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PMC Pilot

M08 · Planned module

Procurement Planning & Supplier Qualification

Define purchasing packages, request the right information and check supplier qualifications before evaluating offers.

Who uses it

Procurement manager, Client, EPC project manager

The workflows described here are in development. Customer AI processing and paid access are not available yet.

Explore a simplified, fictional example of requirements and bid comparison. Open the example →

Tasks this module is intended to support

M08W01

Procurement plan and request-for-proposal pack

Arrange purchasing packages, enquiry documents and required dates around project delivery needs.

Planned workflow
M08W02

Evidence-based supplier prequalification

Compare supplier evidence with qualification criteria and flag missing or expired records.

Planned workflow
M08W03

Package boundaries and responsibility matrix

Check who supplies, installs, tests and hands over each interface between packages.

Planned workflow

What the team provides

  • Work and purchasing packages
  • Specifications and required-on-site dates
  • Supply and installation boundaries
  • Evaluation criteria and authority
  • Qualification records and validity dates

Intended result

A procurement plan, draft enquiry, criteria matrix, qualification register and package-interface gaps.

Who checks it

Procurement lead with the discipline engineer

Qualifications need evidence and current validity. Scope, criteria and responsibility for package interfaces must be approved.

Related templates

These are separate, ready-made blank templates. A template purchase does not include AI processing. Sales are not open yet.