Procurement 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 Request for Tender (RFT)
- Prepare supplier questions related to the selection criteria
- Draft the RFT
- Include advice in the RFT on how suppliers should respond, the selection criteria and how responses will be evaluated
- Seek sign-off of your RFT by specialist contracts officers
- Issue the RFT (e.g. by issuing an advertisement or placement on a website)
- Ensure the RTF 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 and 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 tender
- Recommendation report
- Debrief unsuccessful suppliers

