Elements and Performance Criteria
- Comply with legal and policy obligations implicit in making procurement decisions.
- Establish context for the procurement activity.
- Factors that may influence procurement decisions are identified and considered in the context of legislation, policy and organisational/business requirements to support effective decision making.
- Consultation takes place with stakeholders to determine likely impact of key factors at all stages of procurement process.
- Procurement decisions taken reflect this consideration of key factors affecting the procurement.
- Factors affecting procurement decisions are documented.
- Select and approve procurement methods.
- Procurement methods are selected based on jurisdictional, legislative and policy requirements and suitability for the procurement requirements.
- Factors and risks are considered in selecting procurement method.
- Justification for selected procurement method is recorded.
- Approvals for the selection of procurement methods are exercised in accordance with jurisdictional and organisational policy and procedures, and recorded.
- Select and approve contractual arrangements.
- Contractual arrangements are selected, based on jurisdictional and policy requirements and suitability for the procurement requirements.
- Factors and risks are considered in selecting contractual arrangements.
- Justification for selected contractual arrangements is recorded.
- Approvals for the selection of contractual arrangements are exercised in accordance with jurisdictional and organisational policy and procedures, and recorded.
- Identify and consider factors affecting supplier choice.
- Supplier capability is researched and assessed as part of offer evaluation.
- Supplier supply chain management considerations are researched and applied in the context of policy requirements when making procurement decisions.
- Broader value for money considerations are applied to support and inform decisions.
- Conduct tender evaluation.
- Tender evaluation panel or similar is formed when required by policy or to meet probity requirements.
- Advice, support and guidance on procurement processes and probity requirements are provided to members of the tender evaluation panel.
- Using negotiation and communication skills and procurement knowledge, issues that arise during the tender evaluation process are resolved.
- Tender decision-making processes and decisions reached are documented in a format suited to the procurement being undertaken and according to organisational policy and processes and probity requirements.
- Written procurement recommendations are made to the approval delegate after considering advice of panel.
- Maintain effective accountability and transparency in procurement decision making.
- Records, including plans and sub-plans, are maintained to provide an effective audit trail of decisions taken throughout the procurement process.
- Compliance with jurisdictional and organisational procurement reporting requirements is maintained.
- Records are maintained to provide aggregate procurement reporting requirements internal and external to the organisation.