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1. Procurement Planning Overview - ANSWER Needs Assessment
Cost Estimate
Acquisition Plan
Procurement File Checklist
2. Needs Assessment - ANSWER Market Research
Benchmarking
Historical Spend Analysis
Request for Information (RFI)
3. Market Research - ANSWER size of vendor pool
pricing
industry standards
market trends
, 4. The Cost Estimate may be developed from: - ANSWER vendor's
advertised price list
online search
standardized estimation methods
historical spend analysis
Informal Budget Quotes (Not a formal solicitation)
5. Cost Estimate - ANSWER Determination of Funding Source that will be
used to pay the vendor.
6. Acquisition Plan - ANSWER The Acquisition Plan can serve to bridge the
gap between Contract Developers and Contract Managers
Document the solicitation process
Assign roles and responsibilities
Create a Calendar of Events
Identify high-risk items
7. Procurement Method Determination Overview Section 2 - ANSWER
Procurement Method Identification Process
Solicitation Drafting
Review and Approval
Advertisement Requirements
Agency Communication with Potential Respondents
Receipt and Control of Responses
, 8. SPD - Purchases of Non-IT Goods and Services - ANSWER Purchases of
Goods
Supplies
Materials
Equipment
Purchases of Services:
Furnishing skilled or unskilled labor or professional work
9. Procurement Method Identification Process - ANSWER importance of
selecting the proper procurement method cannot be overstated.
Selecting the correct procurement method results in best value to the State.
Selecting the incorrect method may result in a void contract that must be re-
solicited.
10.Best Value for the State - ANSWER Purchase price & meeting
specifications are principal factors
Must be balanced with other factors such as:
Installation cost
Quality & reliability
Vendor's experience, past performance, financial resources, capability &
responsibility.
, 11. Prohibited Uses of Appropriated Fun - ANSWER Agencies may not use
appropriated funds for the following goods and services unless the
procurement fall within a statutorily authorized exemption:
Alcoholic beverages
An audit of financial records or accounts of the agency
Live or artificial indoor plants
Private facilities for meetings, conferences or exams
12.Condensed Purchasing Process Steps - ANSWER State & Federal Surplus
Set Aside Programs - TCI & Workquest
SPD Term Contracts
Agency-Specific Delegation by Rule
Agency Specific Contracts SPD Review & Delegation
TXMAS Contracts
13. Procurements for Non-IT Goods and Services - ANSWER Agencies must
comply with SPD's rules and procedures.
Agencies must use the "Purchasing Process Steps" at all times and use contracts
available through SPD/Texas SmartBuy.
14.Federal Surplus Property Program - ANSWER Property comes from U.S.
gov't agencies across U.S.
Available only to select organizations
("donees") - No public sales.