Get Request For Proposal Intake Form - Utex

Filling out the Request for Proposal Intake Form is a crucial step in initiating the procurement process at Utex. This guide provides simplified, step-by-step instructions for each section of the form, ensuring clarity and ease of use for all individuals involved in the proposal process.

Follow the steps to complete your RFP intake form accurately.

1. Press the ‘Get Form’ button to access the RFP Intake Form and open it within your preferred document application.
2. Complete the section for the evaluation team leader. This includes providing the name, department, campus phone, and email address of the primary contact responsible for overseeing the RFP process.
3. Provide a brief description of the goods or services required. Be concise but thorough to ensure the evaluation team understands what is needed.
4. The department approval section must be filled out by a senior official in your department. They will sign and date the form to certify that the information is accurate and that funding is available for the project.
5. Identify the specific type of request: good or service, and specify if it is one-time or ongoing. Also, detail any anticipated outcomes, such as whether a purchase order or contract will result from this request.
6. Fill out budgetary information, including the estimated total cost or payment for the goods or services. Clearly indicate how this estimate was calculated.
7. Consider project timing and length. Specify when you need the goods or services delivered and any special considerations regarding the timing of the work.
8. Compile additional information required for RFP preparation. This includes background context about the project, detailed scope of work, evaluation criteria, evaluation questions, and information about known suppliers.
9. Once all fields are completed, review the form for accuracy. Save your changes, and ensure that it is submitted along with any required additional documentation to the Purchasing Office by email.

Start filling out your RFP intake form online today to streamline your procurement process.