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FREE OPERATOR RESOURCE

The PSP Selection RFP Template

60+ structured questions, evaluation scorecard, 5-lever negotiation playbook, and a 10-point red flag checklist — the operator's framework for choosing a payment service provider. Free PDF — no email required, no signup.

Download the template — free

What's inside

Scope

Internal scoping worksheets covering volume, geography, channel, risk, and integration constraints.

RFP

A bank of 60+ specific questions organised across 8 categories — the questions you send to each candidate PSP.

Score

A weighted evaluation matrix with a worked example.

Negotiate

The 5 most-negotiable contract terms and what acceptable compromise looks like.

Inside the template

  • How to use this — three-phase framing
  • Phase 1: Internal Scoping (5 worksheets)
  • Phase 2: RFP Question Bank — 8 categories, 60+ questions
  • Phase 3: Evaluation Scorecard with worked example
  • Phase 4: Five Negotiation Levers
  • PSP Comparison Matrix Template
  • Red Flags Checklist (10 items)
  • Resources and next steps

Download the template

Free, no email required. Opens as a PDF — save it or print it.

  • The PSP Selection RFP Kit (PDF) — 60+ structured questions across 8 categories, a weighted evaluation scorecard, 5 negotiation levers, and a 10-point red flag checklist.
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