Stage 3 of 9
PROCUREMENT
STRATEGY PLANNING
STRATEGY PLANNING
PCM takes the wheel. Download the project data, close the gaps, align on suppliers, set the ground rules, pick the RFP path, and lock the timeline. BP and PCM both sign off before Stage 4 opens.
🏗️
Operation Cold Air
Step 1 — Project Data Download & Gap Analysis
PCM reviews all Stage 1 & 2 data. Flag anything missing before the strategy is locked.
Requirements document needs technical spec detail — BP to provide equipment load specs
BP Action
Preferred supplier (Carrier Commercial) MNDA status — confirm execution
PCM Action
Finance partner confirmed — S. Fitzgerald assigned
PCM Action
Org reporting chain validated in routing matrix
PCM Action
Step 2 — Requirements Document Sign-Off
BP owns technical accuracy. PCM owns commercial framing. Both must confirm before lock.
Step 3 — Supplier Landscape
Confirm existing contacts, add new suppliers, verify MNDA status on all engaged parties.
Supplier
Category
MNDA
Invite to RFP
Carrier Commercial HVAC
Preferred Supplier — from Stage 1
HVAC / Equipment
✓ Executed
Trane Technologies
New — Added by PCM
HVAC / Equipment
⏳ Pending
Johnson Controls
New — Added by PCM
HVAC / Controls
⚠ Needed
Step 4 — Ground Rules of Engagement
Formally documented and logged. These govern ALL supplier interactions through close.
Good Cop
BP / Engineer — J. Director
Handles all technical questions from suppliers
Owns technical scope clarification during RFP Q&A
Reviews technical sections of proposals
Scores technical evaluation criteria
Available for site visits or demos if required
Bad Cop
PCM — M. Rivera
ALL commercial conversations routed through PCM only
Owns pricing, payment terms, and contract negotiation
Controls supplier communication cadence and access
Handles award decisions and non-award notifications
⚠ BP has zero direct commercial contact with suppliers
Step 5 — RFP Execution Path
Select the procurement path for this project. Configurable per project.
✓
🟡
Offline
Email + spreadsheets. Low complexity or legacy preference. Milestones still tracked in piQ.
✓
🟢
Quaigbot Native RFP
Full platform — tracked, scored, gamified. Supplier portal included. The crown jewel. 👑
✓
🔵
eProcurement Tool
Ariba or equivalent. piQ tracks milestones externally. For enterprise tenants.
🏆 Quaigbot Native RFP selected. Stage 4 will open the full RFP Builder — auto-populated from Stages 1–3, supplier portal links, scoring engine, Q&A management, and "How Bout Dem Apples" mode. Let's get it.
Step 6 — Procurement Timeline
Lock the key dates. These auto-populate into the Stage 4 RFP builder and notification engine.
RFP Issue Date
—
Q&A Window Close
—
Proposals Due
—
Evaluation Complete
—
Award Decision
—
Contract Execution Target
—
Step 7 — Gate Sign-Off
Both PCM and BP must sign off. Stage 4 does not unlock until both confirm.
MR
M. Rivera
Procurement Category Manager
Signs off on: strategy completeness, supplier landscape, ground rules documented, RFP path confirmed, timeline locked.
⏳ Awaiting PCM sign-off
JD
J. Director
Business Partner — Plant Ops
Signs off on: Requirements document accuracy, technical scope confirmed, supplier list approved, ground rules understood.
⏳ Awaiting BP sign-off
