Using RFIs to Conduct Market Research

The Request for Information (“RFI”) is the only Orbidder format that is used for gathering information rather than conducting a competition. The RFI is generally used at the outset of a project to obtain market information from the supplier community that can inform decisions about a subsequent procurement process. It may help a purchaser to decide

2017-05-02T20:52:55+00:00Categories: Project Creation, Template Selection|

Prequalification Formats (RFSQs)

During the lane selection part of the project creation phase, you will be offered the option to "conduct a prequalification process". If you select that option, your template choices will be narrowed to two different options for a Request for Supplier Qualifications (RFSQ): RFSQ (Prequalification Version) RFSQ  (Roster Framework Version)     RFSQ (Prequalification)

2017-05-02T20:54:38+00:00Categories: Project Creation, Template Selection|

Building the Evaluation Grid

If your procurement involves the evaluation of both price and non-price factors, your Project Initiator will be asked to build an evaluation grid during the set up stage of the project: To build your evaluation grid: Add one or more categories of rated criteria (scored evaluation factors) underneath the Price category by filling in titles under

2017-05-03T01:29:59+00:00Categories: Project Creation|

Overview of Procurement Formats

The Orbidder project set-up phase is designed to guide you through the process of selecting a template by breaking the selection down into a series of questions, each offering two possible options. As you answer these questions, Orbidder will narrow the list of appropriate templates until the most suitable template has been selected. The

2017-05-02T20:52:09+00:00Categories: Project Creation|

Completing the Project Details Page

The Project Details page is the first page that must be completed during the set-up stage by the Project Initiator. It requires the following information: the Project Title the Type of Purchase (construction, good or services) the Division and Department making the purchase the Required Issue Date for the RFX document the Estimated Contract Value and the

2019-10-23T21:17:33+00:00Categories: Project Creation|

Choosing a Pricing Structure

During the project set-up stage, on the Align Deliverables, Pricing and Material Disclosures page, you will be asked to select a pricing structure for each category of deliverables:     Lump Sum Lump sum (also referred to as “flat fee,” “firm price,” “total price,” or “stipulated sum”) means a total price for all items in

2017-05-02T20:20:39+00:00Categories: Pricing, Project Creation|

Creating Deliverable Categories

During the Orbidder project creation stage, you will be asked to create categories of deliverables on the Align Deliverables, Pricing and Material Disclosures page. Here's an overview of deliverable categories as they function in Orbidder: A category of deliverables is a deliverable or group of deliverables that will share a single pricing structure and

2017-05-02T16:49:51+00:00Categories: Deliverables, Pricing, Project Creation|

Aligning Deliverables, Pricing and Material Disclosures

A properly designed tendering document should take into account all relevant categories of deliverables and the pricing structure for each category at the planning stage. One of the first steps in setting up your Orbidder project is to set out the categories of deliverables and their pricing structure. This is done on the page

How Will Deliverable Categories Be Used In My Project?

The Deliverable Categories you create on the Align Deliverables, Pricing & Material Disclosures page will appear in three places in your Orbidder project: As category titles for drafting the Description of Deliverables As category titles for drafting Material Disclosures As line items on the Pricing Form (simple version) In the following example, we've defined