Request for Proposal Checklist

Request for Proposal Checklist (PDF,  16KB)

1. Obtain commitment/requisition number
2. Commit funds
3. btain or create statement of work
4. Obtain or create evaluation criterions
5. Obtain or complete the Security Requirement Checklist
6. Complete a competitive or directed procurement process within ProServices
7. Complete the request for proposal document by including as a minimum: (see Request for Proposal (RFP) Template)
   1. ProServices clause
   2. Security
   3. Requirement/Statement of Work
   4. Deliverable Items
   5. Inspection
   6. Contract Period
   7. Evaluation Criteria
   8. Contractual Authority
8. Fax the RFP to all suppliers
9. Identify the evaluation team
10. Evaluation team completes the technical evaluation as per the evaluation criterion in the RFP
11. Evaluation team provide a report of the technical evaluation
12. Contracting Authority completes the financial evaluation
13. Successful Supplier is identified
14. Negotiate the rate
15. Prepare Contract - see Contract Checklist
16. After contract is issued - send regret letter to all unsuccessful suppliers - see letter template

Date modified:

2019-11-13