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State Procurement Services Division
Procurement Forms & Guides
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
Abbreviations
Acquisition Plan (Sample)
Affidavit for Trade Secret Confidentiality
Cost Evaluation Examples
Form 889
Glossary of Procurement Terms
Guide for Identifying & Handling Confidential Information
Prevailing Wage Questions and Answers
Request for Documents Notice
Requisition Template
Verification of License of Surety Company
Contract File Checklist
Solicitation File Checklist IFB
Solicitation File Checklist RFP
CEP and Tier II forms and templates
Type
Document
Download
CEP
Tier II Solicitation Procedure - General
CEP
Contractor Engagement Proposal (CEP) Checklist
CEP
Contractor Engagement Proposal (CEP) Cover Sheet & Proposal Instructions
CEP
Contractor Engagement Proposal (CEP) Evaluation Criteria
CEP
Contractor Engagement Proposal (CEP) Scoring Matrix
CEP
Contractor Engagement Proposal (CEP) Position Description Template
CEP
Contractor Engagement Proposal (CEP) Position Description Example
Environmental Services
Tier II Environmental Services Procedure
Environmental Services
Tier II Environmental Services Checklist
Environmental Services
Tier II Environmental Services Cover Sheet & Instructions
Environmental Services
Tier II Environmental Services Evaluation Criteria
Environmental Services
Tier II Environmental Services Scoring Matrix
Ecological Restoration Services
Tier II Ecological Restoration Services Procedure
Ecological Restoration Services
Tier II Ecological Restoration Services Checklist
Ecological Restoration Services
Tier II Ecological Restoration Services Cover Sheet Instructions
Ecological Restoration Services
Tier II Ecological Restoration Services Evaluation Criteria Outline
Ecological Restoration Services
Tier II Ecological Restoration Services Model Task Order
Ecological Restoration Services
Tier II Ecological Restoration Services Scoring Matrix
IT Services
Tier II IT Service Procedure
IT Services
Tier II IT Services Checklist
Procurement cards forms and templates
Type
Document
Download
Procurement Cardholder Information
Account Set Up & Application Tips (2)
Procurement Cardholder Information
Profile Set Up
Procurement Card Information
Unusual Charge Form
Procurement Card Information
Processes
Procurement Card Information
Name Change Form
Procurement Card Information
Limit Change Form
Procurement Card Information
FAQs-Cardholders
Procurement Card Information
Procurement Card Cycle-FY26
Procurement Card Information
Procurement Card Application
Procurement Card Information
How to Handle Card Declines
Procurement Card Information
Missing Receipt Form