Note:  Access to this module password restricted.  Access is available only to staff of local authorities that contribute to the SOLGM Risk Management and Legal Compliance Programme.  If you do not know your password contact dmackay@solgm.org.nz  


TENDERING AND PROCUREMENT 

UPDATE (10 FEBRUARY 2009)

This version of the module was published in February 2009.  The module was first developed in 2001, and was reviewed in 2003 and 2006.

The most recent changes were to the format of material and were intended to make the module easier to use.  The substantive content was not changed.

The changes made affected the format and layout of the analysis, hot tips and Legal Compliance Tables.  These are:

  • The analysis tables have been re-formatted & re-written
  • The “hot tips” section has been expanded and some material moved from the analysis table to the hot tips table;
  • “hot tips” are now numbered for easy reference;
  • The legal compliance tables have been re-formatted and there are now hyperlinks to the particular legislative provisions referred to have been

People who are currently holding hard copy of the previous version of the module can continue to use these or may choose to print new ones. 

All suggestions for improvements, and all offers assistance with the review process gratefully accepted.

PDF Version of Module

You can download a PDF document of the new version of the module is from the foot of the Links and Pathways page.

Other Material of Interest

LISTSERVS: If you interested in sharing information with other local authority staff about tendering and procurement issues there are two listserv available through Local Government Online (www.localgovt.co.nz).  These are:

  • Public Sector Procurement Community of Practice. Enables approved COP members from right across local and central government to share procurement experiences, ideas and knowledge.  Sponsored by the Government Procurement Development Group of the Ministry of Economic Development and supported by the Procurement Advisory Group, Local Government New Zealand, and Local Government Online. You can subscribe to this list by sending an email to listserv@listserv.localgovt.co.nz  with the words “subscribe PROCUREMENTCOP” in the message body. 
  • PROCURENZ.  This list will be of interest to all Council officers working in a Procurement team or involved in purchasing, tendering, setting or managing contracts (excludes employment contracts) You can subscribe to this list by sending an email to listserv@listserv.localgovt.co.nz  with the words “subscribe PROCURENZ” in the message body

OFFICE OF THE AUDITOR GENERAL:  The Office’s Procurement guidance for public entities published in June 2008 is available at www.oag.govt.nz/2008/procurement-guide

SUGGESTIONS: If you know of other sources of information and guidance that are likely to be relevant to users of this module please let us know so we can add them to the list (dmackay@solgm.org.nz)

Contents of the Module

Procurement processes are a key area of risk for local authorities and other public entities.  This module is an aid to local authorities in getting it right in this areas.  The topics addressed are:

  1. Decision to Procure
  2. Procurement Scoping
  3. Procurement Planning
  4. Selection of Tender & Contract Methodology
  5. Tendering Activities
  6. Short-listing Registrants
  7. Assessing Tender Conformance
  8. Tender Selection
  9. Establishment of Contract
  10. Contract Completion For Goods & Services
  11. Contract Completion For Physical Works
  12. Quotations
  13. Emergency Purchases
  14. Request For Proposal
  15. Information Technology (IT) Project
  16. Preferred Supplier Status
  17. Assessing Costs and Benefits
  18. Risk Management and Procurement

Module Reviews

Modules are amended where changes in legislation or case law require it. In addition with complete content reviews are carried out at intervals of approximately 2 years.  Legal advice to the programme is provided by Simpson Grierson. If you are interested in joining a practitioner team to undertake reviews of this module contact dmackay@solgm.org.nz

Passwords

Anyone who wishes to access this material but does not know their local authority’s password can contact dmackay@solgm.org.nz to get this.

Intranet Links

IN addition if you are having to use a password to access the module but would like a password-free link set up from their local authority’s intranet can get their IT people to contact dmackay@solgm.org.nz who can provide “the  magic words” to be inserted into the link.

Tell Tour Colleagues

You can downlaod a brochure about this module here.  You can use this to tell colleagues about the module.

Thanks to Contributors

Our thanks to the individuals and local authorities who contributed to the development and maintenance of this module. These were:

The original development teams that developed and peer reviewed the module in 2001 consisted of:

  • Brian Smith – Audit New Zealand
  • Tony Pinn – Environment Canterbury
  • Robyn McCulloch – Manukau City
  • Gary Murphy – Buller DC
  • Paul Carpenter - RiskPool
  • Terry McDonald – Environment Canterbury
  • Bevan Clement – Environment Canterbury
  • Tony Quirk - Marlborough DC
  • Chris Mitchell – Phillips Fox
  • Mike Garret – Hamilton City
  • Merv Altments – Christchurch City

The team that undertook a review of the module in 2003 was: 

  • Tony Pinn – Environment Canterbury
  • Robyn McCulloch – Manukau City
  • Gary Murphy – Buller DC