Route 3 is designed for use by Procurement Officers. If this does not apply to you, please contact your Procurement Function or Centre of Expertise.
This route of the Procurement Journey provides guidance for regulated procurements for goods and services at the OJEU threshold and above.
The Procurement Journey does not cover works procurements or contracts that cover "utilities" e.g. running tramways. This is the case whether the elements of the contract cannot be separated, or are separable but is the main subject matter of the contract.
Mixed procurements that contain any activity within the scope of the Defence and Security Regulations or the Utilities Directive must refer to their relevant legislation. Such procurement exercises do not come under the guidance of the Procurement Journey.
Where a procurement consists of a mix of activities:
Route 3 is not intended to replace training and it is assumed that individuals will have been trained in:
The main objectives of this route are:
Before beginning Route 3, please consider the following:
Good procurement is not just about buying well but it's often about buying less or, indeed, not buying at all.
Depending on the specifics of your procurement exercise, the types of questions you might ask of stakeholders before starting your procurement could include:
Purchases of goods and services are the subject of Freedom of Information requests.
Please be aware that where the term 'commodity' is used within the Procurement Journey this can equally refer to categories and/or services.
Please note that, other than on the final contract, there is no legal requirement for a "wet" signature at any point of the procurement process.
You should use Lessons Learned from previous contracts/procurement exercises to inform your new strategy. As you progress through the Journey you should constantly re-inform your strategy with any new information.
There are natural break points within the Procurement Journey. These can be used as review points for sign off and approval to proceed to the next stage of the process.
Suggested review and sign off points are:
Throughout the Journey you will see reference to these sign off points at the relevant sections with supporting documents.
Any approval and review of the project plan should be subject to your organisation's governance arrangements.
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Please ensure this guidance is used in conjunction with the internal governance, policies and procedures for your Organisation.