Forms & Guide
The State Procurement Bureau has released the State of Montana Procurement Manual. This guide provides a framework for navigating the complexities of the Montana Procurement Act and offers practical guidance for agencies to acquire goods and services effectively and efficiently. The guide covers the complete procurement life cycle, from the identification of a need through contract closeout. If you have any feedback or questions, please email spb@mt.gov.
Procurement Forms & Templates
| Client Reference Form | WORD | |
| Evaluation Criteria & Scoring Strategies | ||
| Evaluation Committee Guidelines | WORD | |
| Evaluation Committee Member Scoring Matrix (Sample) | ||
| Federal Terms and Conditions - Standard | WORD | |
| Invitation for Bid (IFB) Template | WORD | |
| Intent to Sole Source Letter | WORD | |
| Limited Solicitation (Verbal Quote) Template | WORD | |
| Limited Solicitation (Written Quote) Template | WORD | |
| Non-Disclosure and Conflict of Interest Certification | ||
| Pre-Bid/Proposal Conference Guidelines | WORD | |
| Q & A Document (Sample) | WORD | |
| Reference Check Form (Sample) | WORD | |
| Request for Information (RFI) Template | WORD | |
| The Request for Proposal (RFP) Process | ||
| Request for Proposal (RFP) Process Questions & Answers | ||
| Request for Proposal (RFP) Check-Off List | WORD | |
| Request for Proposal (RFP) Template | WORD | |
| Scoring Guide (Sample) | WORD | |
| Sole Source Form | WORD | |
| Sole Brand Form | WORD | |
| Sole Source-Brand Justification Information | ||
| Solicitation Amendment (Sample) | WORD | |
| Standard Terms and Conditions (RFP) | WORD | |
| Standard Terms and Conditions(IFB) | WORD |
| 1% Contractor's Gross Receipts Contract Award Registration Form (CGR-1) | WEB | |
| 1% Contractor's Gross Receipts Contract Award Registration Form (CGR-2) | WEB | |
| Complaint Form Regarding State Contractors | WORD | |
| Contract Template | WORD | |
| Contract Close-Out Form | WORD | |
| Cure Notice (Sample) | WORD | |
| Guideline for Statements of Work | WORD | |
| Irrevocable Letter of Credit | WORD | |
| Lease Finance Master Agreement | WORD | |
| Lease Finance Schedules | WORD | |
| Novation Assignment Agreement (Sample) | ||
| Notice of Termination for Convenience (Sample) | WORD | |
| Notice of Termination for Cause (Sample) | WORD | |
| Performance Bond Template | WORD | |
| Post-Award Conference Agenda (Sample) | WORD | |
| Purchase Order Template | WORD | |
| Show-Cause (Sample) | WORD | |
| Software as a Service (SaaS) Agreement Template | WORD | |
| Software License Agreement Template | WORD | |
| Statement of Work Task Order (Sample) | ||
| Statement of Work Template | WORD |
| Abbreviations | WORD | |
| Acquisition Plan (Sample) | WORD | |
| Agency Compliance Review Program & DelegationAgreement Process | ||
| Cost Evaluation Examples | WORD | |
| Declaration of Non-Conflict of Interest, and Confidential Information Template | WORD | |
|
Equal Pay for Montana Women- Certification of Compliance
|
WORD | |
| Freedom of Information (FOIA) Request (Sample) | WORD | |
| Glossary of Procurement Terms | WORD | |
| Guide for Identifying & Handling Confidential Information | WORD | |
| Nepotism Disclosure Statement for Purchasing Personnel | ||
| Prevailing Wage Questions and Answers | WORD | |
| Request for Documents Notice | WORD | |
|
Requisition Template
|
WORD | |
| State of Montana Ethics Policy (Copy) | ||
| Trade Secret Confidentiality Affidavit | WORD | |
| Verification of License of Surety Company | WORD |
| CEP | ||
| Contractor Engagement Proposal (CEP) Checklist | WORD | |
| Contractor Engagement Proposal (CEP) Cover Sheet & Proposal Instructions | WORD | |
| Contractor Engagement Proposal (CEP) Evaluation Criteria | WORD | |
| Contractor Engagement Proposal (CEP) Scoring Matrix | EXCEL | |
| Contractor Engagement Proposal (CEP) Position Description Template | WORD | |
| Contractor Engagement Proposal (CEP) Position Description Example | ||
| Environmental Services | ||
| Tier II Solicitation Procedure - General | WORD | |
| Tier II Solicitation Procedure - Environmental Service | WORD | |
| Tier II Solicitation Procedure - IT | WORD | |
| Tier II Cover Sheet & Instructions - Environmental Services | WORD | |
| Tier II Solicitation Evaluation Criteria - Environmental Services | WORD | |
| Tier II Scoring Matrix | EXCEL | |
| Tier II Solicitation Checklist - Environmental Services | WORD | |
| Tier II Solicitation Checklist - IT | WORD | |
| Ecological Restoration Services | ||
| Tier II Ecological Restoration Services Checklist | WORD | |
| Tier II Ecological Restoration Services Cover Sheet Instructions | WORD | |
| Tier II Ecological Restoration Services Evaluation Criteria Outline | WORD | |
| Tier II Ecological Restoration Services Procedure | WORD | |
| Tier II Ecological Restoration Services Model Task Order | WORD | |
| Tier II Scoring Matrix Tier II Ecological Restoration Services | EXCEL | |