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1a
I need to buy something |
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1b
I need to sell or dispose of something.
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YES |
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2a
Can you utilise an internal, unused or now surplus to requirements resource? e.g. AUPO surplus equipment scheme. |
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NO |
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2b
Can you share an existing commodity with one or more other departments? |
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NO |
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2c
Can you utilise an existing (EU/ contractually compliant) resource?
Check within your institution and current Cat A, Cat B, CuPID Contracts/ Frameworks e.g. OGC. |
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YES |
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2d
Halt process and utilise an existing resource, contract or framework. |
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NO |
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3a
Can the requirement be combined with other Cat C requirements for leverage and transactional efficiency? |
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NO |
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3b
Procure as Cat C |
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YES |
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3c
Procure as Cat C1 |
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4a
Do you know/have an estimated cost of your requirement (including combining requirements from 3a)? |
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NO |
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4b
Estimate or obtain cost of requirements. |
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YES |
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5a
Have you obtained budgetary authority to procure your requirement? |
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NO |
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5b
Request and receive budgetary authority before proceeding. |
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YES |
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6a
Is the proposed procurement aligned with your institution's overall corporate goals and strategy e.g. CSR, health and safety, savings etc.? |
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NO |
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6b
Review requirement and seek alignment with goals and strategy. |
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YES |
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7
Complete preliminary risk assessment. Document in the Commodity Strategy contained within the flow charts. |
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YES |
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8
Ensure that timeframe is sufficient to ensure VFM and in line with EC Treaty Principles and where applicable EU Procurement Regulations.
See EU thresholds & timeframes. |
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YES |
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9a
Does the Procurement Officer have appropriate purchasing authority to undertake the procurement process? |
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NO |
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9b
Obtain purchasing authority from authorised member of staff before proceeding. |
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YES |
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9c
Ensure separation of duties. |
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YES |
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10
All procurement to be undertaken in line with the Scottish Procurement Handbook, Sector Procurement Manual, Suppliers' Charter, EC Treaty Principles and for above and below OJEU Threshold procurements The Public Contracts (Scotland) Regulations 2006 |
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YES |
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11
Is your requirement above OJEU Threshold? |
NO |
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Additional guidance. |
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IT |
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Sale and Disposal of Goods |
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YES |
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12a
Select which of the following processes is appropriate to undertake for your procurement for Parts A & B
Which Tendering Procedure to Use? |
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13
Below OJEU |
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12b
Restricted Procedure |
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12e
Competitive Dialogue |
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12c
Open Procedure |
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12f
eAuction Open Procedure |
12f
eAuction Restricted Procedure |
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12d
Negotiated Procedure |
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12g
DPS Guidance |
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Award Contract. |
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Post Contract Award.
Supplier Management Toolkit (under development). |