Back to Resources

Template for Procurement Infrastructure Planning

Contributors: Adriana Hayes, Rebecca Graffy, Kayla Mehrens

 

A public procurement solicitation is easier to write when the project is already well organized. But governments are often asked to move quickly from a grant award, policy priority, or capital improvement idea straight into design, procurement, and delivery, and some of the most important questions get skipped along the way.

Use this project planning template to help your team turn an early infrastructure concept into a clear, coordinated path toward solicitation and implementation. This is created to be collaborative, and will help your team:

  • Define the problem you’re solving and the outcomes to achieve
  • Inventory what you already know, including plans, surveys, geotechnical data, and environmental studies, and spot the gaps
  • Clarify staff roles and responsibilities to decide who will plan, fund, procure, and deliver the project
  • Identify market research questions, and flag risks, permitting needs, and operations and maintenance considerations early
  • Build a realistic schedule for the planning and procurement tasks to complete before contract award

This template complements your government’s existing project management, capital planning, and grant compliance processes by gathering key project information in one document that your team can adapt and update as the project evolves. It also includes a project readiness checklist and tips for finalizing your plan, so you can explain what services or contractors you need, why it matters, who has been consulted, and what unknowns remain.

View the PDF below with sample content, and then use the Word document, replacing the highlighted text with your own jurisdiction’s information.

Project Plan Template (.pdf)

Project Plan Template (.doc)

This resource was originally developed by our infrastructure colleagues at Partners for Public Good. Click to view the original resource.