SMT $$Procurement

Assignment $1$ RFQ

Assignment

The company you work for has asked you to develop a Request for Quotation $($RFQ$)$ template for

commodities that will need to be purchased. Your company has very limited background information

they can provide and are relying on your expertise to come up with a document that will be suitable for

the industry you are in$.$ It must prove to be a valuable tool in the supplier selection process.

Due Date

This assignment is due for the $11$th session.

Value

$20\%$ of your grade as noted on the RFQ Scoring Rubric below.

Details

$1.$ This work if to be original, and not copied from other templates or from your employer.

$2.$ Select a tangible good $($not a service$)$ that your company will need. Conduct some research to

better understand some of the properties and how this good would be used. You only need to

focus on a single item, not multiple different ones.

$3.$ Submit your selection to the instructor by email by the next class. Include your name in the

submission.

$4.$ The instructor will review and approve your selection or may ask you to pick something different

if it is not suitable.

$5.$ Once approved, conduct research on the specification of your good. Determine how it is best

described, how it is made, packaged, transported and used.

$2021$ Supply Chain Canada

$6.$ Review the textbook, lecture material, and your own research to come up with a suitable RFQ

document that will address the details as identified in the scoring matrix below.

$7.$ Source three actual suppliers that could provide your item as a bid list. Be sure to include

relevant contact information!

$8.$ Prepare a formal RFQ document your company has asked you for.

What is in an RFQ$?$

Once you have done your initial selection, consider the following to help you clearly articulate

what you need. Consider the following

$-$ What is the purpose of the item?

$-$ What is it used for?

$-$ What industry is it used in$?$

$-$ Is it a component or a completed item?

$-$ What is the dimensions$/$size$/$volume$/$weight$?$

$-$ What colour, style, type, grade or other features or characteristics would describe it$?$

$-$ Doe sit have a tolerance?

$-$ Can they$$re be a substitute for it$?$

$-$ What standards, certifications or guarantees would apply?

$-$ Does it require safety $($MSDS$,$ WHMIS$)$ documentation?

$-$ Does the good require drawings or schematics?

$-$ Does it require a logo$?$

$-$ Would training, warranty, help line or other support be needed?

$-$ What permits, customs, tariffs and taxes might apply to your good?

$-$ Can it be packaged, boxed, palletized and$/$or contained?

$-$ What is the optimal quantity to order, how frequent, and in what volume?

$-$ What mode of transportation would you use?

$-$ Would Quality Assurance testing and inspection apply?

$-$ What legal jurisdiction would apply?

$-$ What performance measures would you use?

And consider the format of the document your preparing

$-$ What your document layout to drive out a purpose, details specification and background

will look like.

$-$ What instructions will you provide to the supplier for questions and submission

$-$ What evaluation criteria you will use

$-$ What terms and conditions you would consider for Contract A and Contract B$.$

$-$ Limiting and eliminating duplication, unnecessarily complex quote forms and vague or

confusing instructions.

$-$ A layout that is professional, exceptional, succinct, and easy for the intended audience

$($your supplier$)$ to read and complete properly!

$2021$ Supply Chain Canada

RFQ Scoring Rubric

Item Points Grade Comments

Purpose $5$

Description $5$

Specifications and Standards $15$

Background $5$

Instructions to Bidders $$

Submission Instructions

$10$

Quotation Form $10$

Terms and Conditions

$($Contract A & B$)$

$15$

Evaluation Criteria $10$

Professionalism & Suitability

of Document

$10$

Suitability of three suppliers

including contact information

$15$

Total $100$