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Acquisition Office Supplier Training Session

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Acquisition Office
The Acquisition Process
Acquisition Staff
Acquisition Process
1. Purpose of Training Session
1. Discuss the Acquisition process
2. Review and Recap of Session
1. Answer questions as it relates to
information presented during session
Acquisition Office
Planning Stage
• Receipt of Requisition in Acquisition
w/specifications and SLMBE Memo (when applicable)
• Establish evaluation team (when required)
• Prepare solicitation
• Submit draft solicitation to end user for review
• Post final solicitation on CBR
Acquisition Office
Active Phase
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Conduct Pre-bid/proposal conference (when required)
Prepare addenda (when required)
Receive bids/proposals
Conduct bid opening (when required)
Acquisition Office
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Evaluation Phase
Receive and review responses
Submit responses to SLMBE Office for
responsiveness determination (when required)
Evaluate responses for responsiveness and
responsibility
Make responsiveness and responsible
determination
– End user to check references (when required)
• Post preliminary bid tabulation on CBR
Acquisition Office
Evaluation Phase (cont’d)
• Receive SLMBE award concurrence memo
• Complete evaluation
• Submit award recommendation for approval
Acquisition Office
Approval Phase
• Receive SLMBE award memo (when applicable)
• Prepare award package
• Submit award recommendation to appropriate
approval authority in accordance with Delegation of
Authority
• Send Notice of Award recommendation, notification
of Non-responsive/responsible and
responsive/responsible to all respondents
Acquisition Office
Execution Phase
• Prepare Notice to Proceed
– Ensure sub-contracting plan is in Symtrac (when applicable)
– Send NTP, executed contract and purchase order to vendor and end
user
• Post final bid tabulation on CBR
• End user and Acquisition staff to Conduct Preconstruction/mobilization meeting (when applicable)
• Complete contract file
• Begin contract compliance/administration
Acquisition Office
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Approval Authority
Group Leader
$200,000
Director
$250,000
PORC
up to $400,000
General Manager
up to $750,000
Commissioners
over $750,000
Acquisition Office
Any Questions?
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