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Request for Proposals Document with Integrated Agreement - Services or Work


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Introduction
Description
Use
Table of Contents

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Introduction

A RFP process may be used for the procurement of goods and services. Among others, public bodies are required by law to proceed so. Some private sector businesses also use this process from time to time on a purely voluntary basis. The RFP process, whether mandatory or voluntary, is made up of two separate transactions. The first operation focuses on the governance of the RFP process while the second operation focuses on the actual transaction for which the RFP is launched. These two separate operations are governed by different legal rules which the parties often confuse. In addition, some RFP documents are drafted in a way which confuses the process and the resulting contract while others make a clear distinction between these two very different documents.

The following document provides the legal, financial and logistical framework of the RFP process (Contract A) and the terms of the resulting construction or service agreement (contract B).

Description

The Request for Proposals Document with integrated agreement for services or work is the instrument that evidences the transaction by which a legal person, referred to as the principal, solicits proposals from other persons, able to provide such services and known as the proponents, in order to receive such proposals to enter into an agreement. The request for proposals document sets out the terms governing the RFP process in addition to establishing the terms of the contract to be entered into pursuant to the RFP, except for the price which must be stated in the various proposals.

Use

We recommend the use of this framework document in two different situations.

First, this document may be used as part of a voluntary RFP, where a person wishes to proceed by public request for proposals for certain services it requires, without being bound by law to obtain the best possible price or to purchase the products and services most suited to its needs.

Furthermore, this document can also be used as part of a mandatory RFP, when a public body is forced, for reasons of economic efficiency and transparency, by the laws governing the procurement process for the services it requires.

This document is the first step in the process of requesting proposals. This document must be made available to businesses that participate in the RFP process. The RFP document is part of a larger process, which should also be established before launching the RFP process.

This document provides the legal, financial and logistical framework for the RFP process, without including the terms of the resulting contract.

Table of Contents

0.00 INTERPRETATION
0.01 Definitions
0.01.01 Addenda
0.01.02 Best Effort
0.01.03 Competitor
0.01.04 Confidential Information (optional claus
e)
0.01.05 Contract
0.01.06 Evaluation Committee
0.01.07 File Manager(s)
0.01.08 Force Majeure
0.01.09 Intellectual Property
0.01.10 Law
0.01.11 Legal Representatives
0.01.12 PARTY
0.01.13 Person
0.01.14 Price
0.01.15 Prime Rate (optional claus
e)
0.01.16 Proponent
0.01.17 Proposal
0.01.18 Proposal Form
0.01.19 RFP
0.01.20 RFP Documents
0.01.21 Specifications
0.01.22 Selected Proponent
0.01.23 Tasks
0.01.24 Work
0.02 Precedence
0.02.01 RFP
0.02.02 Contract
0.03 Jurisdiction
0.03.01 Governing Law
0.03.02 Non-compliance
0.04 Miscellaneous
0.04.01 Cumulative Rights
0.04.02 Time and Dates
0.04.03 Financial References
0.04.04 References within RFP
0.04.05 Gender and Number
0.04.06 Headings
0.04.07 Presumptions
0.04.08 Knowledge
0.04.09 Acceptation
0.04.10 GAAP
1.00 PURPOSE
1.01 Request for Proposal
1.02 Service [Performance of Work] Contract
2.00 RULES GOVERNING RFP
2.01 Time of the Essence
2.02 Information Session (optional claus
e)
2.02.01 Date and Place
2.02.02 Purpose
2.02.03 Minutes
2.03 Questions and Clarifications
2.04 Addenda
2.04.01 Amendment
2.04.02 Sending of Addenda
2.04.03 Postponement of Deadline
2.05 Proposal
2.05.01 Total or Partial
2.05.02 Form
2.05.03 Identification
2.05.04 Presentation Documents (optional claus
e)
2.05.05 Additionnal Documentation (optional claus
e)
2.05.06 Office Hours
2.05.07 Deadline
2.05.08 Time of the Essence
2.05.09 Validity Period
2.05.10 Group Proposal
2.05.11 Status and Signing Authorization
2.05.12 Performance of Prestation
2.05.13 Correction and Withdrawal
2.05.14 Consent to Disclosure
2.06 Opening
2.07 Admissibility
2.08 Compliance
2.08.01 Rule
2.08.02 Rejection
2.08.03 Ruling
2.08.04 Correction
2.09 Award of Contract
2.09.01 Rules
2.09.02 Presentation (optional claus
e)
2.09.03 Evaluation Committee (optional claus
e)
2.09.04 Quality Assessment (optional claus
e)
2.09.05 Price/Quality Relationship
2.09.06 Options
2.09.07 Conditionnal Grant
2.09.08 Withdrawal of Task/Work
2.09.09 Confirmation
2.09.10 Reserve
2.10 Duration
3.00 PRICE REQUIREMENT
3.01 Best Price
3.02 Presentation of Submitted Price
3.02.01 Basic Cost
3.02.02 Progressive Discount
3.02.03 Price Presentation Support
3.03 Inclusions and exclusions
3.03.01 Inclusions
3.03.02 Exclusions
3.04 Price Maintenance
3.05 Extension (optional claus
e)
4.00 TERMS OF PAYMENT
4.01 Invoicing
4.02 Payment
4.03 Checking
5.00 SECURITY REQUIREMENTS
5.01 From the Proponent
5.02 From the Selected Proponent
6.00 MUTUAL REPRESENTATIONS AND WARRANTIES
7.00 REPRESENTATIONS AND WARRANTIES OF THE PRINCIPAL
7.01 Authority
7.02 Binding Agreement
7.03 Disclosure (optional claus
e)
8.00 REPRESENTATIONS AND WARRANTIES OF THE PROPONENT
8.01 Status
8.02 Authority
8.03 Binding Agreement
8.04 Fundamental Provisions
8.05 Privileged Information
8.06 Conflict of Interest
8.07 Arrangement with Competitors
9.00 MUTUAL DUTIES AND OBLIGATIONS
9.01 Application
9.02 Confidential Information (optional claus
e)
10.00 DUTIES AND OBLIGATIONS OF THE PROPONENT
10.01 RFP Documents
10.01.01 Review
10.01.02 Notice
10.01.03 Acknowledgement and Acceptance
10.02 French Language
10.03 Proposal Costs
10.04 Specifications
10.04.01 Requirements
10.04.02 Informative Quantities
10.05 Compliance with Procedure
10.06 Proposal Irrevocable
11.00 DUTIES AND OBLIGATIONS OF THE SELECTED PROPONENT
11.01 Specifications
11.02 Best Effort
11.03 Rendering Account
11.04 Conduct
11.05 Intellectual Property
11.05.01 Transfer
11.05.02 Exception
11.06 Reports
11.06.01 Services Rendered
11.07 Contract Management
11.07.01 Sub-contracting
11.07.02 Communication Costs
11.08 Liability
11.09 Non-competition (optional provision)
11.09.01 Scope
11.09.02 Adjustments
11.09.03 Penalty
11.09.04 Additional Remedy
11.10 Indemnification
11.10.01 “Loss”
11.10.02 Scope
11.10.03 Procedure
11.10.04 Deductible
11.10.05 Limitation on claims
11.11 Insurance
11.11.01 Insured Risks
11.11.02 Amount of Coverage
11.11.03 Issuer
11.11.04 Co-insured
11.11.05 No Limitation
12.00 SPECIAL PROVISIONS
12.01 Force Majeure
12.01.01 No Default
12.01.02 Duty
12.01.03 Rights of Other PARTY
12.02 Further Assurances
12.03 Limitation on Actions
12.04 Notice
12.05 Dispute Resolution
12.05.01 Good Faith Negotiations
12.05.02 Mediation (optional claus
e)
12.05.03 Arbitration (optional claus
e)
12.06 Election
12.07 Amendment
12.07.01 RFP Documents
12.07.02 Contract
12.08 Waiver of Rights
12.09 Electronic Transmission
13.00 TERMINATION
13.01 Mutual Consent
13.02 Unilateral Termination
13.03 Without Notice
13.04 Prior Notice
14.00 EFFECTIVE DATE
15.00 DURATION
15.01 Probationary or Trial Period
15.02 Initial Term
15.03 Renewal
15.03.01 First Renewal
15.03.02 Subsequent Renewal
15.04 Survival
15.05 Non-renewal
16.00 SCOPE

SCHEDULE 0.01.18 – PROPOSAL FORM
SCHEDULE 0.01.21 – SPECIFICATIONS
SCHEDULE 2.05.11 – STATUS AND SIGNING AUTHORIZATION
SCHEDULE 2.09.04 – QUALITY ASSESSMENT GRID
SCHEDULE 3.05 – EXTENSION OPTION
SCHEDULE– 4.01 INVOICING PROCEDURE
SCHEDULE 12.04– NOTICE
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Civil Law Version
Updated 14-02-2009
Québec
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