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Approach to market

Procurement plan

The procurement plan provides the background for the procurement initiative and explains how the approach to market will be carried out. It:

  • documents the problem the procurement will resolve,
  • clearly defines the goods/services being sought,
  • documents what is known about the market, suppliers and demand for the goods/services being sought,
  • outlines the strategy for stakeholder engagement,
  • assigns roles and responsibilities in the cross-functional evaluation team,
  • details how the agency will approach the market, evaluate bids and decide on the recommended supplier,
  • outlines the evaluation process,
  • details due diligence requirements,
  • sets a realistic timeframe that ensures that suppliers have sufficient time to develop and submit meaningful responses,
  • outlines known risks and relevant mitigation strategies,
  • outlines termination and transition requirements,
  • outlines contract and supplier management aspects.

Depending on the size and complexity of your procurement, there are three procurement plan templates you can use. Download the template which is most relevant to your procurement:

An alternative to using both a business case and a procurement plan is the combined business case / procurement plan [366 KB DOC]. This is a consolidated single-stage template.

Each of these templates is described in more detail in the Guide to informed decision making [429 KB PDF].


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Last updated 4 April 2016