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Ministry of Education New Zealand

Consider requirements

You should be clear about what you want to buy, what services you’ll need and what the costs are. You may need to get an expert involved, for example, a quantity surveyor or architect.

Use this information to start documenting the procurement requirements.

Confirm funding

Discuss the procurement with your property advisor to get their support and confirm funding is available.

Prepare a procurement plan

The procurement officer prepares the procurement plan using one of our templates. It outlines:

  • the procurement requirements
  • how you will approach the market
  • how you will evaluate the proposals you receive from suppliers.

Procurements less than $10,000

You do not need to use one of the procurement plan templates, but your property advisor might ask for some of the details of the project. We recommend you talk to your property advisor as they may know of similar projects or available funding.

The procurement sponsor must provide written approval for the purchase.

Procurements more than $10,000

You must use one of our procurement plan templates. Procurements of $100,000 or more must use one of the full plan templates.

docx thumbnailContract works procurement plan – short
DownloadDOCX85KB
docx thumbnailProfessional services procurement plan – short
DownloadDOCX85KB
docx thumbnailContract works procurement plan – full
DownloadDOCX93KB
doc thumbnailProfessional services procurement plan – full
DownloadDOC249KB

To get a procurement plan approved:

  1. The procurement officer drafts up the plan using the appropriate template.

  2. The procurement owner endorses the plan.

  3. The procurement leader endorses the plan.

  4. The procurement sponsor approves the plan.

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