Contract procedures manual (SM021)

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Published: 21 September 2020 | 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: Waka Kotahi NZ Transport Agency
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	Issue date
Contract procedures manual [PDF, 1.8 MB]	Sep 2020

Appendix number	SM021 Part A - Template name	Issue date
I	Request for approval to commence the procurement process PS [DOTX, 175 KB]	May 2020
II	Request for approval to commence the procurement process PW [DOTX, 176 KB]	May 2020
III	Register of tender documents issued [DOTX, 170 KB]	May 2020
IV	Conflict of interest supplier declaration for direct appointment of suppliers [DOCX, 164 KB] Conflict of interest and confidentiality agreements [DOCX, 167 KB]	Sep 2020
V	Schedule of tenders received [DOTX, 175 KB]	May 2020
VI	Checklist by Tender Secretary prior to tender evaluation [DOTX, 173 KB]	May 2020
VII	Evaluation summary forms and guidelines [PDF, 180 KB] [XLSX, 49 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]	May 2020
X	Acceptance notice for PS contract [DOTX, 170 KB]	May 2020
XI	Decline notice for PS contract [DOTX, 168 KB]	May 2020
XII	Acceptance notice for PW (LPC method) [DOTX, 172 KB]	May 2020
XIII	Decline notice for PW (LPC method) [DOTX, 168 KB]	May 2020
XIV	Acceptance notice for PW contract (NZS 3910 – PQM) [DOTX, 173 KB] Acceptance notice for PW contract (NZS 3916 – PQM) [DOTX, 173 KB]	May 2020
XV	Decline notice for PW contract (PQM) [DOTX, 172 KB]	May 2020
XVI	Non-conformity rejection [DOTX, 167 KB]	May 2020
XVII	Notice of late tender [DOTX, 168 KB]	May 2020
XVIII	Acceptance notice for PS contract (Brook’s law and purchaser nominated price method) [DOTX, 169 KB]	May 2020
XIX	Decline notice for PS contract (Brook’s law and purchaser nominated price method) [DOTX, 170 KB]	May 2020
XX	SAP contract payment voucher and tax invoice [PDF, 168 KB]	May 2020
XXI	Notice to tenderers [DOTX, 166 KB] Notice to specific tenderers [DOTX, 166 KB]	May 2020 Sep 2020
XXII	Approval of preferred tenderer status [DOTX, 173 KB] Preferred tenderer notice [DOTX, 170 KB]	May 2020
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]	May 2020
XXV	Price quality method guidelines [PDF, 152 KB]	May 2020
XXVI(A)	Lite procurement plan PS contract [DOTX, 467 KB]	Sep 2024
XXVI(B)	Lite procurement plan PW contract [DOTX, 468 KB]	Sep 2024
XXVII	Notice of release of bond [DOTX, 169 KB] Notice of release of contract from global bond register [DOTX, 168 KB]	May 2020
XXVIII	Project procurement strategy [DOTX, 462 KB]	Sep 2024
XXIX	Procurement plan [DOTX, 468 KB]	Sep 2024

Summary of amendments	Issue date
Summary of amendments – third edition, amendment 2 [PDF, 470 KB]	Sep 2020
Summary of amendments – third edition, amendment 1 [PDF, 1.2 MB]	Jun 2020
Summary of amendments – third edition [PDF, 1 MB]	Mar 2020

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Contract procedures manual (SM021)

Publication details