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Procurement Plan

Project Name
Performing Division
Performing Group
Product
Prepared By
Document Owner(s)

Project / Organization Role

Procurement Plan Version Control


Version

Date

1.0

mm/dd/yy

Author

CITC Project Management Office


175503224.doc
Last printed 12/7/2007 10:57:00 a12/p12

Change Description

Procurement Plan

TABLE OF CONTENTS
1 PROCUREMENT PLAN PURPOSE............................................................................................ 3
2 PROCUREMENT PLAN DEFINITION......................................................................................... 3
2.1 Procurement Statement.................................................................................................... 3
2.2 Estimated Cost.................................................................................................................. 3
2.3 Vendor Selection............................................................................................................... 3
2.4 Procurement Description................................................................................................... 4
2.5 Selection Process & Criteria.............................................................................................. 4
2.6 Procurement Team........................................................................................................... 4
2.7 Contract Type(s)............................................................................................................... 4
2.8 Contract Standards........................................................................................................... 4
3 APPROVALS.............................................................................................................................. 5

CITC Project Management Office

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Procurement Plan

PROCUREMENT PLAN PURPOSE


Procurement Plan Purpose
The Procurement Plan is used to provide information about the purchase of goods and
services, how vendors will be chosen, what kind(s) of contract(s) will be used, how
vendors will be managed, and who will be involved at each stage of the process. This
document should be approved by appropriate individuals before the actual procurement
process begins.

2
2.1

PROCUREMENT PLAN DEFINITION


Procurement Statement
Procurement Statement
[Describe, in general terms, what products or services are being considered for
procurement and why.]

2.2

Estimated Cost
Estimated Cost
[Provide an estimated total cost of procurement in this project. Include confidence limits
for your estimate (e.g., plus / minus dollars or percent of estimate). See examples
below.]
Type

Description

Cost

Confidence

Hardware

Servers

$ 12,000

+/- 5%

Software

Licenses

$ 25,000

+/- 5%

Services

Implementation

$ 24,000

+/- 25%

$ 61,000

+/- 10%

Total

2.3

Vendor Selection
Vendor Selection
[Describe what general approach the Project Team will take to select a product or
vendor (e.g., RFI, RFP, etc.).]

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Procurement Plan

2.4

Procurement Description
Procurement Description
[Describe, in specific terms, what items will be procured and under what conditions (e.g.,
application module(s), specific hardware, specific misc. software, specific services, etc.]

2.5

Selection Process & Criteria


Selection Process & Criteria
[Describe the selection process and general selection criteria. Describe any analytical selection
tool that you will use.]

2.6

Procurement Team
Procurement Team
[List all Stakeholders who are involved in the Procurement Process, along with contact
information and a description of their Procurement Role (e.g., Project Manager, Legal, PPS
Contract Administrator, CITC Administrative Services Officer, etc.).]
Name

2.7

Phone / Email

Procurement Role

Contract Type(s)
Contract Type(s)
[Document which type of contract will be used with each procurement if applicable ( e.g., Time
and Materials, Fixed Price, Not-To-Exceed, etc.) ]

2.8

Contract Standards
Contract Standards
[Provide the standards for documentation that will be used for each contract (e.g., if
reimbursement is based on vendor performance, is the approval signature for each deliverable
sufficient or must a copy of a deliverable quality review be included in the contract
documentation?)]

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Procurement Plan

APPROVALS

Prepared by

__________________________________
Project Manager

Approved by

__________________________________
Project Sponsor
__________________________________
Executive Sponsor
__________________________________
Customer
__________________________________
Customer
__________________________________
Customer

Approval Date __________________________________

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