Goods and services tools and templates

Tools and templates for goods and services procurement.

Use the fact sheet to understand which procurement-related policy applies to a goods and services procurement.

Goods and services procurement-related policies: Fact sheet
Word 272.32 KB
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Accreditation under the goods and services procurement framework

Use the Accreditation assessment tool to prepare an application for accreditation under the goods and services supply policies:

Accreditation assessment tool: Goods and services
Word 54.65 KB
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Aligning with the goods and services procurement framework

Use the alignment self-assessment checklist to assess how the agency's procurement policies align with the goods and services supply policies.

Alignment self-assessment checklist: Goods and services
Word 294.68 KB
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Governance - goods and services procurement policy

Use the procurement performance management tool to review goods and services procurement performance and capability:

Procurement performance management tool - goods and services
Excel 667.23 KB
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Contract management planning strategy - goods and services procurement guide

Use the contract management planning tool to prepare a contract management planning strategy for goods and services procurement:

Contract management planning strategy tool: Goods and services
Word 71.55 KB
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Develop an emergency procurement plan - goods and service guide

Use the following template to help develop an emergency procurement plan.

Emergency procurement plan template: Goods and services
Word 83.42 KB
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Emergency procurement plan template - accessible version: Goods and services
Word 44.48 KB
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Environmental impact in procurement- goods and services procurement guide

Use the environmental impact rating tool to assess environmental impact.

Environmental impact rating tool: Goods and services
Word 32.58 KB
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Preparing a supplier engagement plan- goods and services procurement guide

The supplier engagement plan tool is an example showing how to analyse various supplier groups:

Supplier engagement plan tool - goods and services
Word 64.27 KB
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Developing a procurement activity plan- goods and services procurement guide

Use the following tool when developing a procurement activity plan:

Procurement activity plan internal/external: Goods and services
Excel 13.37 KB
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Developing a procurement strategy - goods and services procurement guide

The procurement strategy plan template sets out the subjects to be included in a procurement strategy.

Procurement strategy template: Goods and services
Word 283.54 KB
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Information security - goods and services procurement guide

Information security supply chain risk management sets out foundational responsibilities.

Information security supply chain risk management: Goods and services
Word 37.5 KB
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Use the Information security checklist contract development to ensure appropriate security related clauses are included in contracts.

Information security contract development - checklist: Goods and services
Word 278.7 KB
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Information security audit provides an example to use for a supplier security audit.

Information security audit: Goods and services
Excel 26.73 KB
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Value for money - goods and services procurement guide

Use the Value for money evaluation toolkit - simple procurement to evaluate offers to assess potential value for money in a simple procurement.

Value for money evaluation toolkit: Simple procurement
Excel 51.75 KB
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Complexity - goods and services procurement guide

Initial complexity assessment tool determines whether a procurement category is transactional in nature

Initial complexity assessment tool: Goods and services
Word 306.88 KB
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Detailed complexity assessment tool evaluates the complexity level of non-transactional procurement categories

Detailed complexity assessment tool: Goods and services
Word 365.74 KB
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Application of complexity drivers to four complexity quadrants checklist describes the typical characteristics of goods and services in each quadrant.

Application of complexity drivers to four complexity quadrants checklist: Goods and services
Word 259.38 KB
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Capability - goods and services procurement guide

Use the Agency capability assessment tool to assess the procurement maturity and capability needed to conduct procurement activities.

Agency capability assessment tool: Goods and services
Excel 64.32 KB
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The Procurement capability framework will assist you to understand what skills and behaviours are needed in procurement roles and functions.

Procurement capability framework: Goods and services
Word 321.93 KB
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Creating a procurement business case - goods and services procurement guide

The procurement business case structure lists a range of factors that may be relevant in preparing a case to justify going to market, allocating resources and committing funds.

Procurement business case structure tool: Goods and services
Word 264.22 KB
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Aggregated purchasing - goods and services procurement guide

Use the Application to access a State Purchase Contract when requesting access to a State Purchase Contract

Application to access a State Purchase Contract
Word 279.02 KB
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Supplier feedback over the procurement process - goods and services procurement guide

The supplier debriefing template details the information that should be collected and recorded during the debriefing:

Supplier debriefing template - goods and services
Word 256.69 KB
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Insurance provisions - goods and services procurement guide

The Insurance risk assessment tool assists in determining the level of risk for the three types of insurance Public liability, Product liability and Professional Indemnity

Insurance risk assessment tool - goods and services
Word 260.89 KB
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Specification writing - goods and services procurement guide

Outline statement of requirements for service

Outline statement of requirements for services
Word 55.07 KB
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Outline statement of requirements for goods

Outline statement of requirements for goods
Word 57.12 KB
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Develop an offer template - goods and services procurement guide

Preparing an offer template sets out what to include in the offer template. It sets out topics for low complexity procurement and additional topics as the complexity of the procurement increases

Preparing an offer template - goods and services
Word 71.26 KB
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Contract management and contract disclosure - goods and services procurement guide

Use the contract risk segmentation tool to identify procurement risks associated with a category of goods and services. The tools can also be used to identify individual risks for a contract

Contract risk segmentation tool: Goods and services
Excel 455.73 KB
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Use the defining criticality to business assessment tool to calculate how significant a procurement is to an organisation’s core business

Define criticality to business assessment tool: Goods and services
Word 257.56 KB
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Use the following templates to define and plan contract management processes

Contract management plan template - short form: Goods and services
Word 65.56 KB
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Contract management plan template - long form: Goods and services
Word 752.9 KB
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Use the financial tracking checklist to check that the financial benefits are clearly associated with the contract

Financial tracking checklist: Goods and services
Word 257.29 KB
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Use the contract insurance checklist to record details of a contractor’s insurance policies and use the checklist to check that the insurance is current

Contract insurance checklist: Goods and services
Word 257.4 KB
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Use the contract governance checklist to check that the appropriate delegation of authority, stakeholder engagement and probity is in place for a contract

Contract governance checklist: Goods and services
Word 257.2 KB
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Use the contract transition-in checklist to plan for the transition into a new contract

Contract transition-in checklist: Goods and services
Word 257.74 KB
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Use the contract transition-out checklist to plan for the transition out of a contract

Contract transition-out checklist: Goods and services
Word 257.06 KB
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Use the RACI template to record roles against tasks or deliverables within a contract

RACI (Responsible, Accountable, Consulted and Informed) template: Goods and services
Word 295.79 KB
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Use the KPI and supplier performance scorecard tool to record how a supplier performs

KPI and supplier performance scorecard: Goods and services
Excel 112.82 KB
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Use the supplier customer satisfaction survey as an internal tool to receive qualitative feedback from users about the services provided by a contractor

Supplier customer satisfaction survey: Goods and services
Word 258.8 KB
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Use the contract issues log to record and track issues affecting a contract

Contract issues log: Goods and services
Word 259.15 KB
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Market approach templates

The following market approach templates are available:

Expression of interest template

Invitation to supply template

Templates and tools that support the market approach documents

Use the conflict of interest declaration and management plan template to assess potential conflicts of interest within a procurement evaluation team

Conflict of interest declaration and management plan template: Goods and services
Word 68.64 KB
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Use the Deed of confidentiality when goods or services require confidentiality protection

Deed of confidentiality: Goods and services
Word 259.04 KB
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Contract templates

Template contracts are available for:

  • supply of goods - short form, long form and standing offer
  • supply of services - short form, long form and standing offer

Templates and tools that support the contract documents

Insert the model clauses for uniforms into contracts when buying uniforms and personal protective equipment

Model clauses for the procurement of uniforms and PPE
Word 23.16 KB
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On 12 September 2017 all of the VGPB standard form contracts were refreshed to reflect legislative change. The contract refresh matrixes describe the changes made to the contracts:

Contract refresh matrix - General conditions goods
Word 110.18 KB
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Contract refresh matrix - General conditions services
Word 109.81 KB
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Contract refresh matrix - Goods one-off and multiple purchase
Word 74.96 KB
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Contract refresh matrix - Services one-off and multiple purchase
Word 75.71 KB
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Other tools

Glossary for goods and services

Acronyms for goods and services

Goods and services document library

Support

Contact the goods and services team if you can’t find what you need or require help to use any of these tools.

Updated