Procurement analysis

Description

The procurement analysis describes the concrete need for action, what is to be procured by whom and when, how the market presents itself, which other framework conditions must be observed, and which procurement procedure applies. The analysis is coordinated with the controlling and compliance bodies.

As a supplement to the study, the procurement analysis forms the basis for the decision whether or not to release continuation of the project. It is also a prerequisite for drawing up the project management plan and the execution order.

Content

  1. Reason for procurement, need for action
  2. Procurement contents with
    1. Procurement needs
    2. Procurement item with type, condition, and quality
    3. Availability on the market
  3. Tenderers and suppliers with
    1. Possible tenderers and suppliers
    2. Existing suppliers
    3. Existing contracts and their duration
    4. Requirements for tenderers
    5. Selection of potential tenderers
    6. Desired distribution type
  4. Roles and their responsibilities with
    1. Tasks and responsibilities of project manager
    2. Tasks and responsibilities of project team including contact/coordination point for tenderers and suppliers
    3. Tasks and responsibilities of procurement unit/purchasing
  5. Scheduling aspects
  6. Financial aspects
  7. Approximate preliminary costing/efficiency preview
  8. Procurement law aspects
  9. Standards of procurement:
    1. What documents are used in procurement?
    2. How are the process steps in procurement designed?
  10. Forms of contract:
    1. What forms of contract are used?
  11. Coordination of processes:
    1. How are the interdependencies between the procurement process and other upstream or downstream processes managed?
    2. Does procurement differ depending on the solution option from the study?
  12. Procurement plan
  13. Tender procedure
  14. Procedure for questions about the tender, the documents

Templates

Relationships