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Our free template pack contains a cross section of documentation: RFQ1 – Request for Quotation Template, RFQ2 – Invitation to Bid Letter, RFQ4 – Service Contract, RFQ19 – Basic RFQ, RFQ33 – FOB Terms Defined, RFQ58 – Short Form RFP, RFQ60 – Statutory Declaration.

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If you are looking for a more robust RFQ, we recommend you consider the Premium or Standard Pack which includes: RFQ2 – Invitation to Bid Letter, RFQ15 – Instruction to Bidders (3 pages) and RFQ16 – Form of Agreement, Terms and Conditions (8 pages)…use them together.

Topics: Free Templates |

RFQ Cover Letter

A RFQ cover letter or request for quote cover letter can take on many appearances. It can be anything from a simple hand written fax cover page to a formal business letter style template.  A RFQ cover letter is also known as an invitation to quote letter and like the RFQ cover letter, it is used to connect the buyer and supplier. It usually requests price and delivery for a product or service requirement. For a sample Request for Qualifications Cover letter go to bottom of this post.

Your RFQ cover letter should include an issue date, buyers complete business address, subject – RFQ for ____, your offer (quote on supplying, etc), an acknowledge by date,  reference to an instructions page, possibly a reference number, may include some background details, where, when and to whom the RFQ response must be addressed to and finally, close it with your signature and title.  The following is Continue reading »

Topics: Free Templates, RFQ - Request for Quotation |

More Sample RFP Forms

Very few purchasing professionals will admit they enjoy the task of writing a RFP, we would much rather dedicate our efforts to the negotiation process, closing a deal or other areas which justify our existence.

Save yourself the stress and your employer the money by utilizing one of the many RFP and RFQ sample templates in one of our bundles.

RFQ45 – RFP is another sample template form and it can be used for software services. Here is a brief look (page 2 and 3) or preview of this 10 page RFP template. Continue reading »

Topics: All Templates, RFP - Request for Proposal |

Payment Terms Defined

Payment terms are an area in the RFQ process which is often overlooked or forgotten. Some commonly used payment terms would be Net 30 days, 2%/10 Net 30 days and there are many more.  (To help  get a better understanding we have included a glossary of payment terms you can download for free at the bottom of this post). So, what do these imply and is it something a Buyer should be paying attention to as part of the award process?

When generating a RFQ or RFP, most buyers will place the majority of their efforts on the product, FOB Point and other commercial aspects of the quotation and doing such is absolutely right but one evaluation point which is often overlooked or not considered in the overall award process are the payment terms. Buyers will often accept or assume the standard Net 30 days offered is not worth analyzing. Continue reading »

Topics: Free Templates, Quotes General |

Vendor Evaluation Questions

The process of evaluating vendors is an ongoing task which every purchasing department should be performing at regular intervals. In this process, you are inviting dialogue or communication with your vendors, which is always good.

What types of questions should you ask your vendors? Ask questions directly related to areas which require improvement and do not neglect to mention areas which the vendor is excelling or performing well at.

Remember, the goal is to help your vendor improve their service levels and how they do business with your company. In return, the vendor might even offer something which will make both your organizations more efficient!

In Part A, we have provided a verbal question you might ask during your interview. Continue reading »

Topics: All Templates, Reports |

RFQ Sample – Public Purchasing

If you are looking for a detailed RFQ – Request for Quote for the purchase of a piece of mobile equipment and you are in the public purchasing field, this sample RFQ template will expedite the tendering process. This one specifically addresses the acquisition of mobile equipment (Road Grader) but can be used for any major piece of equipment by adding your own equipment specifications, sometimes you can download these specification online directly from the manufacturer.

RFQ67 – Mobile Equipment template is 24 pages and includes a layout you can use to add detailed equipment specifications. Here is a quick look at a few pages of this template.

RFQ67 template has been added to both the standard and premium pack offers.

Topics: All Templates, RFQ - Request for Quotation |

Sample Expression of Interest Form

An Expression of Interest (EOI) is used to garner potential suppliers for a project you have on the drawing board or hope to tender in the near future. By issuing an EOI, you are given the opportunity to prequalify vendors capable of completing the work under the restrictions or specification presented in your proposal.

Is an EOI similar to or the same as a RFP (Request for Proposal), RFI (Request for Information)? Basically, yes they can be construed as being the same, with the exception of the potential legal ramifications so seek counsel or legal advice to ensure you understand how issuing any of the above will impact your company in the country, state or province you operate your business in. Continue reading »

Topics: All Templates, RFP - Request for Proposal |

The Use of Quotations

rfq2_previewQuotations are requested when the size of the requisition or proposed commitment exceeds a minimum dollar amount stipulated usually by policy in the organization of the bidder: for example, $500.00. This rule may not apply in Governmental purchases as they are required by law to perform and award a RFQ to the lowest responsible bidder. In some Industries, proposals may be requested with the intention of selecting a firm to negotiate or settle final prices with.

Depending on your organization, after a RFQ Continue reading »

Topics: All Templates, Quotation Templates |

Subcontractor Performance Report Template

In the simplest form, a subcontract is a purchase order written with more explicit terms and conditions. Its complexity and management varies in direct proportion to the value and size of the job. The management of a subcontract may require unique skills and abilities because of the amount and type of correspondence, charts, performance reviews and management reporting which are necessary.

RFQ31 – Subcontractor performance template will help you audit and record performance Continue reading »

Topics: All Templates, Reports |

Supplier Evaluation Form

The evaluation of suppliers is a continuing purchasing task. Current suppliers should be monitored to see if they are meeting expectations. New sources need to be screened to see if their potential warrants serious consideration for future business. This post will focus on evaluating current major suppliers which are important to the success of your own operation.

Types of Evaluations

Continue reading »

Topics: All Templates, Reports |

Site Audit Form Example

As a purchasing professional, it is your responsibility to ensure vendors supplying key commodities or performing works on behalf of your organization are reputable and will not cause your firm to be invited to the party in the event someone is charged for violating an environmental law or standard. To reduce the chances of this happening, we suggest you consider performing site audits on vendors vital to the success of your operation. Why, Continue reading »

Topics: All Templates, Reports |

Free Contract Templates

Not many websites offer free contract templates, RFQPro.com does.  If you subscribe, included in our welcome pack is RFQ4 – Service Contract template for consulting services. This contract template can be used for labor type arrangements and more.

If you are in need of supply contracts, RFQPro.com can help.

RFQ51 – Lubricants Contract is a pricing / supply agreement template which can be tweaked and used for most  of your consumables contracts or for commodity based needs. This digital download delivers in both Microsoft Word and PDF format.

Download in PDF and preview a portion of this 9 page contract here >>> rfq51-preview

RFQ51 – RFQ54 contract templates are now available in the Premium Template and Contract Packs and must be purchased from the RFQ Contract Pack or Premium Pack link in the left margin or on the Special Offers page. 

Topics: All Templates, Contract Templates, Free Templates |

RFP Examples

The phone is ringing or you are in meetings most of the day so when will you find time to write a quality RFP which will garner the appropriate responses?  Overtime is not a viable option and developing templates from scratch can  take 10 hours plus, that is if you are not interrupted and proficient in all the appropriate lingo. Ten (10) hours @ $20.00 per hour —— approximately $200.00 to develop a single RFP document!

Our premium pack has 52 templates Continue reading »

Topics: All Templates, RFP - Request for Proposal |

Purchasing Month End report example

Are you a Materials Manager or someone responsible for managing  the purchasing and warehouse department for your company?  Have you been asked to put together a month end report and / or want to improve your existing reporting? RFQ48 – Purchasing / Warehouse month end report template might be just what you are looking for.

This example template focuses on reporting activity for both the procurement and warehouse departments. Management will be impressed with the tracking you have identified and  this report will assist you in presenting your departments goals to all staff. Your Superiors will truly appreciate that within minutes they can review all vital areas and ascertain trends for both departments. Managers love reporting which is quick to digest and RFQ48 gives them a snapshot of all the departments highlights.

RFQ48 has Six (6) built in edit friendly Microsoft word graphs Continue reading »

Topics: All Templates, Reports |

Should you add an environmental policy to your RFP?

Many large corporations add their environmental policy statement to all outgoing RFQ or RFP’s when it pertains to contractors or suppliers providing a service both on or off their job-site which in any way may impact the environment. This is a good practice and it puts the contractor or supplier on notice that they are expected to meet or exceed your own company standard when it relates to protecting the environment.

There are many reasons why companies include the policy with their RFP’s.

Continue reading »

Topics: All Templates, Terms and Conditions |

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