Word, Excel and PowerPoint templates
A procurement policy, approval matrix and 12 procedures you can adapt in about two hours
A procurement policy, a delegation of authority matrix, twelve step-by-step procedures with flowcharts, and six forms that all fit together. Replace the gold placeholders with your company name and limits, and your procurement system is ready for approval.
Launch price for the first 25 buyers, then $63. One-time payment. One purchase covers one company or legal entity, with all its staff and sites.
- Download link emailed after payment
- Word, Excel, PowerPoint 2016+
- No macros
- Secure checkout by Paddle
Sound familiar?
Good procurement needs written rules people can follow
Every buyer does it differently
Quotes on some purchases, none on others. Approvals by email. Nobody can say who was allowed to sign what.
The auditor asks for your procurement policy
And for evidence that people follow it: approval limits, bid opening records, conflict declarations.
Writing it from scratch takes weeks
A policy, approval limits, procedures and forms, and they all have to agree with each other.
What you get
22 templates that work as one system
| Document | What it is |
|---|---|
| POL-01 Procurement Policy | 15 sections: principles, roles, thresholds, approvals, suppliers, ethics, records. Word. |
| DOA-01 Delegation of Authority matrix | Who prepares, reviews and approves each purchase type at each value band, with an approval checker. Excel. |
| SOP-01 to SOP-12 | Twelve procedures with roles, numbered steps, records and targets. Word. |
| FLW-01 Flowcharts | One slide per procedure; every box and arrow is editable. PowerPoint. |
| FRM-01 to FRM-06 Forms | Purchase requisition, single-source justification, conflict of interest, bid opening record, vendor registration, Supplier Code of Conduct. Word. |
| GDE-01 Setup and roll-out guide | The placeholder table, step-by-step setup and a four-week roll-out plan. Word. |
Plus a License & Support file (usage rights, compatibility and how to get help), so the download holds 23 files in total.
The twelve procedures
See inside
Clear documents your team will actually read
Numbered clauses, a document control table and revision history on the policy and all 12 procedures, a form number and revision on every form, and your values in gold until you replace them.
How it works
From download to approved system in three steps
Decide your values
One table in the setup guide lists all 19 placeholders: company name, currency, quotation and tender thresholds, approval titles and more.
Replace and set limits
Ctrl+H in each Word document and once in the flowcharts; type the same limits into the approval matrix. The guide shows which placeholders each document uses.
Approve and roll out
Approve the policy and the approval matrix first, then issue the procedures and forms. A four-week roll-out plan is included.
Who it is for
Teams formalising how they buy
- Small and growing companies putting procurement rules in writing
- New heads of procurement who need a system fast
- Teams preparing for an audit or a certification
- Consultants setting up procurement for a client
Works with
Tools for the steps that need numbers
- Bid evaluation (SOP-04): RFQ & Vendor Comparison Toolkit
- Expediting (SOP-09): Vendor Expediting Tracker
- Supplier reviews (SOP-07): Project & Procurement Command Center
- Project procurement: Project Procurement Plan Builder
Why trust the content
Built from 35 years of oil & gas EPC procurement practice
The thresholds, approvals, tender rules and controls follow how disciplined procurement teams actually work, written in plain English so requesters, buyers and approvers can all follow them.
Licence
What your licence covers
| Included (Single-Organisation License) | Not included |
|---|---|
| Adapting and using the documents inside one organisation (one company or legal entity), for all its staff and sites | Using one purchase across several companies or legal entities (each needs its own purchase) |
| Changing any wording, steps, roles and approval limits | Reselling, redistributing or publishing the documents as your own templates, original or edited |
| Consultants: adapting the pack for one client organisation per purchase | Using one purchase for a second client (each further client needs a further purchase) |
| Free minor updates (corrections and small improvements) to the version you bought | Major new versions, which may be offered at a reduced returning-customer price |
Templates, not legal advice: they follow common procurement practice and do not claim compliance with any specific law or regulation. Adapt them to the rules that apply to you and have them reviewed where needed. Refund: if a file does not work as described, email support@aisavestime.com within 14 days of purchase and we will fix it or refund you in full. Full terms are in the License & Support file in your download.
Questions
Frequently asked questions
Which software do I need?
Microsoft Word, Excel and PowerPoint 2016 or later, or Microsoft 365. The approval matrix uses formulas only, so there are no macros to enable.
Can I change everything?
Yes. Nothing is locked. Change the wording, add or remove steps, rename roles and set your own limits.
Is this legal advice?
No. These are templates based on common procurement practice. Adapt them to the laws that apply to you and have them reviewed where needed. They do not claim compliance with any specific regulation.
How long does setup take?
About two hours to decide your values, replace the placeholders and set the approval limits, following the setup guide. Roll-out then takes about four weeks.
Who can use one purchase?
One organisation (one company or legal entity), with as many staff and sites as it has. Consultants may adapt the pack for one client per purchase.
Is this a subscription?
No. You pay once ($45 at the launch price) and keep the files. Minor updates to the version you bought are free.
How do I get the files?
Straight after payment you receive an email with your download. If it hasn't arrived within a few minutes, check your spam folder, then email support@aisavestime.com.
What if it doesn't work for me?
If a file doesn't work as described, email support@aisavestime.com within 14 days of purchase. We will fix it or give you a full refund.
Templates, not legal advice: adapt them to the laws and rules that apply to your organisation.
Put your procurement rules in writing this week
Launch price for the first 25 buyers, then $63. One-time payment. One purchase covers one company or legal entity, with all its staff and sites.
- Download link emailed after payment
- 22 editable templates
- 14-day works-as-described guarantee