School property procurement templates and guides

Select the appropriate procurement templates and guides for school property procurement.

Terms and conditions

School Property Procurement RFx Process Terms & Conditions [Conditions of Tendering] 2017-2 [PDF, 428 KB]

Guides

School Property Procurement Quick Reference Guide 2017-2 [PDF, 175 KB]

School Property Procurement Direct Source & Closed Tender Guide 2017-2 [PDF, 336 KB]

School Property Procurement Open Tender Guide 2017-2 [PDF, 360 KB]

School Property Procurement GETS Procurement Officer Guide 2017-2 [PDF, 681 KB]

School Property Procurement Procurement Sponsor Guide 2017-2 [PDF, 145 KB]

School Property Procurement Evaluator Guide 2017-2 [PDF, 257 KB]

School Property Procedure Contract Works Price Analysis Guide 2017-2 [PDF, 254 KB]

School Property Procurement Supplier Debrief Worksheet [DOCX, 240 KB]

Templates

Note that the approach to market templates (RFQ, RFP, RFT and ROI) contain “smart form enhancements” that may not be compatible with all computers. To obtain un-enhanced versions of these templates email:

eis.procurement@education.govt.nz.

Less than $10,000 (non-competitive purchase)

School Property Procurement Recommendation Report 2017-2 [DOC, 118 KB] — 5YA funded projects only

School Property Procurement Commercial Conflict of Interest Declaration 2017-2 [DOCX, 43 KB]

$10, 000 - less than $50,000 (direct source: obtain 1 quote)

School Property Procurement Conflict of Interest Declaration & Confidentiality Agreement 2018-3 [DOC, 120 KB]

Professional Services Procurement Plan Short 2017-2 [DOC, 121 KB]

Contract Works Procurement Plan Short 2017-2 [DOC, 118 KB]

School Property Procurement Request for Quotes Lite 2017-2 [DOCX, 97 KB] (optional)

School Property Procurement Recommendation Report 2017-2 [DOC, 118 KB]

School Property Procurement Commercial Conflict of Interest Declaration 2017-2 [DOCX, 43 KB]

For contract templates:

Contracts for construction works and professional services

$50,000 — less than $100,000, Professional Services (closed tender: seek 3 quotes)

School Property Procurement Conflict of Interest Declaration & Confidentiality Agreement 2018-3 [DOC, 120 KB]

Professional Services Procurement Plan Short 2017-2 [DOC, 121 KB]

Professional Services Request for Quotes 2017-2 [DOCX, 118 KB]

School Property Procurement Recommendation Report 2017-2 [DOC, 118 KB]

Refer to the following page for contract templates.

Contracts for construction works and professional services

$50,000 - less than $100,000, Works (closed tender: seek 3 quotes)

School Property Procurement Conflict of Interest Declaration & Confidentiality Agreement 2018-3 [DOC, 120 KB]

Contract Works Procurement Plan Short 2017-2 [DOC, 118 KB]

Contract Works Request for Quotes 2017-2 [DOCX, 116 KB]

School Property Procurement Recommendation Report 2017-2 [DOC, 118 KB]

For contract templates:

Contracts for construction works and professional services

$100,000 or more, Professional Services (open tender on GETS)

School Property Procurement Conflict of Interest Declaration & Confidentiality Agreement 2018-3 [DOC, 120 KB]

Professional Services Procurement Plan Full 2017-2 [DOC, 240 KB]

Professional Services Registration of Interest 2017-2 [DOCX, 118 KB] — 2-stage open tender only

School Property Procurement ROI Evaluation Workbook 2017-2 [XLS, 182 KB] — 2-stage open tender only

Professional Services Request for Proposals 2017-2 [DOCX, 125 KB]

School Property Procurement Open Tender Evaluation Workbook 2017-2 [XLS, 211 KB]

School Property Procurement Recommendation Report 2017-2 [DOC, 118 KB]

School Property Procurement Preferred or Short-listed Respondent Letter 2017-2 [DOC, 31 KB]

School Property Procurement Unsuccessful Respondent Letter 2017-2 [DOC, 31 KB]

For contract templates:

Contracts for construction works and professional services

$100,000 or more, Works (open tender on GETS)

School Property Procurement Conflict of Interest Declaration & Confidentiality Agreement 2018-3 [DOC, 120 KB]

Contract Works Procurement Plan Full 2017-2 [DOC, 245 KB]

Contract Works Registration of Interest 2017-2 [DOCX, 122 KB] — 2-stage open tender only

School Property Procurement ROI Evaluation Workbook 2017-2 [XLS, 182 KB] — 2-stage open tender only

Contract Works Request for Tenders 2017-2 [DOCX, 159 KB]

Contract Works Schedule of Prices 2017-2 [XLS, 57 KB]

Contract Works Price Analysis Workbook 2017-2 [XLS, 27 KB]

School Property Procurement Open Tender Evaluation Workbook 2017-2 [XLS, 211 KB]

School Property Procurement Recommendation Report 2017-2 [DOC, 118 KB]

School Property Procurement Preferred or Short-listed Respondent Letter 2017-2 [DOC, 31 KB]

School Property Procurement Unsuccessful Respondent Letter 2017-2 [DOC, 31 KB]

For contract templates:

Contracts for construction works and professional services

Exemptions

School Property Procurement Exemption Request 2017-2 [DOC, 114 KB]

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