Navigation
- Step 1 - A strong lead
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Step 2 - A clear picture
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Procurement
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Procurement Cycle
- Procurement Cycle Graphic
- Requirement to purchase identified
- Plan the process
- Prepare the documentation
- Identify possible suppliers
- Issue & receipt of RFQ & RFT
- Evaluation of submissions
- Post tender negotiation
- Award & place the Contract
- Delivery
- Supplier is paid
- Manage & monitor performance
- Review the process
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Procurement Cycle
- Benchmarking
- Spend Analysis
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Procurement
- Step 3 - Structure
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Step 4 - Into action
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Procurement Procedures
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The processes
- Identify need for goods or services
- Competition
- The competitive process
- When to use Quotations & tenders
- Producing a specification
- Purchasing Consortia
- Identifying potential suppliers
- Commodity arrangements
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Tender documentation
- Advertising - contract notice
- Letter of acknowledgement
- Pre-Qualification Questionnaire
- Letter of Invitation
- Instructions to tenderers
- Conditions of tender submission
- Evaluation (award) criteria
- Form of tender
- Terms & Conditions of Contract
- Additional information required
- Alternative (Variant) proposals
- Qualification of the contract
- Bona Fide declarations
- Quotation documentation
- Service level agreements (SLA)
- Receipt of sealed bids
- Procurement cards
- International trade
- Control considerations
- Financial considerations
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The processes
- Useful Web Links
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Procurement Procedures
- Step 5 - Measuring reviewing & improving
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Models and Guides
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Legislation
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EU Public Procurement Legislation
- Types of Communication
- Contract Types - definitions
- Central Purchasing Bodies
- Valuation of a contract
- Award procedures
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Timescales
- PIN timescales
- Open procedure timescales
- Restricted procedure timescales
- Accelerated restricted timescales
- Competitive dialogue timescales
- Negotiated procedure timescales
- Accelerated negotiated timescales
- Contract award notice timescales
- Extreme urgency
- Non-mandatory notices
- Electronic issue of documents not available
- Summary of timescales
- Supplier selection criteria
- Award criteria
- Tender documentation
- Notification of contract award
- Remedies
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Law of Contract
- What is a contract?
- Elements of a contract
- Discharge of the contract
- Breach of contract
- Laws concerning contracts
- Terms & conditions of contract
- Payment terms
- Glossary of phrases in contract law
- Freedom of Information
- Health & Safety
- WEEE
- Equality & Race Relations
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EU Public Procurement Legislation
- IBIS
- Key Performance Indicators
- National Benchmarking Exercise
- Whole Life Costing
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Legislation
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Sample Documentation
- Strategies, Policies & Procedures
- Template Documentation
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Tender Specifications
- A - Audio Visual, Multimedia, Entertainment & the Arts
- B - Library & Periodicals
- C - Catering
- D - Medical, Surgical & Nursing
- E - Agriculture, Fisheries, Forestry, Horticulture & Geology
- F - Furniture, Furnishings & Textiles
- H - Janitorial & Domestic
- J - Utilities
- K - Computing
- L - Laboratory
- M - Workshop & Maintenance (Labs & Estates)
- P - Printing & Reprographics
- Q - Telecommunications, Postal & Mailroom
- R - Professional Fees & Bought-in Services
- S - Stationery & Office Supplies
- T - Transport incl vehicle hire & subsistence
- U - Safety & Security
- V - Vehicles
- W - Estates, Buildings & Facilities Management
- X - Miscellaneous
- Estates / Construction Specifications
- Finance & Administration Specifications
- IT & Telecoms Specifications
- Terms & Conditions of Contract
- Other Guidance Material
- List of Contributors
- Submit sample documents
Prepare the documentation
This is a very important element of the procurement cycle. The level of detail contained within the documentation reflects the complexity and, to a certain extent, the value of the requirement.
Lower value requirements will be managed via the institution’s quotation procedures using standardised forms. Higher value and more complex requirements are managed using tender procedures where the documentation is more detailed.
Many institutions will have their own style of quotation and tender documentation, however, while the presentation may vary, the documents tend to follow the same format. It is probable that standard styles and sets of documents will be available from your Procurement Office, however, for information some guidance has been provided (including sample content) of
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