Public sector: RFx Templates & User Guide
The Procurement School proudly presents its latest innovation: RFx templates crafted
for use by the Canadian public sector to meet the stringent standards of trade
agreements.
Our best-in-class RFx templates redefine simplicity and efficiency, empowering your
team and potential bidders. Whether you’re a small organization without a dedicated
procurement department or a large entity seeking centralized procurement solutions,
our templates are tailored to fit your needs seamlessly
Who is this for?
- Decision makers/project sponsors/person responsible for the procurement function in any organization: COO, Treasurer, VP Finance, Director Procurement, Procurement Manager, Chief Administrative Officer
- Buyers, procurement staff, Department heads, Line managers
Pain areas
- When the organization is using overly long and legalistic RFx templates what happens is (a) excessive staff time spent preparing documents, (b) bidders don’t bother bidding as it is too hard to bid, takes too much time, (c) internal clients struggle with the RFx template, filling it out wrong or changing the base template (our model addresses this), (d) bids being rejected because information was not clear and Bidders fail to submit compliant bids
- When the organization does not have RFx templates, they are nervous about legal and non-compliance issues.
- No procurement expertise onsite hence there is (a) worry about lack of knowledge, (b) lack of expertise preparing a RFx document, (c) seen as a big risk Our RFx model addresses these pain areas
Key Components
- (1)Request for Proposal (RFP) template includes for $4495
- RFP template in three parts
- RFP Lite template (short version RFP used for under trade agreement threshold purposes – e.g. lower price, lower complexity document)
- User manual explaining how to work with the template
- 30 minute complementary session with our subject matter expert to discuss your organization’s needs
- (2) Request for Quote (RFQ) template includes for $4495
- RFQ template in three parts
- RFQ Lite template (short version RFQ used for under trade agreement threshold purposes – e.g. lower price, lower complexity document)
- User manual explaining how to work with the template
- 30 minute complementary session with our subject matter expert to discuss your organization’s needs
- (3) Request for Information (RFx) template includes for $2495
- RFQ template in two parts
- User manual explaining how to work with the template
- Includes a 30 minute complementary session with our subject matter expert to discuss your organization’s needs
- (4) Request for Prequalification (RFPQ) includes for $3295
- RFPQ template
- User manual explaining how to work with the template
- 30 minute complementary session with our subject matter expert to discuss your organization’s needs
- (5) Request for Standing Offer (RFSO) includes for $3295
- RFSO template
- User manual explaining how to work with the template
- 30 minute complementary session with our subject matter expert to discuss your organization’s needs
- (6) Request for Tenders (RFT) includes for $3295
- RFT template
- User manual explaining how to work with the template
- 30 minute complementary session with our subject matter expert to discuss your organization’s needs
- (7) All templates: If you wish to buy all templates, then we offer
- 20% discount on the standard price
- 2 hour complimentary session with our subject matter expert to discuss your organization’s needs
- (8) Custom needs:
- If these options do not work for your organization’s unique needs, then our subject matter expert will offer you a complementary 60 minutes meeting for a custom consulting engagement
Key Features:
- Developed by seasoned procurement and legal professionals.
- Fully compliant with trade agreements.
- Embodies best practices of RFx template design.
- Crafted in plain English for easy comprehension.
- User-friendly interface for seamless navigation.
- Easily customizable, complete with comprehensive customization instructions.
Pricing Quote:
Pricing for these product ranges from $2395 and higher. Please schedule a complimentary call with our subject matter expert to understand your organization’s needs to generate a custom price quote.
Get a Quote
The new RFx templates are so much easier as a procurement professional to use. It takes me less time to prepare an RFP than it did before. I have less bidders trying to change the contract. You have provided an excellent format for us to use. I have not had one bidder disqualified since using them. I have experienced smaller companies bid now because the documents are not as intimidating to use as our old template. As I have mentored new buyers on new templates, their feedback has been ‘this is so much easier to use!’ and they have demonstrated confidence when using them.
Strategic Procurement, Ontario College Senior Manager
Like the modularity of the forms. Suppliers are finding them easier to understand and follow. Easier overall because they are not as long but continue to have the necessary details. A big change for us and I think they are overall more professional (difficult to quantify, but more of a feeling from the team)
Ontario College Director, Procurement