Electronic Auction (Pregão Eletrônico)
Phase-by-phase electronic auction: need and terms of reference, price research, budget, legal review, notice, session, award and homologation, with an approval gate and a signed record at each phase. Built for operations teams, structured execution with approval gates and an audit trail.
For: Requesting Department, Procurement Analyst, Finance Officer, Legal Advisor, Contracting Authority, and Auctioneer teams running electronic auction (pregão eletrônico)
What this template includes
Process steps
- 1Approve the need and the terms of reference
- 2Price research and estimate
- 3Confirm budget availability
- 4Legal review of the notice and draft contract
- 5Checkpoint 1, Notice approved for publication
- 6Publish the notice and open the bidding period
- 7Answer clarification requests and challenges
- 8Run the session: bids, qualification and ranking
- 9Checkpoint 2, Review of the result, appeals and award
- 10Homologate and sign the minutes
Why teams use this template
Phase-by-phase electronic auction: need and terms of reference, price research, budget, legal review, notice, session, award and homologation, with an approval gate and a signed record at each phase. When this work runs through inboxes and ad-hoc spreadsheets, ownership gets fuzzy and evidence gets lost. Electronic Auction (Pregão Eletrônico) gives you a 10-step process with 2 checkpoints so nothing slips between handoffs.
Built for teams led by Requesting Department, Procurement Analyst, Finance Officer, Legal Advisor, Contracting Authority, and Auctioneer: every task has a named owner, every approval routes to a real role, and the run history is the audit trail your auditors actually want.
The checkpoint tasks ("Checkpoint 1, Notice approved for publication" and "Checkpoint 2, Review of the result, appeals and award") cannot be skipped, they're where the run produces evidence the next stage depends on. You start with structure instead of building it from scratch every time.
Ready to run this process?
Open this template in Cadenio, customize the fields and approvals for your context, and run it for the first time in under 60 seconds.
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