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How To Professionally
Issue A Tender And Manage
The Vendor Selection Process
…saving time, money, and stress

Victor Konijn

+61 2 9401 5516
victor.konijn@plutoniczoo.com.au

Version 1.3, October 2013
Tension?
• Need to select a vendor quickly?

• Confused by vendors’ offerings?
• Not sure how to issue a tender?

• Need to streamline your tender process?
• Received way too many vendor responses?
• Need to negotiate a rewarding deal?
• Need to manage the upcoming change?
• Want to prevent disputes with vendors?

Slide 2 of 24
© Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved

How To Professionally Issue A Tender And Manage The Vendor Selection Process

2
Dimensions of a tender project
• Scope the tender clearly
– Information to explain what you are doing
– Questions to specify the help you need

• Prepare your own organisation
– Commitment to succeed
– Time and resources available

• Manage vendor expectations
– Select tender recipients wisely
– Communicate fairly with all vendors

• Focus on your goal
– Evaluate responses comparably
– Achieve consensus decisions

Slide 3 of 24
© Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved

How To Professionally Issue A Tender And Manage The Vendor Selection Process

3
Workbook
• Plutonic Zoo has encapsulated insights and tips
derived from over 25 years of hands-on
international tender experience as buyer and
seller, and impartial consulting to both buyers
and sellers
• The result is a comprehensive PDF
work book, 26 pages, A4 format
• Title:
How To Professionally Issue A Tender And
Manage The Vendor Selection Process
…saving time, money, and stress
Slide 4 of 24
© Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved

How To Professionally Issue A Tender And Manage The Vendor Selection Process

4
Workbook Table of Contents
Prologue………………………………………………………………………………………………

2

2 Types of tender purposes…………………………………………………………………

3

12 Project dimensions to scope the tender…………………………………………

4

4 Quality dimensions to prepare internal commitment………………………

11

3 Sections to write to ensure your tender is complete………………………

14

2 Ways to select tender recipients………………………………………………………

16

7 Tips for vendor interactions during the tender response period……

17

3 Checks for professional response evaluation……………………………………

19

6 Tips to follow-up with shortlisted vendors………………………………………

23

6 Due diligence hints to select the preferred vendor…………………………

24

Negotiating a contract with the selected vendor (preview)………………

25

Epilogue………………………………………………………………………………………………

26
Slide 5 of 24

© Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved

How To Professionally Issue A Tender And Manage The Vendor Selection Process

5
Workbook order details
• The full workbook is available for $49 from
www.plutoniczoo.com.au/products.html
• Follow up support is available by
contacting Plutonic Zoo
– Phone +61 2 9401 5516
– Email support@plutoniczoo.com.au

Slide 6 of 24
© Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved

How To Professionally Issue A Tender And Manage The Vendor Selection Process

6
How To Professionally
Issue A Tender And Manage
The Vendor Selection Process
…saving time, money, and stress

Victor Konijn

+61 2 9401 5516
victor.konijn@plutoniczoo.com.au

Version 1.3, October 2013

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How to professionally issue a tender and manage the vendor selection process v1.3

  • 1. How To Professionally Issue A Tender And Manage The Vendor Selection Process …saving time, money, and stress Victor Konijn +61 2 9401 5516 victor.konijn@plutoniczoo.com.au Version 1.3, October 2013
  • 2. Tension? • Need to select a vendor quickly? • Confused by vendors’ offerings? • Not sure how to issue a tender? • Need to streamline your tender process? • Received way too many vendor responses? • Need to negotiate a rewarding deal? • Need to manage the upcoming change? • Want to prevent disputes with vendors? Slide 2 of 24 © Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved How To Professionally Issue A Tender And Manage The Vendor Selection Process 2
  • 3. Dimensions of a tender project • Scope the tender clearly – Information to explain what you are doing – Questions to specify the help you need • Prepare your own organisation – Commitment to succeed – Time and resources available • Manage vendor expectations – Select tender recipients wisely – Communicate fairly with all vendors • Focus on your goal – Evaluate responses comparably – Achieve consensus decisions Slide 3 of 24 © Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved How To Professionally Issue A Tender And Manage The Vendor Selection Process 3
  • 4. Workbook • Plutonic Zoo has encapsulated insights and tips derived from over 25 years of hands-on international tender experience as buyer and seller, and impartial consulting to both buyers and sellers • The result is a comprehensive PDF work book, 26 pages, A4 format • Title: How To Professionally Issue A Tender And Manage The Vendor Selection Process …saving time, money, and stress Slide 4 of 24 © Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved How To Professionally Issue A Tender And Manage The Vendor Selection Process 4
  • 5. Workbook Table of Contents Prologue……………………………………………………………………………………………… 2 2 Types of tender purposes………………………………………………………………… 3 12 Project dimensions to scope the tender………………………………………… 4 4 Quality dimensions to prepare internal commitment……………………… 11 3 Sections to write to ensure your tender is complete……………………… 14 2 Ways to select tender recipients……………………………………………………… 16 7 Tips for vendor interactions during the tender response period…… 17 3 Checks for professional response evaluation…………………………………… 19 6 Tips to follow-up with shortlisted vendors……………………………………… 23 6 Due diligence hints to select the preferred vendor………………………… 24 Negotiating a contract with the selected vendor (preview)……………… 25 Epilogue……………………………………………………………………………………………… 26 Slide 5 of 24 © Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved How To Professionally Issue A Tender And Manage The Vendor Selection Process 5
  • 6. Workbook order details • The full workbook is available for $49 from www.plutoniczoo.com.au/products.html • Follow up support is available by contacting Plutonic Zoo – Phone +61 2 9401 5516 – Email support@plutoniczoo.com.au Slide 6 of 24 © Copyright Plutonic Zoo Pty Ltd 2001-2013, All Rights Reserved How To Professionally Issue A Tender And Manage The Vendor Selection Process 6
  • 7. How To Professionally Issue A Tender And Manage The Vendor Selection Process …saving time, money, and stress Victor Konijn +61 2 9401 5516 victor.konijn@plutoniczoo.com.au Version 1.3, October 2013