CONTENTS

Introduction

Chapter 1: Overall Process

Stages in the process

Documentation

Fit with project management methodology

Chapter 2: Define Selection Parameters

Who should be involved?

Why are you doing it?

What are the outcomes?

What is the scope?

Is the business case realistic?

Are there any constraints?

Chapter 3: Gather Requirements

Purpose and objectives of requirements

Who should be involved?

Ways to gather requirements

Detailing and prioritising requirements

How to write up requirements

Example requirements specification document template

Chapter 4: Draft the Request For Information (RFI)

Purpose of the RFI

Possible alternatives to an RFI

How to compile the RFI

Example RFI template

Chapter 5: Agree Longlist and Issue RFI

Reviewing and agreeing the RFI

Compiling the longlist

Non-disclosure agreements

Managing the issue procedure

Chapter 6: Agree Review Criteria and Team

Agreeing the review team

Determining the review criteria

Options for reviewing

Example scoresheets

Dealing with the suppliers

Chapter 7: Review Responses and Produce Shortlist

How to review the responses

Example summary of responses document template

How to shortlist

What if a decision cannot be reached?

Advising the rejected suppliers

Chapter 8: In-depth Investigation

Common activities for your in-depth investigation

Example of pitch meeting notes template

Possible additional activities

Chapter 9: Final Selection

Making the final selection

Whether to have a final activity – or not

Contract negotiation

Example evaluation report template

Chapter 10: Next Steps

Guidance on next steps

Learning lessons

ITG Resources

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