RFP Assessment Template for New Zealand

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Key Requirements PROMPT example:

RFP Assessment

"I need an RFP Assessment document for evaluating three IT infrastructure proposals for our healthcare organization, with particular emphasis on cybersecurity compliance and integration with existing systems."

Document background
The RFP Assessment document is a critical tool in New Zealand's procurement process, used when organizations need to evaluate and compare multiple proposals received in response to a Request for Proposal. This document type ensures compliance with New Zealand's Government Rules of Sourcing and procurement legislation, while providing a structured framework for assessment. The RFP Assessment includes detailed evaluation criteria, scoring methodologies, risk assessments, and comparative analyses, enabling organizations to make and document informed procurement decisions. It serves as both a working document during the evaluation process and a formal record of the decision-making process, which may be subject to audit or review.
Suggested Sections

1. Executive Summary: High-level overview of the RFP assessment process and key findings

2. Assessment Context: Background information about the RFP, including procurement objectives and timeline

3. Evaluation Methodology: Detailed explanation of the assessment criteria, weightings, and scoring system used

4. Compliance Assessment: Analysis of each proposal's compliance with mandatory requirements

5. Technical Evaluation: Detailed assessment of technical aspects of each proposal against specified criteria

6. Commercial Evaluation: Analysis of pricing, commercial terms, and value for money considerations

7. Risk Assessment: Evaluation of risks associated with each proposal

8. Comparative Analysis: Side-by-side comparison of proposals across key criteria

9. Recommendations: Clear recommendations based on the assessment findings

Optional Sections

1. Site Visit Findings: Include when physical site visits or demonstrations were part of the evaluation process

2. Reference Check Results: Include when reference checks were conducted as part of the evaluation

3. Probity Review: Include when a formal probity review was conducted during the assessment process

4. Innovation Assessment: Include when proposals contain significant innovative elements that require separate evaluation

5. Local Content Analysis: Include when local content or economic benefits are evaluation criteria

6. Sustainability Assessment: Include when environmental or sustainability factors are key evaluation criteria

7. Due Diligence Findings: Include when detailed financial or technical due diligence was performed

Suggested Schedules

1. Schedule 1: Evaluation Matrix: Detailed scoring matrix showing assessment scores across all criteria

2. Schedule 2: Pricing Analysis: Detailed breakdown and comparison of proposed pricing structures

3. Schedule 3: Technical Compliance Matrix: Detailed assessment of compliance with technical requirements

4. Schedule 4: Risk Register: Comprehensive list of identified risks and proposed mitigations

5. Appendix A: Assessment Team Profiles: Information about evaluation team members and their qualifications

6. Appendix B: Evaluation Timeline: Detailed timeline of the assessment process

7. Appendix C: Supporting Documentation: Key documents referenced in the assessment

8. Appendix D: Correspondence Log: Record of clarifications and communications with proposers during evaluation

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions
Clauses
Relevant Industries

Government

Infrastructure

Healthcare

Education

Transportation

Information Technology

Construction

Energy

Telecommunications

Professional Services

Defence

Local Government

Utilities

Financial Services

Relevant Teams

Procurement

Legal

Finance

Risk Management

Commercial

Technical Assessment

Project Management

Operations

Compliance

Strategic Sourcing

Relevant Roles

Procurement Manager

Project Manager

Commercial Manager

Technical Specialist

Risk Manager

Legal Counsel

Finance Manager

Procurement Officer

Contract Manager

Category Manager

Evaluation Committee Chair

Chief Procurement Officer

Sourcing Specialist

Business Analyst

Operations Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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