REQUEST FOR QUOTE
Quote Number and Name:
Date:
UTM Contact Information
Name:
Title:
Email:
Phone:
Quotation Due Date:
FOB, Freight Terms: Destination, Freight Prepaid and Allowed
Payment Terms: Net 35 Days
A. MATERIAL/SERVICE
Overview:
[Insert overview of goods, services, or construction to be purchase]
Background Information:
[Insert project background, if necessary]
Scope of Work:
[Insert Scope of Work Statement, if necessary]
Specifications/Minimum Requirements:
[List the design or performance specifications required, if necessary]
B. DISCLOSURE INFORMATION
[Include information the vendor may need to know in order to provide proper pricing and
proposal structure, if necessary] Include items such as:
 Diagrams
 Standards
 Environmental
Conditions
 Dimensions
 Policies
 Accessibility
 Plans
 Site visit
Requirements
 Payment schedule
 Expected
Milestones
 Drawings
C. TERMS AND CONDITIONS:
Any resulting contract will be governed by the University of Toronto’s General Terms and
conditions which can be found at http://www.procurement.utoronto.ca/policy/index.cfm , as well
as the terms and conditions defined in the resulting Purchase Order.
D. INSTRUCTIONS TO VENDORS
1. Vendors should include as part of their submission a named person to be the vendor
point of contact. Respondents should include the following information:
 Full Legal Name of
 Phone Number
Bidder/Contractor
 Fax Number
 Any Other Relevant Name
 Company Website (If Any)
under Which the Proponent
 Contact Person and Title
Carries on Business
 Contact Phone
 Street Address
 Contact Facsimile
 City, Province/State
 Contact E-mail
 Postal Code
2. Vendors are requested to submit their Quotations in the form prescribed herein by the
Quotation Due Date to the UTM Contact identified below in the manner set out below:
UTM Contact:
[**Insert name**]
E-mail:
[**Insert Email Address**]
3. Respondent are to submit the following documentation as part of their submission:
[Modify, as necessary] Include items such as:
a. Quotation
b. Description of Goods or Service
c. Warranty coverage
d. Delivery Lead Time
e. Installation
f. Details supporting how their proposed product or services meets and satisfies
the requirements listed in Section A – Material/Service
E. EVALUATION
The evaluation of quotations will be based on a “Best Value Approach” to determine the highest
score based on the following criteria:
Example:
Criteria
Experience and Qualifications
Conformation to Specifications
Delivery, Warranty, and Installation
Service Levels
Pricing
Total Points
Weighting (Points)
Assign Weighting
Assign Weighting
Assign Weighting
Assign Weighting
Assign Weighting
100