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

• Conduct Pre-bid/proposal conference (when required)

• Prepare addenda (when required)• Receive bids/proposals• Conduct bid opening (when required)

Acquisition Office

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

Pre-construction/mobilization meeting (when applicable)

• Complete contract file• Begin contract compliance/administration

Acquisition Office

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?