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Procurement Planning Process

This document summarizes a presentation on procurement planning for works projects. It outlines the generic 5-stage procurement process, including procurement planning and budgeting, tendering, evaluation and award, contract management, and handover. It then discusses the key stages of planning in more detail, including needs identification, requirements definition, planning and budgeting, sourcing strategy, and procurement method. Finally, it covers the contents and monitoring of the procurement plan.

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John Wafula wekesa
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259 views10 pages

Procurement Planning Process

This document summarizes a presentation on procurement planning for works projects. It outlines the generic 5-stage procurement process, including procurement planning and budgeting, tendering, evaluation and award, contract management, and handover. It then discusses the key stages of planning in more detail, including needs identification, requirements definition, planning and budgeting, sourcing strategy, and procurement method. Finally, it covers the contents and monitoring of the procurement plan.

Uploaded by

John Wafula wekesa
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Procurement Planning for Works

Anthony Moire
ARD, Kenya

15th - 18th February


2010, Nairobi

1
Scope of Presentation

q examine the Generic Procurement Process

q 5 Key Stages

q review each Stage

2
Generic Procurement Process

q Key stages include:


Ø Procurement Planning and Budgeting.
Ø Tendering Process.
Ø Tender Evaluation and Award.
Ø Contract Management.
Ø Hand-Over and Usage.

q number of sub-activities under each key


3
stage
Procurement Planning and
Budgeting

l Five (5) Key Stages of Planning:


– Needs Identification
– Requirements Definition
– Planning and Budgeting
– Sourcing Strategy
– Procurement Method

4
Needs Identification

l Requirements to be fully identified with:


– detailed technical specifications,
– drawings and plans
– Bills of Quantities or Activity Schedule.

l Who does this?


– Technical Department of the Procuring Entity
– Assistance from other Ministries
– Outsourcing
5
Procurement Planning & Budgeting

The Budget Preparation Process

q Annual budget feeds into the Procurement


Plan.

q The Procurement Plan (Section 26 of Act)


Ø PE to prepare Procurement Plan each year.

Ø prepares quarterly updates for approval by TC.


6
Contents of the Procurement Plan
q Procurement Plan to indicate:
Ø a detailed breakdown of the works

Ø source of funding

Ø Sections that can be aggregated as a single


package;

Ø value of each procurement package

Ø source of funding for package, if different from


7
other packages
Contents of Procurement Plan
Contd:

Ø procurement method
Ø details of any committed or planned
procurement expenditure under existing multi-
year contracts;
Ø timelines
Ø monitoring
q Key Players
Ø Head of Procurement Entity
Ø Procurement Unit
8 Ø Heads of Departments, Units, etc
Procurement Planning &
Budgeting

Monitoring and Updating


l Procurement Plan should be regularly
monitored and updated during
implementation.
l essence is to see:
– actual performance vs planned.
– make changes where necessary.
– Revised quarterly for review and approval

9
Thank You.

10

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