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    Procurement Planning Process

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    John Wafula wekesa
    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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    Procurement Planning Process

    Uploaded by

    John Wafula wekesa
    57 views10 pages
    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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    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.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    57 views10 pages

    Procurement Planning Process

    Uploaded by

    John Wafula wekesa
    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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    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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