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A Request for Proposal (RFP) sets out your project requirements, scope, and expectations so Providers can respond in a structured, comparable way. RFPs are optional, but they materially improve the quality of the proposals you receive. Key characteristics:
  • 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

Stating an indicative budget is the single most useful thing you can do for proposal quality. Without it, providers either guess at scope or return a range so wide it cannot be compared against anything.

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.
An RFP cannot be deleted while it is shared with a Provider. Remove it from the relevant enquiry in My Enquiries first.

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.