The Procurement Journey

The Procurement Journey is intended to support all levels of procurement activities and to help manage the expectations of stakeholders, customers and suppliers alike. It facilitates best practice and consistency across the Scottish public sector.

The Procurement Journey provides one source of guidance and documentation for the Scottish public sector which is updated on a continual basis with any changes in legislation, policy and facilitates best practice and consistency. We would encourage you to use the source documentation in the Procurement Journey for every procurement exercise to ensure you are always using the most recent guidance and templates on an ongoing basis. The Procurement Journey has been developed as an online tool and not a manual however you can print the text from the Journey by using the 'printer friendly' option on each page. 

The Procurement Journey is compliant with the Public Contracts (Scotland) Regulations 2015, Procurement (Scotland) Regulations 2016 and the statutory guidance.

For procurements commencing prior to 18 April 2016, guidance can be accessed in the archived Procurement Journey.

The Procurement Journey was updated on 24 March 2017 to include Care and Support Services procurements. The Construction Procurement Manual should be consulted for detailed guidance on works and construction related projects, however, the ESPD (Scotland) can be used for works and construction spend. The Construction Procurement Manual is currently being updated to reflect the recommendations of the Construction Procurement Review and recent legislative changes, if you have any quesries the Construction Procurement Policy Unit would be please to answer any questions and can be contacted at: constructionprocurementreview@scotland.gsi.gov.uk.

The term "supplier" is used throughout the Procurement Journey and refers to both suppliers and service providers.

The Journey is designed to be used in conjunction with guidance on current public procurement legislation and the Scottish Procurement Policy Handbook (currently being updated). It is also consistent with the use of electronic procurement systems for example, those provided as part of the Scottish Government’s national eCommerce Shared Services.

The guidance is designed for use by professional procurement staff or staff who are authorised by their Organisation's Procurement Function and/or formally authorised by the Organisation to conduct procurement activities. This guidance is not a substitute for legal and professional advice. You must consult with relevant procurement, legal and technical staff wherever appropriate. You should ensure, when working with this guidance that you identify and comply with any relevant internal Organisation guidelines, policies or procedures. 

Decisions of the Court of Justice of the European Union and the national courts provide interpretation of the requirements of the EU Treaty and the EU Procurement Directives and can establish precedents which must be observed. Caselaw, by its nature, is constantly evolving and can have significant effects.

The legal framework is not static: it evolves through new/amended legislation, through European Commission decisions/guidelines and through court judgments. Every public body should therefore ensure that it has appropriate arrangements in place to ensure that staff involved in procurement activity are kept up to date with developments in the legal framework and are equipped to meet their legal obligations.

Decision Matrix

The Decision Matrix should be used to ensure you select the most appropriate Procurement Journey Route

Route 1

This Route of the Procurement Journey provides guidance for unregulated procurements of £50k and under, low risk and a non repetitive nature which is un-regulated. This Route should still only be used by individuals who are authorised to procure for their Organisation.

Route 2

This Route of the Procurement Journey provides guidance for regulated procurements which are between £50k and OJEU Threshold.

 

Route 3

This Route of the Procurement Journey provides guidance for regulated procurements of OJEU Threshold and above.

 

Document Library

The Document Library holds the documents from the Procurement Journey related to your position in the Journey. You can also filter the Document Library.

Additional Resources

This area holds information you may wish to consult throughout your procurement exercise. 

You can also find guidance on the new features of the Procurement Journey here. 

Updates / News

This area holds recent News and Updates for the Procurement Journey. 

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