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Contract procedures manual (SM021)

Published: | Category: Project & contract management , Manuals | Audiences: Road traffic engineers & consultants, Roading contractors

Waka Kotahi NZ Transport Agency's Contract procedures manual contains procedures for procurement.

Part A contains procedures relating to the contracting of professional services and physical works that are included in the National Land Transport Programme (NLTP).

Part B contains guidance, procedures and processes that govern corporate procurement (non-NLTP-funded).

Publication details

  • Author:
  • Published: 21 September 2020
  • Reference: SM021
  • Version: Third edition, Amendment 2
  • ISBN/ISSN: 978-1-98-856192-9 (online)
  • Contact: procurement@nzta.govt.nz
Whole manual Date
Contract procedures manual [PDF, 1.4 MB] September 2020
Appendix
number
SM021 Part A - Template name
I Request for approval to commence the procurement process PS [DOTX, 175 KB]
II Request for approval to commence the procurement process PW [DOTX, 176 KB]
III Register of tender documents issued [DOTX, 170 KB]
IV

Conflict of interest supplier declaration for direct appointment of suppliers [DOCX, 164 KB]

Conflict of interest and confidentiality agreements [DOCX, 167 KB]
V Schedule of tenders received [DOTX, 175 KB]
VI Checklist by Tender Secretary prior to tender evaluation [DOTX, 173 KB]
VII Evaluation summary forms and guidelines [PDF, 180 KB]
Form G PQM simple spreadsheet [XLSX, 49 KB]
Form I Brook's law method spreadsheet [XLTX, 51 KB]
Form J LPC spreadsheet [XLTX, 54 KB]
X Acceptance notice for PS contract [DOTX, 170 KB]
XI Decline notice for PS contract [DOTX, 168 KB]
XII Acceptance notice for PW (LPC method) [DOTX, 172 KB]
XIII Decline notice for PW (LPC method) [DOTX, 168 KB]
XIV Acceptance notice for PW contract (NZS 3910 – PQM) [DOTX, 173 KB]
Acceptance notice for PW contract (NZS 3916 – PQM) [DOTX, 173 KB]
XV Decline notice for PW contract (PQM) [DOTX, 172 KB]
XVI Non-conformity rejection [DOTX, 167 KB]
XVII Notice of late tender [DOTX, 168 KB]
XVIII Acceptance notice for PS contract (Brook’s law and purchaser nominated price method) [DOTX, 169 KB]
XIX Decline notice for PS contract (Brook’s law and purchaser nominated price method) [DOTX, 170 KB]
XX SAP contract payment voucher and tax invoice [PDF, 168 KB]
XXI

Notice to tenderers [DOTX, 166 KB]
Notice to specific tenderers [DOTX, 166 KB]

XXII Approval of preferred tenderer status [DOTX, 173 KB]
Preferred tenderer notice [DOTX, 170 KB]
XXIII [DOTX, 175 KB]Request for approval of insurance amounts PW contract (NZS3910) [DOTX, 177 KB]
Request for approval of insurance amounts PW contract (NZS3916) [DOTX, 177 KB]
XXV Price quality method guidelines [PDF, 152 KB]
XXVI(A) Small procurement plan PS contract [DOTX, 176 KB]
XXVI(B) Small procurement plan PW contract [DOTX, 175 KB]
XXVII Notice of release of bond [DOTX, 169 KB]
Notice of release of contract from global bond register [DOTX, 168 KB]
XXVIII Stage 1 procurement strategy template [DOCX, 176 KB]
XXIX Stage 2 procurement plan template [DOCX, 174 KB]
Summary of amendments Date
Summary of amendments – third edition, amendment 2 [PDF, 470 KB] September 2020
Summary of amendments – third edition, amendment 1 [PDF, 1.2 MB] June 2020
Summary of amendments - third edition [PDF, 1 MB] March 2020