- An RFP can be created in advance and attached when sending an enquiry, or added to an enquiry retrospectively.
- The same RFP can be attached to enquiries with multiple Providers.
- RFPs are shared securely, and only with providers you choose to engage.
- RFPs are living documents. You can update one at any time and treat it as the single source of truth for the project.
An active Member Account is required to create and share RFPs.
Create an RFP
1
Open My RFPs
Select My RFPs in the Navigation Panel.
2
Start a new RFP
Select Create new.
3
Complete the form
Work through each field. The guidance below reflects what Providers need in order to scope accurately.
4
Save
Select Save to create the RFP. It is now available to attach to any enquiry.
Completing each field well
Manage your RFPs
From the My RFPs section you can:- Edit an RFP. Changes are visible to Providers who already have access, so the document stays current for everyone.
- Select the dropdown symbol to expand an RFP and view its details and any suggestions.
- Use the … menu to duplicate or delete an RFP.
Pro features
Generate Report produces an auditable RFP Summary Report covering Provider outreach and responses. This is useful for demonstrating reasonable efforts to identify Australian providers, and in discussions relating to overseas outsourcing. Generate suggestions automatically suggests Providers based on the content of your RFP. All required fields must be populated first. Suggestions appear in the expanded RFP view.Next steps
Send enquiries
Attach your RFP to enquiries with shortlisted providers.
Search for services
Build or extend the shortlist you will share the RFP with.
