Procurement Management Plan: [Project name]

Plan for buying the goods and services the project needs: make-or-buy analysis, procurement items, contract types, sourcing and weighted evaluation criteria, timeline, supplier management, risks and approvals. Based on common project management practice. This is a planning format, not legal or procurement advice: follow your organisation's procurement policy and applicable public procurement law. Replace every [bracketed] value and every row marked Example.

1. Scope and policy

This plan covers all external goods and services bought for [Project name] with an estimated total value of [amount]. Procurement follows [organisation procurement policy, version] and, where applicable, [public procurement regulation]. Purchases below [threshold] use the simplified purchase-order process and are not listed individually.

2. Make-or-buy analysis

Each candidate item was assessed for in-house delivery against external sourcing.

3. Procurement items

The following items will be procured.

4. Contract types

The project uses the contract types below, chosen according to how well the scope is defined.

5. Sourcing and evaluation

Suppliers are first checked against mandatory requirements, then scored on weighted criteria.

Mandatory requirements (pass or fail): [registration and financial standing, data processing in the EU, ISO/IEC 27001 certification or equivalent, acceptance of standard terms].

Each criterion is scored 0 to 5 by at least three evaluators independently and averaged. The weighted score is:

$S = \sum_{i=1}^{n} w_i \cdot s_i, \qquad \sum_{i=1}^{n} w_i = 1$

6. Timeline

The procurement timeline for the main tender is shown below.

7. Supplier management

Each contract has a named contract manager who runs performance reviews and approves acceptance before payment.

8. Procurement risks

Procurement-specific risks:

9. Approvals and authority

Procurement decisions are approved according to value.

10. Contract closure

At contract end the contract manager confirms final acceptance of deliverables, settles open claims and invoices, ensures return or deletion of project data and assets, and records a supplier performance evaluation for future sourcing decisions.

Standard and licence note

Based on common project management practice for procurement planning, make-or-buy analysis and weighted supplier evaluation. This template is a planning format, not legal or procurement advice, and is original text written for this collection. Template licence: MIT.