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8/11/2019 procuremeny

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Procurement Plan

Project Name:

Example

Prepared By:Title:Version No: 1.0


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Document Change Control

The following is the document control for the revisions to this document.

VersionNumber

Date of Issue Author(s) Brief Description of Change

Definition

The following are definitions of terms, abbreviations and acronyms used in this document.

Term Definition

Procurement Plan Page


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Table of Contents

1 PROCUREMENTREQUIREMENTS..............................................................4

1.1 REQUIREMENTS..................................................................................................................... 41.2 PURPOSE...............................................................................................................................41.3 JUSTIFICATION.........................................................................................................................5

M!R"ETRESE!RC#............................................................................$

2.1 MARKETCONDITIONS...............................................................................................................52.2 AVAILABLEPRODUCTS..............................................................................................................5

% PROCUREMENTP&!N..........................................................................$

3.1 SCHEDULE..............................................................................................................................53.2 ASSUMPTIONS.........................................................................................................................6

3.3 RISKS....................................................................................................................................6

4 TEN'ERPROCESS..............................................................................(

4.1 OVERVIEW..............................................................................................................................64.2 DOCUMENTS...........................................................................................................................6

$ PROCUREMENTPROCESS.....................................................................)

5.1 OVERVIEW..............................................................................................................................5.2 DOCUMENTS...........................................................................................................................

( !PPEN'I*.......................................................................................)

PROCUREMENTREQUIREMENTS

!dentify the products to be sourced from outside the organi"ation, the purpose of eachproduct and the justification for procuring it as opposed to sourcing it internally.

1.1 Re+,ire-ents

#escribe the specific products and $uantities to be sourced from the external mar%et placeas well as the budgeted expenditure for each product, using the following table:

ID Product Description

uantit! Budget&'( &omputer

'ardware)atest specification computer !ntel P& including: *creen +( inch monitor-

&omputer unit +latest !ntel processor-

ccessories +%eyboard, mouse-

)atest /indows 0perating *ystem

1* 0ffice software suite

Amount $

21( 2aw 1aterials 3uilding construction materials, including: /ooden framing for walls

2oofing materials

Electrical cabling and switches

Amount $

&*( &onsultancy*ervices

4eneral consultancy services to assist with themanagement of the project, including:

Amount $

Procurement Plan Page 5


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6uality assurance and auditing

Project office management

ccounting services

1. P,rpose

#escribe the purpose of each product within the following table:

ID Product Purpose&'( &omputer

'ardwareTo enable project management and administrative staff to oversee theproject by recording and trac%ing progress against project plans

21( 2aw 1aterials To physically construct the deliverables to be produced by the project


To provide confidence that the project will achieve the time, cost and $ualitytargets through regular reviews and reporting

1.% ,sti/0ation

Provide sound reasoning as to why the above products must be ac$uired from externalsuppliers as opposed to from within the business, using the following table:

ID Product "ustification

&'( &omputer'ardware

There are no available P&s within the business of a suitable specification toperform the re$uired tas%s

21( 2aw 1aterials The business does not currently have sufficient spare raw materials toproduce the project deliverable


There are no human resources within the business suitably $ualified tounderta%e the activities re$uired

Procurement Plan Page 7


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Maret Resear02

&onducting mar%et research is critical to ensuring that the right product is readily available inthe mar%et place at the right price. 6uestions such as 8/hich products are available98 8/illthey meet the re$uirement98 and 8re suppliers able to deliver the product at the right pricewithin the timescales needed98 are all $uestions which need to be answered before theProcurement Plan can be completed. ;nderta%e a thorough mar%et research exercise anddocument the results of the research program within the following section.

.1 Maret Conditions

!dentify the various mar%et conditions related to the supply of the products listed in thesection above. The types of mar%et conditions to be considered include:

Political environment +!s it stable9 /ill influences in the exchange rate have a bearing onproduct pricing9 !s change li%ely9-

Technological trends +/ill new technologies present new opportunities or threats9- 1ar%et segment +'ow many suppliers are in this particular mar%et segment9-. !-8 days

2elease Tender #ocuments +2>! and *0/- days

F 2eceive G Evaluate Tender 2esponses days

*elect Tender *hortlist G Notify *uppliers days

(H Issue $*P +, da!s

(( ;pdate 8*tatement of /or% +*0/-8 days

( #ocument 82e$uest for Proposal +2>P-8 days

(5 2elease Tender #ocuments +2>Pand *0/- days

(7 2eceive and Evaluate Tender 2esponses days

(B *elect Preferred Tender G Notify *uppliers days

(D Issue Contract da!s

( #ocument *upplier &ontract days

(F Negotiate *upplier &ontract days

( *ign *upplier &ontract days

H !nitiate &ontractual 0bligations days

( Tender Process Complete H days

5 D'-IV'$ P$%D&CT# ., da!s

7 #eliver Product xxx (H days

B #eliver Product xxx (H days

D #eliver Product xxx (H days

All Products Delivered H days

F

$'VI'/ #&PP-I'$# . da!s

5H 2eview *upplier xxx days

5( 2eview *upplier xxx days

5 2eview *upplier xxx days

55 Supplier Reviews Complete H days

++0,

10,.

+0,.

BIH( (IH( (IH( DIH( IH IH (DIH 5IH (IH5 FIH5 (BIH5 IH5 IH5

ary >ebruary 1arch pr


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$ Pro0,re-ent Pro0ess

*ummari"e the Procurement Process or reference a more detailed Procurement1anagement Process document.

$.1 O3er3ie5

8The Procurement 1anagement Process is underta%en to ensure that all products +i.e.goods and services- are ordered, delivered and received in accordance with theProcurement Plan and that the performance of the supplier providing the products isade$uately managed.8

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