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CAP · Question #312

Ned is the program manager for his organization and he's considering some new materials for his program. He and his team have never worked with these materials before and he wants to ask the vendor…

The correct answer is B. RFI. A Request for Information (RFI) is the appropriate document when a buyer needs general information, demonstrations, or samples from vendors before formalizing procurement requirements.

Selection and Approval of Framework, Security, and Privacy Controls

Question

Ned is the program manager for his organization and he's considering some new materials for his program. He and his team have never worked with these materials before and he wants to ask the vendor for some additional information, a demon, and even some samples. What type of a document should Ned send to the vendor?

Options

  • AIFB
  • BRFI
  • CRFQ
  • DRFP

How the community answered

(54 responses)
  • A
    7% (4)
  • B
    87% (47)
  • C
    4% (2)
  • D
    2% (1)

Why each option

A Request for Information (RFI) is the appropriate document when a buyer needs general information, demonstrations, or samples from vendors before formalizing procurement requirements.

AIFB

An IFB (Invitation for Bid) is used when the scope is fully defined and price is the primary selection factor, not when preliminary information and samples are needed.

BRFICorrect

An RFI is used to solicit information, capabilities, and samples from vendors when the buyer lacks familiarity with the materials or solutions and is not yet ready to issue a formal solicitation. It allows the buyer to gather knowledge, request demonstrations, and evaluate vendor offerings without committing to a purchase. The RFI is specifically designed for exploratory, pre-procurement information gathering, which matches Ned's situation exactly.

CRFQ

An RFQ (Request for Quotation) solicits pricing for well-specified goods or services and is not appropriate for gathering general information about unfamiliar materials.

DRFP

An RFP (Request for Proposal) is used when requirements are sufficiently understood and the buyer wants vendors to propose solutions, not when the buyer needs basic familiarization information.

Concept tested: Procurement document selection - RFI for vendor information gathering

Source: https://www.pmi.org/pmbok-guide-standards/foundational/pmbok

Topics

#RFI#Procurement#Information Gathering#Vendor Management

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