Sourcing SORC

(modified)

Procuring or commissioning externally supplied and internally developed products and services.

Guidance notes

(new)

Activities may include - but are not limited to...

  • providing policies and standards for procurement
  • commercial governance, conformance to legislation and assurance of information security
  • implementing compliant procurement processes, taking full account of the issues and imperatives of both the commissioning and supplier sides
  • clarifying requirements for products and services
  • identifying, evaluating and selecting suppliers 
  • evaluating tenders
  • developing "build or buy" criteria
  • benchmarking supplier performance 
  • placing, monitoring and terminating contracts

Sourcing: Level 7

(modified)

Determines overall strategies for managing supplier relationships, embracing effective operational relationships at all levels. Takes overall responsibility for sourcing and procurement activities. Develops, deploys and reviews acquisition processes. Negotiates major contracts.

Sourcing: Level 6

(modified)

Develops policy and procedures for sourcing and procurement activities. Establishes procurement strategies, standards, methods, processes and good practices that ensure compliance with legislation, regulation and third-party information security. Identifies external partners, engaging with professionals in related disciplines as appropriate. Ensures that terms and conditions are aligned with current legislation and policy. Leads the procurement process, from clarifying requirements through to placing, monitoring and terminating contracts.

Sourcing: Level 5

(modified)

Plans and manages procurement activities managing tender, evaluation and acquisition processes. Researches suppliers and markets, and maintains a broad understanding of the commercial environment, to inform and develop commercial strategies and sourcing plans. Advises on the business case for alternative sourcing models, and on policy and procedures covering the selection of suppliers, tendering, and procurement. Negotiates with potential partners and suppliers, developing acceptance criteria and procedures. Drafts and places contracts.

Sourcing: Level 4

(modified)

Reviews business cases (requirements, potential benefits and options) and determines appropriate procurement routes. Using market knowledge to inform specifications, ensures detailed pre-qualification questionnaires and tender invitations are prepared. Collects and collates data to support collaboration and negotiates terms and conditions to reflect the scale of requirements and encourage good performance. Evaluates tenders based on specification and evaluation criteria, prepares acceptance documentation and advises on contracts and service level agreements.

Sourcing: Level 3

(modified)

Prepares pre-qualification questionnaires and tender invitations in response to business cases. Recognises the difference between open source and proprietary systems options. Applies standard procedures and tools to produce detailed evaluation criteria for complex tenders and to evaluate tenders.

Sourcing: Level 2

(unchanged)

Assists in preparation of pre-qualification questionnaires and tender invitations in response to business cases. Assembles relevant information for tenders. Produces detailed evaluation criteria for simple tender criteria. Assists in evaluation of tenders.