What is the bulk material purchasing process?

Inquiry purchase is mainly suitable for projects with uniform specifications and standards, sufficient supply and small price changes. It can not only meet some purchasing needs of purchasing units with small quantity, small amount and tight time requirements, but also effectively save the cost of purchasing process.

In order to fully embody the principles of openness, fairness, justice, competition and efficiency, the following suggestions are put forward on the inquiry procedure of material procurement.

First, the inquiry preparation stage

1. Analyze the purchase plan.

After the purchasing department accepts the purchasing plan entrusted by the user department, it should comprehensively analyze the purchasing plan put forward by the user department from the aspects of capital, technology, production and market.

2. Make a purchase plan and determine the list of purchased goods.

For the procurement scheme after analysis and demonstration, the purchasing department shall, together with the user department and relevant technical experts, determine the final procurement list and clarify the relevant technical and commercial requirements.

3. Prepare an inquiry sheet

Prepare inquiry sheet according to purchase list and relevant technical requirements. The inquiry form shall mainly include the following contents:

(1) Inquiry announcement or invitation letter: including the introduction and contents of the procurement project, the qualification requirements of the quotation unit, the way and time for the quotation unit to obtain the inquiry, the quotation time requirements, the quotation place, quotation method, contact person and contact information, etc.

② Requirements of procurement projects: including basic information of the procurement unit, detailed contents and requirements of procurement projects, list of procurement projects and related technical requirements, qualification of the quotation unit, special terms and conditions of the contract, etc.

(3) Description of the quotation unit: including the main contents of the inquiry form, the implementation process and specific requirements of the project, the requirements for the quotation unit, the format and content of the quotation, the quotation method and time requirements, the methods and principles for evaluating the quotation, the methods and principles for determining the transaction and the method for awarding the contract.

(4) Format of quotation documents: mainly including quotation, quotation sheet, description of main equipment and services, qualification documents and service commitments of the quotation unit and related contents.

4. Confirmation of inquiry sheet

After the preparation of the inquiry form is completed, it must be sent to the user department for review and confirmation, and can be officially printed only after being signed by the person in charge of the user department and the technical specialist.

Step 5 invite suppliers

According to the supplier qualification conditions and invitation methods determined in the inquiry form, relevant suppliers can be invited to participate in the quotation in the following two ways:

(1) Publish an invitation letter for quotation in the media, inviting interested suppliers to participate in quotation extensively.

(2) Randomly select more than three suppliers that meet the inquiry conditions in the qualified supplier information base, and invite them to quote by sending a written invitation letter.

6. Pre-qualification.

Pre-qualification of suppliers who are interested in participating in the quotation is mainly to review the relevant qualification documents submitted by them, including basic qualification examination and professional qualification examination. If invited from the qualified supplier information database, pre-qualification is not required.

7. Send an inquiry.

Send a confirmation letter to suppliers who have passed the qualification examination and meet the project requirements.

8. Establish an investigation team.

The inquiry team is mainly responsible for the independent evaluation of quotations provided by suppliers according to the provisions of the inquiry form. The inquiry team is generally composed of representatives from material purchasing department, user department, technical specialist, legal affairs department and finance department.

Second, the inquiry and evaluation stage.

1, opening

All suppliers shall submit quotation documents to the material procurement department within the specified time, and the quotation documents shall be submitted in a sealed manner. Generally, fax or telephone quotation is not accepted. After the quotation document is submitted, the supplier shall not modify the quotation document.

The material purchasing department shall designate a special person (at least two people) to receive the quotation documents before the deadline for quotation, and keep them properly and strictly confidential. Quotations submitted after the deadline will be rejected.

After the quotation deadline, the material procurement department will make a public quotation on the quotation sheet in the quotation documents provided by each supplier, and the price will be kept strictly confidential until then.

When making a public quotation, representatives of user departments, suppliers, supervisors (discipline inspection and supervision departments), technical experts of interested parties, members of the inquiry team and those who accept the quotation shall be invited to participate in the public quotation.

2. The inquiry team reviews the quotation documents.

All members of the inquiry team review the supplier's quotation documents, mainly reviewing the completeness of each quotation document, the qualification and qualification compliance of the quotation unit, etc. , so as to judge the validity of the quotation document.

3. The inquiry team conducts comprehensive evaluation.

The inquiry team shall comprehensively evaluate the quotations of all suppliers, mainly based on the inquiry sheet, evaluation methods and documents, and the pre-set criteria for evaluating transactions, and ensure that the quotations submitted by each quotation unit are treated fairly.

In the process of reviewing and comprehensively evaluating the quotation documents, the inquiry team shall not negotiate with suppliers about their quotations.

4. The investigation team shall issue a report on the investigation results.

The investigation team shall issue a report on the results of the investigation. The inquiry result report mainly includes: the date and method of issuing the inquiry announcement (invitation for inquiry), the list of suppliers who responded to the inquiry and obtained the inquiry, the date and place of quotation and bid evaluation, the list of members and staff of the inquiry team, the quotation record, the qualification and compliance review of the quotation, and the list of suppliers whose quotation is invalid and the reasons.