Elements and Performance Criteria
- Interpret procurement requirements
- Procurement approvals and appropriation/s are confirmed for whole-of-life of the activity
- Procurement requirements are re-confirmed with all parties
- A representative sampling of clients, experts and suppliers is consulted to further define and clarify requirements
- A market analysis is used to identify factors that may impact on procurement decisions
- Sources of supply are accessed to determine possible providers and any conflict of interest is identified and resolved
- Supplier referencing/positioning or viability analysis is conducted
- Plan procurement activities
- Business cost estimates are prepared to select a procurement method most suitable for the procurement activity and most likely to achieve a value for money outcome
- Approvals are obtained for method of procurement
- Resource requirements are confirmed and committed in a timely manner and responsible authorities are nominated
- Relationships and dependencies between various procurement activities are determined
- Strategies for briefing potential bidders are included when required, and meet public sector standards and organisational protocols
- Specify procurement requirement
- Scoping of the requirement is undertaken to identify outcomes, objectives and logistics
- Standards of performance, incentives, disincentives and performance measures are specified
- A statement of requirement is prepared that meets organisational requirements for format and content and is acceptable to stakeholders
- The needs of clients and end users are incorporated and the outcome is achievable by potential providers
- Planned provider contract arrangements are specified in accordance with policy and guidelines
- Develop a procurement plan
- The procurement plan is developed in accordance with organisational procedures and procurement requirements
- Criteria and process for evaluation of offers are selected to meet legal and policy requirements, and are practical and measurable
- Where used, specialist expertise to evaluate offers and the structure/membership of evaluation panel is arranged in accordance with organisational procedures
- Practical strategies are selected for informing or debriefing successful and unsuccessful bidders and the market, in accordance with organisational guidelines and public sector standards
- Develop request for offers
- Request for offers and contractual conditions are developed that are suitable for the procurement activity, and are clarified with clients, providers and/or experts as necessary
- Request for offers is developed in accordance with a procurement plan, clearly outlines the procurement requirement and meets legal and probity requirements
- When possible/appropriate, input on content and structure of request for offer documents is obtained from market
- Approvals are obtained to approach the market place in accordance with organisational policy and procedures
- Records documenting the request, and for seeking, processing and closing of offers, are maintained in accordance with organisational procedures and legal requirements