Public procurement procurement plan for the year. Instructions: how to fill out a procurement plan

The procurement plan for 2019 is a mandatory form required for those organizations that are customers. Based on the procurement plan for 2019, the state calculates and allocates the necessary funding for procurement. Such planning is an effective and rational mechanism for using funds to meet the necessary needs of municipal and federal institutions, and also eliminates the corruption component during the auction.

Documentation requirements are constantly tightening, the deadlines for its submission are being compressed. All this imposes special requirements on the employees who are involved in maintaining these documents. The new standards came into effect when drawing up a procurement plan in 2017. The procurement plan must be drawn up for 3 years and posted on the website zakupki.gov.ru in the open part. The procurement plan must reflect all tenders, regardless of whether they will be held in different forms, for example, auctions, tenders or in the form of a request for quotations.

In our today's material, we will tell our readers about the main features and the algorithm for filling it out.

Procurement plan for 2019 according to 44 Federal Laws: why is it necessary?

The changes apply to those enterprises that are part of the group of municipal and regional clients subject to Federal Law No. 44. Whatever type of activity the company is engaged in, one must adhere to general rules filling out the procurement plan form. And it is significantly expanded compared to the previous form, it will include many more positions.

Why is unification and such detailing of the procurement plan for 2019 according to 44 Federal Laws necessary? There are three main reasons:

  • Other firms and individuals leading economic activity get free access to information;
  • Opportunities for finding partners and clients, concluding profitable contracts are expanding;
  • Detailed unification of documents simplifies their control.

How to draw up what to reflect in the plan?

Learn what information the plan must include, and what is recommended as additional data. Carefully read the example of filling out the form. Pay attention to the required time for the publication of the procurement plan on the official website. This is 10 working days after the adoption by the State Duma of the law on the budget for 2019. The deadline is December 31st. To make it easier to develop a procurement plan for 2019, download the sample filling. If this form is not available on the zakupki.gov.ru portal, it can be taken from our resource.

For example, let's name a few requests that need to be reflected in this reporting form. The plan should include the following information:

  • the reason for the purchase;
  • consumer data: company name, address, phone number, etc.;
  • names of objects and their number;
  • the date of the first acquisition;
  • purchase identification number;
  • units of measurement of works, goods, services;
  • deadlines for the implementation of the contract in stages;
  • date of approval of the document;
  • information about the person who prepared the plan, etc.

Likely Causes and Corrective Actions

The procurement plan for 2019 according to 44 Federal Laws, like any other document, sometimes needs to be adjusted. Life does not stand still, new circumstances arise, and no one is immune from mistakes. You could miss something, enter the data erroneously, or they managed to change objectively. The main thing is to track it down and fix it in time. Why should you contact the appropriate service by phone 8-800-333-48-01 or through the function feedback 10 days prior to posting the report on the official website.

In what cases is it possible to make adjustments to the procurement plan in accordance with the provisions PP RF No. 552 and Law No. 44-FZ:

  • when there are savings in the state budget;
  • if there have been changes in the terms of the contract: in terms of volume or cost of goods (services), other parameters of the purchase;
  • if the control authorities intervened and a corresponding instruction comes from them;
  • the company decided to refuse to purchase these products;
  • force majeure situation.

Procurement plan for 2019 according to Federal Law 44: some nuances

Note! You can create a procurement plan for 2019 by downloading a sample filling on the official resource or here, but there is another option. This can be done using special computer programs, which will automatically build graphs and check the document for errors.

True, such programs are set up for reporting for three years, that is, from 2018 to 2020.

The working documentation of the customer becomes the basis for compiling the PG. the federal law No. 44 governs when an identification code is required in the plan, as well as the total amount of financial security for each acquisition identification code. This is necessary if the purchase belongs to these categories:

  • goods (services or works) with a total budget of up to 100 thousand rubles;
  • goods (services or works) with a total budget of up to 400 thousand rubles;
  • services related to the business trip of employees;
  • private teacher and guide services;
  • medications.

During 2017, potential customers are required to prepare procurement plans for 2018-2019-2020, and on their basis draw up a schedule for 2019, in accordance with Federal Law-44.

We list the terms and sequence of work with the procurement plan for institutions federal level:

  1. Until July 1, the customer must complete and transfer the formed procurement plan to the founder.
  2. Approval of the procurement plan is given 10 days from the date of approval of the financial and economic activity plan.
  3. After approval of the procurement plan, the customer must place the document in the Unified Information System within 3 days.

Let's analyze the moments at which it is possible to make mistakes when forming a procurement plan and the consequences of such mistakes:

  1. Incorrect NMTsK - the initial maximum price of the contract. The result of such an error may be a significant increase in the budget or the cancellation of the auction. This mistake is the main one and may subsequently distort the remaining items of the procurement plan for 2019.
  2. For no reason, the tender dates specified in the document were not met.
  3. The start of trading takes place at the end of the year, for the final implementation of the budget allocated for this period, as a result of which state funding may remain unused.
  4. Purchases up to 100,000 rubles are not taken into account.

Before downloading electronic sample forms, pay attention to important details. On the computer, it is desirable to have WordPad programs and Microsoft Excel because the procurement plan documents are provided in RTF and EXCEL format. You can also limit yourself to the browser.

In order to improve the efficiency and rationality of distribution and use Money to meet federal and municipal needs, each organization must conduct procurement planning in accordance with 44-FZ. This helps to effectively use financial resources and minimize corruption in the bidding industry.

Since January 1, 2016, two-stage planning has come into force, in addition to the schedule, the customer must form and submit a procurement plan. It has certain requirements.

Procurement Plan 2018

The procurement plan must be posted on the website zakupki.gov.ru in the open part. It is formed for a period of 3 years and reflects all the tenders that the organization plans to carry out during this period. Even if they will be held in different forms, for example, auctions, competitions or in the form of a request for quotations, they all need to be reflected in the document.

It is logical to assume that it is difficult to specify with absolute accuracy all the necessary goods, services or works that will be required for such a long period.

Advice: the main items of expenditure can be indicated based on the experience of previous periods. And the regulations allow for a change in the procurement plan with the rationale for these amendments.

Legal Regulations Governing the Procurement Plan

Art. 17 44-FZ establishes the rules for the formation of a procurement plan.

For organizations at the federal level, the document regulating the rules for approving the procurement plan is Decree of the Government of the Russian Federation No. 552 dated 06/05/2015.

Customers at the subject level and municipalities should be guided by Government Decree No. 1043 of 11/21/2013.

They clearly describe the requirements that must be met for the correct preparation of the procurement plan. Within 10 working days after bringing to the state or municipal customer the scope of rights in monetary terms for the acceptance and (or) fulfillment of obligations in accordance with the budgetary legislation of the Russian Federation (or after the approval of the financial and economic activity plan in the case of a budgetary institution).

The approved procurement plan must be posted in the EIS within 3 working days from the date of approval of the schedule (or from the date of amendments to it.

Information contained in the procurement plan

The data that should be reflected in the procurement plan are indicated in Part 2 of Art. 17 44-FZ:

1) procurement identification code;
2) the purpose of the procurement;
3) name of the procurement object;
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 goods, works, services that, due to their technical and (or) technological complexity, innovative, high-tech or specialized nature, are able to supply, perform, provide only suppliers with the required level of qualification, and are also intended for scientific research , experiments, research, design work;
8) information about the mandatory public discussion of the procurement of goods, works or services.

Procurement Plan Changes

The law provides for situations in which it is possible to change k in the procurement plan under 44-FZ. Let's note some of them:

    When changing the objectives of the procurement and requirements for the object of procurement.

    When making changes to the law (normative act) or the release of new legal acts adopted after the approval of the procurement plan and

    When changing the federal budget (the budget of the constituent entities of the Russian Federation or local) for the current financial year and planning period.

    As a result of other reasonable options for making changes. The grounds for them are reflected in the document regulating the maintenance of the procurement plan.

Explanations to the procurement plan for 2018

The Ministry of Finance of the Russian Federation, together with the Federal Treasury, have compiled a guide that will help government customers to form, approve and place a procurement plan for 2018 in a timely manner in accordance with the requirements of the law.

Customers must follow the following rules:

  1. When forming in the subsystem budget planning of the state integrated information system for managing public finances "Electronic budget" of the procurement plan, several OKPD2 codes, which were previously detailed in the rationale for estimated indicators, can be combined into one position.
  2. The formation and approval of the procurement plan and the procurement schedule is based on the adjusted limits of budget obligations. If necessary, during 2018 it will be possible to make adjustments and changes to the procurement plan and procurement schedules.
  3. Changes to the procurement plan are first made in the Electronic Budget system, and then transferred for placement in the EIS. If it is necessary to change the procurement schedules without changing the procurement plan, then this is done immediately in the Unified information system.
  4. For the transfer of approved procurement plans and subsequent control, information interaction was set up between the budget planning subsystem and the EIS. Formed and approved in " e-budget» purchase plans are automatically redirected to personal accounts customers in the EIS.

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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, this document must include the following information:

  1. Regarding the customer:
    • full name of the organization, its location, phone number and address Email;
    • OKTMO code;
    • OKPO code;
    • OKOPF code.
  2. background information about the annual volume of purchases.
  3. 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", - for each of which the necessary information is indicated separately);
    • 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 years of the planning period and the total amount outside of such a period;
    • description of the subject of the order (its characteristics: functional, technical, qualitative, operational; for medicines - the international non-proprietary name, and if it is not there, 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 (in case of 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 for 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.
  4. 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.
  5. 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.
  6. 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. So, 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 question, 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 on purchases in which there is no need to place these documents, 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 work) at the maximum price reflected in the schedule became impossible due to changes 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

The table that the customer needs to fill out consists of 15 columns and looks like this:

How to fill out the procurement plan for 2019-2021 is reflected in Art. 13, 17 and 19 of 44-FZ, and the order of conduct is set out in the RF GD No. 552 of 06/05/2015. The procurement planning document of the customer should include:

  • identification code of the order;
  • goal;
  • Object name;
  • the amount of funding allocated for the implementation of procurement activities;
  • frequency of procedures;
  • explanations, if necessary;
  • data on public discussion, if necessary;
  • information about special orders.

Below you will find a step-by-step completion of the procurement plan for 2019. After that its necessary.

Separately, it should be noted that for the convenience of compilation, there are specialized software systems. The use of such programs allows you to accurately generate a planning document, control budget compliance, and create various reports.

Filling out the procurement plan for 2019: instructions

Step 1. Specify the data of the institution, as well as the employee who is responsible for filling out.

Step 2. The first four columns indicate the serial number, identification number (it is formed according to the rules of Article 23 44-FZ, as well as Order of the Ministry of Economic Development of Russia No. 422 dated 06/29/2015), as well as the purpose of the order (the name of the event and the expected result are filled in in accordance with article 13 44-FZ).

Step 3. Columns 5 and 6 indicate the name of the object of the order, as well as the estimated time of publication of the notice of the procedure, participation in the selection of a supplier, or conclusion of a contract with a single supplier.

Columns 7 to 11 reflect funding data - total funding, estimated payments for the current period, as well as for the first, second years of the planning period and subsequent periods.

Step 4. Column 12 indicates the estimated timing of the procurement procedures. They can be changed later if the need arises.

Column 13 contains information about whether there is specialized types public procurement (clause 7, part 2, article 17 44-FZ). This information is displayed as "yes" or "no".

The next (penultimate) column provides information about the holding of public discussions.

Finally, in the last column, the reasons for making changes, if any, are entered. This item is filled in when adjustments are made to the customer's procurement planning document.

If there were changes, then this part of the table can be filled in like this:

Video: completing a procurement plan

Completed procurement plan for 2019, sample

An example of filling out a procurement plan in the EIS

Is it possible to make changes

In view of the fact that the customer plans procurement activities immediately for a three-year period, it is possible to make changes. The cases in which this can be done are set out in Art. 13 and 19 of the 44-FZ, as well as RF PP No. 552 of 06/05/2015.

We provided detailed information and instructions in the article about.

The improved canons regarding the procurement plan will come into force next year, but procurement plan 2017 not yet formed. This standardization is used in government organizations or for regional clients. It includes several items, including collection for approval, the formation and maintenance of a plan, and the form of a procurement schedule.

The procurement plan is the most important tool in the functioning of the enterprise. It allows you to rationally use the resources of the company, as well as to carry out timely financial control. As a rule, it is compiled for the future period based on the forecasted purchases for this period.

Who writes the procurement plan?

Those municipal companies that relate to 44 Federal Laws must think through procurement activities in advance. This condition was coined by the government to achieve the following goals:

  • Open access to the public that carries out economic activities. This helps to get potential buyers with lucrative contracts.
  • The rules for preliminary scheduling of purchases are the same for all participants.

Terms of formation

The drafting of this document begins with the adoption of the bill on. Parliamentarians have identified two strictly limited terms for the formation of the plan:

  • State institutions must reckon with the time allotted by the local leadership and the founders of the institution. Note that the founders do not have the right to increase the timing of the schedule, if this is not provided by the local authorities.
  • State services must submit a procurement package of documents no later than 10 banking days after they approve the plan for financial and economic activities.

Is it possible to correct the procurement plan?

Changes in the schedule are possible, but they must be made no later than 10 days from the moment when information about the purchase appears on the public procurement website, and offers to join the acquisition begin to arrive.

If we consider acquisitions that do not involve the placement of related documentation, then the client needs to start from the day when the contract was concluded. This means that the plan can be adjusted no later than ten days after the conclusion of the contract.

Why might adjustments be made?

The implemented standards for working with such documentation consider the following reasons for making changes to the procurement plan:

  • the organization has decided to abandon the purchase, which is described in the schedule;
  • managed to save;
  • an order was received by the management of the enterprise from the supervisory authority;
  • there was a need to implement the planned solution, which was announced by the customer during the conversation;
  • prevented by unforeseen circumstances;
  • adjustment of the general plan;
  • if the delivery of goods at an inflated price, reflected in the plan, failed due to a change in price or volume;
  • the main parameters of the order were finalized (terms, date of the initial purchase, constancy of purchases and payments, the amount of the advance payment, the principle of finding suppliers);
  • other reasons that are allowed to be noted in regulatory reporting materials.

Automatic scheduling and its compilation

Thanks to a specially created application, from 2017, procurement plans for 44-FZ will be drawn up automatically. The application itself is able to draw up a schedule, identify shortcomings and carry out possible optimizations. To get acquainted with the program, you can install a demo version.

When is the procurement plan formed?

It is customary to create this schedule for the next reporting year, i.e. 2017, as well as for the planned time period, which lasts 2 future years. In the course of scheduling applications from customers, it is necessary to be vigilant and accurate, and also reckon with the deadlines established by law. Federal authorities should start from the federal budget, and municipal and regional - from the municipality or from the subject of the Russian Federation.

An initiative has already been received from government officials regarding procurement schedules for 2017, 2018 and 2019.

  1. To begin with, amendments will be made to the plans for 2017 and 2018.
  2. After that, they will begin to make features in the plan for 2019.
  3. They will also add to the plan information about purchases made immediately after the end of the planning period.

When should the plan be approved?

Municipal institutions at the federal level should act as follows:

  • form and show the plan to the founder no later than July 1, 2016;
  • for its approval, the enterprise is given 10 days after the PFCD is drawn up (the fact of approval must be transferred to the founder);
  • now there are three days for the plan to be made public;

Federal and municipal customers must perform the following actions:

  • form and provide the founder with a procurement schedule no later than July 1, 2016 (for regionals) and no later than August 1, 2016 (for municipalities);
  • 10 days are allotted for its approval after the preparation of the PFCD (the founder must be notified that the plan has been approved);
  • publish this document in the EIS within three days.

The founder of the enterprise and local authorities have the right to specify extended periods for confirmation and preparation of documentation.

In addition, a single rule for compiling and publishing the plan has been developed. Starting from January 1, 2016, based on the provision of 44 Federal Laws, the procurement plan must be displayed in a single information system. The code was also changed: from OTAKO to OKTMO.

Note that during the preparation of the procurement plan, the responsible person must exercise maximum care, because claims to documents can be quite stringent. Every year, these requirements are becoming more stringent, and the time allotted for the preparation of documents is decreasing. The company needs to keep abreast of the news regarding the procurement plan in order to avoid fines and problems.

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