RFx ToolKits

RFX Toolkits are a suite of category-specific tools designed to help category managers prepare RFx documentation.  Each ToolKit has been developed using intelligence collected from CASME members with reliable experience of approaching the market and preparing requests for information, proposals and quotations (RFx).  These procurement tools identify important strategic considerations, cost model options and provide access to checklists of negotiation levers, contract clauses, SLAs and KPIs for a range of categories.

What to expect

  • Concise, quick-reference guides for common procurement categories
  • Category-specific intelligence collected from CASME members
  • Checklists of strategic considerations, pricing models, negotiation levers, contract development, performance measurement and contract management.

Key takeaways

  • Assist with the development of RFx documentation
  • Important considerations summarised
  • Understand category-specific RFx necessities
  • Reminder of important clauses when approaching the market.


What our clients say about us

  • We really value a service like CASME to give us insight into what’s going on in the marketplace. The information our procurement teams gain from CASME's benchmarking reports is vital in helping us develop our annual category plans. CASME is well-positioned to be a great focus for the world of procurement.

    Barry Mellor

    Head of Marketing & Services Procurement at Three

Procurement Categories

Business Process Outsourcing

Finance & Insurance

Print & Office Products

Business Travel & Events


Professional Services

Capital Equipment & MRO

Human Resources

Strategic Procurement

Clinical Procurement

Information Technology

Supplier Management

Corporate Responsibility

Laboratory Equipment


Emerging Markets


Temporary Labour


Marketing Services





Online Resource Centre

CASME members gain unlimited access to a subscriber-only, 24/7 online Resource Centre where you can find out the dates and upcoming topics for the Virtual RoundTables, and register for all events and services throughout the year. The Resource Centre is the place to collect procurement insights with secure and simple online access to an extensive, searchable portal of global information.

Resource Centre Dashboard

The Dashboard is a simple user interface designed to deliver instant access to relevant information within the Resource Centre. Enter your category preferences and interests to enjoy the benefits of a fully bespoke Dashboard each time you return.

The Dashboard displays:

  • Events and services for which you have fully registered, or in which you have participated
  • Updates on relevant CASME materials
  • List of past and future events and services.
CASME Customer Resource Centre Dashboard

Dashboard benefits:

  • Quickly search for relevant information from the CASME Resource Centre
  • Gain instant visibility of all CASME activities relevant  to your categories
  • Develop your own personalised category profile and collate information
  • Manage your event registrations.

Get in touch

Join CASME today to instantly access and benefit from market insights, benchmarking, good practice procurement solutions and networking opportunities with other procurement professionals.

Contact us today to book a demonstration.