By Scott Ludewig, Sales Development Lead at Emerge
This is the on-page version of the template. If you are running the whole event rather than just building the document, start with how to run an annual freight RFP.
1. The lane file
The lane file is the spreadsheet everything else hangs off. Carriers price what is in it and guess at what is missing, and guesses are always priced in their favour. Build it as a spreadsheet with one row per lane and these columns:
- Origin city, state and five digit zip
- Destination city, state and five digit zip
- Annual or period volume, in loads
- Equipment type
- Commodity and average weight
- Frequency, and any seasonality or peak
- Accessorial expectations that apply to that lane
- Incumbent rate, if you are choosing to share it
Use five digit zips rather than city names. Chicago covers a metro wide enough that a carrier quoting the far side of it is quoting a different lane, and the spread between the two can be hundreds of dollars a load. City names are the single most common reason bids come back non comparable.
Send it as a spreadsheet, not a PDF, and lock the column headers. Every carrier who has to retype your lane file into their own format introduces errors you will be comparing as if they were prices.
2. The pricing structure
Decide the format before you send anything, and give carriers exactly one way to respond. Mixed formats are what turn bid analysis into a week of cleanup.
- Base linehaul. Per mile or flat per load. Say which, and say which mileage engine and version you are using.
- Fuel. Which index, what peg, and how often it updates.
- Accessorials. Itemized, with caps. Detention, layover, stop offs, tarping, driver assist.
- Minimum charge.
- Rate validity period. The dates the quoted rate holds.
3. Service and equipment requirements
This is the section that decides whether the rate you award is the rate you pay. Anything a carrier cannot see here becomes an accessorial argument later.
- Equipment type and any special requirements, such as food grade, temperature range or liftgate
- Appointment windows and how scheduling works
- Dwell expectations and the detention terms that follow
- Tracking requirements, including whether you need EDI or API updates
- Insurance minimums
4. The carrier questionnaire
Keep it to what changes an award decision. Every extra question lowers participation.
- Operating authority and MC number
- Insurance certificates and limits
- Safety scores
- Asset based, brokered or hybrid, and what share of this freight they would broker
- Committed capacity by lane, in loads per week
- Terminal or domicile locations relevant to your lanes
5. The RFP timeline
Carriers plan around your dates, and a bid with no dates gets deprioritised behind one that has them. State all five:
- RFP release date
- Question window, open and close
- Bid due date
- Award notification date
- Rate effective date
Give the question window explicitly rather than leaving it open ended. A defined Q and A period means clarifications arrive while you can still answer them once, for everybody, instead of trickling in after bids are submitted.
An example RFP timeline
A four week schedule that works for a mid sized truckload network:
| When | What happens |
|---|
| Week 1, Monday | RFP released. Lane file and questionnaire go out to the invited carrier list. |
| Week 1 to Week 2, Friday | Question window open. Answers published to all bidders at once, not one at a time. |
| Week 3, Friday | Bids due. No extensions, or the deadline stops meaning anything. |
| Week 4, Monday to Wednesday | Leveling and scenario modeling against the published weightings. |
| Week 4, Thursday | Award notification to winners and non winners. |
| Week 6, Monday | Rates effective. Two weeks between award and go live for routing guide and system updates. |
Compress this if you must, but do not compress the gap between award and effective date. That is the window where the routing guide gets updated, and skipping it is how awarded rates quietly fail to show up in execution.
6. Award criteria and weightings
Write these down before bids open, and share them. If cost is seventy percent, service history twenty and capacity commitment ten, say so. Two things follow: carriers bid to what you actually value, and your own award decisions stay defensible when someone asks why the cheapest bid did not win.
Once bids are in you can model award scenarios against those weightings rather than arguing them line by line, and use carrier performance data to score the service half of the equation on evidence rather than impression.
What goes in the bid package
The bid package is everything you send a carrier in one go. If any of these arrive separately or late, you get questions instead of prices:
- The lane file spreadsheet
- The pricing template, in the one format you have chosen
- Service and equipment requirements
- The carrier questionnaire
- The timeline, with all five dates
- Award criteria and weightings
- A named contact for questions
What changes for an LTL RFP
The six parts still apply, but three of them change shape. Pricing runs on freight class or density with a base tariff and discount rather than a simple per mile rate, so the lane file needs class, density and dimensions alongside weight. Accessorials matter more and should be itemized in detail, because liftgate, residential and inside delivery drive a larger share of LTL cost. And volumes are usually stated in shipments rather than loads.
The freight RFP checklist
Copy this into your own document and work down it.
- Lane file with five digit zips on both ends
- Volume per lane, with seasonality noted
- Equipment type per lane
- Commodity and average weight
- One pricing format, stated explicitly
- Fuel index, peg and update frequency
- Itemized accessorial schedule with caps
- Minimum charge
- Rate validity dates
- Appointment and dwell expectations
- Tracking and integration requirements
- Insurance minimums
- Carrier questionnaire, kept short
- Committed capacity by lane
- All five dates
- Award criteria with weightings, in writing
- A named contact for questions
Five things to leave out
These slow the bid and do not change the award.
- A long company history. Carriers are pricing lanes, not reading your about page.
- Open ended essay questions. They lower participation and nobody scores them consistently.
- Lanes you are not actually going to move. Padding the file to look bigger distorts the rates you get back on the lanes you care about.
- Legal terms in the bid document. Put them in the contract that follows, not in the thing you need priced this week.
- A request for rates on freight you have never run. Without volume history the number is a guess, and you will renegotiate it within a quarter.
What happens after the bids come in
A clean template does most of the work, but two things still need attention once responses land.
First, level the bids before you compare them. Rates that sit far below the rest of the field are usually not the bargain they look like, and outlier bids distort every optimization you run afterwards. Second, accept that the rates you award will drift. A number set in November is a twelve month old view of the market by the following October, which is why most shippers now pair the annual event with mini bids on the lanes that move.
Frequently asked questions
What should a freight RFP include?
Six things: a lane file with five digit zips and volumes, a single pricing structure, service and equipment requirements, a short carrier questionnaire, a timeline with all five dates, and award criteria with weightings stated in writing.
What goes in the lane file?
One row per lane with origin and destination city, state and five digit zip, volume in loads, equipment type, commodity and average weight, frequency and seasonality, and lane level accessorial expectations. Five digit zips matter more than any other field, because city names make bids non comparable.
How long should a freight RFP take?
Four weeks from release to award is a workable schedule for a mid sized network when the lane file is clean, plus two weeks between award and the rate effective date. Most of the delay in a slow RFP comes from rebuilding the lane file mid event or answering the same question one carrier at a time.
What is the difference between an RFP and an RFQ?
An RFQ asks for a price on defined work. An RFP asks carriers to propose how they would serve the network, with pricing as one component. More on the difference between an RFQ and an RFP.
Running this in a spreadsheet stops scaling around the second round. Freight RFP software keeps the lane file, the bids and the award scenarios in one structure.