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Chapter2–ProcurementPlanning
Chapter 2
Procurement Planning
Table of Contents
Chapter 2 5
Procurement Planning 5
Overview 5
Introduction 5
Contents 5
Section A 5
Getting Started 5
Overview 5
Introduction 5
Contents 5
Topic 1 – The Buyer’s Role 6
2.A1.0 Fiduciary responsibility 6
2.A1.1 Responsibility over public funds 6
2.A1.2 Watchdog 6
Topic 2 – Gifts and Gratuities 7
2.A2.0 Accepting gifts and gratuities 7
2.A2.1 Consider the consequence 7
2.A2.2 Avoid making a gift of public funds 7
2.A2.3 Accepting free or loaner equipment from suppliers 8
2.A2.4 Consider before accepting 8
Section B 9
Formulating the Acquisition Approach 9
Overview 9
Introduction 9
Contents 9
Topic 1 – Classifying the Purchase 10
2.B1.0 Importance of properly classifying purchases 10
2.B1.1 Examples of IT purchases 10
2.B1.2 Determine the main purpose 10
2.B1.3 Example 10
2.B1.4 Non-IT vs. IT 11
2.B1.5 Distinguish-ing IT goods from IT services 11
2.B1.6 Example of IT goods vs. IT services 11
2.B1.7 Help for classifying purchases 11
Topic 2 – Understanding Information Technology Goods and Services 12
2.B2.0 Defining an IT procurement 12
2.B2.1 IT equipment examples 13
2.B2.2 IT supplies 14
2.B2.3 IT goods not considered supplies 14
2.B2.4 IT services 14
Topic 3 – Acquisition Planning 15
2.B3.0 Start planning early 15
2.B3.1 Initial review 15
2.B3.2 Legal participation (rev 12/12) 16
2.B3.3 Acquisition approach to meet needs 16
2.B3.4 Hybrid RFP Procurement Process and Development 17
2.B3.5 Specifications development 17
2.B3.6 Specifications development assistance 17
Topic 4 – Other Considerations Affecting the Planning Process 18
2.B4.0 Promotional materials 18
2.B4.1 Requests for reasonable accomo-dation purchases 18
2.B4.2 Installation of physical layer cable 18
2.B4.3 Contracted services (rev 7/12) 19
2.B4.4 Leasing equipment 20
2.B4.5 Cost analysis – lease vs. purchase 21
2.B4.6 Purchase option credits 21
2.B4.7 Lease purchase financing 22
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