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Request for information (from customer prior to formal tendering exercise in IT outsourcing)—checklist

Request for information (from customer prior to formal tendering exercise in IT outsourcing)—checklist When considering an outsourcing of information technology services, companies will often want to obtain key information from potential suppliers prior to issuing a formal tender. This is typically done through issuing a Request for Information (RFI) to a number of suppliers, often around 10–12. The RFI may be used because the company needs to refine its understanding of the overall solution it is looking to obtain, or possibly use it as part of a ‘market warming’ exercise to gauge supplier interest in the contract. Most likely, however, an RFI will be used primarily to pre-qualify certain suppliers to whom the company can then send a more detailed Request for Proposal (RFP) or Invitation to Tender. The RFI should be prepared in order to elicit a certain amount of standard information about the supplier, such as its corporate structure and global reach, as well as information setting out the experience and typical service offering of the supplier. Indicative...

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Procurement process—flowchart—worked example

Procurement process—flowchart—worked example This Procurement process flowchart shows the order in which a procurement may take place, together with the elements to be considered to ensure that a transparent and suitable procurement process is followed. It also identifies Precedents available to assist you with the procurement process. This Flowchart is a worked example and is not intended to be definitive. Different organisations may well have very different processes, but it provides a good starting or reference point. The contract value figures have been included for illustrative purposes only. This Flowchart should be read in conjunction with Practice Note: Procurement risk management guide which identifies five key risk management priorities for in-house lawyers supporting the procurement process. See also Precedent: Procurement policy—internal. Note 1 When deciding whether or not you can use a supplier who has previously supplied goods/services to another part of the organisation you should consider: • satisfaction with the supplier • uniformity or standardisation requirements • price efficiency/economies of scale • desirability of reducing reliance on one...

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Outsourcing procurement solicitation process

Outsourcing procurement solicitation process Originally authored by James E. Meadows, Culhane Meadows PLLC for Lexis Practical Guidance® US, and adapted for Lexis+® UK. This Practice Note discusses the considerations faced by the customer commissioning an outsourcing process in its approach to the marketplace of potential outsourced services providers and the alternative methodologies that it can take to narrow the field at several consideration stages of the selection process. It is aimed at general commercial practitioners advising business customers in relation to outsourcing transactions in the private sector, and does not consider public procurement outsourcing considerations. If you require guidance on public procurement, see: Procurement procedure—overview. In the context of choosing a procurement approach for an outsourcing agreement, no single strategy suits all situations and quite often unique circumstances will necessitate a custom made approach. For example, clients (customers of outsourcing services) often favour competitive bidding approaches, but in particular situations, sole source arrangements can yield the kind of competitive terms usually obtained through formal competition, particularly when one can leverage...

Information request for drafting Form CO

Information request for drafting Form CO This Practice Note is a template for a typical request for information (RFI) to compile the information required for drafting a merger notification (the Form CO) to the European Commission (Commission). The Form CO requires extensive information, documents and explanations from the parties. It assumes that a preliminary substantive assessment of the proposed transaction and identification of the relevant markets has already been undertaken. The RFI has been addressed to one party. A similar RFI will have to be addressed to all parties of the transaction. Note—this RFI assumes that a full Form CO (as opposed to a Short Form CO) is required. It needs to be adapted when required to reflect the facts of each transaction. Description of the concentration (Section 1 of the Form CO) NOTE—The notifying parties are required to provide an executive summary of the notified transaction, specifying the parties, the nature of the transaction (for example, merger, acquisition, or joint venture), the activities involved and the markets on which...

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TMT weekly highlights—12 December 2024

Welcome to this week’s edition of the TMT weekly highlights: a hand-picked summary of news analysis, updates and new content from across the technology, media and telecoms sectors. These highlights focus on key topics including new technologies, software, cloud computing, internet, outsourcing, music, film & television, publishing, defamation and telecoms.

Environment weekly highlights—12 December 2024

This week's edition of Environment weekly highlights includes: news analysis on the 29th Conference of the Parties of the United Nations Framework Convention on Climate Change (COP29) outcomes, some of the key UK and international climate litigation developments in 2024 pertaining to the energy sector, the key takeaways and what is on the horizon for 2025 and beyond and insured losses from natural catastrophes projected to pass US$135bn in 2024, marking the fifth consecutive year in which the total exceeded US$100bn, according to a report by the Swiss Re Institute. It also covers Friends of the Earth (FoE), along with co-claimants, Doug Paulley and Kevin Jordan’s appeal against the High Court's October 2024 decision, which dismissed their legal challenge to the UK government's National Adaptation Programme 3 (NAP3) and the United Nations Environment Programme (UNEP)’s adjournment of negotiations for a legally binding global treaty on plastic pollution until 2025, following the conclusion of the fifth session in Busan, South Korea. In additions this week, the Department for Energy Security and...