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Respond to an RFQ as an RFQ Recipient

Objective

To respond to an RFQ with a quote for pricing. 

Things to Consider

  • There are two different types of users who could respond to an RFQ. The subcontractor can respond to the RFQ, or a GC can respond to an RFQ on the behalf of a subcontractor (if they had correspondence with an RFQ recipient outside of Procore). See Respond to an RFQ on Behalf of an RFQ Recipient.
  • Required User Permission: Standard' permissions on the Commitments tool. 
    • Note that you must also be added to the list of people who can view the commitment in the "Private" field of the commitment.
  • Only RFQs with the status of Out for Pricing or Revise & Resubmit can be responded to.

Steps

From the RFQ Email

  1. When you are being requested for pricing, you will receive the following email:

    rfq-email2015-10-29_15-48-34.png

    From this email, you may view the following:
    • The project the RFQ is associated with
    • Who requested the quote
    • What the quote is for
    • When the quote is due
    • The origin of the request
    • Any additional documents or information. 
       
  2. If you have a cost or schedule impact associated with the change, click Yes. (Note: This will take you to Procore's web interface), then proceed to Step 3. If there is no cost or schedule impact, click No. If you click No, the status will update to Closed and you will not be able to edit the RFQ unless the contractor changes the status to Revise & Resubmit.
  3. Log into your Procore account.
  4. After you log in, you will be directed to the RFQ in Procore.
    (Note: If you are not redirected, return to your email and click the URL again.)
  5. At the top of the RFQ, you will see a banner and the following fields to fill out:
    • Quote Amount: Enter in the quoted amount for the change.
    • Schedule Impact: If known, provide an estimate of the number of additional days that would be added to the project schedule due to the change.
    • Comments: Add any additional comments regarding your pricing quote or schedule impact. 
    • Attachments/Details: Attach relevant documents or files.

      respond-to-rfq2015-10-29_16-01-45.png
       
  6. When you are done, click Post Response.
    (Note: Your response to the RFQ will then be emailed to the person who had requested it, and the response will show up within the RFQ in the RFQ Response section.)

From the Commitments subtab

  1. Navigate to the Commitments tool.
  2. Click View next to your Commitment.
  3. Click the RFQs subtab.
  4. Click View next to the RFQ.
    Note: You can sort by the Status column to see RFQs that are in Out for Pricing or Revise & Resubmit, and/or you can sort by the Ball in Court column to see which RFQs you can respond to.
  5. If you have a cost or schedule impact associated with the change, click Yes, then proceed to the next step. If there is no cost or schedule impact, click No. If you click No, the status will update to Closed and you will not be able to edit the RFQ unless the contractor changes the status to Revise & Resubmit.
  6. Complete steps #5-6 above.
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Last modified
15:28, 27 Jun 2017

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