    QuestionWhy it is load-bearingFailure if skipped
    Where does production data live, and which subprocessors touch it?IT and counsel will not let the system go live on a shrugA go-live that stalls in security review
    Can we leave? What happens to maps, evaluation history, and accreditation artifacts if we terminate?This guide's own rule is that a platform you cannot leave is not an operating recordThe next RFP starts from a hole
    Is there a documented export or programming interface someone on staff can open?Bind it in the contract, not only in the proposalScreenshots of a demo
    Accessibility: VPAT, and the WCAG bar your campus already usesCampus bar winsA brochure sentence about being accessible

    Ask where production data lives. Ask which subprocessors touch it. Ask what happens to your maps, evaluation history, and accreditation artifacts if you terminate.

    How do we evaluate proposals without a beauty contest?

    Publish the categories before vendors write. Score the same walkthrough for every finalist, with your data, not a demo script. Relative importance is a local decision; the worksheet leaves the weights blank on purpose so a committee cannot hide behind a borrowed rubric.

    CategoryWhat you scoreWhat you stop at
    Functional fitYour records, walkedA feature checklist
    Faculty and coordinator taskA real task completed without a specialistA specialist driving the demo
    Implementation planNamed institutional work on the calendarOptimistic vendor-only dates
    IntegrationsStudent information system and learning management system you actually runA generic interface slide
    Support after go-liveA path that is not a black holeA named account manager with no hours
    Same-accreditor experiencePrograms under the body that governs youAAMC-accredited as a proxy
    Total costServices, training, and the work your staff will still doLicense line only

    Bring one course, one clinical assignment, and last cycle's accreditation packet to the demo. Stop at roadmap language.

    What should we ask about implementation, support, and leaving?

    A calendar with named institutional work, a training plan for the people who will actually click, a support path that is not a black hole, and export formats someone on your staff can open. Implementation is where optimistic proposals go to die.

    Ask for a sample timeline that includes your work, not only theirs. Ask who configures evaluations and the curriculum map: the vendor, your staff, or an unnamed shared model. Ask for the leave-test in writing.

    A 30-second check. Without opening a brochure, can you name the accreditor, the owner of last cycle's packet, and the person who will run the demo walkthrough? If any of those is blank, do not send the RFP yet.

    The worksheet

    Download the medical-education RFP worksheet (Excel), or the plain CSV if you would rather import it into Google Sheets or your own tracker. Every task above is a row, grouped by phase, with columns for the suggested owner, what to put in the RFP, status, and notes. Import it, put real names in the owner column at your next leadership meeting, and the RFP becomes a plan instead of a recycled Word file.

    The worksheet is a handoff into a standing process, not the system of record. Named owners and records tests are a standing process in the platform: people first, then a walkthrough with last year's files, then a system that still holds those records when someone leaves.

    If the RFP tests curriculum records, start at curriculum mapping. Do not caption a coverage heatmap as proof that the map is already done.

    If you are buying for an MD program, Medtrics loads LCME elements as a native accreditation framework, assigns named owners with due dates to each element, and tracks submit, review, and approve status as a living list. That sentence is LCME-specific. Do not import it into a nursing or veterinary RFP. For the MD document set, owners, and backward timeline, use Managing LCME Accreditation.

    None of this writes the RFP for you. The calendar, the owners, and the people who will live in the system still do the work. A platform makes the boring structure durable when people leave.

    Sources and status

    This guide was verified on September 1, 2026 against the following sources. After publication, the current pages on each accreditor's site remain the only authoritative statement of any requirement.

    • LCME About: MD-program accreditor; jointly sponsored by AAMC and AMA; Secretariat and lcme.org publications are the only official sources on policies, procedures, and intent of elements; standards live in Functions and Structure of a Medical School. lcme.org/about
    • LCME Publications: as of March 9, 2026, publications are not on one page; standards are under the Resources tab. lcme.org/publications
    • ACGME Overview: accredits residency and fellowship programs in the US; monitors Institutional and Program Requirements through data collection, surveys, and site visits. acgme.org/about/overview
    • ACGME FAQ: does not accredit US medical schools; does not accredit nursing or other health-profession training. ACGME FAQ
    • COCA: recognized by the U.S. Department of Education as the accreditor of colleges of osteopathic medicine; US only. osteopathic.org/accreditation
    • CCNE: recognized by the U.S. Secretary of Education for baccalaureate, graduate, and residency/fellowship programs in nursing; baccalaureate and graduate standards revision announced July 7, 2026. ccneaccreditation.org
    • ACEN: recognized by the U.S. Department of Education and CHEA as an accrediting body for nursing education programs. acenursing.org
    • AVMA COE: recognized by the U.S. Department of Education for DVM or VMD programs; self-evaluation, site visits, written report, ongoing monitoring. AVMA COE
    • AAMC About: member organization serving medical schools, academic health systems and teaching hospitals, and academic societies. Not an accreditor. aamc.org/about-us

    LCME, ACGME, COCA, CCNE, ACEN, AVMA, AAMC, and AMA are named descriptively. This article is an independent operational guide from Medtrics, not guidance from any of those bodies, and nothing here promises any accreditation outcome. The work does that, or nothing does.

    Take it with you

    No form, no wait. Download the editable file, put it on your letterhead, and circulate it to the people who have to sign off.

    XLSX · Excel

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