Planning the Purchase
Before you begin
Prior to commencing any planning, can you answer yes to the following?
Are you aware of and do you understand:
- the purchasing principles and your responsibilities and accountabilities, including necessary ethical standards and code requirements;
- relevant purchasing policies; and
- the Crown Contracts Confidentiality Policy?
Is the purchase justified?
- Was consideration given to other ways of achieving the desired outcome or acquiring the required outputs?
- Was the decision to purchase made following the development of a business case (used for complex, high risk, high value purchases) and do you need to do a cost / benefit analysis?
- Does the requirement align with agency objectives / desired outcomes?
Do you have the authority to purchase?
Do you have the necessary funding?
What do you need to consider/plan?
Undertaking planning prior to preparing procurement documentation is the foundation of a good specification, selection and contracting process.
Prior to undertaking a high value, complex, high risk, unique or strategic purchase, you should develop a formal procurement plan.
You may wish to adopt a full project management approach. If so, guidelines and documentation are available to assist you on the Department of Premier and Cabinet's website.
Regardless of the complexity / value of your purchase, all purchases require some degree of planning, and the list below will assist you to plan your purchase.