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Procurement Intake Form
"I need a Procurement Intake Form for our healthcare organization's planned purchase of medical imaging equipment valued at approximately €2.5 million, with delivery required by March 2025, including specific technical evaluation criteria and maintenance requirements."
1. Requesting Department Information: Details of the department/unit requesting the procurement, including contact information and cost center
2. Procurement Description: Detailed description of goods/services to be procured, including specifications and quantities
3. Business Justification: Explanation of why the procurement is necessary and how it aligns with organizational objectives
4. Budget Information: Available budget, funding source, and cost estimates
5. Timeline Requirements: Required delivery dates, project milestones, and any critical deadlines
6. Market Analysis: Brief overview of potential suppliers and market conditions
7. Procurement Classification: Classification of procurement type (goods/services/works) and anticipated value threshold
8. Risk Assessment: Initial identification of potential risks and proposed mitigation measures
9. Technical Requirements: Specific technical specifications, standards, or requirements that suppliers must meet
10. Evaluation Criteria: Proposed criteria for evaluating suppliers and their relative weightings
1. Sustainability Requirements: Used when specific environmental or sustainability criteria need to be incorporated into the procurement
2. Social Value Considerations: Required when social value elements need to be included in line with organizational policy
3. Security Requirements: Necessary when procurement involves sensitive information or requires specific security clearances
4. Integration Requirements: Used when the procurement needs to integrate with existing systems or processes
5. Training Requirements: Include when the procurement requires supplier training or knowledge transfer
6. Previous Supplier Information: Required for repeat procurements or when replacing existing suppliers
7. Stakeholder Analysis: Include when procurement affects multiple departments or external stakeholders
1. Technical Specifications Document: Detailed technical requirements and specifications
2. Budget Breakdown: Detailed breakdown of anticipated costs and budget allocations
3. Market Research Results: Summary of market research conducted, including potential suppliers
4. Risk Register: Detailed analysis of identified risks and mitigation strategies
5. Procurement Timeline: Proposed timeline for the procurement process including key milestones
6. Stakeholder Sign-off Sheet: Required signatures and approvals from relevant stakeholders
7. Compliance Checklist: Checklist ensuring compliance with procurement regulations and internal policies
Authors
Public Sector
Healthcare
Education
Financial Services
Technology
Manufacturing
Construction
Retail
Professional Services
Telecommunications
Energy
Transportation
Non-Profit Organizations
Research and Development
Procurement
Finance
Legal
Compliance
Risk Management
Operations
Project Management Office
Internal Audit
Supply Chain
Technical Services
Business Development
Strategy
Procurement Manager
Procurement Officer
Contract Manager
Financial Controller
Budget Manager
Department Head
Project Manager
Compliance Officer
Risk Manager
Technical Specialist
Category Manager
Supply Chain Manager
Operations Manager
Business Unit Director
Chief Financial Officer
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