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Procurement guidance

Before you read further guidance, we recommend that you first familiarise yourself with the glossary of terms (PDF).

Roles and responsibilities

Scottish procurement
Scotland Excel
Procurement roles - levels 1-6 (PDF)
Lead officers (Excel); Authorised and qualified procurers (PDF)
Value of the procurement
PIN guidance
Remedies directive (PDF)

Identifying need

Key stakeholders (PDF)
Procurement journey (PDF)
Community benefits (PDF)
TUPE (PDF)
Risk management policy (PDF) and strategy (PDF)
Procurement risk assessment (PDF)

Tendering process

Request for quick quote publishing (email); Invitation to Quote (Word); Quick quote award details (email); Quick quote contract template (Word);
Evaluating tenders
Terms and conditions (PDF)
Specification (PDF)
Public Contracts Scotland
Standstill guidance
Post award (PDF)

Contract management

Contract management quick quote (Word); Industry developed forms of contact (PDF)
Contract development checklist (PDF)
Impact statement (Word)
Contract setup/admin (PDF)
Contract management guidance (Word)
Contract management model (PDF); variation to contract (PDF)
Contract assessment (PDF)

Supplier and contractors

Code of conduct (PDF)
Supplier journey

Purchase to pay

Central processing guidance (PDF)
Requisition system guidance (PDF)
Purchase Card Guidelines (PDF)
Manual order process (PDF)
AP training
Link to FMS Forms

Exit plan

Financial regulations asset management (PDF)

Freedom of information and records management

Records retentions schedule - procurement (PDF)

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