Elements and Performance Criteria
- Specify procurement requirement.
- Scoping of requirement is undertaken to identify outcomes, objectives and practical requirements.
- Statement of requirement is prepared that meets organisational requirements for format and content and is acceptable to stakeholders.
- Needs of clients, end users and other stakeholders are considered and incorporated into statement of requirement.
- Procurement outcome is fair to, and achievable by, potential providers.
- Planned provider contract arrangements are specified according to policy and guidelines.
- Standards of performance and codes of practice, incentives, disincentives and performance measures are specified.
- Develop request for offers.
- Request for offers and contractual conditions suitable for procurement activity are developed and clarified with clients, providers and/or experts as necessary.
- Contractual conditions suitable for procurement activity are developed and clarified with clients, providers and/or experts as necessary.
- When possible and appropriate, input on content of request for offer documents and proposed contractual conditions is obtained from market according to probity requirement of impartiality.
- Approvals to approach marketplace are obtained according to organisational policy and procedures.
- Records relating to documenting request, and seeking, processing and closing offers, are maintained according to organisational procedures and legal requirements.
- Develop offer evaluation plan.
- Offer evaluation plan, including criteria for evaluation, is developed, documented and approved prior to releasing formal request documentation to the market.
- Where used, specialist expertise is arranged to evaluate offers and the structure and membership of evaluation panel.
- Offer evaluation plan complies with probity requirements, in particular impartiality and management of conflict of interest.
- Manage distribution and receipt of offers.
- Request for offers is disseminated according to organisational procedures and guidelines, and public sector standards.
- Briefings and clarification of information in the request for offer are undertaken as required according to procurement plan, organisational procedures and guidelines, public sector standards and probity requirements of fairness and impartiality.
- Offers are received according to organisational procedures and guidelines, and public sector standards.
- Requests for offers and closing offers are disseminated in line with probity issues.
- Late offers and non-conforming bids are dealt with according to procurement plan and request for offer documentation.