Template Development

Ensuring every project starts with the right format template.

Template Development

We are pleased to announce the official release of our 5.0 Annotated RFx Templates, a full suite of ten tendering templates that features integrated drafting instructions embedded throughout. Leveraging our new Precision Drafting Vault, project teams will be able to access a deep body of practical guides and practice notes that focus on the key challenges around solicitation drafting via links embedded in the templates.

Our 4.0 series included the following updates that are carried forward into our annotated 5.0 series

a streamlined architecture with fewer schedules and more integrated content to implement paperless procurement;
electronic bid submission provisions that enable you to digitize the front-end procurement process for all tendering formats, including digital bid bond protocols for use with the Invitation to Tender (ITT) format;
more detailed conflict of interest provisions, including those dealing with unfair incumbent advantage;
new bid-rigging and anti-collusion safeguards in line with Competition Bureau recommendations;
new provisions for dealing with abnormally low bids and unbalanced bids;
express prohibitions against submitting conditional bids and counteroffers;
rectification protocols for technical requirements;
commercially confidential meeting (CCM) provisions to deal with multi-staged RFPs;
additional options for your tie-breaker rules; and
more detailed provisions for debriefings, bid protests, and debarments that are aligned with recent trade treaty and case law developments.

Institutions that are currently using our 1.0, 2.0, or 3.0 series templates should migrate directly to our 5.0 Annotated RFx Templates. Those organizations that are currently using our 4.0 series will enjoy special pricing to update their templates to the annotated versions.

Our template development services provide your organization with a full suite of our recently updated tendering templates based on the latest case law developments and leading global standards, as well as our standard term contract formats covering the core commercial terms of your procurement contracts.

In addition to ensuring compliance across all applicable guidelines, statutes and laws, our tendering templates are also compatible with standard word processing programs and are configured for automated RFX drafting and assembly with our proprietary Orbidder RFX Drafting Platform. And by leveraging our Orbidder RFX Drafting Control Room, your procurement departments can reach new heights in speed and precision when designing, drafting, and assembling your tendering documents. Our standard term contracts are compatible for use in our Orbidder RFX Drafting Platform or for manual usage.

For more information on how we can reboot your suite of templates, contact us today.

More about our tendering templates

We offer a number of flat-rate template development packages designed to update or overhaul an organization’s tendering documents, with an emphasis on tailoring treaty-compliant, flexible, low-risk formats that accelerate procurement while reducing exposure.

Drawing from our Procurement Playbook, we offer a flat-rate Template Overhaul package that provides a complete review and upgrade of an organization’s tendering documents. In addition to updating “Contract A” Invitation to Tender and RFP formats, we also tailor flexible low-risk formats that allow the organization to accelerate its tendering cycle while reducing exposure.

The Template Overhaul includes the following formats:

Invitation to Tender
No-Negotiation RFP
Consecutive Negotiation/Rank-and-Run RFP
Concurrent Negotiation/BAFO RFP
Invitational Request for Quotation
Open Request for Quotation
Request for Information
Request for Supplier Qualifications – Prequalification
Request for Supplier Qualifications – Framework

More about our standard contract forms

We also offer the following standard term contracts setting out the basic terms and conditions governing the awarded contract, to be used in conjunction with our tendering templates:

Basic Commodities Purchase Order that sets out contract terms and conditions for the acquisition of basic commodities.

Form of Agreement that includes standard contract terms and conditions for general deliverables, including basic goods and services, and incorporates the RFX document and successful bid or proposal by reference in a format intended to be formally executed by both parties.

Letter Agreement that attaches standard contract terms and conditions to a form of selection letter that incorporates the details of the successful bid or proposal and is intended to be sent to the successful bidder or proponent for signature.

Form of Master Agreement for Roster Framework for use with a roster of pre-qualified suppliers established through a Request for Supplier Qualifications process.

Form of Master Agreement for Group Purchasing for use by multiple purchasing entities contracting with a single supplier.

Template Training Program

With the recent launch of our new eLearning certificates, our client institutions can now leverage a deeper body of training materials to assist their teams in deploying our new 5.0 Series Procurement Office Templates and in achieving strategic execution in their procurement projects.