Forms and Checklists

​​​​​As a result of the commencement of the Financial Management Act 2016, this website is currently being updated to reflect the new procurement Treasurer’s Instructions. If there are forms or publications that you cannot locate, please contact the Procurement Unit via purchasing@treasury.tas.gov.au for assistance.

​​​​​​​​​Buy Local Policy forms

Local SME Industry Impact Statement template

A template to assist suppliers in the provision of information relevant to the impact on local SME industry should that supplier be awarded a contract.  

  Local SME Industry Impact Statement template   (28Kb)​

 

Tasmanian Industry Participation Plan template

A template to assist suppliers in the preparation of a Tasmanian Industry Participation Plan.  A plan is required for all high value procurements.

  Tasmanian Industry Participation Plan   (32Kb)

 

Tasmanian Industry Participation Executive Summary template

An executive summary template for the a Tasmanian Industry Participation Plan.

  Tasmanian Industry Participation Plan Executive Summary template   (27Kb)

   

Procurement Planning and Preparation

Confidentiality Declaration (Non-State Service Employees)

An example declaration for non-state service employees participating in an agency's procurement process.

  Confidentiality Declaration (non state servant)   (36Kb)

 

Conflict of Interest Declaration (State Service Employees)

An example declaration for state service employees participating in a procurement process.

  Conflict of Interest Declaration (State Service Employees) - example   (36Kb)

 

Conflict of Interest Declaration (Non- State Service Employees) ​

An example declaration for state service employees participating in a procurement process.​

  Conflict of Interest Declaration (non state servant) - example   (37Kb)​

 

Procurement Plan

A template procurement plan for use by agencies when undertaking procurement. ​

  Procurement Plan   (1Mb)​​

 

Pre-procurement Local Impact Assessment template

A template for recording and having approved the pre-procurement local impact assessment. 

  Pre-procurement Local Impact Assessment template   (29Kb)

 

Pre-procurement Industry Consultation template

A template for recording (and having approved) pre-procurement industry consultation in relation to high value procurement.

  Pre-procurement Industry Consultation template   (28Kb)

 

Parliamentary Standing Committee on Public Works - Explanatory Memorandum

A template explanatory memorandum for the referral of proposed public works to the Parliamentary Standing Committee on Public Works.

  Explanatory Memorandum - referral of proposed Public Works to PSCPW   (53Kb)

 

Parliamentary Standing Committee on Public Works - Message

A template message for the referral of proposed public works to the Parliamentary Standing Committee on Public Works.

  Message - Parliamentary Standing Committee on Public Works   (49Kb)

 

Parliamentary Standing Committee on Public Works - Minute Paper

A template Minute Paper for the referral of proposed public works to the Parliamentary Standing Committee on Public Works.

  Minute - referral of proposed Public Works to PSCPW   (49Kb)


 

Procurement Evaluation

All the documents in this section are examples only. The documents should be modified by agencies to suit the particular circumstances of each individual procurement and/or any individual agency requirements.

Evaluation Matrix

An example of an evaluation matrix for goods and services procurement.

  Evaluation Matrix   (26Kb)

Evaluation Scoring Matrix example

An example of a scoring matrix.

  Evaluation scoring matrix - example   (26Kb)​

 

Evaluation Report

A template report for use in relation to the evaluation of goods and services procurement. 

  Evaluation Report   (1Mb)​​

 

Record of Purchase

A record of the requirements and outcomes of a simple goods and services purchase - less than $50 000.​​

  Record of Purchase   (53Kb)


 

Weighted Evaluation Matrix

An example of a weighted evaluation matrix for goods and services procurement.

  Weighted evaluation matrix example   (27Kb)

 

RFT, RFQ, Contract and Requisition templates

Refer to RFT, RFQ, Contract and Requisitions templates.


 

Procurement Review Committee forms

All the documents in this section are examples only. The documents should be modified by agencies to suit the particular circumstances of each individual procurement and/or any individual agency requirements.

Procurement Review Committee Submission 

A template for an agency's submission to the Review Committee .

  Procurement Review Committee Submission template   (30Kb)

Procurement Review Committee checklist example

An example checklist for submission of procurement​ information to an agency's Procurement Review Committee.

  Procurement Review Committee checklist example   (26Kb)


 

Award and post award forms

Building and Construction Contract Award Advice pro forma (for insurance placement)

Complete this form when seeking to advise the Government's insurance broker of the need for placement of principal-nominated works and public liability insurance for building and construction projects.

*Where insurance placement has been requested via the Tenders website, this form is not required.

  Building and Construction Contact Award Advice pro forma   (26Kb)


 

Record of Debriefing Interview pro-forma

A template to assist an agency with documenting a debriefing interview.

  Record of Debriefing example   (28Kb)


 

Contract Management

Contract Management Plan pro forma

A template contact management plan for use by agencies when managing contracts relating to goods and services.

*This document is an example only and should be modified by agencies to suit the particular circumstances of their contract and/or their agency's procurement requirements.

  Contract Management Plan proforma   (59Kb)


 

Tenders Website proformas

Awarded Contract - Tenders website proforma

Complete this proforma if your agency has awarded a contract valued at $50 000 or more, then forward it to your agency's Tenders Website Administrator for publication.

  Awarded Contract Proforma   (53Kb)

 

Future Opportunity pro forma

Complete this pro forma if you would like to advertise the details of a Future Opportunity on the Tenders Website, then forward the completed pro forma to your agency's Tenders Website Administrator for publication.

  Future Opportunity notice proforma   (69Kb)

 

Open Tender pro forma

Complete this pro forma if you are running an open procurement and forward the completed form to your agency's Tenders Website Administrator for advertising and placement on the Tenders website.

  Open for bids notice pro forma   (55Kb)​


 

Miscellaneous​

Complaints report example

​An example of a complaints report for compliance with the requirements of Treasurer's Instruction PF-5 Procurement Framework - Accountability and Reporting.

  Complaints report example   (27Kb)

 

Statement of Work

Statement of Work pursuant to the Tasmanian Government's Head Deed with National Disability Services​ Ltd. 

  Statement of Work   (32Kb)​

 

Tender Box Opening form

A pro forma record of tender box opening information.

  Tender Box Opening form   (25Kb)


 

Unconditional Performance Bond

Unconditional Performance Bonds (Demand Bonds) form to be completed as a form of security for building and construction contracts.

  Unconditional Performance Bond   (26Kb)​

 

Process Checklists

Full Cost Attribution checklist
A checklist for determining full cost attribution in relation to offers from Government entities.
  Full Cost Attribution checklist   (143Kb)​
 

Building and Construction
Tender Process Checklist - Building and Construction

Checklist relating to procurement requirements for building and construction projects.

  Tender Process Checklist - Building and Construction   (64Kb)​


 

Goods and/or Services
Potential Risks in Goods and Services Procurement

Checklist of potential risks when undertaking goods and services procurement.

  Checklist of Potential Risks - goods and services procurement process   (115Kb)


 

Quotation Process - Goods and Services

Checklist setting out the process requirements when undertaking procurement by way of a quotation process. This generally relates to procurement valued at less than $250 000.

  Quotation Process Checklist - Goods and Services   (146Kb)​

 

Tender Process - Goods and/or Services

Checklist setting out the process requirements when undertaking procurement by way of an open procurement process.

  Tender Process Checklist - All Goods and Services   (180Kb)




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