Note that E-rate has no rules or requirements about issuing an RFI, so the only requirements to follow are those laid out by your local and state procurement laws. Interested in learning more about the other types of RFx documents? 4.5Please advise as to your future new product and service development plans etc. In construction, it is inevitable that questions will arise. 7.1Describe your Quality Assurance programs, and enclose relevant documentation. To learn more, check out this ebook: RFP software guide: How to find an RFP solution that identifies right-fit vendors. Social procurement involves using the procurement processes and purchasing power to generate positive social outcomes in addition to the delivery of efficient goods and services. Why is that important? Additionally, we’ll offer advice about how to write an effective RFI as well as RFI templates and examples. Now, we can categorize, search and profile providers. In other words, you want to know what options you have before deciding how to move forward. A good timeline is to post an RFI at the start of the school year and leave it open for a month. An RFI may be issued before a formal tender exercise starts. Request for Information RFI Template Subject: Wisconsin USDA Foods Program Keywords: commodities, procurement, purchasing, template Last modified by: Ante, Antonio D. DPI Company: “The City seeks information on off-the-shelf solutions and on systems that require minimal customizing. Any requests where you are unable to offer a response should be clearly marked as “No response to this request”. However, you may not know what kind of solutions are available or even if you’re going to make a purchase. A downloadable version is available the bottom of the page. You’ll need to tailor the language and requirements to meet your needs. Government model RFx templates RFx is a generic acronym used to cover an assortment of tender types, such as Request for Quote (RFQ) and Request for Proposal (RFP). On the other hand, an RFI form used during the course of construction seeks additional clarification and guidance about the project. In addition, if they’re creating advertisements for your competition while soliciting your business, you’ll want to know that, too. 6.4What is your typical set up time for new contracts? Admania Theme All Rights Reserved, C Tenders #Catering#Couriers#Construction, E Tenders #Employee Assistance#Employee Benefits, F Tenders #Financial Services# FM #Financial System, Procurement Project Initiation Template (££), Quality Assurance ITT Major Construction Projects, User Acceptance Test (UAT) Checklist for IT Projects, 1.5Please provide details of your company history, 1.6Please provide your company structure, including ownership, sister companies, subsidiaries, affiliations, divisions and details of your board members. Use this RFI template to get started. Because an RFI collects general vendor information, some businesses use RFI templates to create vendor profiles for recurring procurement projects. Purchasing professionals are results oriented…they want to be reporting to management on $ savings, contracts awarded, trends and not that they spent their day drafting a RFP! This is because many organizations don’t know the differences well enough. 2.1Please provide the following financial data for the last three years: 2.2Please provide with your response, copies of your annual report and accounts for the last three years. To achieve an understanding of your company it’s objectives and policies to evaluate the common areas of understanding for the formation of a positive working relationship. A well written construction RFI could be a useful tool when contractor cannot clearly explain what is to be purchased and need some help from vendor or supplier to know about the exact material or products to place an … Complete the form and we'll be in touch soon to schedule time with you. 8700 State Line Road, Suite 250, Leawood, KS 66206, Request information in a way that will be easy to compare, Provide a clear format for vendor responses, Ask for general information and avoid being too specific, Be brief and respectful of the supplier’s time. ... A small business concern for the purposes of this procurement is generally defined as a business, including its affiliates, averaging no more than ____ ... (template for 2 Government model RFx templates are standardised templates intended to cover the majority of tenders that an agency undertakes. Creating a Request for Information (RFI) or Request for Proposal (RFP) is an effective way for an organisation to determine its needs and to quickly obtain answers about software systems and vendors. You use this document when you have a challenge you want to overcome. If yes, indicate what products and services are Supplied&/or procured, and with which [Company] divisions/locations you are trading. This RFI template offers a simple layout and is best suited to construction projects. (with examples and a template) Let’s get started. Benvenuti nel Portale Acquisti di Rete Ferroviaria Italiana S.p.A. RFP format and content. A Request for Information (RFI) is a method of collating information from different suppliers prior to formally sourcing products or services. 2 Procurement Introduction 2.1 Background 2.2 Objectives 2.3 IT Service Overview 3 Instructions to Vendors 3.1 Point of Contact 3.2 Submission of Responses 3.3 Response Format. It’s especially helpful for the latter as it helps you create a vendor project. 5.4Please provide examples of Management Information Reports you are able to provide, detailing the level of information you are able to identify. Additionally, once the RFI turns into an RFP, it can serve as the RFP courtesy notification list. (Identify key steps to ensuring effective implementation.). Go to resources for buying professional services for templates for professional service engagements. RFI Supplier Distribution List - For tracking purposes, this template maintains the list of suppliers that will receive the RFI. We’re shortlisting faster, and we’re being a true partner to our vendors. When first engaging potential suppliers, you may request an RFI, RFP, and RFQ from each of them. 5.2What is your attitude toward a close working relationship, the positive and negative, and what in your opinion does it take to work well for both buyer and seller? 6.1Please provide details of your offices and locations in the UK and Internationally. This RFI template covers pretty much any situation. The RFQ is designed to demand information about what a solution will cost, as per each supplier. It consists of the following six sections: Demand Metric designed this RFI template to help organizations evaluate advertising agencies. When should you use an RFQ? Not only that, but how do you compare what each of them can offer? RFI: RFQ: RFP: Purpose: The aim of a RFI is to request general information regarding the procurer’s problem and how it can be solved. If you’re confused, don’t worry. ... One type of question may be answered by directing the questioner to a specific section of the RFI, and the procurement officer may … Company] will seek to assess opportunities for implementing supply contracts for such products and services which will deliver tangible value for money and best in class quality whilst ensuring a compatible strategic fit. 7.5What provisions have you made for recycling and what environmental accreditations do you hold? Whether you need information on technology and consultants, or you have a specific project you need help with, you can use this document to communicate your needs to potential providers. Just remember to tailor the final document to meet your unique needs. if a tender or procurement process does proceed, that the participant’s tender or other form of application (if any) will be given any preference or special consideration. It covers a wide range of topics including: In the market for an enterprise resource planning (ERP) system? 4.3What do you feel differentiates you from your competitors? Participants are still required to follow any tender or procurement … It allows banks to simply search and replace “The Bank” with their name. 4.2Which of these do you see as you’re closest competitor and why? Appendix 1 Supplier Profile Questionnaire. 6.5Please describe your full service portfolio. Based on the Vendor responses to the RFI, the CPO office and the Agency will determine the procurement process that must be followed, such as non-competitive contract request, competitive negotiation, alternative procurement, RFP cost only or RFP. 6.3Do you have any geographic supply limitations? When used this way, the RFI allows procurement teams to quickly search their records and arrive at a shortlist for their RFP quickly. Originally published March 5, 2019 – Updated June 11, 2020. The purpose of this procurement template is to help governments purchase modern websites and digital services. Call our team at (844) 737-0365 or email us at [email protected]. Customer contract and terms for use for one-off procurement of goods or services procurements. ... (Generally overed in a councils standard RFI Template) The Registrant agrees, by lodging an RFI… This RFI template provides a sample format and content for an RFI and includes notes for an agency to consider throughout the template. For most of us, it is not even in the top 100! Once you’ve gathered responses to your RFI, you can use the information you’ve obtained to create a request for proposal (RFP). It creates a short list of viable suppliers that can be referred to when you need similar products, goods or services.