Procurement Module - Request For Pricing (RFP) Packages

Request for Pricing (RFP) Packages are used to request, track, and analyze pricing on items that will be needed for a project. RFP Packages are typically created for each scope of work (eg. concrete, doors, windows, electrical etc.) that is either subcontracted out or where suppliers will need to provide materials. If the project is awarded, the winning bidder for each package can be issued a PO or Subcontract.

RFP Packages can be created in the procurement module or within an estimate. Both processes are almost identical but the difference is estimate items must be linked to a package in the latter scenario.

Procurement RFP Package Contents

• Package Code and Title
• General Description of Work, Inclusions, Exclusions, and Clarifications (4 fields- Unlimited Text)
• Bid Due Date and Time
• From Company and Contact (eg. Your Project Manager or Procurement Contact)
• Subs or Suppliers
  • Bid Status
  • Bid Items
  • Messages

Procurement RFP Package - Vendor Status Options

• No Response
• Waiting For Plans
• Reviewing Plans
• Need Assistance
• Not Bidding
• Bidding
• Bid Submitted - Complete
• Bid Submitted - Partial
• Bid Submitted - With Notes

Procurement RFP Package Functions

• Add RFP Packages
• Add Vendors To An Existing RFP Package
• Add or Import Vendor Items
• Uploading or Linking Existing Files
• Send Bid Invitations to Vendors
• Vendor Bid Analysis