checklist para setor de licitação de orgão publico

Preparing for the Procurement Process

Identify the need for procurement

Conduct market research to assess availability and prices of goods/services

Identify the project budget and funding source

Determine the procurement method (e.g., open tender, restricted tender, framework agreement)

Prepare procurement plan and schedule

Establish procurement team and assign roles/responsibilities

Ensure compliance with relevant procurement laws and regulations

Preparing Tender Documentation

Define technical specifications and requirements

Prepare invitation to tender document

Include terms and conditions for the procurement process

Prepare evaluation criteria and weightage

Determine the bid security requirements

Prepare draft contract agreement

Ensure all necessary documents are included in the tender package

Conducting the Procurement Process

Publish tender notice in appropriate platforms

Respond to bidder inquiries and provide clarifications

Receive and open bids in a transparent manner

Verify the eligibility and qualifications of bidders

Evaluate bids based on predetermined criteria

Conduct bid clarification meetings, if necessary

Award the contract to the successful bidder

Notify unsuccessful bidders and provide feedback

Contract Administration

Prepare and sign the contract agreement

Ensure all required documents are submitted by the contractor

Monitor the contractor's performance and adherence to contract terms

Process payments and invoices according to agreed terms

Manage contract variations and change requests

Resolve disputes or conflicts that may arise during the contract period

Conduct periodic performance reviews and evaluation

Close the contract and conduct final acceptance

Post-Procurement Evaluation

Assess the effectiveness and efficiency of the procurement process

Identify areas for improvement and lessons learned

Document and maintain records of the procurement process

Share the evaluation findings with relevant stakeholders

Update procurement policies and procedures, if necessary

Implement corrective measures, if required

Note: This checklist serves as a general guide and can be customized based on specific requirements and regulations of the public procurement department.