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Get the free Procurement Details Worksheet - DGS (ca.gov)

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Rev. 10/30/2020PROCUREMENT DETAILS WORKSHEET The completion of this worksheet will assist DGS Procurement Division Buyers and Engineering staff with developing specifications, creating the solicitation
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How to fill out procurement details worksheet

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Step 1: Start by opening the procurement details worksheet template.
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Step 2: Fill in the general information section, including the project name, organization name, and date.
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Step 3: Provide a brief description of the procurement process.
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Step 4: Specify the goods or services that are being procured.
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Step 5: Enter the estimated quantity or volume required.
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Step 6: Indicate the required specifications or quality standards.
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Step 7: Provide information on any preferred suppliers or vendors, if applicable.
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Step 8: Outline the procurement timeline and deadlines.
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Step 9: Include any terms and conditions that need to be specified for the procurement process.
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Step 10: Review and double-check all the filled details for accuracy and completeness.
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Step 11: Save the completed procurement details worksheet for future reference and sharing.

Who needs procurement details worksheet?

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Anyone involved in a procurement process, such as procurement officers, purchasing managers, or project managers, may need to fill out a procurement details worksheet.
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The procurement details worksheet is a document used to record and report information related to the procurement of goods and services, including details such as vendor information, amounts spent, and item descriptions.
Entities that engage in procurement activities and have a certain threshold of spending or specific contractual obligations are required to file the procurement details worksheet.
To fill out the procurement details worksheet, individuals or organizations should gather all relevant procurement information, including vendor names, item descriptions, quantities, prices, and dates, and input this data accurately in the specified format of the worksheet.
The purpose of the procurement details worksheet is to ensure transparency, accountability, and compliance in procurement activities by providing a structured way to report and analyze procurement expenditures.
The information that must be reported includes vendor information, total amounts spent, a description of the goods or services procured, purchase dates, and any relevant purchase order numbers.
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