Request For Proposal (RFP)

The purpose of this article is to explore the Request for Proposal (RFP) module, detailing the workflow of the event.

The below article is based upon the FIDIC contract type and the terminology reflects this. Certain actions may be unavailable if you do not have the appropriate permissions. Please speak with your Superuser if this is the case.

Please note - The RFP event type is only available to the Employer’s Party.

Video content is available below.

Creating a Request for Proposal (RFP)

Select Create New within the left-hand expandable menu, followed by RFP/ERI (VAR):

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This will open a new event form ready to edit.

The below highlighted fields must be completed before the event can be communicated:

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Once an event has been communicated, it is automatically assigned a unique reference number and will generate a reminder for the Contractor’s Party, prompting them to submit a Contractor Proposal.

An RFP can be cancelled if it is no longer necessary. This can be done by navigating to the original RFP tab of the event and selecting Cancel Request:

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The event will then appear greyed out and struck through within the register with the status 'CANCELLED':

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An RFP can also have an Employer’s Representative’s Determination against it, this will create a unique reference within the Employer’s Representative’s register with the title auto populated with the Variation it is related to.

If the instruction is cancelled, the event will then appear as greyed out with a strike through it, within both the Change Control and Employer’s Representative’s register.

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Once an RFP has been communicated, the Employer can notify their intent to assess the event if required.

This is done by navigating to the Contractor Proposals / ERD tab of the original event and selecting Notify ERD Intent:

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If the Employer has notified their intent to assess the RFP, it will automatically create a draft Employer's Representative's Determination.

Video Tutorial

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