Resources

Back to Resources

Procurement manual

Published: | Category: Funding , Procurement , Manuals | Audience: Local & regional government

The Procurement manual is to be used for activities funded through the National Land Transport Programme and contains procurement procedures approved by Waka Kotahi NZ Transport Agency for use by approved organisations when purchasing infrastructure, planning and advice, and public transport services.

This manual also provides guidance on the application of these procurement procedures and the strategic context within which they operate.

  •   List of amendments of the manual
    • Original published date: July 2009
    • Amendment 1: November 2009
    • Amendment 2: March 2011
    • Amendment 3: November 2013
    • Amendment 4: March 2018 (published October 2017)
    • Amendment 5: October 2019
    • Amendment 6: April 2022

      See below for the latest version.
    Close

Publication details

  • Author:
  • Published: April 2022
  • ISBN/ISSN: 978-1-99-004461-8 (Online)
  • Amendments: 6

Procurement manual

Title Published date

Procurement manual, amendment 6 [PDF, 4.3 MB]

1 April 2022
General circular 22/01 Amendment 6 to the Waka Kotahi NZ Transport Agency Procurement manual [PDF, 161 KB] 1 April 2022
Procurement manual tools  

 

 

The current version of the Procurement manual, Amendment 4, can be viewed below. Individual chapters can be downloaded as a PDF file if required.

From 1 March 2018, Amendment 4 came into effect and the online version below will be updated with the new content.

Browse manual by chapter

Chapter Download

1.0 - Introduction

  • 1.1 - Overview
  • 1.2 - Purpose and structure of the manual
  • 1.3 - Legislative and policy framework
  • 1.4 - Roles of the NZ Transport Agency and approved organisations
  • 1.5 - Value for money spent
  • 1.6 - Strategic approach to procurement
  • 1.7 - Procurement procedures
  • 1.8 - Monitoring and auditing
  • 1.9 - In-house professional services
17 pages [PDF, 178 KB]

2.0 - Guidelines on procurement procedures

  • 2.1 - Overview
  • 2.2 - Introduction
  • 2.3 - Structure of procurement procedures
  • 2.4 - Strategic context
  • 2.5 - Selecting a delivery model
  • 2.6 - Supplier selection methods
  • 2.7 - Contracts
  • 2.8 - Customised procurement procedures
13 pages

3.0 - Value for money spent

  • 3.1 - Overview
  • 3.2 - Defining value for money in relation to procurement
  • 3.3 - Identifying value for money at the activity selection stage
  • 3.4 - The process for maintaining or enhancing value for money through procurement
  • 3.5 - Attributes to be valued
11 pages [PDF, 58 KB]

4.0 - Strategic approach to procurement

  • 4.1 - Overview
  • 4.2 - A strategic approach
  • 4.3 - Procurement strategy
  • 4.4 - Writing a procurement strategy
23 pages

5.0 - Supplier selection process

  • 5.1 - Overview
  • 5.2 - Approach to supplier selection
  • 5.3 - Staged supplier selection processes
  • 5.4 - Supplier selection methods
  • 5.5 - Evaluation of proposals
  • 5.6 - Purchaser-supplied inputs
15 pages [PDF, 123 KB]

6.0 - Procurement procedure 1 – Infrastructure

  • 6.1 - Overview
  • 6.2 - Definition
  • 6.3 - Strategic context
  • 6.4 - Delivery models
  • 6.5 - Supplier selection methods
  • 6.6 - Contracts
27 pages [PDF, 344 KB]

7.0 - Procurement procedure 2 – Planning and advice

  • 7.1 - Overview
  • 7.2 - Definition
  • 7.3 - Strategic context
  • 7.4 - Delivery models
  • 7.5 - Supplier selection methods
  • 7.6 - Contracts
16 pages [PDF, 271 KB]

8.0 - Procurement procedure 3 – Public transport services

  • 8.1 - Overview
  • 8.2 - Definition
  • 8.3 - Strategic context
  • 8.4 - Delivery models
  • 8.5 - Supplier selection methods
  • 8.6 - Contracts
21 pages [PDF, 230 KB]

9.0 - Procurement procedure 4 – Public transport fare subsidy schemes

  • 9.1 - Overview
  • 9.2 - Definition
  • 9.3 - Requirements
4 pages [PDF, 38 KB]

10.0 - Rules

  • 10.1 - Overview
  • 10.2 - Definitions
  • 10.3 - Compliance with legal requirements
  • 10.4 - Procurement strategies
  • 10.5 - Procurement procedure advanced components
  • 10.6 - Documentation and publication requirements
  • 10.7 - Emergency reinstatement
  • 10.8 - Competition for supply
  • 10.9 - Direct appointment and closed contest for low dollar value contracts
  • 10.10 - Direct appointment of a monopoly supplier
  • 10.11 - Direct appointment where competition reduces value for money
  • 10.12 - RFP contents and conformity
  • 10.13 - Using an available supplier selection method
  • 10.14 - Non-price proposal evaluation attributes
  • 10.15 - Price and price weight
  • 10.16 - Alternative proposals
  • 10.17 - Added value premium
  • 10.18 - Use of negotiation in a supplier selection process
  • 10.19 - Qualifications of proposal evaluators
  • 10.20 - Business units proposing to undertake minor and ancillary works
  • 10.21 - Maximum term of a term service contract for infrastructure or planning and advice
  • 10.22 - Supplier bonds
  • 10.23 - Lead-in times for public transport services contracts
  • 10.24 - Contract term of public transport units
  • 10.25 - Contract price adjustment for input price variation public transport services
  • 10.26 - Key performance indicators for public transport (bus) contracts
  • 10.27 - Direct appointment of a supplier for a public transport unit
  • 10.28 - Gross price resets for public transport units
  • 10.29 - Information for tenderers for public transport units
  • 10.30 - One-off transition for like-for-like public transport units
  • 10.31 - Vehicle quality requirements for bus public transport units
  • 10.32 - Public transport fare subsidy schemes
40 pages

11.0 - Performance measurement and monitoring

  • 11.1 - Overview
  • 11.2 - Performance measurement and monitoring framework
  • 11.3 - Information to be provided
  • 11.4 - Audit and compliance
  • 11.5 - Role of approved organisations
  • 11.6 - Role of the NZ Transport Agency
  • 11.7 - Public transport service key performance measures
12 pages [PDF, 197 KB]
Appendix A: Procurement strategy checklist 2 pages [PDF, 71 KB]
Appendix B: Criteria for selecting a delivery model 3 pages [PDF, 43 KB]
Appendix C: Supplier selection methods 10 pages
Appendix D: Procurement procedure decision trees 10 pages [PDF, 148 KB]
Appendix E: Data collection checklist 2 pages [PDF, 33 KB]
Appendix F: Procedural audits checklist 2 pages [PDF, 33 KB]
Appendix G: Definition of terms 2 pages [PDF, 72 KB]
Appendix H: Calculating public transport commerciality ratios 2 pages [PDF, 71 KB]
Appendix I: Contract negotiation processes for bus public transport units 2 pages [PDF, 76 KB]
Appendix J: Public transport financial incentive mechanisms 1 page [PDF, 53 KB]
Appendix K: Measuring public transport customer satisfaction 9 pages [PDF, 159 KB]
Appendix L: Public transport data definitions 3 pages [PDF, 97 KB]
Appendix M: References 2 pages [PDF, 38 KB]

Back to top