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Annual Procurement Planning Template (Excel)

The Annual Procurement Planning Template is an Excel tool that brings all of a procurement entity’s requirements for the financial year into one plan. For each package or lot it records the description, category, requesting department, quantity and estimated cost, source of funds and budget line, procurement method, review type and approval authority. It also records the planned timeline from specifications through bid invitation, evaluation, award and contract signing to delivery, along with the officer responsible and the current status. Totals, quarters and lead times are calculated automatically. The template flags packages whose cost does not fit the chosen method, whose dates are out of sequence, or which are behind schedule. A Gantt-style timeline and a summary dashboard by category, method, quarter, funding source, department and status support review and approval by the Entity Tender Committee. During the year, the procurement unit updates status, actual contract sums and completion dates. This turns the plan into a monitoring tool that shows progress, delays and savings or overruns at each quarterly review. It supports compliance with Section 21 of the Public Procurement Act, 2003 (Act 663), as amended by Act 914.