6 Create a Request for Proposal (RFP)

If you have purchased the Enterprise Edition of ClearTrial Plan and Source (for Sponsors), and you have the required additional roles assigned, you can create a request for proposal from a plan and send it to your vendors to bid.

Note:

The features described are available only to sponsors who have an Enterprise Edition license for ClearTrial Plan and Source Cloud Service.

If you are not a licensed user, you can still see the applicable options in menus, but they are inactive.

Figure 6-1 Process Flow Diagram

Description of "Figure 6-1 Process Flow Diagram"

Figure 6-2 Process Flow Diagram

Description of "Figure 6-2 Process Flow Diagram"

• Required Additional Roles and Capabilities
  To work with RFPs and bids in ClearTrial, users need one of the described roles or capabilities granted to their user accounts.
• Create an RFP from Your Plan and Download the Bid Grid
  From your final operational benchmark plan, you can create one or multiple RFP versions to send out to vendors.
• Work with the Bid Grid
  The Bid Grid is a Microsoft Excel workbook based on RFP data. Vendors fill in a bid grid to respond to your associated RFP.
• Work with Bids
  When your vendor completes the RFP and submits a bid to you offline, you can import the bid back into ClearTrial to do a thorough comparison against other bids or to the benchmark's planned values.