Procurement Forms & Guides

Procurement Forms & Guides

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.

Questions? Contact our helpdesk at (406) 444-2575 or email us at spb@mt.gov.

Solicitation forms and templates
Document Download
Client Reference Form
Declaration for Request of Confidentiality
Federal Terms and Conditions - Standard
Invitation for Bid (IFB) Template
Intent to Sole Source Letter
Limited Solicitation (Verbal Quote) Template
Limited Solicitation (Written Quote) Template
Non-Disclosure and Conflict of Interest Certification
Notice of Intent to Award
Pre-Bid/Proposal Conference Guidelines
Q & A Document (Sample)
Reference Check Form (Sample)
Request for Information (RFI) Template
Request for Proposal (RFP) Roles & Responsibilities
Request for Proposal (RFP) Check-Off List
Request for Proposal (RFP) Template
Scoring Guide (Sample)
Sole Source Justification Form
Sole Brand Justification Form
Standard Terms and Conditions (RFP)
Standard Terms and Conditions (IFB)

Contracts forms and templates
Document Download
Service Contract Base Template
  • Exhibit A-State Terms and Conditions with Guide
  • Exhibit B-Federal Terms and Conditions
  •  State IT Terms & Conditions
Complaint Form Regarding State Contractors
Contract Amendment
Contract Closeout Form
Cure Notice (Sample)
EULA Amendment One Template
Guideline for Statements of Work
Irrevocable Letter of Credit
Lease Finance Master Agreement
Lease Finance Schedules
Nondiscrimination Certification
Novation Assignment Agreement (Sample)
Notice of Termination for Convenience (Sample)
Notice of Termination for Cause (Sample)
Performance Bond Template
Post-Award Conference Agenda (Sample)
Purchase Order Template
Show-Cause (Sample)
Software License Agreement Template
Statement of Work Task Order (Sample)
Statement of Work Template

Other forms and templates
Document Download
Annual Procurement Plans Excel
Abbreviations PDF
Acquisition Plan (Sample) PDF
Affidavit for Trade Secret Confidentiality PDF
Cost Evaluation Examples 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
Verification of License of Surety Company Word
Contract File Checklist PDF
Solicitation File Checklist IFB PDF
Solicitation File Checklist RFP PDF

CEP and Tier II forms and templates
Type Document Download
CEP Tier II Solicitation Procedure - General PDF
CEP Contractor Engagement Proposal (CEP) Checklist Word
CEP Contractor Engagement Proposal (CEP) Cover Sheet & Proposal Instructions Word
CEP Contractor Engagement Proposal (CEP) Evaluation Criteria Word
CEP Contractor Engagement Proposal (CEP) Scoring Matrix Excel
CEP Contractor Engagement Proposal (CEP) Position Description Template Word
CEP Contractor Engagement Proposal (CEP) Position Description Example PDF
Environmental Services Tier II Environmental Services Procedure PDF
Environmental Services Tier II Environmental Services Checklist  Word
Environmental Services Tier II Environmental Services Cover Sheet & Instructions Word
Environmental Services Tier II Environmental Services Evaluation Criteria  Word
Environmental Services Tier II Environmental Services Scoring Matrix Excel
Ecological Restoration Services Tier II Ecological Restoration Services Procedure PDF
Ecological Restoration Services Tier II Ecological Restoration Services Checklist Word
Ecological Restoration Services Tier II Ecological Restoration Services Cover Sheet Instructions Word
Ecological Restoration Services Tier II Ecological Restoration Services Evaluation Criteria Outline Word
Ecological Restoration Services Tier II Ecological Restoration Services Model Task Order Word
Ecological Restoration Services Tier II Ecological Restoration Services Scoring Matrix  Excel
IT Services Tier II IT Service Procedure  PDF
IT Services Tier II IT Services Checklist Word

Procurement cards forms and templates
Type Document Download
Procurement Cardholder Information Account Set Up & Application Tips (2) PDF
Procurement Cardholder Information Profile Set Up PDF
Procurement Card Information Unusual Charge Form PDF
Procurement Card Information Processes PDF
Procurement Card Information Name Change Form PDF
Procurement Card Information Limit Change Form PDF
Procurement Card Information FAQs-Cardholders PDF
Procurement Card Information Procurement Card Cycle-FY26 PDF
Procurement Card Information Procurement Card Application PDF
Procurement Card Information How to Handle Card Declines PDF
Procurement Card Information Missing Receipt Form PDF