Procurement planning is carried out through. Procurement planning - what is it? Procurement plan in budget planning. All according to plan

Hello dear colleague! As you know, procurement planning in accordance with Article 16 of 44-FZ provides for the formation of a procurement plan for a three-year period and for one year. Moreover, these two documents must be formed and used in the work simultaneously. Those. in 2016, customers will start preparing these documents for the period 2017-2019. In this article, we will talk in detail about procurement plans. Let's figure out what they are, what information they contain, as well as where and by whom they are placed. The material of the article will be useful to both customers and procurement participants.

1. What is a procurement plan?

Procurement plan - this is a document containing a list of needs (goods, works, services) that the state (municipal) customer needs, as well as information about the funds allocated to meet these needs.

General requirements to procurement plans are established by Article 17 of 44-FZ.

The procurement plan is drawn up by the customer for 3 years (clause 4 of article 17 of 44-FZ). In the event that the procurement period exceeds three years, the information is entered into the procurement plan (hereinafter referred to as PZ) for the entire procurement period. The first PP of customers should be formed for the period 2017-2019.

The requirements for the form of the PZ and the procedure for placing such plans in are established by the Government of the Russian Federation. Also, the Government of the Russian Federation establishes:

the procedure for the formation, approval and maintenance of PZ to meet federal needs;
requirements for the procedure for the formation, approval and maintenance of PZ in the constituent entities of the Russian Federation and municipalities (Note: These requirements are approved by Decree of the Government of the Russian Federation dated November 21, 2013 No. 1043 “On the requirements for the formation, approval and maintenance of plans for the procurement of goods, works, services to meet the needs of the subject Russian Federation and municipal needs, as well as requirements for the form of procurement plans for goods, works, services")

2. What information should be included in a purchasing plan?

According to part 2 of article 17 of 44-FZ, the PZ should contain the following information:

1. identification code purchases (Note: This code is generated using the budget classification code determined in accordance with the budgetary legislation of the Russian Federation, codes of all-Russian classifiers, a catalog of goods, works, services to meet state and municipal needs and may include other information);

2. the purpose of the procurement;

3. the name of the object and (or) the names of the objects of procurement;

4. the amount of financial support for the purchase;

5. timing (frequency) of planned purchases;

6. rationale for the purchase (Note: The rationale for the procurement consists in establishing the compliance of the planned procurement with the objectives of the procurement, as well as the legislation of the Russian Federation and other regulatory legal acts on contract system in the area of procurement. The justification for the purchase is an annex to the procurement plan. The rules for justification, as well as the forms for justifying purchases, are determined by Decree of the Government of the Russian Federation dated June 5, 2015 No. 555 “On establishing the procedure for justifying the purchase of goods, works and services to meet state and municipal needs and the forms of such justification”);

7. information on the procurement of goods, works, services, which, due to their technical and (or) technological complexity, innovative, high-tech or specialized nature, are able to supply, perform, provide only suppliers (contractors, performers) with the required level of qualification, as well as intended for scientific research, experiments, research, design work(including architectural and construction design);

8. information about the mandatory public discussion of the procurement of goods, works or services;

9. additional information provided for inclusion in the PP by the Government of the Russian Federation, the highest executive bodies of state power of the constituent entities of the Russian Federation, local administrations.

Note: You can make a procurement plan automatically in the program.

3. Procurement plan form

Normative legal regulation of procurement planning is carried out according to the levels of budget financing. Those. the form, procedure for the formation, approval, placement of the PP are established for customers of each level of budget financing, respectively:

for a federal-level customer (the Government of the Russian Federation);
for customers at the level of a constituent entity of the Russian Federation (the highest executive bodies of state power of the constituent entities of the Russian Federation);
for municipal customers (local administrations).

Thus, when preparing a PP, federal customers must be guided by Decree of the Government of the Russian Federation dated June 5, 2015 No. 552 “On approval of the Rules for the formation, approval and maintenance of a plan for the procurement of goods, works, services to meet federal needs, as well as requirements for the form of the plan procurement of goods, works, services to meet federal needs.

(xls, 39 Kb).

And for customers at the level of a constituent entity of the Russian Federation and municipal customers, it is necessary to be guidedDecree of the Government of the Russian Federation of November 21, 2013 No. 1043 "On the requirements for the formation, approval and maintenance of plans for the procurement of goods, works, services to meet the needs of the constituent entity of the Russian Federation and municipal needs, as well as requirements for the form of procurement plans for goods, works, services" , as well as the procedure for maintaining the PZ, approved by the subject of the Russian Federation (local administration).

Those. subjects of the Russian Federation and municipalities establish the procedure for the formation, approval and maintenance of PP at their level, taking into account the requirementsDecree No. 1043, and have the ability to adjust the following parameters:

the timing of the formation of the PP;
grounds for making changes to the PP (in addition to those provided by the Government of the Russian Federation);
additional information included in the PP forms.

(xls, 39 Kb).

Procurement plan is formedstate or municipal customer In accordance with the requirements of Art. 17 44-FZ in the process of drafting and reviewing draft budgets budget system of the Russian Federation, taking into account the provisions of the budget legislation of the Russian Federation and approvedwithin 10 business days after bringing to the state or municipal customer the scope of rights in monetary terms to accept and (or) fulfill obligations in accordance with the budgetary legislation of the Russian Federation (part 7 of article 17 of 44-FZ).

Procurement plan is formedbudget institution In accordance with the requirements of Art. 17 44-FZ when planning the financial and economic activities of a budgetary institution and approvedwithin 10 business days after the approval of the plan for financial and economic activities of a budgetary institution (part 8 of article 17 of 44-FZ).

4. Making changes to procurement plans

According to Part 6 of Art. 17 44-FZ PZ are subject to change if necessary:

1) bringing them into line in connection with a change in the objectives of procurement and requirements for goods, works, services purchased by customers (including the marginal price of goods, works, services) and (or) standard costs for ensuring the functions of state bodies, government bodies off-budget funds, municipal bodies;

2) bringing them into line with changes made to the federal budget (budgets of subjects of the Russian Federation, local budgets) for the current fiscal year and planning period;

3) implementation of federal laws, decisions, instructions, instructions of the President of the Russian Federation, decisions, instructions of the Government of the Russian Federation, laws of the constituent entities of the Russian Federation, decisions, instructions of the highest executive bodies of state power of the constituent entities of the Russian Federation, municipal legal acts that are adopted (given) after the approval of procurement plans and not lead to a change in the volume of budget allocations approved by law or by a decision on the budget;

4) implementation of the decision made by the customer as a result of the mandatory public discussion of the procurement;

5) use, in accordance with the legislation of the Russian Federation, of the savings received during the procurement;

6) in other cases, established order formation, approval and maintenance of procurement plans.

5. Publication of the procurement plan

The approved PP is subject to placement within 3 working days from the date of approval or change of such a plan, with the exception of information constituting a state secret (part 9 of article 17 of 44-FZ).

Also, customers have the right to post software on their websites on the Internet (if any), as well as publish in any printed publications(part 10 of article 17 of 44-FZ).

How to draw up a procurement plan and a procurement schedule for 2016 is described in this video:

So we have examined what the procurement plans for 44-FZ are. I hope that this information was necessary and useful for you. See you in the next editions.

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As a result of studying the chapter, the student must:

know

procurement planning tools;
the main features of the placement of planning documents in the EIS;
the procedure for the formation, approval, placement and amendment of the procurement schedule and the procurement plan;
the procedure for substantiating and rationing purchases;

be able to

apply standards and methods of procurement justification in the procurement planning process;
create a procurement planning calendar;

own

the skill of working with documents in the process of formation, approval, placement of procurement plans;
the skill of working with documents in the process of formation, approval, placement of procurement schedules.

Legal regulation of procurement planning

The basics of legal regulation of the procurement planning process are established in Ch. 2 of the Law on the contract system. Procurement planning is carried out based on the objectives of procurement through the formation, approval and maintenance of: 1) procurement plans; 2) schedules. the federal law dated December 29, 2012 No. 275-FZ "On the state defense order" establishes the features of procurement planning within the framework of the state defense order.

From January 1, 2016, planning duties are introduced, including the preparation and approval of procurement plans, procurement justification (Articles 16, 17, 18 of the Law on the contract system).

The customer forms (makes changes) the plan based on the objectives of the procurement and taking into account the established requirements for the purchased products (including the marginal price and (or) standard costs for supporting the customer's activities). At the same time, the procurement plan contains annexes containing justifications for each object or objects of procurement, prepared in the manner established by the Government of the Russian Federation (Decree of the Government of the Russian Federation dated 05.06.2015 No. 552).

The procurement plan is formed in the process of compiling and considering draft budgets of the budget system of the Russian Federation and is approved within 10 working days after bringing to the customer the scope of rights in monetary terms to accept and (or) fulfill obligations in accordance with budget legislation (part 7 of article 17 of the Law about the contract system). Budgetary institutions must approve procurement plans within 10 working days after the approval of the plan for their financial and economic activities (part 8 of article 17 of the Law on the contract system). The approved procurement plan (including as a result of amendments) is posted in the EIS within 3 working days from the date of approval or amendment of such a plan, with the exception of information constituting a state secret. The customer has the right to place the procurement plan in other sources - printed publications or on the Internet information and communication network.

The customer type determines the order in which the plan is generated and approved.

Thus, government customers acting on behalf of the Russian Federation initially form a procurement plan and submit it no later than July 1 of the current year to the main managers in order to form on their basis justifications for budget allocations for procurement. If necessary, they adjust them in agreement with the main managers in the process of drafting budget estimates and submitting justifications for budget allocations. After clarifying the procurement plans and bringing to the state customer the scope of rights in monetary terms to accept and (or) fulfill obligations, the procurement plan is approved within 10 working days.

FSBI form procurement plans and submit them no later than July 1 of the current year to the bodies exercising the functions and powers of their founder, for consideration in the formation of justifications for budget allocations. Correction of the procurement plan, if necessary, is made in agreement with the same body in the process of drafting plans for their financial and economic activities and submitting justifications for budget allocations. After the procurement plans are clarified and the financial and economic activity plans are approved, the Federal State Budgetary Institution approves the procurement plan within 10 working days after the approval of the financial and economic activity plans.

FGAU, FGUP, whose property belongs to the right of ownership of the Russian Federation, form procurement plans within the time limits established by the main managers. The planning process begins after decisions are made to provide subsidies for capital investment. If necessary, these customers specify the procurement plans. After their clarification and the conclusion of agreements on the provision of subsidies for the implementation of capital investments in facilities capital construction state property of the Russian Federation or the acquisition of real estate objects in the state ownership of the Russian Federation, the procurement plan is approved within 10 working days from the date of conclusion of the agreement on the provision of subsidies.

FGBU, FGAU, FGUP, whose property belongs to the right of ownership of the Russian Federation, carrying out purchases within the framework of the powers of the state customer transferred to them, form procurement plans within the time limits established by the main managers of federal budget funds. The planning process begins after decisions are made on the preparation and implementation of budget investments in capital construction objects of the state property of the Russian Federation or the acquisition of real estate objects in the state property of the Russian Federation. Further, these customers refine the procurement plans, if necessary. After they are clarified and brought to the appropriate personal account for the transferred powers, the scope of rights in monetary terms to accept and (or) fulfill obligations in accordance with the budget legislation of the Russian Federation is approved within 10 working days from the date of bringing the scope of rights in monetary terms.

The customer forms a procurement plan for a period corresponding to the validity period of the legislative, legal act on the budget (federal, subject of the Russian Federation, local), budgets off-budget funds(state, territorial). Despite the fact that budgets are drawn up for the next financial year and planning period, procurement plans include information on purchases that are planned to be made after the planning period (taking into account the provisions of the budget legislation of the Russian Federation, as well as taking into account the features established by the procedure for the formation, approval and procurement plans).

There is the following system of legal regulation in the field of formation, approval and maintenance of procurement plans.

The procedure for the formation, approval and maintenance of procurement plans to meet federal needs was approved by Decree of the Government of the Russian Federation dated 05.06.2015 No. 552.
Requirements for the procedure for the formation, approval and maintenance of procurement plans to meet the needs of a constituent entity of the Russian Federation, municipal needs are established by Decree of the Government of the Russian Federation of November 21, 2013 No. 1043.
The procedure for the formation, approval and maintenance of procurement plans to meet the needs of the constituent entity of the Russian Federation, municipal needs is established by the highest executive body, respectively, of the state power of the constituent entity of the Russian Federation, the local administration, taking into account the requirements established by Decree of the Government of the Russian Federation of November 21, 2013 No. 1043.
Requirements for the form of procurement plans are established by Decree of the Government of the Russian Federation of 05.06.2015 No. 552.
The procedure for placing procurement plans in the EIS is established by Decree of the Government of the Russian Federation of October 29, 2015 No. 1168.

Purchasing plans include the following data:

2) the purpose of the procurement;
3) the name of the object and (or) the names of the objects of procurement;
4) the amount of financial security for the procurement;
5) the timing (frequency) of the planned purchases;
6) justification of the purchase;
7) information on the procurement of products that, due to their technical and (or) technological complexity, innovative, high-tech or specialized nature, can be supplied, performed, provided only by suppliers (contractors, performers) with the required level of qualification, as well as intended for scientific research research, experiments, surveys, design work (including architectural and construction design);
8) information about the mandatory public discussion of the procurement.

It's important to know

The procurement identification code is a number consisting of 36 digits divided into the following digits:

1-2 digits - the year of placement of the notice or the conclusion of the contract in the format of the last two digits of the year;
3-22 digits - identification code of the customer, consisting of the code of the form of ownership, IGTGT and KPP;
23-26 digits - purchase number in the purchase plan;
27-29 digits - purchase number in the schedule;
30-33 digits - all-Russian classifier products regarding the type economic activity;
34-36 digits - code of the type of expenses.

taken (given) after the approval of procurement plans and do not lead to a change in the volume of budget allocations;

d) a change in the amount of rights in monetary terms communicated to the state customer acting on behalf of the Russian Federation, a change in the indicators of the financial and economic activity plans of the relevant federal state budget institutions, as well as changing the relevant decisions and (or) agreements on the provision of subsidies;
e) implementation of the decision taken as a result of the mandatory public discussion of the procurement;
f) use, in accordance with the legislation of the Russian Federation, of the savings received during the procurement;
g) issuance of an order by the control bodies in the field of procurement, including the annulment of the procedure for determining suppliers (contractors, performers);
h) changing the timing and (or) frequency of the acquisition of goods, performance of work, provision of services;
i) the occurrence of other significant circumstances that could not be foreseen as of the date of approval of the procurement plan.

Schedules are a list of product purchases for the financial year, formed in accordance with the purchase plans in the prescribed form, and are the basis for procurement.

For 2016, customers draw up a procurement schedule in accordance with the rules that were in force before the entry into force of the Law on the contract system, taking into account the specifics established by the Order of the Ministry of Economic Development of Russia No. 182, the Treasury of Russia No. 7n dated March 31, 2015. This act formulates the features of placement in the EIS of schedules for placing orders for 2015-2016. Thus, in 2016, the transitional period between the Contract System Law and the Procurement Placement Law ends.

It's important to know

The traditional (and most time-consuming) way to place a schedule in the EIS is to fill it out on the zakupki.gov.ru website from scratch or by copying the schedule for the previous year. In addition to periods when work on the site is not possible for technical reasons (during such periods, you can use the site’s offline client), the difficulty of filling out the schedule form is the lack of convenient calculators and reference books for calculating the timing of purchases, specifying codes, calculating the NMCC (contract price ). There are no services that warn about an error in filling in data, for example, when choosing a purchase method. Specialized paid programs are aimed at automating the actions of contract managers, help track and prevent possible errors, and contain convenient services for generating settlement data.

Recall that the regulation of the transitional period is devoted to Ch. 8 of the Law on the contract system - " Final provisions". In particular, they have established cases when: a) changes are not made to procurement plans and procurement schedules; b) the report on the performance of the contract on compliance with the intermediate and final deadlines for the performance of the contract does not include information on the performance of the contract in terms of its compliance with the schedule (clause 3, article 112 of the Law on the contract system).

From January 1, 2016, customers are required to justify all purchases that are included in both the procurement plan and the procurement schedule, including proving the compliance of the planned procurement with the goals established by the Contract System Law. Justification in the procurement schedule is subject to NM of the Central Committee or the price of the contract concluded with sole supplier(contractor, performer), as well as the method of determining the supplier (contractor, performer), including Additional requirements to the procurement participants (if there are such requirements).

The following system of legal acts regulating the process of formation, approval and modification of procurement schedules is in force.

With regard to the provision of federal needs, Decree of the Government of the Russian Federation dated 05.06.2015 No. 553 establishes the procedure for the formation, approval and maintenance of procurement schedules to meet federal needs.
With regard to meeting the needs of a constituent entity of the Russian Federation, municipal needs, the procedure for the formation, approval and maintenance of procurement schedules is established by the highest executive body of state power of a constituent entity of the Russian Federation, the local administration, respectively, based on the requirements established by Decree of the Government of the Russian Federation dated 05.06.2015 No. 554 1.
The requirements for the form of the schedule are also established by Decree of the Government of the Russian Federation of 05.06.2015 No. 553 and Decree of the Government of the Russian Federation of 05.06.2015 No. 554 to meet federal needs and the needs of the constituent entities of the Russian Federation, municipal needs, respectively.
The procedure for placing schedules in the EIS is established by Decree of the Government of the Russian Federation of October 29, 2015 No. 1168.

The schedule includes the following information for each purchase:

1) procurement identification code;
2) the name and description of the object of procurement, indicating the characteristics of such an object, the quantity of goods supplied, the amount of work performed, the service provided, the planned terms, the frequency of delivery of goods, the performance of work or the provision of services, the initial PMCP, the price of the contract concluded with a single supplier (contractor, contractor), justification of the purchase, the amount of the advance payment (if payment is provided), stages of payment (if staged payment is provided);
3) additional requirements for procurement participants and the rationale for such requirements;
4) the method of determining the supplier (contractor, performer) and the rationale for choosing this method;
5) purchase start date;
6) information on the amount of security provided for the relevant application of the procurement participant and security for the performance of the contract;
7) information on the application of the cost criterion life cycle a product or an object created as a result of performing work (if the criterion is applied);
8) information about the banking support of the contract.

With regard to centralized purchases, joint purchases carried out by closed methods, special provisions may be provided for including information on such purchases in the schedule established by the Government of the Russian Federation. In addition, the list of information included in the schedule may be supplemented by the Government of the Russian Federation, the highest executive bodies of state power of the constituent entities of the Russian Federation, and local administrations.

The schedule is formed annually for the next financial year in accordance with the procurement plan. It includes information on procurement throughout the year, but if the period of procurement exceeds the period for which the procurement schedule is approved, the procurement schedule also includes information on procurement for the entire duration of the contract. In this case, the schedule includes the total quantity of goods supplied, the volume of work performed, services provided to meet state or municipal needs, and the amount required to pay for them, for the entire period of the contract for the years following the financial year for which the plan is approved. -schedule.

The development of the procurement schedule (as well as the procurement plan) is carried out by contract service, a contract manager, an authorized body, an institution is involved in the development and placement of the plan within the framework of the assigned powers (in case of centralized procurement). They carry out not only the development of a schedule, but also the preparation of changes to it, as well as the placement in the EIS of approved schedules and changes to them. When forming a procurement schedule, responsible persons need to carry out a number of actions.

In particular, it is necessary to collect information on all types of products (goods, works, services) that are planned to be purchased during the year: the name of the procurement objects, minimum requirements to them and the approximate terms of delivery of goods, performance of work, provision of services. Based on the results of this work, the total annual volume of purchases is formed, from the value of which it is necessary to determine: 1) the minimum volume of purchases from SMP, SONKO; 2) the maximum volume of purchases by conducting a request for quotations, purchases from a single supplier (contractor, performer). It should also be taken into account that, for example, the 2016 schedule includes purchases that are planned to be carried out this year, while the purchase begins from the moment a notice is posted in the EIS (an invitation to participate is sent) or from the moment a contract is concluded (p 2, 3 of the Law on the contract system).

It's important to know

SPSS includes the entire amount of financial security that will be sent (brought) to the customer during the calendar year (clause 16, article 3 of the Law on the contract system). This scope also includes cash to pay for contracts concluded in previous years.

Having collected necessary information on procurement, the responsible persons of the customer fill out approved form procurement schedule. The schedule form involves filling in information about the customer, a description of the terms of the contract, the conditions for financial security of the purchase, an indication of the order placement code (BSC, according to which the purchase will be paid), an indication of the purchase method and the start date for the procedure for determining the supplier (contractor, performer).

It's important to know

If the customer does not plan to make purchases in the next financial year, he, nevertheless, needs to develop and form a procurement schedule by filling in information about the customer and place it in the EIS no later than one calendar month after the adoption of the law (decision) on the budget.

The timing and procedure for approval of the schedule, as well as in the case of the approval of procurement plans, depend on the type of customer. By general rule the schedule is approved by the customer within 10 working days after he receives the scope of rights in monetary terms to accept and (or) fulfill obligations or approve the financial and economic activity plan in accordance with the legislation of the Russian Federation.

Government customers acting on behalf of the Russian Federation, when developing a schedule, are guided by the deadlines set by the main administrators of the federal budget funds, the management bodies of the state non-budgetary funds of the Russian Federation. Within the specified timeframes, they form procurement schedules (after submitting the draft federal budget, draft budgets of state non-budgetary funds of the Russian Federation for consideration by the State Duma of the Russian Federation), if necessary, refine them. After bringing the scope of rights in monetary terms to the acceptance and (or) fulfillment of obligations, the schedule is approved within 10 working days from the date of bringing the scope of rights.

FSBI, when developing a schedule, are guided by the deadlines established by the bodies exercising the functions and powers of their founder. The start of work on the development of the plan coincides with government customers. If necessary, the Federal State Budgetary Institution refines the procurement schedules and approves the procurement schedule within 10 working days after the approval of the financial and economic activity plans.

FGAU, FGUP, whose property belongs to the right of ownership of the Russian Federation, also form procurement schedules after submitting the draft federal budget, draft budgets of state non-budgetary funds of the Russian Federation for consideration by the State Duma of the Russian Federation. After clarification (if necessary) of the conclusion of agreements on the provision of subsidies, the schedule is approved within 10 working days from the date of conclusion of agreements on the provision of subsidies. Recall that subsidies are provided for capital investments in capital construction projects of the state property of the Russian Federation or the acquisition of real estate objects in the state property of the Russian Federation.

FGBU, FGAU, FGUP, the property of which belongs to the right of ownership of the Russian Federation, carrying out purchases within the framework of the powers of the state customer transferred to them, begin to form plan- schedule purchases in the same way as other types of customers mentioned above. Just like government customers acting on behalf of the Russian Federation, they specify, if necessary, schedules and, within 10 working days after bringing the volume of rights in monetary terms to the personal account for the delegated powers, approve it.

It's important to know

The provision of Part 11 of Art. 21 of the Law on the contract system, according to which purchases that are not provided for by schedules cannot be carried out, comes into force on January 1, 2017.

The schedule approved by the customer is subject to placement in the EIS within 3 working days from the date of its approval. Schedules for 2016 are placed taking into account the provisions of the order of the Ministry of Economic Development of Russia No. 182, the Treasury of Russia No. 7n dated 31.03.2015. In particular, it indicates the cases (clause 7) of the placement of the schedule on the day of its approval; as well as cases of making changes no later than 1 day before the day of posting the notice (sending an invitation to participate) (clause 8).

Changes to the schedule for each object of procurement can be made no later than 10 days before the date of posting in the EIS a notice of the implementation of the relevant procurement or sending an invitation to take part in determining the supplier (contractor, performer) in a closed way. The changes made are also subject to placement in the EIS within 3 working days from the date of the change in the schedule.

Placement in the EIS of procurement plans, procurement schedules is carried out by customers:

a) in machine readable form electronic document signed by an authorized official of the customer with an electronic signature;
b) taking into account the procedure for the functioning of the UIS;
c) in accordance with the form in accordance with the Decree of the Government of the Russian Federation of 05.06.2015 No. 553, Decree of the Government of the Russian Federation of 05.06.2015 No. 554;
d) in Russian (names of foreign legal and individuals, as well as trademarks can be indicated using letters of the Latin alphabet).

The formation, approval and maintenance of procurement plans are carried out on behalf of the relevant bodies (management bodies) that have delegated their powers to these customers.
Procurement plans and procurement schedules are placed by federal customers in the UIS through the interaction of the UIS and the IS "Electronic Budget". Customers of the constituent entities of the Russian Federation and municipal customers place data by filling out screen forms in the UIS or interaction between the UIS and regional (municipal) IS (the procedure comes into force on January 1, 2017).
In addition, the authorized bodies may determine additional information to be included in the procurement plans. To ensure federal needs, the composition additional information determined by the Government of the Russian Federation. To meet the needs of the constituent entities of the Russian Federation and municipal needs - higher executive bodies state authorities of the constituent entities of the Russian Federation and local administrations, respectively. The grounds for making changes to the approved procurement plans, if necessary, are: a) bringing the procurement plans in line with the approved changes in the objectives of the procurement, requirements for the purchased products;
The law on the contract system prohibits the placement in the EIS of procurement documentation, procurement notices (invitations to participate in a closed procurement) that do not correspond to the information specified in the schedules. To ensure the implementation of this norm, a list of cases for making changes to the schedule has been established:
increase or decrease in the NMTsK, the price of a contract concluded with a single supplier (contractor, performer);
implementation of the decision made by the customer following the results of the mandatory public discussion of the procurement and which does not require changes to the procurement plan;
issuance of an order by the control bodies in the field of procurement, including the annulment of the procedure for determining suppliers (contractors, performers);
occurrence of other circumstances, which could not be foreseen as of the date of approval of the procurement schedule. Placement of schedules in the EIS is carried out in the following order. Plans-schedules shall be posted no later than one calendar month after the adoption of the law (decision) on the budget. If the schedule contains information constituting a state secret, it shall be posted except for such information.

According to Part 1 of Art. 16 of Law No. 44-FZ from 01/01/2015, procurement planning is carried out based on the objectives of procurement through the formation, approval and maintenance of:

procurement plans;
schedules.

Differences between procurement plans and schedules.
The procurement plan is a list of purchases as such or, relatively speaking, a list of needs (state, municipal, budgetary institutions) that must be satisfied, and information about the funds allocated to ensure them. It is the very need for procurement and the estimated amount of funding that can become the subject of public discussion, as a result of which the procurement plan can be changed.

The schedule is a list of activities for the implementation of the procurement plan, containing more detailed information on the conditions for the implementation of procedures for determining counterparties. At the same time, procurement plans are formed for a period corresponding to the validity of the law (municipal legal act) on the corresponding budget for the next financial year and planning period (part 4 of article 17 of Law N 44-FZ). And the schedule is formed only for the financial year (parts 1, 10, article 21 of Law N 44-FZ).

Purchasing plan content (part 2 of article 17 of Law N 44-FZ)	Content of the schedule (part 3 of article 21 of Law N 44-FZ)
	1) procurement identification code;
2) the purpose of the procurement;	2) the name and description of the object of procurement, indicating the characteristics of such an object, the quantity of goods supplied, the volume of work performed, services rendered, planned terms, frequency of delivery of goods, performance of work or provision of services, the initial (maximum) contract price, the price of a contract concluded with a single counterparty, justification for the purchase the amount of the advance payment (if the payment of the advance payment is provided), the stages of payment (if the execution of the contract and its payment are provided for in stages);
3) the name of the object and (or) the names of the objects of procurement and the description of such object and (or) objects of procurement, as well as the volume of goods, works or services to be purchased;	3) additional requirements for procurement participants (if such requirements exist) and the rationale for such requirements;
4) the amount of financial security for the procurement;	4) the method of determining the supplier (contractor, performer) and the rationale for choosing this method;
5) the timing (frequency) of the planned purchases;	5) purchase start date;
6) justification of the purchase;	6) information on the amount of security provided for the relevant application of the procurement participant and security for the performance of the contract;
7) information on the procurement of goods, works, services, which, due to their technical and (or) technological complexity, innovative, high-tech or specialized nature, are able to supply, perform, provide only contractors with the required level of qualification, and are also intended for scientific research , experiments, surveys, design work (including architectural and construction design);	7) information on the application specified in Part 3 of Art. 32 of Law N 44-FZ of the criterion for the cost of the life cycle of a product or an object created as a result of the performance of work (if the specified criterion is applied) when determining a counterparty;
8) information about the mandatory public discussion of the procurement of goods, works or services in accordance with Art. 20 of Law N 44-FZ.	8) information on banking support of the contract in cases established in accordance with Art. 35 of Law N 44-FZ.

The procedure for the formation, approval and maintenance of procurement plans, procurement schedules are defined in part. 3, 5 art. 17, h.h. 4-7 art. 21 of Law N 44-FZ.

Recall that the requirements for the preparation of procurement plans, schedules for new form and on the justification of purchases come into force only from January 1, 2015 (part 2 of article 114 of Law N 44-FZ).

Procurement planning is one of the milestones activities of any modern institution, enterprise. It is intended for the formation of preparatory documentation if it is necessary to purchase a product, order works, services. The most relevant area for municipalities, state-owned companies. Several planning methods have been developed, which are considered within the framework of specialized educational courses. Of course, theoretical calculations are applicable in practice, the scope of their application is extremely wide. This is largely due to the requirements of the current legislation to justify the acquisitions of municipalities and government agencies.

Getting started without mistakes is the key to success

Currently, procurement planning is practiced according to Federal Law 44. This document at the federal level declares how important the procedure for drawing up a plan is. The requirements for drawing up an acquisition project first appeared in 2013, and since then the situation has certainly not become easier for individual institutions to implement. The legal regulations that are relevant today require that acquisitions be planned in strict accordance with the laws, carefully documenting every step, every operation.

Organization of procurement, drawing up a plan - tasks that, with the immutability of the law in our time, are solved using more modern techniques. This allows for increased economic efficiency result to adhere to the established norms. The procurement planning system is the key to a positive result of the entire event. It is important to analyze the needs, taking into account the amount of funds allocated to the enterprise. Of course, the best option is to allocate financial resources in the quantities required by a particular institution to implement all the planned transactions, but budgetary constraints rarely allow 100% to be realized.

Make it right

By the way, the relevance and complexity of the issue of planning procurement plans, drawing up projects is already visible from the abundance of specialized publications that are published in recent times, revealing various subtle aspects, nuances of the issue. Much is due to the complex economic situation in the state, on the basis of which the requirements of the law are tightened, as well as control over their observance. There are also positive side: it is possible to effectively prevent abuse, corruption component, inefficient waste of budget savings.

Annual procurement planning is the most common option. It will not be superfluous to draw up plans for a long period of time (five-year), but they are formed only in in general terms. There are also short-term plans (for example, for a month), but these reflect only the current needs of the enterprise. The annual plan is not just a list of what you need to purchase, but also a document demonstrating the prospects of the institution, its development strategy, and improving the workflow. Often, an explanatory note is attached to the plan, substantiating the need for each of the listed items. This allows you to prevent suspicions of abuse and prove the need for funds.

Key tasks: reviewing procurement examples

Planning, procurement may be an area of responsibility that the company neglects. In such a situation, the quality of the service provided as a result of work activities the establishment of the product will be quite low, and the terms - prolonged. If it was not possible to work out the contract price correctly, plan the acquisition, there is a possibility of inefficient spending of funds, which can be regarded as an offense with the ensuing consequences.

Planning municipal procurement allows you to prevent unexpected cancellation of the operation. The initiator of the block of the transaction may be the controlling authority, the contractor or the institution itself, which suddenly discovered an error and, because of this, was forced to urgently stop cooperation by agreement. This leads to temporary losses, financial. A customer who has incorrectly executed the procurement process may face penalties. In particular, it follows from the existing laws that executive, irresponsibly, incorrectly choosing the method of procurement, is forced to answer: the punishment reaches 50,000 rubles.

One by one

On the modern enterprises procurement planning is carried out through a systematic approach to the issue using efficient electronic, computing tools, software systems. This minimizes the chance of human error. The sequence of operations is the formation of a plan, its coordination with higher authorities, and the execution of the plan. Already at the preparation stage, it is necessary to justify all planned operations, check compliance with the goals set for the institution, and also standardize the purchase. The latter involves quality control of the purchased product, ordered service in relation to current requirements, expected consumer qualities. At the planning stage, the required amount of product is analyzed and marginal price where it can be purchased.

Procurement planning management includes organizing public comment on the event. This is especially true for a number of transactions for which publicity is stipulated in the laws. There are such measures that it is simply impossible to implement without conducting a preliminary public study with an assessment of the results. At present, to organize such a step, the most modern means and methods of communication, technical solutions, Information Technology.

Papers are endless!

Planning of state and municipal purchases involves the formation of a schedule, a procurement plan. The second type of documentation has been introduced since 2016. The first was practiced before, its form has remained unchanged for several years. The schedule is formed for a year. The procurement plan is drawn up for an average period and includes all the items of products needed by the institution and purchased from the supplier. Normally, such a document covers a three-year time period, since it is for this period that the budget is formed.

Planning the procurement of state employees is a particularly difficult issue. It is necessary to focus on the Federal Law adopted in 2011 at number 223. It declared the possibility of drawing up a flexible plan covering a twelve-month period. Some purchases do not need to be justified. This applies to the list that falls under the standards of the second part of the fifteenth article of the previously mentioned 44th Federal Law. State employees have the right to adjust plans in accordance with the need. There are no time limits or reasons.

All according to plan

Purchases in budget planning in the format of the schedule, it is supposed to use as a foundation the documentation developed for a three-year period and describing the main needs of the institution. Not every legal entity can successfully form such a procurement plan from the first time that can be translated into reality, therefore, the law stipulates the possibility of making adjustments to those documents that have already been published through a specialized information system.

Changes often need to be made as needs are identified for products that were not previously identified. Through the electronic budget, procurement planning is quite flexible process, you can add new items, especially if the financial possibilities for their implementation are due to savings on auctions that have already passed by the time of the adjustment. Changes may be made when prompted by the outcome of public comment, if such has been organized as a legal requirement.

Purchasing logistics

In order for procurement planning (electronic budget, driven by modern software products, provides significant assistance to specialists) was as efficient as possible, to organize events, taking into account the requirements of logistics. When drawing up a plan, you need to be guided by the needs of the enterprise, the costs associated with work processes, and storage spaces available for use. Play a role and the amount of material needed for production process the time frame in which it must be delivered. To succeed, you need to take into account the resources of suppliers, the ability to organize own production some Supplies applicable to the manufacture of the final product, the provision of services.

Formation, taking into account the entire specified procurement plan in budget planning in relation to public and private companies, allows you to establish a workflow without downtime and financial losses due to excess purchases, damage to consumables. To determine how many materials you need (namely, this indicator is the base for calculating most others), you need to master several typical calculation methods. To apply them to a specific company, you first need to collect the most complete information base on the use of similar raw materials in industry earlier.

How much do you need?

One of the procurement planning methods is to estimate the volume of products to be produced based on the customer's need for it. Knowing how significant the demand for goods is at the moment, it is possible to reasonably calculate how much raw materials will be needed. To simplify calculations, lists are formed with products, materials, take into account the time required for the supply of different items, the duration of storage. If a certain consumable can be made on your own, you need to calculate in advance how big the time costs are.

Knowing the time intervals, they estimate the gross demand for items received from the supplier, manufactured on their own. Based on it, the net requirement is determined by analyzing existing stocks, orders placed and planned production volumes. Among the orders may be those that were made earlier for the previous series of goods. When planning a new production cycle they do not need to be taken into account.

fluctuations in demand

This method of procurement planning is relevant when the consumer's interest can be described by a wave chart with repeating elements. In order to achieve smoothing, it is necessary to assess how large the actual consumption of the product for the past time period is, to identify the relationship with the indicators calculated in advance for it. For the new period, the forecast is an indicator calculated for the previous time period, to which a corrective value is added - the quantity of goods multiplied by the significance factor.

Alternative option

Another procurement planning method is deterministic. This is resorted to when it is known how long it takes to fulfill an incoming order, how much material is required for it, and in what time consumables will be delivered.

Sometimes the stochastic approach is most applicable in practice. The basis for the calculations are the methods of statistics, mathematics. By applying specialized formulas, you can estimate what demand for a product is expected, and based on this, plan the purchase of consumables.

Using the accumulated experience of the staff, you can implement a heuristic approach to procurement planning.

Everything has its time

Planning public procurement, private implies the presence of the most complete information base regarding the production process and the result of its application. It is necessary to provide analysts with access to accurate information about the movement of consumables, components, and spare parts. There should be data on all stages from the moment of researching the procurement market to the receipt of the purchased item at the warehouse.

For a logistics purchasing system to work well, you need to know what kind of materials are used in the production process. The formation of a procurement plan involves the coordinated interaction of different persons employed at the enterprise. Public procurement planning (and equally in private companies) makes it necessary to establish mutual relations between different departments, divisions, branches of a legal entity. Only carefully organized interaction makes it possible to guarantee the correctness of calculations, analysis, and the choice in favor of the optimal method of purchasing. Collaboration allows you to decide on the best pricing policy, conclude a profitable contract with a supplier, track the amount of raw materials received, available, and consumed. Logistics includes control over the timing of deliveries, the placement of raw materials within the storage areas.

Nothing extra

Through the organization of procurement logistics, it is possible to achieve a minimum availability of stocks in the warehouse with an uninterrupted supply of consumable raw materials to the production process. In order for planning to be effective, it is necessary to formulate exactly which positions are required and in what volume, in what time period exactly they should be at the disposal of the workshops, how great are the possibilities of well-known suppliers. Logisticians assess the current capabilities of the warehouse, work out ways to organize the production process of consumable raw materials using their own facilities.

We buy wisely

In many ways, procurement planning is closely related to the choice of a specific format for cooperation with suppliers. Recently, the most widespread option is the design of a tender. It is equally applicable to state enterprises, institutions, and when looking for a supplier by a private trader. The concept of tender came into the economy quite a long time ago. Organization of bidding is the area of responsibility of the customer, announcing the competitive conditions for the supply of a product, the provision of services. As part of the auction, those who wish can compete for the right to conclude an agreement with the customer on pre-announced conditions. The rules to which cooperation will be subject must be formulated and published in advance. To do this, fill full package tender documentation indicating the terms of all stages of mutual work. Names of products, services, prices that suit the customer are listed.

The classical tender is a procedure involving an abundance of competitors. Winning the right to conclude a contract is not easy, but the process itself is cost-effective and fair. Its organization is entrusted to the heads of the enterprise acting as a customer. The company collects a procurement commission, the composition of which is approved by the commanding staff. These specialists prepare a package of documents, draw up everything necessary for setting the conditions for public viewing. It is necessary to remember the current normative and legal acts regulating tenders and auctions.

Carefully and thoroughly

All applications received in limited by competition time frames, should be analyzed by the participants of the procurement commission. For each of the options, common decision: accept the offer, appoint a potential person as a contractor, or reject the option. Deciding in favor of a specific outcome, you need to check the conditions of the competition, analyze the features of all the proposals received. The ideal outcome of the procedure is the conclusion of an agreement at the lowest possible price, subject to all the requirements and conditions of the customer. Impartiality, openness, transparency are the main advantages of such a procedure.

When formulating requirements for contractors, one should be guided not only by one's own interests, but also by average offers on the market. If the customer puts deliberately unfavorable conditions, it is unlikely that there will be those willing to sign up for such cooperation, as a result of the tender, not a single application will appear. In order not to find yourself in such an unpleasant situation, leading to a disruption in the timing of deliveries, it is necessary to formulate adequate proposals. One of the ways that have been resorted to more and more often lately is to set the conditions that are maximum possible for the customer. Each potential contractor offers his own options, corresponding in price or more affordable, and already on the basis of an analysis of all applications received, you can choose the most successful way of cooperation.

How do we do it?

When planning purchases in the form of a tender, you must first analyze the price offers of the market, compile a consolidated base of quotations by comparing different suppliers, and then proceed directly to the organization of the competition. The accompanying documentation indicates the requirements for the price of the contract, the timing of its execution, qualification level and product quality. According to the results of the tender, each of the participants receives an individual number, the first is assigned to the winner. If he refuses to conclude an agreement, the second in the list will have priority, and so on. During the tender process, contact between the members of the commission and representatives of interested potential contractors is prohibited.