Documents by Stage: Plan

The Project Manager will:

  • Create a folder in RM8 for the Procurement Project with three sub folders titled – PLAN, SOURCE and MANAGE.
  • Store in each sub folder all relevant documents for that stage. This will include all documents, approvals, quotation/tender responses, clarifications, agendas, plans, scorecards, signed contract, etc.

The folder will be owned and managed by the Project Manager with access given to those involved in the project.

  1. The Project Manager will download and complete a Business Case Form for approval.
    1. This will form the basis of a submission to seek approval to undertake a sourcing event.
  2. Approval of Business Case is required from relevant Core Executive with responsibility for the project’s budget.
    1. If an exemption to the process as outlined in the procurement procedure is being requested – approval must also be required from the Procurement Manager.
    2. If the Total estimated contract value is over $1million and low risk the Business Case is to be approved by either an Accredited Agency within the DPC Cluster or NSW Procurement.
    3. If the total contract value is over $1million and of high risk the Business Case is to be approved by NSW Procurement.

The Project Manager will:

  • Submit Business Case (Sourcing Approval Form) a request to IPART CEO or staff member that has the appropriate level of Delegation,
  • Or, if the total contract value is over $1 million and low risk the Business Case is to be approved ether by an Accredited Agency within the DPC Cluster or NSW Procurement, or alternatively,
  • If the total contract value is over $1 million and high risk the Business Case is to be approved by NSW Procurement.

Business Case is approved – proceed to SOURCE stage.