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  1. Trentu.ca
  2. Purchasing
  3. Resources for Staff
  4. Quotation Requirements
  5. RFx Timeline Overview

RFx Timeline Overview

Understanding procurement timeframes and requirements will avoid unnecessary risks and delays when initiating competitive procurement events.  Anticipate a minimal 3 months to conduct a formal competitive process (RFx) dependent on the complexity of the deliverables.  

Design planning includes collaboration between client and Procurement that goes beyond “what need to buy”.   Defining a strong statement of work that aligns with pricing structure and evaluation considerations are important considerations. A formal competitive process includes:

Identify the Procurement Need
  • Review with Procurement Services the deliverables and sourcing process 
Document Drafting - 2-4 Weeks
  • Procurement will provide a worksheet for completion to assist in RFx build
  • Various stakeholders may need to define the deliverables
  • Discovery meetings as required to finalize RFx build
Posting - 1 Month
  • RFx document will be posted on an electronic bidding platform (MERX/Bonfire)
  • RFx posted for an appropriate number of days per regulatory requirements (minimal 25 calendar days)
  • Procurements exceeding $121,200 must be publicly posted
RFX Evaluation - 2-4 Weeks
  • At RFx close, Procurement reviews submissions for compliancy and initiates rectifications when applicable
  • Evaluations completed electronically on Bonfire tool
  • Evaluators must satisfy a Conflict of Interest/Non-Disclosure declaration
  • Compliant submissions only are released to evaluation team to score
  • Highest scoring submission, based on identified RFx evaluation criteria, is selected
Award - 2 - 4 Weeks
  • Based on successful negotiations and appropriate internal approvals, contract is prepared and executed
  • Requisition prepared to initiate a Purchase Order
  • Award notice publicly posted on electronic bid platform
Debrief
  • Bidders may request a formal debrief following award advisement
  • Debriefs are led by the Procurement Bid Administrator
     

Quotation Requirements

  • Preparing to Buy
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  • Corporate Credit Card (VISA)
    • Amazon Business
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    • Invitation to Quote (ITQ)
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    • RFx Timeline Overview
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    • Commercial Invoice Template Instructional Guide
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Related Links

  • Campus Shipping & Receiving Centre
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