Procurement Proposal
The start of every procurement
What is "A need for or a service/product"?
What is the "Procurement Proposal"?
This document is used to summarize quotes and make a recommendation
"Price Analysis"
RFP or RFQQ? For this threshold of procurement which do we do?
"Both" or "It Depends" or "RFP if Required"
Each proposal submissions must be proceeded by a type of notice
"Letter of Intent"
Staff can find approved, pending procurements here
SharePoint Sites: "WFC Staff" or "Contracts and Compliance"
When the price analysis or recommendation changes the procurement threshold, see _____ for guidance
“Dir of C&C”
A document used to draft thorough and consistent requests
"RFP Template", "RFQQ Template" or "Template"
All bidder questions are answered here
"Same place as RFP posting" (specifically, WFC Website, WEBS, NAWB, NAWDP).
Name the staff positions that approve a procurement
"Supervisor, Director of C&C, VP F&O, CEO"
For procurements <$5K, if a price is _______ and _______ you can simply proceed with the purchase
“Fair” and “Reasonable”
For each RFQQ and RFP, the stated evaluation criteria and importance should match, exactly, the criteria and values used in the ________
"Proposal Review"
All proposals must first pass this review before being evaluated
"Internal Technical Review" or "Technical"
Three things that happen when a procurement is approved
Notification email to Requester & Dir of C&C
SharPoint List Item Added
Procurement folder Created
Procurement Summary document added to folder
Checklist added to folder
Link added to list to connect Procurement tracking to Procurement library folder
RFQQ/RFP Templete added to folder
Folder added for proposals (with Code of Conduct and COI Policy)
Folder added for COI Statements (with copy of COI and Confidentiality Statement)
Blank copy of Proposal Review added to folder
If under five thousand _______ may approve my analysis. But for any excess I must request the okay-go from our ______
“Dir of C&C” & “CEO”
The evaluation panel for RFQQ proposals
"WFC Staff"
To fairly consider and evaluate each bidder, we give our deferral to a panel that is independent and ______
"External"
The determining factor for the procurement process to follow
Price/Estimated Cost
*Occasionally external requirements to follow a certain procurement method.
The final step in purchases over five grand
“The Contracting Process”
This is done when there is no proposal to recommend to the CEO for approval.
"Inform proposers & start over"
For additional review, the panel can look to the proposers' narration in the form of an _______
"Oral Presentation"