Your checklists (
0
)
AI Checklist Generator
From the makers of
Manifestly Checklists
Sign in
Email address
Email me a magic link
Home
> procurement check list
procurement check list
Planning and Preparation
Identify the need for procurement
Define the scope of procurement
Determine the budget and funding source
Conduct market research
Develop a procurement plan
Obtain necessary approvals
Documentation and Specifications
Prepare procurement documents (Request for Proposal, Request for Quotation, etc.)
Define technical specifications and requirements
Include terms and conditions in the procurement documents
Specify evaluation criteria
Supplier Selection and Evaluation
Advertise the procurement opportunity
Receive and evaluate supplier proposals or bids
Conduct supplier negotiations, if required
Select the most suitable supplier
Perform supplier due diligence (background checks, financial stability, etc.)
Contracting and Legal Considerations
Prepare the contract or purchase order
Review and finalize contract terms and conditions
Obtain legal review and approvals
Sign the contract or purchase order with the selected supplier
Ensure compliance with legal and regulatory requirements
Delivery and Acceptance
Monitor supplier performance during delivery
Verify compliance with specifications
Conduct quality inspections, if applicable
Accept the delivered goods or services
Resolve any issues or disputes with the supplier
Payment and Record-Keeping
Initiate payment process according to the contract terms
Verify accuracy of supplier invoices
Process and approve payment
Maintain proper documentation and records
Close out the procurement process
Post-Procurement Evaluation
Evaluate the overall procurement process
Collect feedback from stakeholders
Identify lessons learned and areas for improvement
Review supplier performance for future reference
Update procurement procedures and policies, if necessary
Download CSV
Download JSON
Download Markdown
Use in Manifestly
Use in Manifestly