Anatomy of State Procurement Plan.

Where: Texas

What’s the timeline for agencies to complete this procurement plan? Must to be to the Comptroller by November 30, 2019

What information goes into a state agency procurement plan?

Texas Comptroller of Public Accounts

Statewide Procurement Division

FY20 Agency Procurement Plan Template

Instructions:

Please complete the information below and submit it with the requested attachments to procurement.plans@cpa.texas.gov by November 30, 2019.

General Information

Agency Name:

Agency Number:

Procurement Director Contact Information

Name:

Phone Number:

E-mail Address:

Purchasing Capacity Assessment

Dollar value of agency delegated purchases for FY19:

Number of purchasing FTEs:

Automated purchasing tools used by the agency (if applicable):

Please attach the following:

• Copy of agency’s purchasing and contract management procedures which include protest procedures developed by the agency.
• Credit card procedures regarding the issuance and security of payment cards and the use of those cards by the agency’s employees.
• Attach or provide links to any SAO audits of purchasing and contract management functions for FY19-FY20
• Attach or provide links to any Comptroller post payment or procurement audits for FY19-FY20

Certified Procurement Professionals

Number of certified purchasing FTEs:

Number of certified contract management FTEs:

Please attach the following:

• Name, title and certification number for each purchasing FTE 
• Name, title and certification number for each contract management FTE

Training Projections for the Fiscal Year

Number of seats needed for CTCD certification courses for FY20:

Number of seats needed for CTCM certification courses for FY20:

Delegated Purchasing Assessment

Please list the names of personnel with delegated signature authority for proprietary justifications:

Please complete the table below with the requested information on your agency’s five delegated purchases anticipated to have the highest expenditure for commodities or services (excluding professional services) not available on an existing contract through CPA or DIR for FY20.

Delegated Purchases	Est. Value FY20	Previous FY Value same/similar purchase:	Name of current vendor:	Has the agency looked for the item on CPA or DIR contract? (Y/N)

Texas Comptroller | AGENCY PROCUREMENT PLAN SUBMISSION