RFP Form

Use this form to request proposals from contractors for the selected project.

Responses from contractors can be added directly to this form. Any related documents will be attached to this form, and when previewing the RFP form you can select which of these documents to include.

Depending on the settings in Category Maintenance, this form will also contain buttons to create a Change Request and Transmittal Form to attach to the current RFP Form. All related documents linked to the attached forms will be included with the current RFP Form.

Field

Description

RFP number

The RFP number will be auto-assigned when setting up a new RFP, or you can enter a specific number to open an existing RFP.

Issued date

The system date will automatically be entered when setting up a new RFP, but can be changed if desired.

Project

The job entered on Log Entry screen will display here.

To

Enter a job contact and anyone else you wish to copy on the request.

Ball in court

Select a job contact who is currently responsible for the specified RFP.

Current action

Select the current action for this RFP.

Return requested date

Enter a requested date for a response, or leave this field blank.

Return required date

Enter the required date for a response.

Topic

Enter a Topic for the RFP.

Spec section

Select a spec section for the RFP. These are set up in the Job Spec Section maintenance screen, and based on CIS-standard specifications.

Paragraph

Enter the paragraph sub-item within the spec section to review.

Cost impact?

If this proposal will impact the cost of the project, select this checkbox and enter the cost impact amount in the field below.

Schedule impact

If this proposal will impact the project schedule, select this checkbox and note the number of days the change will add to the project in the field below.

External number

If there is a secondary RFI number from the subcontractor, enter it here.

Drawing impact

If this proposal will impact any project drawings, select this checkbox and add a drawing reference number and drawing detail number in the fields below.

Discipline

Enter the specialization group number for this RFP in this field.

Priority

Select a priority for the RFP.

Status

Select whether the RFP is Open or Closed.

Request

Enter the detailed request for proposal in this section, and select the project team member who requested this information.

Response

Responses from contractors are added in this section. Enter the name of the respondent and response date below.

Related Documents

Any related documents will be attached to this form, with notations for inbound or outbound messages (Direction) and Document Imaging attachments. Click the Add Item button to add new related documents to this form.