---
artifact_id: A11
name: Procurement Management Plan
template_version: "1.0.0"
status: "Template · Active"
category: Procurement Planning
authority: "PMBOK8 Guide Appendix X4 Procurement; Table 2-1 Plan Procurement Management"
source_type: PMI-derived
file_path: artifacts/procurement/A11-procurement-management-plan-template.md
---

## [A11] — Procurement Management Plan | Template

> **Usage note:** This is a blank template. Replace every `[FIELD: ...]` placeholder with project-specific content. Static text, rules, and checklist items are pre-filled and should be retained as written. Remove this usage note before publishing.

---

## Section 1 — Header / Identification

| Field | Value |
|---|---|
| Project Name | [FIELD: full project name] |
| Project ID | [FIELD: project identifier code] |
| Sponsor | [FIELD: sponsor name and title] |
| Project Manager | [FIELD: PM name and title] |
| Document Date | [FIELD: YYYY-MM-DD] |
| Version | [FIELD: e.g. 1.0] |
| Status | [FIELD: select from Draft / Under Review / Approved / Superseded] |
| Linked Artifacts | A05, A06, A08, A14, A16, A19, A31, A32 |

---

## Section 2 — Make-or-Buy Decisions

| Work Package | Make / Buy Decision | Rationale | Approved By |
|---|---|---|---|
| [FIELD: work package name or ID] | [FIELD: Make / Buy / Hybrid] | [FIELD: rationale] | [FIELD: approving authority] |
| [FIELD: work package name or ID] | [FIELD: Make / Buy / Hybrid] | [FIELD: rationale] | [FIELD: approving authority] |
| [FIELD: work package name or ID] | [FIELD: Make / Buy / Hybrid] | [FIELD: rationale] | [FIELD: approving authority] |

---

## Section 3 — Procurement Items Register

| Item ID | Description | Contract Type | Est. Value | Target Award Date | Responsible Buyer |
|---|---|---|---|---|---|
| [FIELD: e.g. PROC-001] | [FIELD: description] | [FIELD: FFP / FP-EPA / T&M / CPIF / CPFF / CPAF / IDIQ] | [FIELD: est. value] | [FIELD: YYYY-MM-DD] | [FIELD: buyer name or team] |
| [FIELD: item ID] | [FIELD: description] | [FIELD: contract type] | [FIELD: est. value] | [FIELD: YYYY-MM-DD] | [FIELD: buyer] |

---

## Section 4 — Contract Type Rationale

| Item ID | Contract Type | Rationale for Type Selection |
|---|---|---|
| [FIELD: item ID] | [FIELD: contract type] | [FIELD: explanation of why this contract type is appropriate] |
| [FIELD: item ID] | [FIELD: contract type] | [FIELD: rationale] |

---

## Section 5 — Supplier Selection Criteria

| Criterion | Weight % | Description | Evaluation Method |
|---|---|---|---|
| [FIELD: e.g. Technical Capability] | [FIELD: weight — all must total 100] | [FIELD: what is assessed] | [FIELD: Scored Proposal / Reference Check / Demo / Panel Review / Other] |
| [FIELD: criterion] | [FIELD: weight %] | [FIELD: description] | [FIELD: method] |
| **Total** | **[FIELD: must equal 100%]** | | |

---

## Section 6 — Procurement Roles and Responsibilities

| Role | Name / Position | Authority Level | Responsibilities |
|---|---|---|---|
| [FIELD: role, e.g. Procurement Lead] | [FIELD: name or position] | [FIELD: Full / Delegated / Advisory / None] | [FIELD: responsibilities] |
| [FIELD: role] | [FIELD: name] | [FIELD: authority] | [FIELD: responsibilities] |

---

## Section 7 — Procurement Schedule

| Milestone | Planned Date | Responsible | Dependencies |
|---|---|---|---|
| [FIELD: e.g. Issue RFP for PROC-001] | [FIELD: YYYY-MM-DD] | [FIELD: name or role] | [FIELD: predecessor milestones] |
| [FIELD: milestone] | [FIELD: YYYY-MM-DD] | [FIELD: responsible] | [FIELD: dependencies] |

---

## Section 8 — Contract Administration Approach

**Performance Monitoring Approach**
[FIELD: describe how contractor performance will be monitored, including frequency of reviews, KPIs tracked, and reporting requirements]

**Change Order Process**
[FIELD: describe the process for initiating, evaluating, approving, and documenting contract change orders, including approval thresholds and escalation path]

**Payment Terms Approach**
[FIELD: describe standard payment terms, milestone-based payment conditions, invoice review process, and payment authority]

**Contract Closure Approach**
[FIELD: describe the contract closeout process including deliverable acceptance, final payment, lessons learned capture, and contract file archiving]

---

## Section 9 — Organizational Constraints and Procurement Policies

**Applicable Policies**
[FIELD: list applicable organizational procurement policies, regulatory requirements, or standards]

**Spend Thresholds**

| Spend Level | Threshold | Required Approval |
|---|---|---|
| [FIELD: e.g. Low] | [FIELD: e.g. < $50,000] | [FIELD: approver role] |
| [FIELD: Medium] | [FIELD: threshold] | [FIELD: approver role] |
| [FIELD: High] | [FIELD: threshold] | [FIELD: approver role] |

**Approved Supplier Lists**
[FIELD: reference any approved or preferred supplier lists and how deviations are handled]

---

## Section 10 — Procurement Risk Summary

| Risk Description | Probability | Impact | Mitigation |
|---|---|---|---|
| [FIELD: procurement risk] | [FIELD: Low / Medium / High] | [FIELD: Low / Medium / High] | [FIELD: mitigation or A19 reference] |
| [FIELD: risk] | [FIELD: Low / Medium / High] | [FIELD: Low / Medium / High] | [FIELD: mitigation] |

---

## Section 11 — Waste Test

- [ ] Every procurement item has a documented make-or-buy decision with rationale.
- [ ] Contract types are matched to scope definition and risk allocation — not defaulted.
- [ ] Supplier selection criteria are weighted and measurable.
- [ ] Procurement roles and approval authorities are unambiguous.
- [ ] The procurement schedule is integrated with the project schedule and WBS (A08).
- [ ] Contract administration specifies WHO monitors performance and HOW OFTEN.
- [ ] Change order process has defined thresholds and escalation paths.
- [ ] Payment terms align with organizational finance policy.
- [ ] Organizational spend thresholds are correctly applied to all items.
- [ ] Procurement risks are cross-referenced to A19.
- [ ] The plan is proportionate to the complexity and value of procurement activity.

---

## Change Log

| Version | Date | Author / Phase | Notes |
|---|---|---|---|
| 1.0.0 | 2026-05-31 | Phase B2 Batch A | Initial template |
| 1.0.1 | 2026-06-01 | Phase 0 cleanup | Migrated from artifacts/extended-procurement/ to artifacts/procurement/ (P0-0I) |

---

*Template for: Procurement Management Plan (A11)*
*Authority: PMBOK8 Guide Appendix X4 Procurement; Table 2-1 Plan Procurement Management*
*See definition file: `artifacts/procurement/A11-procurement-management-plan.md`*
