From a procurement brief to an initial actionable approach
In a workshop, you’ll walk through the tool with your procurement team, applying it to your own case study. You’ll primarily use it when preparing a request for proposals or a new contract for technical products—specifically at the stage when you can still determine what to include in the request.
Step 1: Choose your assignment and decide what you're focusing on
You select one specific procurement task and describe what you are procuring, the function it must fulfill, and its expected lifespan. You then identify up to three key objectives, such as supply security, operating costs, environmental impact, circularity, or compliance. Using the worksheet that links laws and regulations to data requirements, you select the data points that are relevant to your product.
These data points fall into three categories: what the product contains; maintenance, energy consumption, and material use throughout its lifecycle; and the resulting environmental impact. Every additional data requirement costs the market and your own organization time, so you should only request data when you know exactly what decision you’ll use it to make.
Step 2: Identify what the market can provide
You check with suppliers to determine what data is available, how it was determined, and whether it will remain up to date throughout the contract. For each data point, you record whether it is available, partially available, or missing, and what evidence supports it. This allows you to see where the market currently stands and where there is still room for improvement. This insight makes your request for proposals realistic and shows suppliers where they can innovate.
Step 3: Translate the data into your request for proposal and contract
For each data point, you determine the appropriate use: whether as market demand, an information requirement, a minimum requirement, an award criterion, a contractual agreement, or a monitoring measure. In an immature market, you start with market demands and information requirements; where performance is distinctive and comparable, you evaluate it as part of the award process.
Before the end of the product’s service life, for example, you can request a plan for dismantling and reuse. Aluminum ventilation ducts often remain untouched, hanging above the suspended ceiling for the entire lifespan of a building, even though they can easily be reused with proper return logistics.
Step 4: A framework for the next request for proposals
You’ll conclude with an initial procurement strategy covering three to five data points, with the objective, procurement action, evidence, and commitment specified for each data point. This will give you a detailed case study that serves as a framework for your next request for proposals.