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Air Filters for Business to Business Education
Checklist
A step by step series of suggestions (based on steps 1-4, below) to ensure
that the details are addressed BEFORE final decisions are made.
- Identify Filtration Objectives – List them out, use the list when requesting service or product quotations.
- Know Your Contaminants – Make the effort to characterize and document what challenges exists
- Recognize the operational Dynamics – Build an impact/influence list if the are many facets. Make sure you know the impact.
- Make contact with Potential vendors and service providers – Learn what you can about options and alternatives.
- Write a bid specification – Base it on the line items above. Make sure that performance targets are documented and up to date.
- Request quotations – Make it focused on the bid specification. Remove the intangibles for the negotiating process.
- Evaluate the proposals – Make sure they address the issues above and have no hidden subjects or incomparable aspects.
- Make the decision – Include the accountable as well as the responsible personnel in the organization.
- Follow up – Know the results. Get input from the end user. Make notes on both successes and failures. Sharpen your knowledge base for the next round.
Phone
(919) 233-1210 Fax (919) 233-1282