Acquisition Office The Acquisition Process Acquisition Staff Acquisition

Acquisition Process 1. Purpose of Training Session 1. Discuss the Acquisition process 2. Review

Acquisition Office Planning Stage • Receipt of Requisition in Acquisition w/specifications and SLMBE Memo

Acquisition Office Active Phase • • Conduct Pre-bid/proposal conference (when required) Prepare addenda (when

Acquisition Office • • Evaluation Phase Receive and review responses Submit responses to SLMBE

Acquisition Office Evaluation Phase (cont’d) • Receive SLMBE award concurrence memo • Complete evaluation

Acquisition Office Approval Phase • Receive SLMBE award memo (when applicable) • Prepare award

Acquisition Office Execution Phase • Prepare Notice to Proceed – Ensure sub-contracting plan is

Acquisition Office • • • Approval Authority Group Leader $200, 000 Director $250, 000

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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 Preconstruction/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?