Before proceeding you must have confirmed that:
- you cannot find you requirement on the Goods and Services Catalogue
- you have accurately estimated the value of your requirement and it is between £25,000 and £181,302
Steps for purchasing when your requirement is between £25,000 and £181,302
The UEA Financial Regulations require a tender for any spend above £25,000. If your spend is above £181,302 you need to see the guidance for the EU tender process.
The Procurement team must be informed where the proposed purchase value exceeds £25,000 (ex VAT). This is designed to:
ensure that the University obtains best value for money by the appropriate use of the professional purchasing expertise available in the Procurement team
record savings made through good procurement practice
demonstrate to existing and potential funding bodies that the University is making good use of their money
The Procurement team will talk the buyer through their requirement and determine if, how and when a tender procedure should be undertaken. A brief overview of the procedures are below.
A tender specifies the university's requirement to potential suppliers. The tender is structured in a specific way consisting of several documents that can include:
|UEA Terms and Conditions||the terms and conditions of the contract between UEA and the supplier|
|Invitation to Tender (ITT)||invites suppliers to participate in the tender and gives instructions of how supplier can bid|
|Specification||detailed description of exactly what the University requires|
|Supplier Response||document where the supplier can answer UEA's questions|
|Pricing||document where the supplier can submit a price|
|Evaluation Guidance||guide for the supplier identifying how UEA will determine whcih supplier offers the best value for money through quality and price|
Procurement will support staff members in developing these documents. However, the specification is a document that procurement can only support with regards to structure. The buyer must be able to clearly identify their requirement.
Procurement will release the tender documents on the University's e-procurement system In-Tend. The tender will be released to the market inviting suppliers to submit formal offers for UEA's requirement.
Tenders could be open to the market for anywhere between 30 and 70 days. Therefore staff should factor these timescales into their requirements.
A deadline will be sent with the tender documentation requiring any prospective suppliers submit their bid by a specific time and date.
After the submission deadline an evaluation panel consisting of the relevant staff must evaluate all submissions. Evaluation will be based on the evaluation document released with the tender and mentioned in step 2 above.
The evaluation process will identify the best value supplier whom will be awarded the contract.
UEA Financial Regulations require a tender process to be undertaken for any spend between £25,000 and £181,302. Undertaking a tender is not optional.
There may be some circumstances where there is only one supplier that is capable of supplying the University. Procurement have a guidance page on what steps to take if this occurs.
14. Heads of Spending Units shall provide the required information to the Purchasing Office who will report to Audit and Policy & Resources Committees annually.
15. The Purchasing Office shall also be responsible for the annual return to HM Treasury (via HEFCE) on all purchases, which exceed the EU Procurement Directive thresholds.