Falmouth
Exeter Plus
SIX STEP PROCUREMENT GUIDE
1. Sustainability
• Consider the Sustainable implications!
• Can the items you require be borrowed, hired or shared?
Example:
Check with the Estates team before ordering furniture as
they may have unwanted furniture that could be utilised.
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2. Budget / Funding
•
Consider if you have a budget or funding for your purchases and
ensure that your line manager is able to approve this
transaction
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3. Value
• What is the expected value of your
procurement?
• Up to £5K?
• £5k to £25k?
• £25k to £174K?
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4. Up to £5K
• Access the procurement web page
on www.fxplus.ac.uk
• Enter the Approved Supplier
Directory………….
• …….and access the easy to use
help guide to assist you with your
Procurement.
[email protected]
5. Up to £5K
If you are unable to find a category that matches your criteria in the Approved Supplier
Directory, you must follow the spot purchase procedure.
SPOT PURCHASE PROCEDURE;
Contact at least three suppliers to obtain prices for the supply of the goods or
services, ensuring identical specification and terms and conditions (please ensure
all supplier relationships are open, honest and transparent).
Quotations must be recorded and stored (for potential audit/reference at a later
date). This information may be in the form of a written quotation or ‘dated screen
grab’ from the internet.
Compare all prices for ‘like for like’ Identify the offer most closely matching
requirements for the organisation needs.
Raise a new supplier request if appropriate with the appropriate contract or terms
and conditions. Once approved the new supplier will be set up and you’ll need to
arrange (or raise yourself, subject to the necessary training) a requisition on
Agresso to convert to Purchase Order ensuring that the order with the Universities
standard terms and conditions are sent to the supplier before any commitment is
made to the supplier.
After goods are received or services performed to the standard required sign the
suppliers acceptance or delivery note and pay invoice within the agreed payment
terms.
[email protected]
6. Above £5K
If your items are above £5K in value
• Enter the procurement web page on
www.fxplus.ac.uk/work/procurement
• Access the Procurement Page
• Open and complete the Procurement Request Application Form
and e-mail to [email protected] where the team will
advise the preferred route for procurement.
[email protected]
SIX STEP PROCUREMENT GUIDE.
Do you need to
Procure something?
Above £5K
Complete a Procurement
Request Application form
and forward to
[email protected]
where the team will advise
of the preferred route for
procurement .
Consider the
sustainable
implications, can the
items you require be
borrowed, hired or
shared?
What is the expected
value of your
Procurement?
Up to 5K?
Access the
Procurement web page
on www.fxplus.ac.uk
and enter the
Approved Supplier
Directory and follow
the easy to use help
guide to assist you
with your
Procurement.
Do you have a Budget
or Funding for this
Purchase?
Up to £5K
5K to £25K
£25k to £174K
Up to 5K?
Access the
Procurement web page
on www.fxplus.ac.uk
and enter the
Approved Supplier
Directory and follow
the easy to use help
guide to assist you
with your
Procurement.
[email protected]
Falmouth
Exeter Plus
SIX STEP PROCUREMENT GUIDE