Procurement planning under the state order is regulated by Chapter 2 of Law No. 44-FZ. Since the beginning of this year, this section has undergone significant changes, therefore, when planning purchases for 2017, customers had to be guided by a number of new rules. In the article, recall the main innovations in procurement planning that have come into force this year.
Schedule and Procurement Plan
In 2016, for the first time, when planning their purchases, customers filled out two documents - a procurement plan and a schedule.
The purchasing plan for customers has become an innovation. The rules for its compilation are governed by two government decrees: for federal customers - No. 552 of 06/05/15, for regional and municipal - No. 1043 of 11/21/13.
Registration in ERUZ EIS
From January 1, 2019 to participate in trading under 44-FZ, 223-FZ and 615-PP registration required in the ERUZ registry ( Single register procurement participants) on the EIS (Unified Information System) portal in the field of procurement zakupki.gov.ru.
We provide a service for registration in the ERUZ in the EIS:
The procurement plan should contain all purchases that the customer plans to make in the future. The form of the document for all types of customers is the same - it consists of a header and a table. The header contains information about the customer, and the table shows his upcoming purchases.
Unlike the procurement plan, the schedule is well known to the customers. This is the document on the basis of which purchases are made during the financial year. It contains the same information as the procurement plan, but it is more detailed.
The schedule is maintained in accordance with the rules approved by government decrees: for federal customers - No. 553 of 06/05/15, for regional and municipal customers - No. 554 of 06/05/15. In addition, the Government of Russia, regional and municipal authorities may establish additional information for the corresponding type of customers, which should be included in the procurement schedule.
Purchasing identification code
In the procurement plan, in the schedule, as well as in a number of documents from the beginning of the current year, customers must indicate Identification code procurement (IKZ). This is a special 36-bit code, the order of formation of which is determined by the order of the Ministry of Economic Development No. 422 dated 06/29/15.
At the beginning of the year, many customers had a question about how to correctly indicate the categories from 30 to 33 in the IPC. They contain information about the procurement object in accordance with All-Russian classifier products by type economic activity. However, the Ministry of Economic Development issued a letter dated March 10, 2016 No. D28i-623, in which it clarified this issue.
New Schedule Form
The form of the schedule has undergone some changes since the beginning of this year. If before that its tabular part included 14 columns, then in new form for federal customers there are 33 columns, and for regional and municipal customers - one column less. The content of the document has not changed much, with the only difference that some data now needs to be provided in more detail. For example, the quantity of goods in upcoming purchases must be indicated not total number, but broken down by years. In addition, in the new form of the schedule, it is necessary to reflect not only the initial (maximum) price of the contract, but also the planned payments, which should also be broken down by years.
Purchasing justification
From the beginning of this year, customers must not only draw up and approve the schedule and procurement plan, but also justify them. The object of procurement, the initial maximum price of the contract or the price of a contract concluded with a single supplier, and the method of determining the supplier are subject to justification. The justification is drawn up in the form approved by Government Decree No. 555 dated 05.06.15.
Terms of development and approval of planning documents
Federal customers had to develop a procurement plan for 2017 by July 1 of the current year. The same period was set for regional organizations, but municipal customers had 1 month more to develop a procurement plan.
The organization has 10 working days to approve the developed plan. However, the timing of this period depends on legal form and the status of the customer (from the date of approval of the plan of financial and economic activity, the conclusion of an agreement on subsidies or bringing the scope of rights to the customer).
Regional and municipal authorities, as well as allocators of budget funds and governing bodies off-budget funds can install additional deadlines, in which customers must develop and approve a procurement plan.
As for the schedule, the law does not establish strict deadlines for its formation. Part 2 of Article 21 of Law 44-FZ determines that the schedule should be formed in accordance with the procurement plan. Therefore, the development of the second document should be started after the preparation of the first. The regional and local authorities have the right to specify the terms for drawing up the schedule.
Timeline for changes
If the customer needs to make changes to the schedule, then this must be done no later than 10 days before the date the document is posted in the EIS. In other words, when the customer has made changes to the schedule, he should wait 10 days and only after that place the document in the system. There are exceptions to this rule: in some cases, related to emergencies and purchase medicines for a patient in accordance with the indications, it will take no more than one day to wait for the publication of the amended schedule in the EIS.
The law does not set any deadlines for amending the procurement plan. The main thing is that the information in the schedule corresponds to the data of the procurement plan. Regional and municipal authorities can make their own adjustments, for which Part 5 of Article 17 of Law No. 44-FZ has the right to regulate this issue.
When the schedule and procurement plan are ready, you need to place them in the EIS. This must be done no later than three working days after their approval.
The timing of the placement of planning documents is the period of time during which it is necessary to publish them in the public domain. If they are placed later than expected, the customer will pay a fine of up to 20,000 rubles. Let's figure out what are the terms for placing the procurement plan for 2018, as well as the schedule.
Deadline for publication of the procurement plan for 2019
The head of the organization (or an authorized person appointed by him) must sign within 10 working days from the date of the announcement of the size of the budget or the adoption of the program of financial and economic activities (Resolutions of 05.06.2015 No. 552 and of 21.11.2013 No. 1043).
For (EIS) planning documents, including the procurement plan, the terms for placement under 44-FZ are set. This is 3 business days from the date of approval.
Required to publish machine-readable electronic document, drawn up in Russian, signed electronic signature authorized official of the customer in the form established by the said Resolutions. Information constituting a state secret is not posted.
Publication of information on procurement in the information system is carried out:
- federal customers — integration with state program ;
- other customers - manually filling in the fields in the EIS or integration with regional and municipal information systems.
With the help of technological means information system an automatic verification of the information contained in the placed procurement documents is carried out.
Deadline for the placement of the schedule for 2019
The publication deadline for 2019 is 3 working days from the date of approval, and the requirements for posting the schedule are similar to those established for the procurement plan.
It is worth paying attention to the period for posting a notice after the publication of the schedule. According to part 14 of Art. 21 44-FZ, changes for each object can be made no later than 10 days before the day the notice is published in the EIS. Thus, after the initial publication of the planning document, the “moratorium” of 10 days does not apply, but when making changes to a specific order or when creating new position it will be possible to place a notice only 10 days after being displayed in the schedule.
Terms of placement of the procurement plan under 223-FZ
The obligation to approve and place it in the EIS is defined by Part 2 of Art. 4 223-FZ, as well as Decree of the Government of the Russian Federation of September 17, 2012 No. 932. A single electronic document is subject to approval with the ability to save it by other users, as well as the ability to search and copy any part of the text.
Publication in the EIS is carried out within 10 calendar days from the date of approval, but no later than December 31 of the current calendar year (Resolution No. 908 of September 10, 2012) .
A responsibility
Violation of the terms of publication threatens with punishment:
- for customers of the contract system - the imposition of an administrative fine on officials in the amount of 5,000 to 30,000 rubles (Article 7.29.3 of the Code of Administrative Offenses);
- for certain types legal entities- on the executive in the amount of 2000 to 5000 rubles;
- for legal entities - from 10,000 to 30,000 rubles (Article 7.32.3 of the Code of Administrative Offenses).
At the same time, 223-FZ provides for the lack of liability of the customer if the delay is caused by long-term (more than one working day) technical problems in the EIS, provided that the information on the planning document is published on the customer’s website within the statutory period, and in the EIS - within one working day. days after troubleshooting (part 13, article 4 of law 223-FZ).
Since the beginning of this year, new regulations regarding the procurement plan come into force, meanwhile, the procurement plan for 2017 has not yet been reliably drawn up. Standardization applies to companies that are classified as municipal or regional clients. It combines penalties to the coordination, creation and maintenance of the plan, the form of the schedule.
Who is obliged to prepare documentation for the next year?
Enterprises that fall under 44 FC are required to plan supply, that is, procurement, operations. This need was foreseen by the government to achieve the following goals:
- preliminary information to the public, which leads economic activity. As a result, customers are provided with more attractive contracts.
- The preliminary procurement planning procedure is unified for all participants.
About the deadlines
It is necessary to draw up this document only when the budget bill has already been submitted by the relevant authorities.
To create a schedule, the government has set two deadlines. State organizations are obliged to draw up a plan taking into account the time set by the local government and the founders of the institution. At the same time, the founders of the company are not entitled to set terms wider than those allocated by local government bodies.
Public services are required to submit procurement documentation no later than ten banking days, starting from the moment when the financial and economic activity plan was approved.
How to correct? Action algorithm
If you need to make any adjustments to the plan, then this should be done no later than ten days before the moment when the procurement data and the proposal to participate in the acquisition are indicated on the official public procurement website.
When talking about acquisitions in which you can not put said documents, the customer is obliged to focus on the day when the contract is concluded. This means that you must make adjustments to the schedule no later than ten days from the date of conclusion of the contract.
Reasons for making adjustments
The new standards for working with such documentation imply the following reasons for making adjustments to the schedule:
- the enterprise decided not to make the purchase prescribed in the plan;
- managed to save public money;
- the supervisory authority ordered the head of the enterprise;
- there was a need to implement the solution declared by the customer as a result of the discussion;
- there are new unforeseen circumstances;
- if the delivery of products at the extremely high price, which is reflected in the schedule, is now impossible due to changes in price, volume;
- plan correction;
- changes in the main parameters of the order (meaning the timing, the start date of purchases, the regularity of purchases or the frequency of payment, the size of the advance, the supplier selection method);
- other cases that the rules allow to be reflected in the regulatory reporting documentation.
Automatic Graph Creation
Now purchase plans for 2017 44 fz can be created automatically using a special computer program. The application can create a graph, check for flaws, optimize. The application has a demo version.
Time frame for the formation of a procurement plan
Schedule for the future fiscal year(that is, for 2017) and for the planned time period, that is, for two next year. In the process of creating a schedule of applications, customers are required to be attentive to compliance with the deadlines for the implementation of laws. Federal organizations take into account the federal budget, municipal and regional - the subject Russian Federation or the municipality.
Government officials made proposals to create a procurement schedule for 2017 and 2018-2019 in that order. First, they propose to make changes to the characteristics of the next year (2017) and the first planning year (2018), and then to make the properties of the second planning year (2019). Among other things, the plan includes data on acquisitions made after the end of the planning period.
How to draw up a procurement document? Where can I find standardized forms?
The formation of this document is governed by article 17 of the procurement law. In this article - general information. Detailed Requirements look in municipal, government, regional acts.
For municipal and regional organizations. Look for information in government order No. 1043 dated 11/21/2013. There are regulatory standards for design and a plan form. By the way, there must be approved acts for each subject and municipality. They indicate the supporting requirements for plans. In these papers, look for claims to be filled out, additional situations for making edits, and deadlines for processing. See EIS for requirements from local authorities. Information is posted within three days from the date of approval.
Representatives public institutions should look for Decree No. 552 of 06/05/2015, which has standard descriptions and form.
If you draw up a procurement plan for 2017, it must be supplemented with a motivation for the purchase. In this case, each item of purchase should be justified.
How to prepare and when to publish a procurement plan?
The procurement plan should be published strictly on time until the last day of the year on the state website. It should be noted that this document is posted within ten working days from the date of approval or amendments. 
For the form and standards for writing a plan, read the decree of the Government of the country. There you can find more information on how to draw up a procurement plan for 2017. Also, do not forget that the plan needs to provide data for the planned period, that is, for 2018 and 2019. The customer needs to note the period in which it is planned to publish a notice of purchases, as well as time periods for execution. At the same time, it is not necessary to indicate the stages of the contract in the document.
When to agree on a plan?
Government agencies at the federal level are required to do the following:
- draw up and demonstrate the plan to the founder no later than July 1, 2016;
- to be approved, the institution has ten days after the formation of the PFCD. In this case, for approval, the founder should be informed;
- after that, there are three days to post the approved plan.
- Municipal and regional customers should do the following:
- draw up and submit to the founder a procurement plan no later than July 1, 2016 (for regional organizations) or no later than August 1 (for municipal companies);
- there are ten working days for approval and confirmation after the formation of the PFCD. Notify the founder about the fact of approval;
- within a three-day period, place the document in the EIS.
The founder, local and regional authorities may specify additional terms for approval and execution of documents.
Government Decree No. 1168 of October 29, 2015 informs about the method of placing the procurement plan.
There is also a special regulation for the production and placement of the plan. From January 1, 2016, in accordance with regulation 44 federal law, the plan should be placed in a single information system. Please note that instead of the OKATO code, the customer must indicate OKTMO. Programmers have developed special programs that allow you to automatically place a procurement schedule.
What is a single plan, why is it needed and what is required for its preparation?
The customer sets the time for preparing the plan and the timing of planning at his discretion, but you must not forget that the development period is not less than a year, plus the next two years. Customers can draw up a single procurement plan if they have agreed on a single Regulation and it provides for this. It is also possible to draw up a single procurement plan if an agreement has been drawn up for drawing up a single procurement plan.
On the state website zakupki.gov.ru there is an example of filling out the procurement plan for 2017 in a structured, electronic and graphic form. As a rule, the schedule is formed for the year, but write down the breakdowns in it. Make quarterly and monthly gradations.
What information must be included in a procurement plan?
The procurement plan must contain the following information:
- data on the procurement (of works, services, goods) necessary to fulfill the customer's demand for these subjects (purchase code, object name);
- the term for the first purchase, determined by the required delivery date and the time frame in which all the necessary procedures for the purchase will take place;
- quarterly as well as monthly breakdown;
- the ability to adjust the breakdown;
- identification number of the acquisition, which is identified taking into account Article 23 of the Federal Law;
- the reason for the purchase, which is determined in accordance with Article 13 of the same law;
- the name of the objects and their number;
- additional characteristics;
- purchase method;
- the amount of funding;
- consumer data: company name, address, phone number, e-mail, OKTMO, OKPO, OKOPF codes, as well as TIN, KPP;
- reference data on the annual volume;
- data on banking support;
- if applicable, the size and details of the advance payment;
- contract price;
- funding periods for the next year;
- description of the subject of the application;
- the number of ordered works, goods, services;
- unit of measure of works, goods, services;
- at what intervals the goods will be delivered;
- time periods for the implementation of the contract;
- deadline for each stage;
- end date of the contract;
- how to identify the supplier;
- additional characteristics of the participants in the process, if any;
- date and number of minutes of public discussion.
- data on the person who prepared the plan;
- data about the person who approved the schedule;
- date of approval of the document.
What else to include in the plan?
- Break down all transactions quarterly and monthly. First, it is easier to perceive information. Secondly, you will still be required to break it down in a standardized form.
- Each purchase must be accompanied by a list of additional requirements for the quality of services, goods, works. It's about quality terms of reference, GOSTs, licenses, normative documents. This information makes it possible to obtain a quality product or service under the contract.
- Specify the trading method.
- Specify the purchase method. Will the purchase be made electronically?
The schedule of the plan is created on the basis of the working documentation of the customer. It is she who identifies the occupation of the customer, and also determines the requirements for the type of procurement plan for services, works, goods.
Place the plan of potential acquisitions on the public procurement website http://zakupki.gov.ru. There are also examples, recommendations and all the data that the customer needs for public procurement.
Claims to the documents are quite detailed, the deadlines are very strict. Every year, the deadlines are getting tougher, and the requirements are getting bigger.
On the professionalism of personnel
From July 1 of the current year, in accordance with Article 195 of paragraph 3 Labor Code Russian Federation, the employer must provide professional standards in the field of qualification requirements for employees. This is especially true for employees who are engaged in public procurement.
Many online resources offer to pass distance learning, which will improve the qualifications of procurement management without interrupting the main work. All information is sent to the employee by mail. Among other things, online courses can issue a certificate of professional development for an employee. So the employer will be sure of the undoubted professionalism of his employee.
This is one of the recent mandatory requirements Law on contract system(44-FZ). To justify means to confirm in a separate application that the planned procedure meets the stated goals. This requirement is established in Article 18 of 44-FZ. The customer is ordered to substantiate two documents: the order plan and the schedule. This need arose because at the current stage of the organization of the Unified Information System (UIS), the possibilities of monitoring, auditing and control in relation to procurement procedures. As a result of such checks, the purchase, which the customer included in his plans, may be recognized as unreasonable.
The rules by which the customer confirms the needs are established by the government. Two tabular forms have been specially developed with several column names depending on the purpose of the plan (Government Decree No. 555). The first three columns in the forms are repeated.
Purchasing rationale
Information about the rationale for the purchase in the procurement plan is provided in the form separate document. In the table of explanations, the customer links the object (objects) of the order with the purposes of art. 13 44-FZ or with the requirements of Art. 19 44-FZ. The substantiation of the compliance of the object in the procurement plan in column 6, the customer connects with a specific measure of the state (municipal) program or an international agreement.
Let's give an example of justification of purchases in the formation of a procurement plan. The following expressions are allowed:
- object (column 3) - "Supply of educational literature";
- state program or program of the constituent entity of the Russian Federation, municipal program (column 4) - "Development of education for 2017-2019";
- event of a state program or a program of a constituent entity of the Russian Federation, a municipal program (column 5) - "Action 1.2.1" Organization of the provision of public and free primary general, basic general, secondary general education, creation of conditions for the supervision and care of children in groups of extended day care and maintenance children in MBOU "Boarding School";
- substantiation of the compliance of the object and (or) objects of the order with the measure of the state (municipal) program (column 6) - “Ensuring the activities of a general education institution in terms of organizing the provision of public and free primary general, basic general, secondary general education, creating conditions for supervision and childcare in extended day care groups.
Rationale in the chart
When forming a schedule plan, the initial (maximum) contract price (IMCP) and the method of determining the procedure are subject to justification.
At the same time, the approved forms of tables with explanations are, in a sense, a generalized form. Therefore, in its letter, the Ministry of Economic Development emphasized that the customer has the right to independently determine which commentary on the NMTsK would be acceptable for presentation in the table (Letter of October 26, 2016 No. D28i-2944).
Government Decree No. 555 proposes to separately consider the rules for explaining the procurement of medicines as part of the request for proposals (clause 7, part 2, article 83 44-FZ) and sole supplier(clauses 4, 5, 26, 33, part 1 of article 93 44-FZ). In these cases, the filling rules are simpler. Columns 5, 6, 9, 10 do not need to be filled in for the indicated orders in the table of explanations to the schedule. In the first case ( medications) the explanation is based on the decision medical commission. In the second it is necessary to comment on the general annual volume orders when they concern:
- procedures with a certain amount up to 100,000 or 400,000 rubles;
- business trips, participation in cultural events;
- list of business trips, events in accordance with invitations;
- teaching services, guide services;
- educational and excursion activities.
It is important to remember that when making changes to planning documents, you must also make changes to individual forms of your explanations.
Procurement Schedule Plan Justification Example
An example based on an extract from a real document posted in the EIS.
An example of justifying the procurement plan for 2019
For example, a real document posted in the EIS is also taken.
From the beginning of 2016, the rules for drawing up a procurement schedule, established in Decree of the Government of the Russian Federation of 05.06.2015 N 554 (hereinafter referred to as the Decree of the Government), will come into force. This document applies to organizations that are categorized as regional and municipal customers, and contains requirements regarding the following issues:
- formation, approval and maintenance of the procurement schedule;
- procurement schedule form.
This article will focus on customers - budgetary institutions, the founders of which are regional authorities or municipalities.
Note! Decree of the Government of the Russian Federation of November 21, 2013 No. 1044, which contained norms on the procurement schedule, became invalid from 06/09/2015.
Deadlines for drawing up a procurement schedule
Two deadlines have been set for the formation of procurement schedules. Budget institutions must take into account the following deadlines:
- the founder of the organization;
- local authorities (subject of the Russian Federation).
The deadlines set by the founder of the organization for the formation of procurement schedules should not be more than the time allotted for this by the local authorities.
It is necessary to form the specified document after the draft law on the budget is submitted for consideration by the relevant authorities.
Deadlines for approval of the procurement schedule
Budgetary institutions must approve the procurement schedule no later than 10 working days from the date of approval of the financial and economic activity plan.
Information included in the procurement schedule
When drawing up a procurement schedule in this document the following information must be included:
- Regarding the customer:
- full name of the organization, its location, phone number and address Email;
- OKTMO code;
- OKPO code;
- OKOPF code.
- background information about the annual volume of purchases.
- With regard to procurement:
- information code procurement (requirements for its formation are established in Article 23 of the Federal Law-44);
- the name of the procurement object (when allocating lots in the schedule, you must specify all of them. For example, you need to order furniture: a table, a chair, a bedside table, - the name of the procurement object indicates “furniture”, and this object is divided into specific lots: “table” , "chair", "bedside table", - each of which is separately indicated necessary information);
- contract price (or NMTsK, for the calculation of which you can use), if necessary, the price for one spare part, per unit of service or work (for cases where it is impossible to accurately estimate the entire cost of the purchase);
- the amount of the advance payment, if it is stipulated by the contract;
- payment stages for the current financial year (for cases where payment is made in stages). In a situation where the payment of the contract and its execution is extended for a period exceeding the duration of the procurement schedule, it is necessary to indicate the amount by year planning period and the total amount outside such period;
- description of the subject of the order (its characteristics: functional, technical, qualitative, operational; for medicinal products - the international non-proprietary name, and if not, then the chemical, grouping name is indicated);
- unit of measure for goods, works or services (hereinafter referred to as GRU) and OKEI code, if the purchase can be quantified;
- quantity of ordered GWS;
- the frequency of deliveries or the number of stages (for periodic deliveries, it is necessary to indicate the frequency of the contract execution: daily, weekly or monthly, etc., and for the phased execution of the contract, the deadline for the execution of each stage is indicated - a month and a year);
- security under the contract and application (if necessary) - you can use free for calculation;
- the planned date of concluding a contract or placing a notice of procurement (sending an invitation to participate in the procurement);
- expiration date of the contract - month and year;
- method of determining the supplier;
- benefits for the supplier, which are provided in accordance with Art. 28 and 29 FZ-44;
- restrictions on participation in the procurement of SMP and SONO in accordance with Art. 30 FZ-44;
- prohibition on the admission of GWS to purchases in accordance with Art. 14 FZ-44;
- Additional requirements to procurement participants, if any (it is important to justify the existence of such requirements);
- information on the public discussion of the procurement, if it is mandatory - the number and date of the minutes of the public discussion;
- information about the banking support of the contract.
- In separate lines in the schedule, it is necessary to indicate the information that is reflected in paragraph 2 of the Requirements for the procurement schedule of the above Decree of the Government of the Russian Federation.
- Data of the person who prepared the procurement schedule:
- Full name of the employee who prepared the document, his position;
- Name of the employee who approved the document.
- Date of approval of the procurement schedule.
Note! AT regulations regional and municipal authorities may establish additional requirements for the timing of the procurement schedule, its approval, as well as the information included in this document. For example, in the Vladimir region, the Decree of the Administration of the Vladimir region dated December 31, 2014 No. 1391 “On the procedure for the formation, approval and maintenance of procurement schedules to meet the needs of the Vladimir region” was adopted.
According to the new regulation on procurement schedules, local regulations governing this issue will be posted in the EIS no later than 3 days from the date of their approval.
If the local authorities have established their own form of the procurement schedule, then it is necessary to strictly observe the structure (lines and columns), which is indicated in the Decree of the Government of the Russian Federation. Moreover, this form can be supplemented with other lines and columns.
The procedure for making changes to the procurement schedule
If it is necessary to make changes to the procurement schedule, these must be made 10 days (no later than this deadline) before the day when the following will be posted on the public procurement website or the UIS:
- purchase notice;
- an invitation to participate in the purchase.
If we are talking about purchases in which there is no need to place these documents, then the customer should be guided by the date of conclusion of the contract. That is, changes to the schedule must be made no later than 10 days before the date of registration of contractual relations.
The new rules for working with procurement schedules provide the following grounds for making changes to this document:
- changes in the procurement plan;
- delivery of goods (provision of services or performance of works) according to maximum price, reflected in the schedule, became impossible due to a change in the volume and (or) cost, respectively, of GWS;
- the main parameters of the order have changed: the date of the start of the purchase, the timing, the frequency of the purchase or execution of the contract, the method of choosing the supplier, the stages of payment or the amount of the advance payment;
- the customer decided to cancel the purchase, which was reflected in the schedule;
- budgetary savings were formed;
- the control body issued an order to the customer;
- the need to implement the decision that was made by the customer as a result of the mandatory discussion of the procurement;
- circumstances arose that the customer could not foresee when drawing up the procurement schedule;
- other situations that may be reflected in the regulations of local authorities governing the preparation of a procurement schedule.
Is it possible to create a schedule automatically?
You can create, check for errors and structure a schedule using the free version of the Economy-Expert program. You can download the program and instructions for working with schedules