How to calculate the total annual volume. Cumulative annual purchase volume: what is it for and how to calculate it? Calculation of purchases from SMP and SO NPOs

05.12.2019

The term "SGOZ" can be found in Federal Law No.-44. Employees of organizations are required to know what it is and how to calculate the amount determined by it.

Article 3 of Law No.-44 states that the total annual volume of purchases is the total volume of financial Money, intended for making purchases in accordance with this law. What is included in the SHOZ for?

The SGOZ according to 44-FZ includes:

Payment for contracts that were concluded before the start of the new financial period;
Payment for contracts concluded in the current financial period.

How to calculate SGOZ according to Federal Law-44?

According to the law, the correct calculation of the SSS implies the determination of purchase limits from small entrepreneurs and a non-profit organization. The manager pre-calculates the total volume of purchases. Then it subtracts from the sum those factors that, according to the law, are not taken into account when calculating the SHOZ.

Detailed instructions for calculating the SHOZ according to the law:

The cumulative volume of purchases for a certain company for one year is calculated.
The amount for payment of goods for loans, defense, nuclear energy, closed purchases and a single supplier is deducted.
15 percent is deducted from the amount received. The amount is rounded up due to the high probability of a decrease in value during the auction period.

The formula for the cumulative annual volume of purchases according to the law: SHOZ = P + T + S

P - Contracts that were concluded last year and are payable.

T - Contracts that were concluded this year are fully executed and payable.

C - contracts concluded in the current financial year and are valid in the future for several financial years in advance.

Calculation example:

The annual volume of acquisition of goods of the Dak company is 5 million rubles. Part of the purchases relates to the payment of utilities, internet or telephone communication. For example, the amount to pay for such services is 1 million rubles. Another 2 million are small goods worth from 100 to 400 thousand rubles.

The total amount is 5 million rubles - 1 million rubles - 2 million rubles = 2 million rubles. About 15 percent of this amount should be procurement for SONKO and SMP. This is about 300 thousand rubles.

With these funds, the Dak company concludes a contract with SONKO and SMP. Employees of the organization can increase the amount of purchases. There is no restriction in this regard in the legislation. At the same time, it is prohibited to reduce the volume of purchase of goods. There are situations when only one application is submitted during the auction process. In this case, the deal is concluded with a single supplier.

Features of calculating the SHOZ for a budgetary institution

In accordance with the law, when calculating the SHOZ for a budgetary institution, the following features are taken into account:

Budget institutions make purchases at the expense of subsidies provided by the budget system Russian Federation. The requirements for carrying out purchased goods are established by this federal law. The exceptions are situations that are described in parts 2 and 3 of this Federal Law;
Budgetary institutions make purchases in the presence of a legal document that was adopted in accordance with Part 3 of Article 2 of Federal Law-223 “On the Procurement of Goods, Works, Services certain types legal entities".

Download FZ-44

This Federal Law regulates relations that are connected with the provision of municipal and state needs. The main objectives of FZ-44:

Improving performance;
efficiency;
Implementation of works, goods and services;
Ensuring transparency and publicity of such purchased goods;
Prevention of corruption and other abuses in the field of procurement.

To see the real legislative provisions, download the latest version of the law on .

Question:

The customer makes purchases according to the norms (hereinafter -) and (hereinafter -). Earlier, when drawing up a schedule, the amount of purchases from sole supplier should not exceed 50% of the amount of funds provided for the implementation of all purchases of the customer in accordance with the schedule.

In accordance with Federal Law No. 140-FZ of 04.06.2014 “On Amendments to the Federal Law “On contract system in the field of procurement of goods, works, services to meet state and municipal needs", customers may purchase from a single supplier, provided that the annual volume of such purchases does not exceed 50% of the total annual volume.

What does “annual volume” mean in this case: the volume of all purchases for Federal Law No. 223-FZ of July 18, 2011 and by? Or the volume of purchases only for Federal Law of April 5, 2013 N 44-FZ?

Answer:

The total annual volume of purchases is the amount of funds allocated to the customer for the purchase of goods, works, services in accordance with the requirements Federal Law of 05.04.2013 N 44-FZ "On the contract system in the field of procurement of goods, works, services to meet state and municipal needs"(Further - Federal Law of April 5, 2013 N 44-FZ).

From the size of the total annual volume of purchases, the customer determines the annual volume of purchases by conducting a request for quotations, purchases from a single supplier (contractor, performer) for amounts not exceeding 100 thousand rubles. and 400 thousand rubles, in accordance with the requirements of paragraphs. 4 and, as well as the annual volume of purchases from small businesses, socially oriented non-profit organizations in accordance with the requirements Part 1 Art. 30 of the Federal Law of 05.04.2013 N 44-FZ.

Thus, the annual volume of purchases is the volume of purchases by requesting quotations from a single supplier (contractor, performer) for amounts not exceeding 100 thousand rubles. and 400 thousand rubles, and from small businesses, socially oriented non-profit organizations, determined by the customer from the size of the total annual volume of purchases.

Means determined by the requirements of paragraphs. one - 3 hours 2 tbsp. 15 of the Federal Law of April 5, 2013 N 44-FZ at the expense of which the customer purchases goods, works, services in accordance with the requirements Federal Law No. 223-FZ of July 18, 2011 “On Procurement of Goods, Works, Services by Certain Types of Legal Entities”(Further - Federal Law No. 223-FZ of July 18, 2011), based on the Procurement Regulations approved by the customer, are not included in the total annual volume of purchases.

Rationale:

As required paragraph 16 of Art. 3 of the Federal Law of April 5, 2013 N 44-FZ, the total annual volume of purchases is the total amount of financial support approved for the corresponding financial year for the purchase by the customer in accordance with the requirements Federal Law No. 44-FZ of 05.04.2013, including for the payment of contracts concluded before the beginning of the specified financial year and payable in the specified financial year.

In accordance with the requirements of 4 and 5 hours 1 art. 93 of the Federal Law of April 5, 2013 N 44-FZ, the annual volume of purchases that the customer has the right to make from a single supplier (contractor, contractor) for an amount not exceeding 100 thousand rubles should not exceed 2 million rubles. or should not exceed 5% of the total annual volume of purchases of the customer and should not exceed 50 million rubles, and the annual volume of purchases that the customer has the right to make from a single supplier (contractor, performer) in an amount not exceeding 400 thousand rubles. , should not exceed 50% of the total annual purchases of the customer and should not exceed 20 million rubles.

The following expenses should not be taken into account when calculating the SHOZ:

Salaries, travel allowances for employees.
Funds intended for the payment of tax fees and other obligatory payments to the budget.
To compensate for the harm that was caused by the customer during the conduct of its activities.
Income received from the activities of the customer and funds intended for purchases under 223-FZ.

Thus, the SSS is formed from the amounts that are intended to pay for purchased products and services in the current financial period. This figure turns out to be identical to the monetary limits of budget obligations. Example: Methodology for calculating the SGOZ from a single supplier According to the first part of Article 93 of the 44-FZ, the total volume of purchases from a single supplier cannot exceed two million rubles or 5% of the SGOZ (but more than 50 million rubles).

Cumulative annual purchases

Attention

SMP until April 1 of the year following the reporting one. The form of such a report was approved by Decree of the Government of the Russian Federation No. 238 dated March 17, 2015. How to enter data into the schedule? You need to go to the public procurement website in Personal Area. In the "Registers of purchases" tab, select a schedule. When opening the schedule, select the item "final positions".

In the final positions of the schedule, there are the following items:

The annual volume of purchases from the EP, not exceeding 100 thousand rubles
The annual volume of purchases from the EP, for institutions whose activities are aimed at the preservation and promotion of cultural heritage.
Annual volume of purchases from SO NPOs and SMEs
The annual volume of purchases carried out by requesting quotations.

The next block is information on the amount of all purchases that are planned for the current year and the SPP, which is determined in accordance with clause 16. Art. 3 44-FZ.

The total annual volume of purchases for 44-FZ in 2018, how to calculate?

What is the total annual volume of purchases The total annual volume of purchases is (44 FZ, clause 16, article 3) the money that is allocated for the implementation of procurement activities in the current year. This amount also includes payment for contracts that the customer signed last year, but the fulfillment of obligations and payment for which is due in the current year.
On 06/16/2017, the Ministry of Finance, in letter No. 24-01-09 / 37707, clarified the timing and determined that the total annual volume of purchases under 44 Federal Laws combines amounts under contracts that:

concluded in previous financial years, but paid in the current;
concluded, executed and paid in the current financial year.

If the contract is concluded in the current financial year, and will be executed for several years, then only the amount for payments in the current one is included.

Cumulative annual purchase volume (CAS)

The total annual volume of purchases (GPOZ) is the total amount of financial support approved for the current financial year for the customer to purchase and pay for contracts in the specified financial year, in accordance with Federal Law No. 44-FZ. Why is it necessary to determine the total annual volume of purchases? First, to draw up a schedule.

Secondly, for a report on the annual volume of purchases. Thirdly, to calculate the maximum volume of purchases from a single supplier, by conducting a request for quotations and determining the minimum volume of purchases from small businesses (SMEs) and socially oriented non-profit organizations (SO NPOs). Fourthly, the amount of the annual volume of purchases depends on whether the customer needs to create a contract service.
If this amount is more than 100 million, then you need to create a contract service.

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The development of a methodology for calculating the SHOZ was initiated by legislators due to a large number of disputes that revolved around the need to include the cost of long-term contracts drawn up last year and executed this year. After the introduction of this term, the situation became clearer. If the contract is executed in the current year, and its execution is scheduled for the next, then only the amount that is paid in the current reporting period is included in the SSS.

Deciding on the need to form contract service.

If it turns out that the SGOZ exceeds one hundred million rubles, then the creation of a contract service is necessary.

How to correctly calculate the SSG according to 44-FZ

The total annual volume of purchases under the Law N 44-FZ SGOZ exceeds 100 million rubles (part 1 of article 38 of Law No. 44-FZ); - restrictions established for procurement through a request for quotations (the annual volume of procurement carried out in this way should not exceed 10% of the customer's SGOZ and should not exceed 100 million rubles (part 2 of article 72 of Law N 44-FZ)) ; - restrictions established for procurement on the basis of paragraph 4 of part 1 of Art.

In this case, the price of one contract should not exceed 100,000 rubles. Such restrictions do not apply to the purchase of goods and services necessary for the needs of rural settlements.

In this case, the SHOZ can be determined by the following formula: To understand the principle of calculation, let's look at an example. State organization has a state security order in the amount of 3 million rubles.

For purchases from a single supplier, you can use no more than 5%. In our example, 5% is 150 thousand rubles. This amount is not enough to cover the needs.

Therefore, in this case, it is more profitable for the customer to use the limit of 2 million rubles. Then the organization will be able to purchase up to 100 thousand rubles directly.

The rest of the initial amount (3 million) million, the organization can spend for procurement in other ways.

Total annual purchases up to 44 ap 2018

Important

Based on the second part of Article 72 of the 44-FZ, the volume of purchases using a request for quotations cannot exceed 10% of the SGOZ. This amount should not exceed 10 million rubles.

The calculated indicator must be included in the schedule. To form this figure, it is necessary to use the guidelines developed by the government of the Russian Federation.
Basic rules for calculating the SHOZ A certain formula is used to calculate the SHOZ. It will consist of the following components:

The value of contracts entered into in the last financial year and payable in the current reporting period.
The contracts that are concluded will be executed and paid for in the current financial year.
Contracts drawn up this year that will be executed in the current and subsequent years. Only the part that is paid in the current financial period is included.

Thus, the SSS represents the amount of funds that is expected to be spent on payment for: a) contracts concluded in previous financial years, in the part payable in the current financial year; b) contracts concluded in the current financial year and fully executed and payable in the current financial year; c) contracts concluded in the current financial year and executed in the current and subsequent years, to the extent payable in the current financial year. The formula for calculating the SGOZ is as follows: SGOZ = a + b + c A similar method for calculating the SGOZ is given by representatives of the Ministry of Economic Development of Russia (in the Information dated 06/04/2014, in response to question 86 in a letter dated 09/30/2014 N D28I-1889, a letter dated 06.12 .2016 N D28i-3332, etc.) and the Ministry of Finance of Russia (in letters dated June 16, 2017 N 24-01-09/37707 and dated August 24, 2017 N 24-01-09/54336).

Law N 44-FZ (the annual volume of purchases that the customer is entitled to make on this basis should not exceed 2 million rubles or should not exceed 5% of the customer's SSS and should not exceed 50 million rubles (clause 4 of part 1 of Art. 93 of Law N 44-FZ)); - restrictions established for procurement on the basis of paragraph 5 of part 1 of Art. 93 of Law N 44-FZ (the annual volume of purchases that the customer has the right to make on the basis of this clause must not exceed 50% of the customer's SHOZ and should not exceed 20 million rubles (clause 5, part 1, article 93 of Law N 44- FZ)). Information about the SHOZ is indicated by the customer in the schedule (for reference) (paragraphs “e”, paragraph 1 of the Requirements for the form of the schedule for the procurement of goods, works, services to meet federal needs, approved by Decree of the Government of the Russian Federation of 05.06.2015 N 553, paragraphs "h" p.

In 2018, the customer enters into contracts in the amount of 5 million rubles, of which, according to the terms of the contracts, the customer is obliged to pay 3 million rubles to counterparties in 2018, and the remaining 2 million in 2019. The customer does not plan to conclude other contracts in 2018.

SHOZ for 2018 = 500 thousand rubles. + 3 million rubles = 3.5 million rubles. In our opinion, when determining the balance of the share of purchases (limit) by conducting a request for quotations and from a single counterparty, without additional grounds, as specific purchases are made, the amounts payable under each specific contract in this year. That is, if, for example, a contract under paragraph 4 of part 1 of Art.
If this amount is less, it is enough for the customer to appoint a specialist who will purchase goods and services. Such a rule is spelled out in the second part of Article 38 of the 44-FZ.

To calculate the volume of purchases that need to be made from suppliers belonging to small businesses and socially oriented non-profit enterprises. Article 30 of the 44-FZ states that such suppliers must account for at least 15% of the SHOZ.
To calculate the volume of goods and services purchased from a single supplier. At the same time, the price of one contract cannot exceed 100 thousand rubles. According to part 1 of Article 93 of the 44-FZ, the total volume of goods and services purchased by this method cannot exceed 5% of the SGOZ. In total, it should not exceed 50 million rubles.
To calculate the quantity of goods and services that can be purchased through a request for quotations.

The concept of "total annual volume of purchases", which is taken into account in the SSS, what to do if the total annual volume is exceeded, five steps for the customer to calculate the "planned volume" of purchases from SMP, SO NPOs - read on.

From this article you will learn:

the concept of total annual income;
what is included in the total annual volume of purchases;
what to do if the total volume of purchases is exceeded;
calculation of purchases from SMP and SO NCOs;
five steps in the calculation by the customer of the "planned volume" of purchases from SMP, SO NPOs.

On the other hand, the Ministry of Economic Development of Russia, in a letter dated 08.11.2013 No. D28i-2183, expressed its position, according to which, when calculating the total annual volume of purchases in previous periods, customers still needed to focus on schedules, and not on funding volumes.

However, Law No. 140-FZ settled this issue: in the Law on the contract system appeared (clause 16, article 3), and clause 1, part 3, art. 112 of the Law on the contract system was declared invalid.

Thus, in accordance with paragraph 16 of Art. 3 of the Law on the contract system the total annual volume of purchases (hereinafter referred to as the GPO) is the total amount of financial security approved for the relevant financial year for the procurement by the customer in accordance with the Contract System Law, including for the payment of contracts concluded before the start of the specified financial year and payable in the specified financial year.

To calculate the total annual volume of purchases, it does not matter in which year the contract was concluded and in which year the corresponding purchase is included in the schedule.

What is included in the total annual purchase volume

For a full understanding, we will analyze in more detail what is indicated in paragraph 16 of Art. 3 of the Law on the contract system definition.

Firstly, the SDOZ includes only the amounts that the customer spends on the purchase of goods, works, services. Therefore, these are the amounts that the customer spends on:

remuneration of employees, travel and other payments in accordance with employment contracts and the legislation of the Russian Federation, the legislation of the constituent entities of the Russian Federation and municipal legal acts;
payment of taxes, fees and other obligatory payments to the budget system of the Russian Federation;
compensation for damage caused by the customer in the course of carrying out activities is not taken into account when calculating the SSS.

Secondly, the SSS includes only amounts for the purchase by the customer in accordance with the Law on the contract system. In case the customer is state-financed organization, which on the basis of h. 2 Article. 15 of the Law on the contract system in placed a provision on procurement and in connection with this, part of the funds (let's call these funds extra-budgetary) spends in accordance with Law No. FZ.

This follows both from the definition of procurement specified in paragraph 3 of Art. 3 of the Law on the contract system, according to which the purchase of goods, works, services to meet state or municipal needs is a set of actions carried out in accordance with the procedure established by this law by the customer and aimed at meeting state or municipal needs, and from the definition of the SPS specified in paragraph 16 art. 3 of the Law on the contract system.

Thirdly, the total annual volume of purchases includes amounts that are payable in the current year, regardless of the date of the contract.

The cumulative annual volume of purchases is the amount of funds for:

contracts concluded in previous financial years, to the extent payable in the current financial year;
contracts concluded in the current financial year and fully executed and payable in the current financial year;
contracts concluded in the current financial year and executed in the current and subsequent years, to the extent payable in the current financial year.

The general rules for calculating the SHOZ indicated above, the customer must use when applying Parts 1, 2 of Art. 38, part 2 of Art. 72, paras. 4, 5 h. 1 tbsp. 93 of the Law on the contract system.

Calculation of purchases from SMP and SO NPOs

In order to calculate the SGOZ in order to determine the planned volume of preferences for SMEs and SO NCOs, along with the above explanations, additional rules should be taken into account.

Five steps for the customer to calculate the "planned volume" (15%) of purchases from SMP, SO NPOs

Calculate the total annual volume of purchases (GPO) in accordance with paragraph 16 of Art. 3 of the Law on the contract system.
Subtract from the SSS the amounts provided for payment for goods, works, services specified in Part 1.1 of Art. 30 of the Law on the contract system.
Subtract from the SSS the amounts of purchases, notices of the implementation of which were placed before January 1, 2014 (part 30 of article 112 of the Law on the contract system).
Calculate 15% of the result obtained in the previous paragraph.
Recalculate the received planned volume (15%) if purchases among SMEs, SO NCOs did not take place.

According to Part 1 of Art. 30 of the Law on the contract system, customers are required to carry out, calculated taking into account Part 1.1 of Art. 30 and part 30 of Art. 112 of the Law on the contract system.

According to part 1.1 of Art. 30 of the Law on the contract system when determining the volume of purchases from SMEs, SO NPOs in the calculation of the total annual volume of purchases purchases are not included:

to ensure the defense of the country and the security of the state;
lending services;
from a single supplier (contractor, performer) in accordance with Part 1 of Art. 93 of the Law on the contract system;
works in the field of the use of atomic energy; in the implementation of which closed methods for determining suppliers (contractors, performers) are used.

In order to identify a supplier, contractor or contractor, it is first necessary to plan electronic procedures. Get electronic signature. Choose the site that best suits your organization and register. Next, create documentation and a notice, carry out procedures and determine the supplier and conclude a contract, taking into account the characteristics of each of the procurement methods.
See solutions for each electronic method: auction, competition, request for quotations, request for proposals.

In addition, according to part 30 of Art. 112 of the Law on the contract system in the calculation of the total annual volume of purchases purchases are not included, notifications of the implementation of which were posted in the EIS before the date of entry into force of the Law on the contract system (that is, before January 1, 2014).

It seems that under the exceptions provided for in Part 30 of Art. 112 of the Law on the contract system, are subject to as well as contract amounts concluded by the customer with a single supplier (contractor, performer) in accordance with Law No. 94-FZ, despite the fact that notices for these purchases were not posted on the Official Website.

Example

The total annual volume of purchases of the customer (limits allocated to the customer for the corresponding financial year for the purchase of goods, works, services) is 40 million rubles.

Of these, purchases from a single supplier (contractor, performer) in accordance with Part 1 of Art. 93 of the Law on the contract system (for any reason, incl. utilities(Clause 8, Part 1, Article 93 of the Constitutional Court Law), services of monopolists (Clause 1, Article 93, Part 1 of the Constitutional Law), small volume purchases up to 100 thousand rubles. (clause 4, part 1, article 93 of the Law on the Constitutional Court), etc.) amount to 15 million rubles.

Procurement to ensure the defense of the country and the security of the state, procurement of credit services, procurement of works in the field of the use of atomic energy, procurement in the course of which closed methods of determining suppliers (contractors, performers) are used, as well as rolling purchases, notices of which were posted on The official website before January 1, 2014, are absent.

Consequently, the total annual volume of purchases, calculated taking into account Part 1.1 of Art. 30 of the Law on the contract system, is 25 million rubles. (40 - 15 = 25), and the volume of purchases from the SMP, SO NCOs - 3.75 million rubles. (15% from 25 million rubles). It is in the amount of 3.75 million rubles. the customer is obliged to support the SMP, SO NPO in one of the ways specified in Part 1 of Art. 30 of the Law on the contract system. This is the so-called planned 15%.

Obviously, if the customer changes the amount of financing during the financial year, the SSS will also be “floating”. So during the year the customer should recalculate the GDS several times in order to comply with the restrictions provided for in paragraphs. 4, 5 h. 1 tbsp. 93 and part 2 of Art. 72 of the Law on the contract system, it is correct to make a decision on the need to create a contract service, as well as to the extent not less than that provided for in Art. 30 of the Law on the contract system to support SMEs and SO NCOs.

You will find answers to the most interesting questions about procurement in the new issue of the State Order in Questions and Answers magazine.

ESG is the cumulative annual volume of purchases. This concept and all its nuances are set out in Article 3 of the Federal Law No. 44 “On Public Procurement” dated April 5, 2013. This value allows you to evaluate the work of the company, prepare a report to the controlling structures, and determine the necessary limits.

What is the SHS

ESG is the total amount of funds allocated to a firm for the purchase of needed services and products. The parameter must be calculated annually. As part of the calculations, money allocated under contracts concluded before the beginning of the year will be taken into account. It is assumed that these funds will be spent in the current year. The provided finances are approved in the estimate or plan economic activity. Calculations involve the summation of indicators from some lines of the estimate or plan.

The official formation of the procedure for calculating the SGOZ is due to a large number of conflicts. The latter are caused by ambiguities in regulations. In particular, it was not clear earlier whether the cost of long-term contracts that appeared in the previous year and are being implemented this year should be taken into account in the calculations.

What is the need for SSS?

An entrepreneur may have a question about why it is necessary to calculate the SHOZ. Article FZ-44 on contract service (Part 1, Article 38) states that sometimes an entrepreneur must organize a contract service for the execution of public procurement. If the SGOZ is more than 100 million rubles, the procurement participant is obliged to create a service. If the amount is less, then the functions of the contract service can be performed by one person. The second option is more profitable, since the organization of the service involves high costs. In order to comply with the law, it is necessary to determine the total volume in advance.

The SHOZ indicator is also used in the calculation of these values:

The minimum number of government purchases from small businesses and NGOs operating in social sphere(Part 1 of Article 30 of Federal Law No. 44).
The maximum number of orders when requesting quotations (Part 2 of Article 72 of the Federal Law No. 44).
The maximum number of contracts with a single supplier (paragraphs 4 and 5 of part 1 of Article 93).

The indicator of the total volume of purchases is needed when processing these documents:

Report on the volume of public procurement from small businesses and NGOs.
Plan schedule (paragraph 2 of part 3 of article 21 of the Federal Law No. 44).

The State Contract portal states that public procurement can only be carried out on the basis of a completed schedule.

The procedure for determining the SHOZ according to Federal Law No. 44

A formula is used to determine the total volume of purchases. It includes these components:

The value of contracts that appeared last year. It is assumed that they will be paid in the current period.
Concluded contracts, performed and paid for in the current year.
Contracts concluded this year, which are subject to implementation in the current and next year. The calculations take into account only the part that will be paid in the current period.

When determining the total volume of purchases, these costs are taken into account:

Salary and travel allowance.
Money that will be used to pay taxes and other payments to the state treasury.
Payment of compensation for damage caused by the entrepreneur.
Income from the activities of the subject.
Funds that were issued as part of the procurement.

The total volume is formed from the money intended to pay for purchased goods and services in the current period.

What is not taken into account when calculating the SHOZ

The list of contracts that are not taken into account when determining the SHOZ is established by Part 1 of Article 30 of Federal Law No. 44. In particular, this applies to public procurement for small businesses and NGOs working in the social sphere:

Defense orders and purchases that ensure the security of the state.
Providing credit.
Orders relating to the use of atomic energy.
Contracts with a single supplier (Part 1 of Article 83 of the Federal Law No. 44).
Closed auctions and competitions.

That is, all these provisions can be excluded in the calculations.

Instructions for calculating the SHOZ

Correct calculation involves setting purchase limits for small businesses and NGOs. First, a person needs to determine the total amount of purchases. Then you need to subtract from the resulting result the values that are not taken into account in the calculation of the SHOZ. Consider the calculation instructions:

The total volume of purchases for a particular organization for the year is determined.
The result is subtracted from the amount allocated for the payment of loans, closed purchases, defense products and products in the field of nuclear energy.
15% is subtracted from the result. The resulting value must be rounded up. This is necessary due to the high risk of a decrease in value during the auction period.

This formula is used in the calculations:

SHOZ = P + T + S

It uses the following values:

P - contracts executed in the past year and involving payment in the current year.
T - contracts received in the current year, as well as executed, involving payment.
C - contracts received in the current year and relevant for the next few years.

This is the general form for calculating SHOZ. It is by adding these indicators that the total volume of purchases is formed. However, the calculation procedure will differ depending on which company you need to define the parameter for.

Calculation examples

Let's consider the simplest example. In 2018, limits for budget contracts in the amount of 10,000,000 rubles were allocated for the subject. The volume of total purchases for 2018 will amount to 10,000,000 rubles. But then from this amount you need to subtract the amounts due to pay for the contracts received in 2017 and completed in 2018. This is the starting figure.

An example of calculating the minimum amount of purchases from small businesses and NGOs

The SHOZ is 10,000,000 rubles. From this value, it is necessary to subtract the cost of purchases on the basis of paragraph 1 of part 1 of Article 30 of the Federal Law No. 44. For example, the cost of such purchases is 3,000,000 rubles. To determine the purchase limit for small businesses, you need to determine 15% of the SSS. It is 15% that is the minimum value.

The calculations will be as follows:

(10 000 000 – 3 000 000) * 15%.

Result: 1,050,000 rubles.

Determination of the maximum volume of purchases by the method of request for quotations

The maximum volume in this case is equal to 10% of the SGOZ size. That is, these calculations are carried out:

10,000,000 * 10% = 1,000,000 rubles.

IMPORTANT! The annual value of contracts created through the implementation of a request for quotations cannot exceed 100,000,000 rubles.

How to enter information into a schedule

To enter the SHOZ indicator into the schedule, you need to go to the public procurement website. In particular, you need to go to your personal account. Then you need to select the "Registers" tab and click on "Schedule". When the plan opens, the item "Final positions" is selected. Here you need to enter information about the total volume.