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Goods and services market approach templates

Templates and guidelines to support buyers with their approach to market

The process of engaging with suppliers to obtain an offer will depend on the complexity of the procurement being undertaken and the nature of the marketplace. A suite of tools has been developed with the objective of providing simple, consistent and scalable templates for low to medium complexity procurement. For more complex procurement buyers should engage with their internal procurement unit.

It is based on the premise that an invitation to the market can have characteristics that are applicable across government, to an organisation and specific to a procurement project.

These templates are to be used as a base only and should be used in conjunction with the VGPB guidance material.

Organisations and procurement practitioners should ensure they have the capability to develop documents to undertake a market approach or seek further assistance from procurement experts and legal advisers.

Goods and services Expression of Interest template, comprises:

  • Introduction

  • Part A – the Invitation

  • Part B – Conditions of Participation

  • Part C – Invitees response

Goods and services invitation to supply template, comprises:

  • Introduction

  • Part A – the Invitation (Specifications)

  • Part B – Conditions of Participation

  • Part C – Proposed contract

  • Part D – Offer

Goods and services contract templates available for use:

  • Goods

  • Low complexity goods

  • One off purchase of goods

  • Sole entity purchase goods

  • Services

  • Low complexity services

  • One off purchase of services

  • Sole entity purchase services

Guide notes explaining how to use the goods and services market approach templates are available:

Using the goods and services market approach templates

Using the goods and services contract templates

Policies and guides that support the market approach templates

The following policies and guides support the market approach templates:

Market approach - goods and services policy

Market approach - goods and services procurement guide

Develop and offer template - goods and services procurement guide

Insurance provisions - goods and services procurement guide

Evaluation negotiation and selection - goods and services procurement guide

Supplier feedback - goods and services procurement guide

Aggregated purchasing - goods and services procurement guide

Templates support the market approach templates

The following templates are used with the market approach templates:

VGPB Conflict of interest declaration

VGPB Deed of confidentiality

Access information that supports use of the market approach templates:

Supplier Code of Conduct
DataVic Access Policy
Intellectual Property Policy

Intellectual Property Policy fact sheet

Call Centre Code
Local Jobs First - Victorian Industry Participation Policy
ICT Enterprise Solutions
Victorian Public Sector Commission
Public Record Office of Victoria

How to use the market approach templates

Use of these market approach templates is not mandatory. These templates have been designed to reduce the burden often felt by Small to Medium Enterprises in responding to quote or a tender and to simplify the procurement process. Suppliers have been consulted in compiling these templates. The templates have been developed as a base for buyers to build on as the complexity of the procurement increases.

Differences between the Expression of Interest template and the Invitation to supply template are:

  • The Expression of Interest template is an invitation to suppliers to demonstrate their interest in a proposed procurement and/or for buyers to gain a better understanding of the market place. The Expression of Interest template clearly states that it is part of a multi stage process. It also clearly states that there is no intent to engage a supplier as a direct outcome. The Expression of Interest template should be used as part of a multi stage procurement process.

  • The Invitation to supply template invites offers from suppliers and provides intent to engage as an outcome of the process subject to the objectives of the procurement being met by an Offer.

Buyers should include appropriate questions in their Offer templates when they require information about employment processes. For further information on developing an offer template refer to Developing an offer template – goods and services procurement guide.

Local Jobs First clause

In the past the templates included the Local Jobs First (Victorian Industry Participation Policy) clauses. To ensure that these clauses are the most current and accurate, the template invitation documents and contracts refer to the model clauses developed by Local jobs First.

Process contracts

An Expression of Interest and Invitation to supply have a legal status and the conditions of participation may constitute a process contract that is binding on both the organisation releasing the invitation and the supplier.

In the Hughes aircraft case in 1997, a landmark legal judgement was made. The Federal Court of Australia found that the Civil Aviation Authority had failed to adhere to the evaluation criteria described in their request for tender for a new air traffic control system. The Court found that the Civil Aviation Authority had changed the selection criteria after tenders had been submitted, giving more weight to particular criterion than the request for tender had stipulated. This was done without telling the tenderers and without asking them to retender on the basis of the revised criteria.

By departing from the terms of its own request for tender, the Civil Aviation Authority breached the ‘process contract’ it had implicitly entered into with the tenderers. This case highlighted that issuing terms and conditions within an RFT has the potential to be interpreted by the courts as a ‘process contract’ between the organisation inviting offers and the tenderers.

As such if the organisation wishes to change something in their invitation documents they should do so in a clear and transparent way. If the change is made prior to offers being lodged, suppliers should be given sufficient time to address the change. If the change is made after offers are lodged, suppliers must be given fair opportunity to resubmit the section of the offer affect by the change.

Using the Expression of interest template

In the EOI, Part C – the Invitee’s response section has been deliberately left blank to ensure that buyers build an offer template specific to the requirements of the procurement. An example template is available to assist procurement practitioners with developing an Invitee response template.

Using the Invitation to supply template

The Invitation to Supply can be used as either a ‘Request for Quote’ or ‘Request for Tender.’ It removes the previous distinction between Requests for Quotes and Request for Tenders and is a single document for buyers to engage with the market.

The Invitation to Supply template may seem a little more involved than some Request for Quotes previously used. To assist buyers, these templates contain additional sections that can simply be removed and referenced instead. Such as B.2 Victorian Government requirements could be hyperlink to the default position located on the VGPB website.

In the Invitation to supply, Part D – the Offer section has been left blank deliberately to ensure that buyers build an offer template specific to the requirements of the procurement. Guidance material is available to assist procurement practitioners with developing an offer template.

Support

For more information about the market approach templates and how to use them, please contact the goods and services policy team.

Reviewed 22 October 2019

Buying for Victoria

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