STATE PROCUREMENT SERVICES DIVISION

Forms & Guide

The State of Montana Procurement Manual 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 Guide (PDF)

Procurement Forms & Templates

Client Reference Form WORD
Declaration for Request of Confidentiality PDF
Evaluation Committee Guidelines PDF
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
Notice of Intent to Award PDF
Pre-Bid/Proposal Conference Guidelines PDF
Q & A Document (Sample) WORD
Reference Check Form (Sample) WORD
Request for Information (RFI) Template WORD
Request for Proposal (RFP) Process PDF
Request for Proposal (RFP) Check-Off List WORD
Request for Proposal (RFP) Template WORD
Scoring Guide (Sample) PDF
Sole Source Justification Form WORD
Sole Brand Form WORD
Standard Terms and Conditions (RFP) PDF
Standard Terms and Conditions(IFB) WORD
Complaint Form Regarding State Contractors WORD
Contract Template WORD
Contract Closeout Form WORD PDF
Cure Notice (Sample) WORD
EULA Amendment One Template WORD
Guideline for Statements of Work WORD
Irrevocable Letter of Credit WORD PDF
Lease Finance Master Agreement WORD
Lease Finance Schedules WORD
Nondiscrimination Certification WORD PDF
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) PDF
Purchase Order Template WORD
Purchase Order Template, Non-IT Purchases WORD
Show-Cause (Sample) WORD
Software License Agreement Template WORD
Statement of Work Task Order (Sample) PDF
Statement of Work Template WORD
Abbreviations PDF
Acquisition Plan (Sample) PDF
Affidavit for Trade Secret Confidentiality PDF
Cost Evaluation Examples PDF
Declaration of Non-Conflict of Interest and Confidential Information Template WORD PDF
Form 889 PDF
Glossary of Procurement Terms PDF
Guide for Identifying & Handling Confidential Information PDF
Prevailing Wage Questions and Answers PDF
Request for Documents Notice WORD
Requisition Template
PDF
State of Montana Ethics Policy (Copy) PDF
Verification of License of Surety Company WORD
Contract File Checklist PDF
Solicitation File Checklist IFB PDF
Solicitation File Checklist RFP PDF
CEP
Tier II Solicitation Procedure - General PDF
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
Environmental Services
Tier II Environmental Services Procedure PDF
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 PDF
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  PDF
Tier II IT Services Checklist WORD
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