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Document Templates

Document Templates

Throughout the procurement and outsourcing lifecycle, there are a number of document deliverables or outputs, many of which are identified within the 8 Step Routemap.

Two of the key deliverables are the Request for Information (RFI) and Request for Proposal (RFP) documents.

RFI Request for Information
The RFI questionnaire includes inquiries as to the potential supplier's ability to undertake the work, list of references and other customers. The RFI determines the operational capability, financial viability, and level of experience of potential suppliers in the market; for instance a supplier of trading software must be able to provide proof they are approved by the relevant exchange/s.
Click here for RFI template.

RFP Request for Proposal
An RFP is designed to provide prospective suppliers with a structured statement of the organisation's requirements together with all of the information needed for the supplier to prepare the best possible response. A RFP can be expected to improve the potential suppliers' understanding of the requirements and thereby enable them to prepare solutions that properly address the stated needs and that are readily comparable with each other. The RFP comprises the SOR along with other associated information including disclosures about the current technical and business environments, prospective legal arrangements with the supplier, and project time scales.
Click here for RFP template.

 

IMPORTANT
The templates are summary in form and is not intended to constitute professional advice or a substitute for professional advice. Some conclusions and matters addressed in the templates may be subject to opinion and judgement and do not necessarily contain all the facts and information necessary to reach an informed conclusion on the matter concerned. Consequently, the templates should not be taken as complete, accurate, up-to-date, definitive for any similar situation, or fit for any particular purpose. The templates should not be relied on in relation to any business or other decisions or otherwise and is not intended to replace the expertise and judgement of your independent accounting, tax, legal or other professional adviser.