baselineRFIWhat telemetry and environments does the service cover (endpoint, network, cloud, identity, SaaS, email, OT), is it bring-your-own-tools or the provider's own stack, and how broad is the integration set?weight 3
Answer key — what a strong answer shows
Strong answers state telemetry breadth, whether the service works on your existing tools (BYO) or requires their stack, and quantify integrations. Probe coverage of identity, cloud, and SaaS specifically.
Sources: reliaquest.com · arcticwolf.com · criticalstart.com
baselineRFPDescribe what 'response' actually includes — does the SOC actively contain/remediate (isolate hosts, disable accounts) or only notify and recommend? What actions are taken on your behalf, and with what guardrails?weight 3
Answer key — what a strong answer shows
Evidence-backed answers distinguish active response (containment/remediation) from notify-only, list the authorized actions, and describe approval gates — the single biggest differentiator in MDR.
Sources: blackpointcyber.com · criticalstart.com · deepwatch.com
baselineRFIWhat are the contractual detection/response SLAs (MTTD/MTTR), is the SOC genuinely 24/7 (and follow-the-sun), and what is the analyst-to-customer model?weight 3
Answer key — what a strong answer shows
Look for explicit, contractual SLAs (not aspirational), a real 24/7 staffing model, and clarity on whether you get a named/dedicated team or a shared pool.
Sources: criticalstart.com · esentire.com · arcticwolf.com
baselineRFIHow is AI/automation used in triage and investigation, and where do human analysts intervene? What is automated versus analyst-led?weight 3
Answer key — what a strong answer shows
Strong answers are transparent about what automation handles (triage, enrichment, correlation) and where humans decide, rather than implying full autonomy.
Sources: reliaquest.com · criticalstart.com · deepwatch.com
baselineRFIIs the service delivered on the provider's own platform or on your SIEM/EDR, who owns the data and detections, and what lock-in exists if you leave?weight 3
Answer key — what a strong answer shows
Look for clarity on the platform model, data/detection ownership, and portability — some MDRs leave you with nothing transferable if you exit.
Sources: reliaquest.com · arcticwolf.com · binarydefense.com
baselineRFIIs proactive threat hunting included (hypothesis-driven versus alert-driven), and what threat intelligence and custom detection engineering underpin detections?weight 3
Answer key — what a strong answer shows
Strong answers describe a proactive hunting cadence, the intel sources behind detections, and whether custom detections are engineered for your environment.
Sources: redcanary.com · binarydefense.com · esentire.com
baselineRFIWhat is the onboarding timeline, and how are detections tuned over time to reduce false positives?weight 3
Answer key — what a strong answer shows
Look for a realistic onboarding timeline and a concrete tuning process that lowers false positives, not just initial deployment.
Sources: arcticwolf.com · deepwatch.com · criticalstart.com
baselineRFPWhat visibility do you get (portal, raw alerts, full investigation detail, reporting), and provide customer-validated outcome metrics.weight 3
Answer key — what a strong answer shows
Prefer full transparency into investigations and raw data plus customer-validated outcome metrics (dwell time, escalation rates) over a black-box service and vendor benchmarks.
Sources: criticalstart.com · reliaquest.com · esentire.com
baselineRFIWhat is the pricing model — per endpoint, per GB of log ingestion, per user, or a flat enterprise fee — and how does cost change as the customer's environment or data volume grows significantly during the contract term?weight 3
Answer key — what a strong answer shows
Look for transparent, predictable scaling economics; log-volume-based pricing that spikes when the customer expands logging coverage (which is otherwise good security practice) creates a perverse cost incentive to under-log.
baselineRFPDoes the service generate compliance-ready evidence from MDR activity (e.g., SOC 2 continuous-monitoring control evidence, incident-response-capability proof for an audit), or does the customer need to manually compile evidence from raw MDR reports?weight 3
Answer key — what a strong answer shows
Native compliance-evidence generation from real MDR activity is materially more valuable than raw incident reports requiring manual compilation work for every audit cycle.
baselineRFIIs a breach-coach/incident-response retainer bundled with the MDR service or a separate paid add-on, and if a confirmed major incident occurs, does the SOC team escalate directly into a formal IR engagement, or does the customer need to separately engage a different IR firm?weight 3
Answer key — what a strong answer shows
A seamless MDR-to-IR escalation path (same provider, no re-engagement friction) is materially faster during an actual major incident than needing to source and onboard a separate IR firm mid-crisis.
baselineRFIWhat is the MDR provider's own false-positive/alert-fatigue rate for their analyst team, and how is that measured — does the provider publish or share internal SOC performance metrics, or only customer-facing summary reports?weight 3
Answer key — what a strong answer shows
A provider willing to share their own internal analyst performance/accuracy metrics demonstrates more operational transparency than one offering only polished customer-facing summaries.
baselineRFPDetail where the analyst SOC team and customer data are physically located and processed (onshore, offshore, follow-the-sun across regions), and what data-residency guarantees exist for customers with regulatory constraints on where security data can be processed.weight 3
Answer key — what a strong answer shows
Strong answers give specific SOC locations and concrete data-residency guarantees; a vendor unable or unwilling to disclose analyst-team location is a red flag for regulated customers.
baselineRFIWhat is the customer communication cadence during an active, in-progress major incident — real-time updates via a dedicated channel, or periodic scheduled status reports — and what is the actual time-to-first-notification once the SOC identifies a likely major incident?weight 3
Answer key — what a strong answer shows
Look for a concrete, real-time communication commitment; a vendor whose only communication during a live incident is a scheduled weekly report is materially too slow for genuine crisis response.
baselineRFIDoes the service extend to OT/ICS-specific environments with appropriate specialized detection content, or is coverage limited to standard IT endpoints/cloud/identity with no OT-aware detection logic?weight 3
Answer key — what a strong answer shows
OT/ICS environments require materially different detection logic (different protocols, different 'normal' baselines) — a provider claiming full-environment coverage without OT-specific expertise may miss real OT-targeted attacks.
baselineRFPExplain the offboarding/transition process if the customer switches MDR providers — what data, detection rules, and historical incident records does the customer retain or receive in a portable format, versus what stays locked in the outgoing provider's platform?weight 3
Answer key — what a strong answer shows
A vendor with a genuine, documented offboarding-data-portability process reduces real vendor lock-in risk; one with no clear answer here likely makes switching providers costly and disruptive.
baselineRFPServer Down Response: on-site within four hours for crucial infrastructure failures.weight 3
baselineRFPEstablish a tenant-resident 24x7x365 Managed Detection and Response (MDR) service within the agency's Microsoft 365 tenant, providing full operational control of the SOC function, including onboarding of all entitled devices for approximately 2,500 M365-licensed users.weight 3
baselineRFPManage all detection, response, and tuning activities within the agency's tenant, delivering Tier 1 endpoint detection, containment, and remediation services, with all telemetry, rules, alerts, playbooks, and configurations residing within the tenant for portability and continuity.weight 3
baselineRFPDesign the architecture with future expansion in mind, including integration of identity, network, and infrastructure logs to support broader correlation and detection capabilities.weight 3
baselineRFPClearly identify any Microsoft licensing requirements that exceed entitlements of the G3 or F3 baseline licenses, balancing entitlements/capabilities, required capabilities, and projected costs.weight 3
baselineRFPProvide 24x7x365 monitoring, triage, containment, and remediation of endpoint threats using Microsoft Defender and related tools, with clearly defined escalation paths for Tier 2+ incidents; may propose optional Tier 2 capabilities such as advanced investigation, threat hunting, or root cause analysis.weight 3
baselineRFPOperate entirely within the agency's Microsoft 365 tenant, ensuring all telemetry, rules, alerts, playbooks, and configurations are accessible to agency staff and remain under agency ownership (Tenant-Resident SOC Operations).weight 3
baselineRFPEnsure agency cybersecurity personnel have real-time access to the same data, alerts, dashboards, and tools used by the vendor (Co-Managed Visibility and Access).weight 3
baselineRFPDevelop, implement, and continuously refine detection rules, alert thresholds, and automated response playbooks tailored to the agency's environment and risk profile (Detection Engineering and Tuning).weight 3
baselineRFPDeliver regular reports that go beyond activity metrics to include actionable insights, trends, and recommendations for improving the agency's security posture and internal processes.weight 3
baselineRFPMaintain up-to-date documentation of all configurations, rules, playbooks, and procedures, and provide knowledge transfer to agency staff to support long-term operational maturity.weight 3
baselineRFPImplement all MDR operations — telemetry ingestion, analytics rules, alerting, playbooks, and automation — within the agency's Microsoft 365 tenant; no telemetry or operational data shall be exported to vendor-owned infrastructure or third-party platforms without prior written approval (Microsoft Tenant Residency).weight 3
baselineRFPUtilize Microsoft-native tools and services, including Microsoft Defender for Endpoint, Microsoft Sentinel, Microsoft Defender for Office 365, and Microsoft Purview Audit.weight 3
baselineRFPIf proposing Microsoft Purview Audit (Premium) or Microsoft Defender for Identity, clearly identify associated licensing requirements/costs, justify operational benefits, and state which capabilities would be unavailable or degraded without them.weight 3
baselineRFPLeverage Microsoft Intune as part of the endpoint protection and response architecture, including onboarding devices into Defender for Endpoint, enforcing security baselines, deploying configuration profiles, and supporting automated remediation actions.weight 3
baselineRFPSupport integration of telemetry sources including endpoint telemetry (Windows/iOS/Android), M365 audit logs, Azure AD sign-in/activity logs, AD identity/authentication logs, DNS/DHCP logs, firewall logs, and server infrastructure telemetry.weight 3
baselineRFPIdentify any additional Microsoft licensing requirements necessary to support the proposed solution (Licensing Awareness).weight 3
baselineRFPDevelop and deliver a detailed implementation plan, including timelines, milestones, roles and responsibilities, and communication protocols (Project Planning and Kickoff).weight 3
baselineRFPEnroll all in-scope Windows 11 endpoints for up to 2,500 users into Microsoft Defender for Endpoint using Microsoft Intune or alternative methods, and validate telemetry flow into Microsoft Sentinel.weight 3
baselineRFPProvide continuous monitoring, triage, and containment of endpoint threats with clearly defined escalation paths for Tier 2+ incidents (Ongoing 24x7x365 Monitoring and Response).weight 3
baselineRFPPerform real-time investigation and response to alerts, including device isolation, user suspension, and other containment actions within pre-approved parameters (Alert Investigation and Containment).weight 3
baselineRFPDemonstrate the ability to support differentiated response strategies and risk tolerances across departments (e.g., public safety) and collaborate with agency staff to define and maintain these profiles over time.weight 3
baselineRFPAssign qualified personnel to all MDR operational roles (implementation engineers, SOC analysts, incident responders) with relevant cybersecurity experience and industry-recognized certifications (e.g., CISSP, GCIA, GCIH, SC-200); be prepared to provide documentation of staff qualifications, certifications, and background clearances.weight 3
baselineRFPMeet incident response timelines: initial triage of high-severity alerts within 15 minutes, containment actions within 30 minutes (if in scope), escalation to agency staff (Tier 2+) within 1 hour.weight 3
baselineRFPProvide 24x7x365 MDR coverage including weekends/holidays with real-time alerting and response for all in-scope endpoints (Service Availability).weight 3
baselineRFPProvide monthly service review meetings, optional weekly operational summaries, and immediate notification of critical incidents or breaches (Reporting Cadence).weight 3
baselineRFPUse secure, agency-approved communication channels, shared access to dashboards/alerts/documentation, and named points of contact for both vendor and agency teams.weight 3
baselineRFPDocument all configurations, rules, playbooks, and procedures, keep documentation updated as changes are made, and review quarterly (Documentation Standards).weight 3
baselineRFPIn the event of disengagement, ensure all tooling, telemetry, and automation remain fully functional within the agency's tenant, with complete documentation and knowledge transfer to support uninterrupted operations (Exit and Continuity Planning).weight 3
baselineRFPDemonstrate strong familiarity with and operational alignment to NIST SP 800-61 Rev. 2, CIS Controls (v8+), and applicable regulatory frameworks including HIPAA, PCI DSS, and CJIS Security Policy.weight 3
baselineRFPProvide a summary of at least five (5) distinct customer engagements demonstrating MDR experience comparable in size/scope/structure, including at least 2 public sector/municipal clients and at least 2 hybrid/cloud-native M365 co-managed tenant-resident deployments.weight 3
baselineRFPProvide a Company Profile summarizing organizational background, relevant expertise, and capacity to support the described services, including organizational structure, scale of operations, and public sector experience with Microsoft-native security solutions.weight 3
baselineRFPIdentify key personnel to be assigned to the engagement (implementation engineers, SOC analysts, incident responders, project managers), including relevant experience, certifications (e.g., SC-200, GCIH, CISSP), and role-specific responsibilities.weight 3
baselineRFPProvide a high-level narrative describing the proposer's approach to delivering the Scope of Work, including onboarding, configuring/tuning detection capabilities, implementing co-managed operations, and supporting long-term security operations maturity.weight 3
baselineRFPProvide a functional demonstration of a solution representative of the MDR Services during the evaluation period, emphasizing Tier 1 response workflows, escalation handoffs, and co-management operations.weight 3
baselineRFPComplete a detailed price proposal for delivery of MDR Services, including all one-time and recurring costs, excluding add-ons/value-added services not required for successful delivery.weight 3
baselineRFPConfirm that your organization is a managed security services provider (MSSP) as defined, and indicate the number of years of experience your organization has in providing MSS for the financial/banking sector.weight 3
baselineRFPDemonstrate at least 10+ years of proven experience providing Managed Detect and Response Services for the Financial/Banking sector, and be able to provide SOC1/SOC2 certifications upon notice.weight 3
baselineRFPProvide a proven team of experienced security professionals certified in the latest threat detection and response technologies, and provide continuous reports on the status of the Managed Detect and Response Services.weight 3
baselineRFPUse the latest threat detection and response technologies including SIEM, EDR/MDR, and threat intelligence platforms with a well-defined process for detecting and responding to security threats and vulnerabilities.weight 3
baselineRFPProvide 24/7 cybersecurity threat and vulnerability monitoring with an expert team who can identify, isolate, and perform forensic analysis on possible impacts from attacks or vulnerabilities.weight 3
baselineRFPProvide MDR with the ability to quickly triage, investigate, alert, and respond to incidents.weight 3
baselineRFPDemonstrate ability and capacity to contain threats, isolate and block known threats, and stop attackers earlier in the cyber kill chain to prevent lateral spread.weight 3
baselineRFPDescribe the organization, length of time providing MSS, brief overview of proposed services, an explanation of tiered service levels, and any awards/recognition received as an MSSP.weight 3
baselineRFPDescribe demonstrated 10+ years of MSS experience for financial/banking clients, indicating client names, related tasks, hyperlinks to relevant products, and when work was performed.weight 3
baselineRFPProvide names of principals and key staff responsible for the housing finance agency's matters, with resumes and descriptions of relevant qualifications and experience.weight 3
baselineRFPProvide a list of Key Performance Indicators (KPIs) used to measure success, and whether performance targets were met.weight 3
baselineRFPDescribe any innovative technology solutions or best practices to be provided, with hyperlinks to relevant products.weight 3
baselineRFPProvide an explanation of the methodology, strategy, and workflow to be utilized, together with procedures to ensure compliance with federal/State requirements.weight 3
baselineRFPProvide a plan for communication and measuring contract performance.weight 3
baselineRFPIdentify any tasks listed in the Scope of Services that the Proposer is NOT capable of providing.weight 3
baselineRFPState the required lead-time needed to begin an engagement after contract award.weight 3
baselineRFPProvide a project plan with estimated timelines and the housing finance agency's resources required to stand up and fully implement the solution based on the environment/device information provided.weight 3
baselineRFPWhat technologies do you use for your Managed Security Services solution? Do you use your own technology, third-party products, or a combination of both? Describe the technologies, products, and tools used to deliver each proposed service, and describe any patents your technology has been awarded.weight 3
baselineRFPWhat does 'Response' and 'Remediation' mean to you as an MDR provider? Provided there is a response agreement from the housing finance agency, what MDR actions can your company take on behalf of the housing finance agency?weight 3
baselineRFPIn the face of growing threats, what is the average time it takes your teams to detect, understand, and contain a threat?weight 3
baselineRFPWhat is your process for adding new devices into your solution, and how does your solution incorporate unsupported devices?weight 3
baselineRFPDo you have a customized escalation process for alerts? If so, explain.weight 3
baselineRFPDo you manage devices on behalf of your clients? If so, describe your device management capabilities and service tiers.weight 3
baselineRFPDescribe your reporting capabilities and provide example screenshots of the portal UI for the proposed services.weight 3
baselineRFPDo you have a separate portal interface for clients, or is it the same interface that the SOC analysts use?weight 3
baselineRFPDescribe your implementation services, including your normalization and tuning process.weight 3
baselineRFPWhat is the extent of your coverage across cloud, on-premise, users, etc.?weight 3
baselineRFPWhat resources will you need from us during implementation and throughout the contract?weight 3
baselineRFPDescribe any additional solution services your Managed Security Services can offer.weight 3
baselineRFPMonitor the agency's network security equipment and core servers to provide real-time analysis of perimeter/internal services through aggregation and analysis of gathered information; gather data from monitored devices, forward it to a secure operations center, filter/data-mine the data in real time, and report findings to agency personnel based on predefined trigger/escalation thresholds.weight 3
baselineRFPFocus on actionable events for customer notification and real-time monitoring schemes that reduce/prioritize the volume of data requiring quick analysis; apply knowledge of external threats and of the types/numbers of attacks encountered across all monitored customer devices to add value to alert analysis for the agency.weight 3
baselineRFPProvide a Managed Detection & Response (MDR) or similar solution.weight 3
baselineRFPComplete the RFP's Functional/System Requirements document, indicating for each numbered requirement line item whether it is Fully supported (Y), supported via Third-party software (3P), requires Customization (C), planned Future functionality (F), or Not supported (N); for 3P, C, or F responses, explain the third-party relationship/customization nature/future release timing and provide a cost estimate on the Pricing Worksheet.weight 3
baselineRFPFor Hosted or Subscription pricing options, provide details on the level of hosting services provided (e.g., DBA, upgrade support, backup services, system monitoring), contractual terms (minimum contract length, performance guarantees, service level guarantees), and hardware/infrastructure-related costs; if the service is offered indirectly through a hosting partner, disclose the partner and the terms of the agreement between that partner and the vendor.weight 3
baselineRFPIndicate the recommended infrastructure required for the proposed solution; include information on cloud or hosted implementation options, including a review of integration and security options; and submit hardware, database, and operating system requirements for the server, peripherals, and mobile devices.weight 3
baselineRFPProposer must deliver 24x7 SOC monitoring and incident response, management of the agency's Microsoft Sentinel SIEM platform (configuration and log integration), alert triage/investigation/remediation support and post-incident analysis, security process development and documentation, annual tabletop exercises for incident response testing, and a block of 80 professional services hours for strategic advisory — all within a maximum annual budget of $150,000.weight 3
baselineRFPProposals must describe the staffing model in sufficient detail for the agency to evaluate capacity, response capability, and continuity — a shared-services SOC operating model is acceptable provided the MSSP can consistently meet all SLAs (e.g., 15-minute critical alert acknowledgement) and clearly identifies analysts, roles, and escalation paths assigned to the agency's account.weight 3
baselineRFPContinuous 24x7x365 monitoring is required for all alert severities, not just critical/high after business hours; the MSSP is expected to provide incident coordination, triage, investigation, root cause analysis, and remediation support (within defined authority boundaries) as part of SOC operations, with full forensic investigation/malware analysis available via the professional services block if requested.weight 3
baselineRFPVulnerability management (scanning, assessment, remediation tracking, patching) is explicitly out of scope for this MSSP engagement, though limited case-by-case advisory support may be provided via the professional services block.weight 3
baselineRFPProposer must meet minimum SLAs applying to all security alerts and incidents managed through the SOC: 15-minute critical acknowledgement, 30-minute investigation start, 60-minute notification (referenced targets); must document preferred notification methods (phone/SMS/email/ticketing) in an escalation matrix developed during onboarding.weight 3
baselineRFPProposer must identify staffing roles/escalation tiers and disclose any subcontractors; core SOC monitoring and SIEM management may NOT be subcontracted; offshore resources are explicitly prohibited (US-based delivery only).weight 3
baselineRFPProposer must list organizational and staff certifications relevant to the engagement including but not limited to CISSP, GCIA, GCED, GCIH, and Microsoft Security certifications (Sentinel, Defender, Azure Security).weight 3
baselineRFPVendor must provide on-site support within eight (8) hours of request, primarily for incident response/DFIR activities, containment actions during active incidents, and critical technical support (not routine/non-incident-related support); the agency anticipates 6-12 onsite incidents annually with most response handled remotely.weight 3
baselineRFPVendor must itemize one-time setup/onboarding/deployment/configuration/integration costs separately from ongoing annual recurring service costs, and may include an optional Security Awareness Training offering priced separately (not counted toward the $150,000 annual budget cap).weight 3
baselineRFPContractor shall provide enterprise cybersecurity and network monitoring support services in a managed services model, furnishing all management, supervision, labor, processes, and associated support necessary to meet continuous monitoring objectives.weight 3
baselineRFPTask Area 2: Contractor shall provide integrated 24x7x365 SOC/NOC support to monitor, analyze, triage, escalate, coordinate and report on cybersecurity and network events; perform event intake, triage, initial analysis and escalation per defined priorities/SLAs/SOPs; and provide network monitoring for outages, degradations and anomalous behaviors with cyber/network event correlation.weight 3
baselineRFPContractor shall provide a Staffing Plan identifying proposed labor categories, coverage model, qualifications, certifications, continuity approach, and surge/backup support strategy, demonstrating ability to maintain adequate staffing including continuous 24x7x365 coverage throughout the period of performance.weight 3
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