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A request for proposals (RFP) is a tool to communicate to a consultant what you need and how quickly you need it.
A well-prepared RFP should clearly outline the following:
This information will allow the consultant to provide an accurate quote for their services. If the RFP is clear, the proposals will include all the information required to decide if the consultant can meet your needs at a cost you can afford.
Developing an RFP requires some time and effort but will:
To help a consultant decide if their services fit your needs, begin your RFP with information about your community, including but not limited to:
Your description of the project will provide the consultant with context and identify your expectations. The better the consultant understands your requirements, the better the proposal will be. You should clearly explain:
Indicate the overall timeline for completing the project and set milestones or deadlines. These factors may affect what a consultant proposes and the cost. If time is very important, consider including a project schedule in your RFP or you can specifically request a work plan identifying key actions, staffing, resources, costs and timelines.
To help the consultant understand the range of services required, clearly identify your expectations for administrating and managing the project and ask them to identify what they will be responsible for in the proposal. For example:
To help consultants decide if they wish to develop a proposal and to determine if the proposal meets the limitations of your budget:
The RFP should ask for detailed information on the consultant's expertise and experience. Request a resume of the principal consultant, summaries or examples of similar work performed for other municipalities or references from similar clients. Ask the consultant to identify any sub-contractors, what they will be responsible for and verify their expertise.
To help you compare consultants, it may be useful to prepare a questionnaire focusing on experience and expertise of particular interest to your group.
To ensure that you get the proposals complete, in an acceptable format and on time, the RPF must provide:
The RFP should also let consultants know:
For detailed or large projects like an official community plan, some municipalities will prepare a separate TOR. Where applicable these should be referenced in the RFP and attached.
Consultants need to know how you will evaluate proposals. Clearly outline the criteria. This may be as simple as the total estimated cost or may include several factors like:
A section should be included at the end outlining any terms and conditions applying to the proposal or the overall product/project. For example:
The municipality will:
For clarity, you may also want to include any definitions or terms possibly unfamiliar to the consultants.
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