Route Two

This Route of the Procurement Journey provides guidance for the procurement of moderate value and risk as determined by the decision matrix.

Route 2 is designed for use by procurement officers, if this does not apply to you please contact your procurement department or centre of expertise.

Route 2 is not intended to replace training and it is assumed that individuals will have been trained in EU regulations, the procurement cycle and any applicable local procurement policies, guidelines and governance arrangements.

The main objectives of the toolkit are:

  • To provide a step-by-step guide to conducting a procurement exercise of moderate criticality and risk
  • To provide a set of guides and templates that can be used to collate and analyse the data required when conducting the procurement exercise
  • To standardise the public sector procurement process across organisations
  • To highlight the minimum legal and policy obligations involved at each stage of the process

In any procurement process, the key roles of budget holder and procurement officer should not be performed by the same individual. If you have any concerns regarding this please contact your procurement department.

Consideration must also be given to Planning and Risk Management throughout the Journey and records should be kept for audit purposes. It should be noted that purchases of goods and services are routinely the subject of Freedom of Information requests.

Please ensure the guidance is used in conjunction with the internal governance and procedures for your organisation. Please be aware that where the term 'commodity' is used, this can equally refer to services.

Route 2 is structured as follows:

(A) Development

  • Develop Strategy
  • Develop Documents
  • Supplier Selection

(B) Tender

  • Issue ITT
  • Open and Evaluate Tender
  • Post Tender Clarification

(C) Contract

  • Contract Award
  • Contract Implementation
  • Contract and Supplier Management


Start the Route Two Journey


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