Elements and Performance Criteria
- Plan for procurement of goods or services.
- Market assessment is used to identify and select options for procuring goods or services in accordance with business plan requirements, legislation, policy and procedures, and probity requirements.
- Commercial strategy is identified to achieve the procurement outcome set out in the business plan, achieve value for money, and meet legal and probity requirements.
- Risk planning is conducted for the procurement activity according to procedures, delegations and guidelines.
- Process and criteria for evaluation of offers from suppliers or service providers are identified to meet public sector probity requirements, and are recorded in a tender evaluation plan.
- Procurement plan is developed to manage procurement process and contractual arrangements in accordance with legislation, policy and procedures, and probity requirements.
- Stakeholders are consulted about the planned procurement and their feedback is incorporated into the procurement process.
- Undertake procurement.
- Method for requesting and receiving offers is chosen to suit the procurement activity and comply with organisational policy and procedures and probity requirements.
- Specialist expertise is used to assist in evaluation of offers as required.
- Evaluation and selection of the offer are made according to tender evaluation plan, and organisational policy and procedures.
- Notification of successful and unsuccessful suppliers/providers is undertaken according to procurement plan, and organisational policy and procedures.
- Work does not commence and payment is not made until contractual arrangements are formalised.
- Contractual arrangements that are legally binding to all parties and suitable to the procurement activity are negotiated, formalised and reported according to organisational policy and procedures.
- Manage contractors.
- Communication strategies are established to build and maintain relationships with contractors.
- Performance is monitored against contract performance indicators for quality assurance of the goods or services and to ensure compliance with contract specifications.
- Contract performance indicators are regularly reviewed to ensure relevance.
- Approvals are obtained for contract variations according to organisational and contractual requirements.
- Disputes or complaints are investigated, documented and resolved or referred according to contractual provisions.
- Contractual obligations to contractors are met.
- Records are maintained according to organisational and legal requirements to provide an audit trail and for other organisational purposes.
- Complete contractual arrangements.
- Goods and services received are confirmed as meeting contractual specification and required outcome, and accounts are processed for payment according to organisational procedures.
- Contracts are finalised, cancelled or terminated according to contractual arrangements.
- Contract performance, outcomes and management processes are evaluated, and lessons learnt are recorded and used to inform ongoing contract management practices.