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Template procurement documentation

Procurement document templates for population and completion by PCTs.

The procurement template documents listed below have been arranged in order of occurrence in the PCT Procurement Handbook.

Updated 8 March 2010

Build a procurement team - step 1

Download: External Consultancy Guidance (DOC, 30K) Updated 27th May 2009

Define PCT essential data - step 2

Download: PCT Essential Data Template (DOC, 217K) Updated 14th May 2009

Develop an Affordability Model - step 3

PCTs can request an Affordability Model via our contact form.

Local consultation - step 4

Download: DAP Consultation Plan template (DOC, 62K) Updated 2nd November 2009

Develop procurement plan - step 5

Download: Procurement Plan (DOC, 213K) Updated 14th May 2009

Advert issue - step 6

Download: Advert (DOC, 23K) Updated 7th April 2009 (Please also see Advert Guidance)

Memorandum of Information (MOI) - step 7

Download: Memorandum of Information - Step 7 (DOC, 355K) Updated 27th October 2009

Bidder Information Event Guidance - step 8

Download: Bidder Information Event Guidance - Step 8 (DOC, 493K) Updated 29th June 2009

Pre-Qualification Questionnaire - step 9

Download: Pre-Qualification Questionnaire - Step 9 (DOC, 1,103K) Updated 13th July 2009

Pre-Qualification Questionnaire Successful and Unsuccessful Letter

Download: Pre-Qualification Questionnaire Successful Letter Updated 24 March 2010

Download: Pre-Qualification Questionnaire Unsuccessful Letter Updated 24 March 2010

PQQ Evaluation - step 10

PQQ Evaluation Plan (updated 6 April 2010)

ITT bidder acceptance to proceed letter

Invitation to ITT stage letter

Invitation To Tender - step 11 (Updated March 2010)

Download: ITT Volume 1 - Process Overview and guidance for Bidders

Download: ITT Volume 2 - Section 1 - Structure and Scheme Overview

Download: ITT Volume 2 - Section 2 - Service Requirements

Download: ITT Volume 2 - Section 3 - Commercial

Download: ITT Volume 2 - Section 3 - Commercial - Annex 3 FMT

Download: ITT Volume 2 - Section 4 - Workforce (Updated 27 April 2010)

Download: ITT Volume 2 - Section 4 - Workforce Annexes (ZIP)

Download: ITT Volume 2 - Section 5 - IM&T

Download: ITT Volume 2 - Section 6 - Premises

Download: ITT Volume 2 - Section 7 - Contract & Performance Management

Download: ITT Volume 2 - Section 8 - Compliance (updated 1 April 2010)

PDS Plus template Agreement - step 12 (Updated February 2010)

Download the PDS Plus template agreement

ITT Evaluation - step 13

Download: ITT evaluation and report template

Download: ITT requirements register (Updated 27 April 2010)

Download: ITT feedback letter - Successful Bidder

Download: ITT feedback letter - Unsuccessful Bidder Letter (Procurement start pre 20 December 2009

Download: ITT feedback letter - Unsuccessful Bidder Letter