This Word template contains prepared headings, tables, project fields and completion notes. Add your information, review the completed document and remove the notes before issue.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
How to use this template
When you need it
Prepare this report when procurement planning, supplier selection, or contract administration needs an evidence-based review against defined criteria, particularly after recurring exceptions, significant purchases, or concerns about the consistency of procurement controls.
What it helps you decide
It reveals whether procurement decisions and records follow the agreed process and support the project's objectives, helping leadership distinguish isolated documentation gaps from systemic weaknesses that could affect future awards or administration.
How to complete it
Define Audit scope and criteria, then examine Planning and source-selection review using sampled records that demonstrate how requirements, competition, evaluation, and approvals were handled.
Perform Contract administration review and identify Systemic observations, distinguishing specific evidence gaps from wider patterns and avoiding conclusions beyond the records actually examined.
Record Actions and verification and Conclusion and follow-up, identifying who must correct the finding and what evidence will demonstrate that the process has improved.
Who prepares and reviews it
An auditor or independent reviewer usually leads with procurement, commercial, technical, and finance evidence providers. Management agrees scope and criteria, while accountable process owners develop corrective actions under the organization's actual governance arrangements.
A mistake to avoid
Treating every missing document as proof of misconduct overstates the evidence and distracts from the specific process failure and corrective action the audit can substantiate.
Illustrative example
Illustrative example: a construction procurement audit samples equipment awards and finds that several evaluations lack evidence of approved technical criteria. The report identifies the sampled cases and broader control concern. Procurement leadership revises the approval workflow and provides later evaluation records for follow-up verification.