Module 1 - Main Guide for Procurement (8 Lessons) Scenario 1

1. For a new project initiate the identification and approval of potential bidders (sole source justification (SSJ) or competitive bid)

2. Prepare for Supplier Non-Disclosure Agreements

3. Get Supplier sign NDA off (if required)

4. Create the initial RFX requirements and addressed clarifications

5. Notify Suppliers to prepare and submit bids for evaluation

6. Get Member/s approval of Supplier proposal/bid response & to purchase 

7. Secure internal financial approvals and determine if member financing is approved for project

8. Initiate PO/IN generation and issue 

9. Initiate the Supplier Score Card Process in parallel to the completion of the work (PO)

A project initiated in BMS requires the identification and approval of potential bidders (sole source justification (SSJ) or competitive bid). This is a gateway in from the Line of Business (LoB) processes.  

The initiator needs to check to ensure that a valid NDA is in please before you start to engage the supplier/s with an RFX. (Reference COG-PR-PRO-007). The Procurement Manager (or delegate) needs to lead the negotiations to close the exceptions with the supplier until the supplier/Conexus have reached a mutually accepted version of the NDA.  

RFX package is created/approved/reviewed.

Evaluation of bid response/s leading to Member/s approval.

Member/s approval of supplier proposal/bid response & to purchase - Gateway back into the LoB processes. Secure internal financial approvals and determine if member financing is approved for project.  

PO/IN generation and issue of PO to supplier. Work is underway with the vendor and it's time to complete the quarterly vendor score card.