RFP Design step 2 – The Overview

This section allows the Tenderer to get a concept of what your products/services actually are, how you currently handle them etc. For example, in an RFP for freight I include the following points:

Goods – What the goods are, weight and dimensions of the average carton; smallest carton and largest carton, seasonal ordering patterns, type of product eg: flammable, perishable.

Delivery – What the average consignment consists of by volume and weight eg: average number of cartons, weight and volume. I also include where-ever possible the annual throughput ie total number of consignments with total weight and volume. It is also good to advise them of any special handing requirements.

With the above information, the Tenderers can quickly ascertain how they will approach the project. As with most agreements of this type, the bigger the pie the more they can discount, but this is just an indicator, they will still need to put costs against a desensitized sample report of consignments (this will come later in the program).

Having information summarized at this point will prompt them to quickly review specific parts of the document or ask you targeted questions, while still early into the project. Remember: if one Tenderer has requested further information or clarification, you should provide the results to all Tenderers; this will ensure the playing field is kept level and there is no risk of accusations of preferential treatment.

Next post will be – “Objectives”

Cheers Mark


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