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Rule 15 :
Planning

Explains what to take into account when agencies plan their procurements.

  1. Agencies must conduct appropriate planning based on the size, risk and complexity of each procurement.
  2. Agencies must:
    1. Check whether the procurement is subject to one or more of the priority outcomes (Rules 17-20).
    2. Consider what other broader outcomes could be leveraged through the procurement.
  3. Agencies should:
    1. Ensure the need is not covered by an existing All-of-Government, open syndicated or common capability contract.
    2. Engage with other agencies to seek opportunities to collaborate.

Planning is crucial for your procurement

Planning is crucial for your procurement. Before you can approach the market or provider community, you'll need to plan your procurement. You can find good practice guidance on planning on the guide to procurement page.

Procurement plan

A procurement plan sets out what you intend to procure, how and why you intend to approach the market and why, how you will evaluate bids, and how you intend to contract. This information could also be covered in another document, e.g. a business case. A typical procurement plan should include:

  • a clear business objective and benefits
  • a scoping statement
  • how you will engage with the market, and supply market analysis
  • risk assessment
  • demand analysis
  • stakeholder engagement
  • sourcing approach to market
  • sufficient timelines
  • evaluation methodology and criteria
  • contractual arrangements, including management of the contract
  • relevant funding and other approvals.
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