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 Committee Guidelines | WORD | |
| 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 Justification Form | WORD | |
| Sole Brand Form | WORD | |
| 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 | |
| EULA Amendment One Template | 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 | |
| Cost Evaluation Examples | WORD | |
| Declaration of Non-Conflict of Interest, and Confidential Information Template | WORD | |
| Glossary of Procurement Terms | WORD | |
| Guide for Identifying & Handling Confidential Information | WORD | |
| Prevailing Wage Questions and Answers | ||
| Request for Documents Notice | WORD | |
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Requisition Template
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| State of Montana Ethics Policy (Copy) | ||
| Trade Secret Confidentiality Affidavit | WORD | |
| Verification of License of Surety Company | WORD |
| CEP | ||
| Tier II Solicitation Procedure - General | 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 | ||
| Environmental Services | ||
| Tier II Environmental Services Procedure | WORD | |
| Tier II Environmental Services Checklist | WORD | |
| Tier II Environmental Services Cover Sheet & Instructions | WORD | |
| Tier II Environmental Services Evaluation Criteria | WORD | |
| Tier II Environmental Services Scoring Matrix | EXCEL | |
| Ecological Restoration Services | ||
| Tier II Ecological Restoration Services Procedure | WORD | |
| 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 Model Task Order | WORD | |
| Tier II Ecological Restoration Services Scoring Matrix | EXCEL | |
| IT Services | ||
| Tier II IT Service Procedure | WORD | |
| Tier II IT Services Checklist | WORD | |