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
Agency coordination
SSC: Factors for successful coordination (help State Agencies coordinate effectively)
Annual Procurement Plans (APPs)
- Agency Annual Procurement Plans
- MBIE: Quick Guide to Annual Procurement Plans (APPs) [473 kB PDF] - updated
- MBIE Template: Annual Procurement Plan [3.5 MB XLS]
Award of contract
B
Bid rigging
Commerce Commission: Guideline to recognise & deter bid rigging
Building capability
Business cases
- MBIE 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 [581 kB PDF] - updated
- AOG Buyers Guide: Print Devices [2 MB PDF]
- AOG Buyers Guide: Vehicles [483 kB PDF] - updated
C
Capital Asset Management (CAM)
DPMC: Capital Asset Management – Expectations
Category management
Category reviews
Conflict of interest
- MBIE Quick Guide: Conflict of Interest [299 kB PDF]
- MBIE Template: Conflict of Interest & Confidentiality Agreement (panellist) [152 kB DOC]
- MBIE 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
- MBIE Guide: Contract and Relationship Management [2 MB DOC]
- MBIE Training: Introduction to Contract Management
- MBIE Training: Supplier Relationship Management
SSC: Guide to monitoring major projects and programmes
Contract register
D
Demystifying procurement
Desktop and laptop computers
Due dilligence
E
E-commerce
Emergency procurement
Expressions of interest
- MBIE Template: Expressions of Interest (coming soon)
F
Feedback and complaints
- MBIE: Suppliers Guide to feedback and complaints [366 kB PDF]
- Check List: Supplier Debrief [104 kB DOC]
- MBIE: 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
Gifts, benefits and gratuities
SSC: Guidance on gifts, benefits & gratuities
Government Electronic Tender Service (GETS)
Government Model Contracts (GMCs)
- GMC templates
- MBIE Guide: Deployment of GMCs [1 MB PDF]
- MBIE Guide: Using GMCs [1 MB PDF]
- Template: GMC Internal communications presentation [2 MB PPT]
Government procurement
- MBIE: Government Procurement in New Zealand – Policy Guide for Purchasers - August 2007 [77 kB PDF]
- MBIE Guide: How to supply New Zealand Government (supplier) [1MB PDF]
Government Rules of Sourcing
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
DIA: Guidelines for the treatment of intellectual property rights in ICT contracts - new
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
- MBIE: Mandatory Rules for Procurement by Departments [88 kB PDF] - The Rules replace the Mandatory Rules for Procurement by Departments. Cabinet has endorsed the Rules (CAB Min (13) 10/4A) and they come in to effect from 1 October 2013.
Mastering procurement
Media
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: Principles to underpin management by Public entities of funding to NGOs
O
Office consumables (stationery)
P
Panel contracts
Paying suppliers
- MBIE Guide: Agency quick guide to prompt payment [686 kB PDF] - new
- MBIE 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
SSC: Understanding the Drivers: Value for tax dollar spend Factsheet
Planning
SSC: Planning and managing for results
- Training: Procurement Planning
- MBIE 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
- MBIE Template: Registration of Interest (coming soon)
Response timeframes
RFx
- MBIE Template: Request for Information (coming soon)
- MBIE Template: Request for Quote (coming soon)
- MBIE Template: Request for Proposal (coming soon)
- MBIE Template: Request for Tender (coming soon)
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
Single and multifunction devices (printers)
Social media
SSC: Principles for interaction with social media
Strategic Procurement Outlooks
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]
- MBIE: Sustainable Government Procurement Project: Category reviews [565 kB PDF]
- MBIE Sustainability Guide 1: Identifying Sustainable Procurement Priorities [345 kB PDF]
- MBIE Sustainability Guide 2: Identifying Needs and Assess Risk [343 kB PDF]
- MBIE Sustainability Guide 3: Evaluate and Select Suppliers [291 kB PDF]
- MBIE Sustainability Guide 4: Define Specifications and Invite Tenders [303 kB PDF]
- MBIE Sustainability Guide 5: Evaluate Suppliers and Award [319 kB PDF]
- MBIE Sustainability Guide 6: Audit and Improve Suppliers [316 kB PDF]
- MBIE Sustainability Guide 7: Manage the Contract and Disposal Route [296 kB PDF]
Syndicated contracts
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]
- MBIE: 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
VW
Vehicles
XYZ
