Executing a procurement – a step by step guide

If you are here looking to procure video conferencing software to support you in your response to the COVID-19 outbreak, please see the advice here

If you are here looking to procure video conferencing software to support you in your response to the COVID-19 outbreak, please see the advice here

Preliminaries

The terminology used below assumes that the reader has familiarised themselves with some key Digital Care Services concepts available via the following guidance / tutorials:

There are different ways to execute a procurement depending on which procedure you choose; however for all procedures there are a set of high level steps a buyer should follow.

Step 1: Get Ready

Step 2: Prepare

  • Define your evaluation approach and your evaluation criteria

  • Prepare to use the procedure

Step 3: Review Catalogue Solutions

  • Use the Buying Catalogue to identify solutions that meet the requirements you have identified and establish a shortlist

Step 4: Evaluate:

Step 5: Call-off order form and contract award

  • Complete and sign the Call-Off Order Form - this is required to execute a contract - more detail is provided in the GP IT Futures Contract pages.

Step 6: Manage your contract

  • Implement the services

  • Manage any changes that need to be made to your GP estate software and services, for example: Practice Migrations, Activations of new services , Cessations, Mergers or Splits.

  • Monitor performance

Procurement Routes