Treasurer's Instruction 18, Policy and Guidelines Diagram

Treasurer's Instruction 18

Treasurer's Instruction 18 (TI 18) applies to all public authorities as defined in the Public Finance and Audit Act 1987. TI 18 provides public authority Chief Executives with clear accountability and responsibility to establish local procurement governance arrangements and processes suitable to their requirements.

Treasurer's Instructions list

Procurement Governance Policy

The South Australian Government Procurement Framework ('the Framework') consists of Treasurer's Instruction 18, the Procurement Governance Policy, and supporting policies that set the minimum requirements for each key procurement activity (planning, sourcing and contract management).

The Framework is designed to empower public authorities to engage with industry, clients and communities to innovate and take balanced risks to pursue better outcomes.

Procurement Governance Policy v1.1

Procurement Planning Policy

This policy outlines the requirements to plan a procurement process on behalf of the South Australia Government.

Procurement Planning Policy

Sourcing Policy

This policy outlines the requirements for sourcing goods and services on behalf of the South Australian Government.

Sourcing Policy

Contract Management Policy

This policy outlines the requirements for South Australian public authorities to undertake effective contract management practices in order to achieve value for money.

Contract Management Policy

Reporting Schedule

This schedule sets out procurement reporting requirements for public authorities subject to Treasurer's Instruction 18 and the Procurement Governance Policy.

Reporting Schedule

Emergency Situations Procurement Schedule

This schedule sets out the requirements for public authorities to ensure that appropriate management practices are in place for the procurement of goods and services under an emergency, in accordance with the provisions of emergency-related legislation.

Emergency Situations Procurement Schedule

Contract Management General Requirements Schedule

This schedule provides direction and guidance for public authorities on contract management matters relating to procurements undertaken by South Australian public authorities.

Contract Management General Requirements Schedule

Unsolicited Proposals Schedule

This schedule provides an overview of the government's process for managing unsolicited proposals.

Unsolicited Proposals Schedule

Supplier Complaints Schedule

This schedule provides direction and guidance for public authorities on handling supplier complaints relating to procurements undertaken by South Australian public authorities.

Supplier Complaints Schedule

Procurement Guidelines

Complexity and Capability Assessments Guideline

This Guideline provides guidance on how to assess the complexity of a procurement and resulting contract and ensure the public authority has the appropriate capability to undertake the associated procurement and contract management activities.

Complexity and Capability Assessments Guideline

Governance Arrangements Guideline

This Guideline provides guidance for public authorities on establishing suitable procurement governance structures/arrangements for procurement and contract management within their agency. It is intended to support public authorities to improve the quality, consistency and professionalisation of their procurement and contract management practices.

Governance Arrangements Guideline

Probity and Ethical Procurement Guideline

This Guideline provides information and practical advice regarding probity and the ethical procurement of goods and services.

Probity and Ethical Procurement Guideline

Specialist Advisor Guideline

This Guideline provides information and practical advice for public authorities when obtaining specialist procurement or contract advice.

Specialist Advisor Guideline

Green Procurement Guideline

This Guideline seeks to promote green procurement outcomes and encourage public authorities and suppliers to improve practices that balance different procurement priorities, achieve value for money and minimise the impacts on the environment.

Green Procurement Guideline

International Obligations Guideline

This Guideline provides a summary of the government’s international obligations relevant to covered government procurement by procuring entities.

International Obligations Guideline

Whole-of-Life Costing Guideline

This Guideline provides practical guidance for South Australian public authorities on how to use and calculate whole-of-life costing in procurement.

Whole-of-Life Costing Guideline

Value for Money in Procurement Guideline

This Guideline provides practical advice to public authority staff on how to achieve better value for money outcomes in procurement and contract management processes.

Value for Money in Procurement Guideline

Value-adds in Government Procurement Guideline

This Guideline provides direction to procurement officers regarding value-adds in Government procurement activities.

Value-adds in Government Procurement Guideline

Rebates and Discounts Guideline

This Guideline provides direction to procurement officers regarding rebates and discounts in procurement activities.

Rebates and Discounts Guideline

Not-for-Profit Quality Assurance Framework Guideline

This Guideline provides practical guidance to public authorities on quality assurance accreditation for procurements involving the Not-For-Profit (NFP) sector.

Not-for-Profit Quality Assurance Framework Guideline

Industry Engagement Guideline

This Guideline provides guidance and practical advice from public authorities and procurement practitioners to enable them to properly plan and undertake industry engagement activities with confidence.

Industry Engagement Guideline

Across-Government, Multi-Agency and Panels Guideline

This Guideline provides information and practical advice for public authorities when establishing, or selecting suppliers from an across-government, multi-agency, or agency-based panel contract or multi-use list.

Across-Government, Multi-Agency and Panels Guideline

Developing a Specification Guideline

This Guideline provides practical advice about developing a written specification for procuring goods and services.

Developing a Specification Guideline

Evaluation Planning Guideline

This Guideline provides practical advice about how to plan for an evaluation.

Evaluation Planning Guideline

Evaluation Process Guideline

This Guideline provides practical advice regarding the supplier selection process, including the stages of the evaluation process, key considerations and other useful hints.

Evaluation Process Guideline

Negotiation Guideline

This Guideline provides information about the key issues in negotiation in government procurement activities. It also provides practical advice to assist officers to perform effectively during negotiations with suppliers.

Negotiation Guideline

Supplier Debrief Guideline

This Guideline provides practical advice on when and how to provide a supplier debrief following the conclusion of a procurement process.

Supplier Debrief Guideline

Risk Management Guideline

This Guideline provides practical advice about managing risk in the procurement (including contract management) of goods and services.

Risk Management Guideline

Disposal Guideline

This Guideline provides information and practical advice regarding the disposal of goods. It provides an understanding of the disposal process, including methods of disposal.

Disposal Guideline v1.1


Contract Management Guidelines

Contract Start-Up Guideline

This Guideline provides guidance for public authority Contract Owners and Contract Managers on how to effectively set up contract management practices in order to achieve value for money.

Contract Start-Up Guideline

Contract Extensions and Variations Guideline

This Guideline provides public authorities with practical advice and guidance on how to manage contract extensions and variations.

Contract Extensions and Variations Guideline

Contract Closure Guideline

This Guideline provides guidance for public authority Contract Owners and Contract Managers on how to effectively close a contract.

Contract Closure Guideline

Procurement

Acquisition Plan Template

This template is intended to be used for all procurements valued $55,000 (GST inclusive) and above. It is designed to meet the requirements of Treasurer's Instruction 18 and the Procurement Planning Policy and provides suggestions about the minimum details to be included in an Acquisition Plan.

Acquisition Plan Template

Procurement Risk Management Plan Template

In accordance with the Procurement  Planning Policy, this Procurement Risk Management Plan Template is required to be completed for all complex and strategic procurements and attached to the Acquisition Plan.

Procurement Risk Management Plan Template

Risk Assessment Template and Examples

This document contains the Risk Assessment Template and examples for public authorities to reference when creating their own Risk Assessment.

Risk Assessment Template and Examples

Evaluation Plan Template

This template is designed to meet the requirements of Treasurer's Instruction 18 and the Procurement Planning Policy and Sourcing Policy and provides suggestions about the minimum details to be included in an Evaluation Plan.

Evaluation Plan Template

Deed of Confidentiality Template

This Deed of Confidentiality is intended to be used in procurements where respondents (or other external parties) are provided with sensitive information.

Deed of Confidentiality Template

Request for Information - Response Form Template

This template is part of the Procurement Services SA's suite of Standard Market Approach templates. Public Authorities can use this template as their standard Request for Information (RFI) Response Form template.

Request for Information - Response Form Template

Request for Quote RFQ Template

This template is part of the Procurement Services SA's suite of Standard Market Approach templates. Its use supports consistent procurement practice across the South Australian Government and makes it easier for suppliers to supply to Government.

Request for Quote RFQ Template

Invitation for Expression Of Interest (EOI) to Supply Templates

Part A - EOI Process Guide

Part B - ITS and EOI Specification Template

Part C - EOI Supplier Response Form

Invitation to Supply (ITS) Templates

Part A - ITS Procurement Process Guidelines

Part B - ITS and EOI Specification Template

Part D - ITS Supplier Response Form

Respondent Letters Templates

Letter Receipt of Response Template

Letter Preferred Respondent Template

Letter Unsuccessful Respondent Template

Negotiation Plan Template

This template is intended to be used for all procurements assessed as complex or strategic. This template is designed to meet the requirements of the South Australian Government Procurement Framework and provides suggestions about the details to be included in a Negotiation Plan.

Negotiation Plan Template

Purchase Recommendation Template

This template is intended to be used for all procurements valued $55,000 (GST inclusive) and above. It is designed to meet the requirements of the Sourcing Policy and provides suggestions about the minimum details to be included in a Purchas Recommendation and Evaluation Report.

Purchase Recommendation Template

MoAA for the Alignment of Procurement Frameworks Under TI 18

This is a MoAA template for the alignment of procurement frameworks for the purposes of clause 18.15 of Treasurer's Instruction 18 - Procurement. It sets out how the parties intend to allocate responsibility for the Aligned Public Authority's procurement processes and procedures, including certain obligations under the Instruction

MoAA for the Alignment of Procurement Frameworks Under TI 18

Contract Management Plan Template

This template is designed to meet the requirements of Treasurer’s Instruction 18 and the Procurement Services SA Procurement Framework and provides suggestions about the details to be included in a Contract Management Plan.

Contract Management Plan Template


Contract Management

Standard Goods and Services Agreement Templates

Standard Goods and Services Agreement Template

Standard Goods and Services Agreement User Guide

Special Conditions Clause Bank

Execution Block Bank

Standard Purchase Order

Minor Works Agreement

Standard Not-for-Profit Funded Services Agreement Templates

Standard Not-for-Profit Funded Services Agreement Template

Standard Not-for-Profit Funded Services Agreement User Guide

Standard Not-for-Profit Special Conditions Clause Bank

Contract Extension and/or Variation Letters Templates

Contract Extension and Variation Letter

Contract Extension Letter

Contract Extension Letter (existing right)

Contract Variation Letter

Contract Waiver Letter

Annual Contract Review Template

The objective of this template is to enable the contract manager to undertake an annual review of a contract and provide to senior management/governance committee so that lessons can be learned and issues addressed.

Annual Contract Review Template

Contract Closure Report Template

The Contract Management Policy requires public authorities to prepare a post-contract review report (also known as a contract closure report) for the Chief Executive (or authorised person) for all routine, complex or strategic contracts. This template is provided as a guide only and can be customised by public authorities for individual contract closures.

Contract Closure Report Template

Disposal Plan Template

This template is intended to be used for the disposal of a procurement. It is designed to meet the requirements of Treasurer’s Instruction 18 and the Contract Management Policy and provides suggestions about the minimum details to be included in a Disposal Plan.

Disposal Plan Template

Procurement

Capability Assessment Tool

This assessment tool is intended to assist Procurement Services SA to assess the quality of the public authority's internal procurement framework and endorse, and to work with public authorities on implementing their Continuous Improvement Plans. This is also intended to assist public authorities to undertake self-assessments of their procurement function and in developing their capability development plans, identify gaps in organisational and individual capability.

Capability Assessment Tool

Procurement Planning Process Map

This process map provides an overview of the steps required when planning a procurement.

Procurement Planning Process Map

NFP Quality Assurance Framework Checklist

This checklist can assist public authorities to ensure quality assurance accreditation has been properly considered in a procurement process involving the Not-for-Profit (NFP) sector.

NFP Quality Assurance Framework Checklist

Needs Analysis Process Map

Needs Analysis Process Map

Specification Development Process Map

This tool provides an overview of the six steps for the Specification Development Process.

Specification Development Process Map

Contract Disclosure Checklist

This checklist can be used by public authorities at the conclusion of a procurement process to help ensure the resulting Eligible or Significant Contract is disclosed in line with PC027 – Disclosure of Government Contracts. It is important to note that this is an example only and that the sequence of tasks and disclosure activities may vary depending on the public authority’s Internal Procurement Framework, the nature of the contract, and the roles and responsibilities of staff.

Contract Disclosure Checklist

Contract Handover Checklist

This checklist is to be used to support the handover of goods and services contracts from the sourcing phase to the contract management phase. This checklist should be used by public authorities for routine, complex and strategic contracts, to ensure effective contract handover has been completed.

Contract Handover Checklist

Procurement Glossary

The procurement glossary provides a list of definitions and terms (and their common acronym where applicable) used throughout the South Australian Government Procurement Policy Framework and related documents.

Procurement Glossary


Contract Management

Contract Transition (in and out) Planning Checklist

This checklist can be used to record the activities necessary to manage the transition in and transition out phases of contracts for goods and services.

Contract Transition (in and out) Planning Checklist

Page last updated: 5 July 2021