Templates
Procurement Pack
A practical procurement governance pack for project teams managing RFPs, evaluation planning, supplier responses, BAFO processes and delegate approval pathways.
Who It Is For
- Project managers and procurement teams running a restricted technology tender
- Evaluation panel chairs who need a structured and defensible evaluation process
- Program managers preparing delegate approval documentation after a BAFO process
- Governance and probity leads who need clear documentation of evaluation decisions
What It Helps With
Technology procurement processes fail on governance when the evaluation is not structured, scoring is inconsistent, or the recommendation cannot be traced back to the evaluation criteria. This pack provides the artefacts needed to run a defensible, probity-sound evaluation.
The templates are designed for the governance and accountability requirements common in government and regulated sector technology acquisitions.
What Is Included
RFP Evaluation Plan
A structured plan for the evaluation process, including evaluation criteria, scoring approach, panel roles and probity arrangements.
Technical Evaluation Matrix
A scoring matrix for assessing supplier technical responses against defined criteria and weightings.
Commercial Evaluation Matrix
A scoring matrix for assessing commercial terms, pricing and contract structure.
Supplier Clarification Register
A structured register for managing written clarifications during the evaluation period.
BAFO Request Template
A formal template for issuing a Best and Final Offer request to shortlisted suppliers.
Evaluation Recommendation Report
A structured report template for documenting the evaluation outcome, recommended supplier and supporting rationale.
Probity Checklist
A checklist for reviewing probity obligations throughout the evaluation process.
How To Use It
Start with the evaluation plan before issuing the RFP. Confirm the criteria, weightings and scoring approach with the evaluation panel before any supplier responses are received. This prevents challenges to the evaluation process after the fact and ensures the recommendation can be defended at delegate approval.
Format and Delivery
Microsoft Word templates (.docx) and Excel workbooks (.xlsx). All documents are fully editable. Delivered via Lemon Squeezy after purchase.