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Procurement Intake Form
"I need a Procurement Intake Form for purchasing new IT equipment valued at $250,000 for our engineering department, with delivery required by March 2025, and the form must include provisions for small business consideration and environmental compliance."
1. Requestor Information: Details of the person/department initiating the procurement request, including contact information and department details
2. Procurement Description: Detailed description of goods/services being procured, including specifications and requirements
3. Budget Information: Funding source, cost center, estimated budget, and any financial approval requirements
4. Timeline Requirements: Required delivery dates, procurement schedule, and any time-sensitive considerations
5. Procurement Type: Classification of procurement (goods, services, construction, etc.) and applicable procurement method
6. Compliance Requirements: Regulatory compliance requirements including FAR, CICA, Buy American Act, and other applicable regulations
1. Sole Source Justification: Required documentation when competitive bidding is not possible or practical, including detailed justification and market research
2. Small Business Consideration: Assessment of small business participation opportunities and set-aside requirements for procurements above simplified acquisition threshold
3. Environmental Impact Assessment: Environmental considerations, sustainability requirements, and impact analysis for environmentally sensitive procurements
4. Security Requirements: Special security considerations, clearances, or requirements for sensitive procurements
1. Technical Specifications: Detailed technical requirements, specifications, and performance criteria for the procurement
2. Market Research Documentation: Supporting documentation for market research conducted, including vendor analysis and price comparisons
3. Price Analysis Worksheet: Documentation of pricing reasonableness, cost analysis, and budget justification
4. Required Certifications: Compilation of all required compliance certifications, forms, and regulatory documentation
5. Vendor Assessment Criteria: Evaluation criteria and scoring matrix for vendor selection process
Authors
Requesting Department
Approving Authority
Budget Authority
Contract Value
Delivery Timeline
Fiscal Year
Funding Source
Goods
Services
Purchase Order
Requisition Number
Sole Source Procurement
Small Business
Technical Requirements
Vendor
Cost Center
Market Research
Best Value
Competitive Bidding
Emergency Procurement
Price Reasonableness
Statement of Work
Technical Specifications
Purchase Threshold
Contract Type
Period of Performance
Authorized Signatory
Business Justification
Capital Expenditure
Timeline Requirements
Technical Specifications
Vendor Selection Criteria
Compliance Requirements
Approval Authority
Small Business Considerations
Competition Requirements
Environmental Requirements
Buy American Provisions
Cost Justification
Documentation Requirements
Conflict of Interest
Ethics Compliance
Funding Source
Emergency Procurement
Sole Source Justification
Contract Type Selection
Performance Requirements
Quality Standards
Delivery Requirements
Risk Assessment
Market Research Requirements
Procurement Method
Internal Controls
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