STATE PROCUREMENT BUREAU STATE PROCUREMENT State Financial Services Division

Forms & Guide

Procurement GuideThe 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 Guide
State of Montana Procurement Manual

Download the Complete Guide (PDF, 6.6 MB)

Procurement Forms & Templates

Client Reference Form WORD
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 PDF
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 PDF
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 WORD PDF
Request for Proposal (RFP) Process Questions & Answers WORD PDF
Request for Proposal (RFP) Manual WORD
Request for Proposal (RFP) Check-Off List WORD
Request for Proposal (RFP) Template WORD
Scoring Guide (Sample) WORD
Sole Source Form WORD PDF
Sole Brand Form WORD PDF
Sole Source-Brand Justification Information PDF
Solicitation Amendment (Sample) WORD
Standard Terms and Conditions (RFP) WORD
Standard Terms and Conditions(IFB) WORD
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
Tier II Solicitation Checklist - Environmental Services WORD
Tier II Solicitation Checklist - IT 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 PDF
Cure Notice (Sample) WORD
Guideline for Statements of Work WORD
Irrevocable Letter of Credit WORD PDF
Lease Finance Master Agreement WORD
Lease Finance Schedules WORD
Novation Assignment Agreement (Sample) PDF
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) PDF
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 PDF
Equal Pay for Montana Women- Certification of Compliance
WORD PDF
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 PDF
Request for Documents Notice WORD PDF
Requisition Template
WORD PDF
State of Montana Ethics Policy (Copy) PDF
Trade Secret Confidentiality Affidavit WORD PDF
Verification of License of Surety Company PDF
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