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J. H. das Pinto and M. M. C. Maceno
Table 1 Documents required for the demandant unit to initiate some purchase in the PHEI
Document
Description
Memorandum the opening of process
The procurement process starts on the
processing platform by Memorandum. Thus, the
bidding is requested in the E-procurement for
immediate acquisition, in order to meet the
demand of the unit—considering the
procurement planning made in the previous year
Justification of purchase needs
In the justification is essential that the activity
developed by the demandant unit be described.
This unit should also describe what are benefits
brought by the purchase, and how quantities
requested were estimated. Finally, if there is a
grouping of items in batches, this unit should
explain why the decision was made
Spreadsheet of needs
In this spreadsheet is necessary to list all
materials and the respective technical
specificities as well as quantities requested. Total
materials must be acquired within 60 days after
the bidding approval
Declaration of non-targeting
The document certifies that the demandant unit
does not violate the Bidding Law
Market price research
At this point, the demandant unit must perform
price research from three different suppliers. The
demandant unit will still have to calculate the
average, median, and, finally, the reference unit
value or it can choose the lowest price quoted.
Currently, according to Normative Instruction
No. 05/2014-SLTI/MOP, the main platform is
the “Price Panel”, but if there is direct research
with suppliers, the e-mail must be attached in the
process
Reference price calculation spreadsheet
This spreadsheet is a compilation of information.
It has items, quotation unit, three budgets
obtained in the previous step, average unit
values, and the total average value for each item.
Furthermore, the sum of the maximum quantity
to be admitted for contracting must be included
Declaration of the market price research
Declaration of responsibility for data informed
in the previous step and adequacy considering
the parameters used
Information on quotas for Micro and Small
Enterprises (Decree 8538/2015)
Declaration of conformity with current
legislation considering the exclusive
participation of Micro and Small Enterprises in
the event. This is applied to the bidding limit
until R$80,000.00 (eighty thousand Reais)
(continued)
J. H. das Pinto and M. M. C. Maceno
Table 1 Documents required for the demandant unit to initiate some purchase in the PHEI
Document
Description
Memorandum the opening of process
The procurement process starts on the
processing platform by Memorandum. Thus, the
bidding is requested in the E-procurement for
immediate acquisition, in order to meet the
demand of the unit—considering the
procurement planning made in the previous year
Justification of purchase needs
In the justification is essential that the activity
developed by the demandant unit be described.
This unit should also describe what are benefits
brought by the purchase, and how quantities
requested were estimated. Finally, if there is a
grouping of items in batches, this unit should
explain why the decision was made
Spreadsheet of needs
In this spreadsheet is necessary to list all
materials and the respective technical
specificities as well as quantities requested. Total
materials must be acquired within 60 days after
the bidding approval
Declaration of non-targeting
The document certifies that the demandant unit
does not violate the Bidding Law
Market price research
At this point, the demandant unit must perform
price research from three different suppliers. The
demandant unit will still have to calculate the
average, median, and, finally, the reference unit
value or it can choose the lowest price quoted.
Currently, according to Normative Instruction
No. 05/2014-SLTI/MOP, the main platform is
the “Price Panel”, but if there is direct research
with suppliers, the e-mail must be attached in the
process
Reference price calculation spreadsheet
This spreadsheet is a compilation of information.
It has items, quotation unit, three budgets
obtained in the previous step, average unit
values, and the total average value for each item.
Furthermore, the sum of the maximum quantity
to be admitted for contracting must be included
Declaration of the market price research
Declaration of responsibility for data informed
in the previous step and adequacy considering
the parameters used
Information on quotas for Micro and Small
Enterprises (Decree 8538/2015)
Declaration of conformity with current
legislation considering the exclusive
participation of Micro and Small Enterprises in
the event. This is applied to the bidding limit
until R$80,000.00 (eighty thousand Reais)
(continued)