Procurement Intake Form Template for England and Wales

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Procurement Intake Form

The Small Business Asset Purchase Agreement is essential when acquiring or selling business assets in England and Wales. It's particularly suited for transactions involving small to medium-sized enterprises where a complete share purchase is not desired or appropriate. The agreement covers the transfer of specific assets such as equipment, inventory, intellectual property, and customer contracts, while clearly defining excluded assets and liabilities. It incorporates necessary protections under English law and is typically used for transactions valued below Ã‚Â£1 million.

What is a Procurement Intake Form?

The Procurement Intake Form serves as the initial document in the procurement process under English and Welsh law. It is designed to capture all necessary information required to initiate a procurement request, including specifications, budget requirements, and timeline expectations. The form ensures that all procurement activities comply with relevant regulations such as the Public Contracts Regulations 2015 and organizational policies. Organizations use this document to standardize their procurement process, maintain accurate records, and create a clear audit trail for procurement decisions.

What sections should be included in a Procurement Intake Form?

1. Basic Information: Requestor details, department, date, contact information and reference numbers

2. Procurement Requirements: Detailed description of goods/services needed, quantities, and specifications

3. Budget Information: Available budget, cost center, funding source, and any financial constraints

4. Timeline Requirements: Required delivery dates, project milestones, and implementation schedule

5. Technical Requirements: Specific technical specifications, standards, and compliance requirements

What sections are optional to include in a Procurement Intake Form?

1. Sustainability Requirements: Environmental and social responsibility criteria, used when procurement has environmental impact

2. Security Requirements: Special security considerations and compliance requirements, used for sensitive procurements

3. TUPE Considerations: Employee transfer details and implications, used when service contracts involve staff transfers

4. Social Value Requirements: Requirements related to social value creation, used for public sector procurement above certain thresholds

What schedules should be included in a Procurement Intake Form?

1. Technical Specifications Schedule: Detailed technical requirements, standards, and specifications

2. Pricing Schedule: Detailed budget breakdown and cost estimates

3. Risk Assessment: Evaluation of procurement risks and mitigation strategies

4. Market Analysis: Overview of potential suppliers and market conditions

5. Compliance Checklist: List of regulatory requirements and compliance criteria

Authors

Alex Denne

Head of Growth (Open Source Law) @ ��Ƶ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Healthcare
Financial Services
Education
Media
Research

Relevant Teams

Legal
Compliance
Human Resources
Information Technology
Data Protection

Relevant Roles

Data Protection Officer
Privacy Manager
Compliance Officer
Human Resources Director
Information Security Manager

Industries

Public Contracts Regulations 2015: Primary UK legislation governing public procurement, setting out procedures for awarding contracts by public authorities and utilities

Public Services (Social Value) Act 2012: Requires public authorities to consider economic, social and environmental well-being in procurement decisions

Local Government Act 1999: Sets out requirements for local authorities to achieve best value in their procurement activities

Bribery Act 2010: Addresses corruption and bribery in business transactions, including procurement processes

Modern Slavery Act 2015: Requires organizations to ensure their supply chains are free from slavery and human trafficking

UK General Data Protection Regulation: Regulates the processing and handling of personal data in procurement processes

Data Protection Act 2018: UK's implementation of data protection requirements, complementing UK GDPR

Competition Act 1998: Ensures fair competition and prevents anti-competitive practices in procurement

Enterprise Act 2002: Provides framework for competition law and enterprise regulation

Utilities Contracts Regulations 2016: Specific regulations for procurement in the utilities sector

Defence and Security Public Contracts Regulations 2011: Governs procurement in defense and security sectors

Concession Contracts Regulations 2016: Regulates the award of concession contracts by public authorities

Climate Change Act 2008: Sets framework for environmental considerations in procurement decisions

Environmental Protection Act 1990: Establishes environmental protection requirements relevant to procurement

TUPE Regulations 2006: Protects employees' rights when business ownership changes during procurement

Equality Act 2010: Ensures non-discrimination and equality in procurement processes

Sale of Goods Act 1979: Governs contracts for the sale of goods in procurement

Supply of Goods and Services Act 1982: Regulates contracts for supply of goods and services

Late Payment of Commercial Debts (Interest) Act 1998: Sets rules for payment terms and interest on late payments in commercial transactions

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Let's create your Procurement Intake Form

What is a Procurement Intake Form?

What sections should be included in a Procurement Intake Form?

What sections are optional to include in a Procurement Intake Form?

What schedules should be included in a Procurement Intake Form?

Authors

Alex Denne

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