A to Z list of guides, tools and templates
This page allows you to access all the guides, tools and templates in the procurement toolkit by subject.
These resources are not intended to be an exhaustive list. We recommend you read the Guide to Mastering Procurement [1 MB PDF], which covers the end-to-end procurement lifecycle.
A B | C D | E F | G H | I J | K L | M N | O P | Q R | S T | U V W | X Y Z
A
Advisory notes
MED: Procurement Advisory Note – Canterbury Earthquake [24 kB PDF]
Agency coordination
SSC: Factors for successful coordination (help State Agencies coordinate effectively)
Annual Procurement Plans (APPs)
Agency Annual Procurement Plans
MED: Quick Guide to Annual Procurement Plans (APPs) [473 kB PDF] - updated
MED Template: Annual Procurement Plan [3 MB XLS]
Award of contract
MED: Quick Guide to Communicating the Award of Contract [253 kB PDF]
B
Bid rigging
Commerce Commission: Guideline to recognise & deter bid rigging
Building capability
Procurement Competency Framework [1 MB PDF] - new
Business cases
MED Template: Business Case (coming soon)
Treasury: Better Business Cases for Capital Proposals
Buyers guides
AOG Buyers Guide: Air Travel [788 kB PDF] new
AOG Buyers Guide: External Legal Services [858 kB PDF] updated Feb 2012
AOG Buyers Guide: Desktop and Laptop Computers [2 MB PDF]
AOG Buyers Guide: Office Consumables [568 kB PDF]
AOG Buyers Guide: Print Devices [2 MB PDF]
AOG Buyers Guide: Vehicles [483 kB PDF] updated
Capital Asset Management (CAM)
DPMC: Capital Asset Management – Expectations
Category management
Training: Advanced Category Management
Training: Category Management
Category reviews
MED: Category Reviews: Standards, Guidelines & Targets for Core Public Service Departments [565 kB PDF]
Conflict of interest
MED Quick Guide: Conflict of Interest [299 kB PDF]
MED Template: Conflict of Interest & Confidentiality Agreement (panellist) [152 kB DOC]
MED Template: Conflict of Interest & Confidentiality Agreement (panel chair) [152 kB DOC]
OAG: Managing Conflicts of Interest
Construction
DOL: Construction Tendering Process: Health & Safety Guide
NZCIC: Principles of Best Practice: Construction Procurement in New Zealand
Contract and relationship management
MED Guide: Contract and Relationship Management [2 MB DOC]
MED Training: Introduction to Contract Management
MED Training: Supplier Relationship Management
SSC: Guide to monitoring major projects and programmes
Contract register
MED template: Contract Register [273 kB XLS]
D
Demystifying procurement
Training: Demystifying Procurement
Desktop and laptop computers
Buyers Guide: Desktop & Laptop Computers [532 kB PDF]
Due dilligence
Quick Guide: Due Diligence [277 kB PDF]
Check List: Due Diligence [121 kB DOC]
E
E-commerce
MED Guide: E-commerce [866 kB PDF]
Emergency procurement
MED Quick Guide: Emergency Procurement [49 kB PDF]
Expressions of interest
MED Template: Expressions of Interest (due March 2012)
F
Feedback and complaints
MED: Suppliers Guide to feedback and complaints [366 kB PDF]
Check List: Supplier Debrief [104 kB DOC]
MED: Guide to Supplier De-brief [295 kB PDF]
Log: Supplier Questions [21 kB XLS]
Template: Letter of complaint (supplier) [59 kB DOC]
Funding
Office of Community & Voluntary Sector: Code of Funding Practice
OAG: Public sector purchases, grants & gifts: Managing funding arrangements
G
Gateway
SSC: Gateway Review Process (for high risk capital projects)
Geospatial procurement
LINZ: Capturing economic benefits from location-based information
MED geospatial procurement page - new
Gifts, benefits and gratuities
SSC: Guidance on gifts, benefits & gratuities
Government Electronic Tender Service (GETS)
Template: GETS Notice of Opportunity [165 kB DOC]
Template: GETS Tender Watch Codes [106 kB XLS]
Government Model Contracts (GMCs)
GMC templates
MED Guide: Deployment of GMCs [1 MB PDF]
MED Guide: Using GMCs [1 MB PDF]
Template: GMC Internal communications presentation [2 MB PPT]
Government procurement
MED: Government Procurement in New Zealand – Policy Guide for Purchasers - August 2007 [77 kB PDF]
MED Guide: How to supply New Zealand Government (supplier) [1MB PDF]
General guidance
OAG: Procurement Guidance for Public Entities
SSC: Standards of Integrity & Conduct
H
I
Intellectual Property
SSC/MoRST: Cabinet Guidelines for Intellectual Property from Public Service Research Contracts
IT projects
SSC: Guidance for Managing & Monitoring Major IT Projects
J
K
L
Land transport management
NZTA: Land Transport Management – Procurement Manual
M
Mandatory rules
MED: Mandatory Rules for Procurement by Departments [88 kB PDF]
Mastering procurement
MED Guide: Mastering Procurement [1 MB PDF]
Media
DPMC: Best practice guidelines for selecting advertising and media agencies [378 PDF]
N
Negotiation
Training: Art, Theory & Practice of Negotiation
Training: Advanced Contract Negotiation
Check List: Negotiations [192 kB DOC]
Non Governmental Organisations (NGOs)
The Treasury: Guidance for Contracting with NGOs
OAG: Managing Funding to NGOs
OAG: Principles to underpin management by Public entities of funding to NGOs
O
Office consumables (stationery)
Buyers Guide: Office Consumables [568 kB PDF]
P
Panel contracts
Panel contracts (paragraph 42 Mandatory Rules) [88 kB PDF]
Paying suppliers
MED Guide: Agency quick guide to prompt payment [686 kB PDF] - new
MED Guide: Supplier quick guide to invoicing and payment [680 kB PDF]
SSC: Paying suppliers within agreed timeframes
Performance measurement
SSC: Performance measurement – advice and examples on how to develop effective frameworks
MED: Guide to Measuring procurement Savings [593 kB PDF]
SSC: Understanding the Drivers: Value for tax dollar spend Factsheet
Planning
SSC: Planning and managing for results
Training: Procurement Planning
MED Template: Procurement Plan (coming soon)
Preferred supplier
Letter: Preferred Supplier (short form) [42 kB DOC]
Letter: Preferred Supplier (long form) [49 kB DOC]
Probity
MED Guide: Probity in Procurement (coming soon)
Property services industry
DOL: Principles for the Property Services Industry
Public Finance Act
The Treasury: Guide to the Public Finance Act
Public Private Partnerships (PPPs)
OAG: Achieving Public Sector Outcomes with Private Sector Partners
The Treasury: Guidance for Public Private Partnerships in New Zealand
Q
R
Reference check
Reference check questionnaire (coming soon)
Registration of interest
MED Template: Registration of Interest (due March 2012)
Response timeframes
MED: Quick Guide to Response Timeframes for Suppliers [498 kB PDF]
RFx
MED Template: Request for Information (due March 2012)
MED Template: Request for Quote (due March 2012)
MED Template: Request for Proposal (due January 2012)
MED Template: Request for Tender (due March 2012)
Risk
Template: Procurement Risk Register [59 kB XLS]
Training: Managing Risk in Procurement & Contract Management
S
Sensitive expenditure
OAG: Controlling sensitive expenditure
Short listed suppliers
Letter: Short Listed Suppliers [46 kB DOC]
Single and multifunction devices (printers)
Buyers Guide: Single & Multifunction Print Devices [2 MB PDF]
Social media
SSC: Principles for interaction with social media
Strategic Procurement Outlooks
MED Guide: Strategic Procurement Outlook [491 kB PDF]
Sustainable procurement
APCC: Australia and New Zealand Government Framework for Sustainable Procurement
APCC: Guide - Assessing a supplier’s sustainability credentials
APCC: Sustainability Procurement Product Guide: Print Services [333 kB PDF]
APCC: Sustainability Procurement Product Guide: Cleaning Services [384 kB PDF]
MED: Sustainable Government Procurement Project: Category reviews [565 kB PDF]
MED Sustainability Guide 1: Identifying Sustainable Procurement Priorities [345 kB PDF]
MED Sustainability Guide 2: Identifying Needs and Assess Risk [343 kB PDF]
MED Sustainability Guide 3: Evaluate and Select Suppliers [291 kB PDF]
MED Sustainability Guide 4: Define Specifications and Invite Tenders [303 kB PDF]
MED Sustainability Guide 5: Evaluate Suppliers and Award [319 kB PDF]
MED Sustainability Guide 6: Audit and Improve Suppliers [316 kB PDF]
MED Sustainability Guide 7: Manage the Contract and Disposal Route [296 kB PDF]
Syndicated contracts
Current Syndicated Contracts
MED Guide: Syndicated Procurement [859 kB PDF]
T
Tender evaluations
Training: Enhancing Tender Evaluations
Template: Evaluation Panel Instructions [191 kB DOC]
Template: Evaluation of Mandatory Conditions [119 kB DOC]
Template: Evaluation Panel Minutes [188 kB DOC]
MED: Evaluation Panel – A guide for evaluation panel Chairs [365 kB PDF]
Template: Tender Criteria Evaluation Form [166 kB DOC]
Tenders
Template: Tender Advert [78 kB DOC]
Letter: Receipt of Tenders [40 kB DOC]
Log: Tenders Received [17 kB XLS]
Flow chart: Tender process [82 kB PDF]
Check list: Tender process [231 kB PDF]
Timber and wood products
MAF: Timber & Wood Products Procurement Policy
U
Unsuccessful supplier
Letter: Unsuccessful Supplier – late [41 kB DOC]
Letter: Unsuccessful Suppliers [41 kB DOC]
VW
Vehicles
AOG Buyers Guide: Passenger Vehicles [483 kB PDF] - updated
XYZ
