Templates

Templates for procurement processes, including government model contracts and procurement plans and policies.

Use automated templates for quicker document creation

The most commonly used documents are available as automated templates.

From this page, under each template heading, is a blue button leading to a web-based editor. Information you enter here populates throughout the template to save valuable time. You can save your progress, and you can still export a Word version at the end.

Choose the blue button to use an automated template for your chosen document.

For help using automated templates, contact us.

Conflict of interest templates

Refer to the managing conflicts of interest and confidentiality section of our website for information on when these templates need to be used.

Procurement policy template

Agencies can use this template to develop a procurement policy that documents in one place the principles and values that guide your procurement decisions.

It is good to identify your agency’s core procurement objectives, roles and responsibilities, and thresholds for open advertising.

Refer to the strategic procurement planning section of our website for more information.

Model procurement policy

Use this template to develop procurement policy that documents the principles and values that guide your procurement decisions.

Procurement plan templates

Refer to the writing a procurement plan section of our website to understand how to use these templates better.

The procurement plan outlines the entire procurement process, from your sourcing plan to your contract term and exit strategy. Check if your agency has their own procurement plan templates before using one of these.

Procurement plan automated template

Click the button to create a procurement plan of any value, step by step, using the automated template. Or use the standard templates below.

Extra lite procurement plan template

Use for procurements valued at NZ$5000 to NZ$50,000.

Lite procurement plan template

Use for procurements valued at NZ$50,000 to NZ$100,000.

Procurement plan template

Use for procurements over NZ$100,000

Government model RFx templates

RFx is a generic acronym used to cover an assortment of tender types, such as Request for Quote (RFQ) and Request for Proposal (RFP). Government model RFx templates are standardised templates intended to cover the majority of tenders that a government agency undertakes. They support good procurement practice across government and make it easy for suppliers to work with the agencies.

We recommend that you check first with your internal procurement or legal team before using these documents.

Refer to the sourcing your suppliers section of the website on what else you should do at this stage of the procurement process.

For designated contracts, agencies must carry out due diligence to make sure suppliers are meeting good employment standards.

Things agencies and suppliers should consider when filling out these templates:

The Government Procurement Rules can help you understand this process better.

Advance notice

The advance notice is for procurements that are in their final stage of approval and will go ahead. It gives suppliers an early indication of a procurement opportunity and should be published before posting a notice of procurement (ROI, RFQ, RFP) on GETS.

Use an advance notice when suppliers need to prepare for a procurement due to:

It does not replace a future procurement opportunity (FPO).

Advance notice automated template

Click the button to create an advance notice, step by step, using the automated template. Or use the standard template below.

Advance notice template

Designed to give the market early warning of a contract opportunity. Use of this template is optional.

Request for Information (RFI)

A Request for Information (RFI) helps you identify the number and type of suppliers who are active in the area of interest. It is a formal request to the market for information about the type of goods or services currently available for a possible procurement. This is a market research tool only and it must not be used to select or shortlist suppliers.

Agencies need to fill out some sections of the Request for Information (RFI) Response Form template with information that help suppliers understand needs and requirements. Suppliers must then complete the other sections.

Request for Information automated template

Click the button to create a Request for Information document, step by step, using the automated template. This includes an RFI Response Form. Or use the standard templates below.

Request for information (RFI) template

A formal request to the market for information about the type of goods or services currently available for a possible procurement. You must always include the response form when using this document.

Request for information (RFI) response form template

To be used with the RFI template.

Registration of Interest (ROI)

A Registration of Interest (ROI) is often used when you anticipate a large number of responses to a procurement tender. It is a formal request asking potential suppliers to register their interest in an opportunity to supply specific goods, services or works. This is the first step in a multi-step procurement process.

Agencies should provide suppliers with the Registration of Interest (ROI) Response Form to respond to an ROI. The information will help you decide whether or not they are appropriate for the job. Only respondents who are shortlisted after the ROI has closed, will be invited to continue in the procurement process.

An ROI is followed by a Request for Proposal (RFP) allowing shortlisted suppliers to respond.

Registration of Interest automated template

Click the button to create a Registration of Interest document, step by step, using the automated template. This includes the ROI terms and ROI Response Form. Or use the standard templates below.

Registration of Interest (ROI) template

Government’s standard approach for first step in a multi-step tender process. Replaces expression of interest (EOI) templates.