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Recommended Steps for every procurement process

Adherence to procurement steps reduces risks and expense, and results in better outcomes

Key procurement steps include:

  • Identify the requirement
  • Prepare a requirement specification
  • Identify and rank your selection criteria
  • Identify risk factors and prepare costing matrices
  • Identify value-for-money factors applicable to the Tender
  • Prepare supplier questions related to the selection criteria
  • Draft the Tender
  • Include advice in the Tender on how suppliers should respond, the selection criteria, and how responses will be evaluated
  • Seek sign-off of your Tender by specialist contracts officers
  • Prepare and issue invitations to suppliers to respond to the Tender (e.g. by issuing an advertisement)
  • Ensure the Tender is circulated so that all potential suppliers can discover the opportunity
  • Ensure stakeholders are aware of key milestone dates
  • Prepare and document your evaluation plan
  • Prepare and implement a probity plan
  • Prepare APET data base and parameters
  • Monitor the progress of the evaluation, ensure sufficient resources are available to conduct the evaluation in a timely manner
  • Provide early advice to shortlisted suppliers of presentations or demonstrations
  • Provide early advice to reference sites about clarification required on aspects of a supplier's bid
  • Recommendation report
  • Debrief unsuccessful suppliers

Last updated: 30 July 1999

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