All Seven Stages
The State's procurement processes fall into the "7 Stages of Procurement", beginning when a State Entity first identifies a need for goods or services, and continuing through identifying existing suppliers, posting solicitations through the competitive bid process, and awarding and managing contracts. Each stage includes forms, templates or other resources to assist the procurement professional.
Stage One: Need Identification Related Documents
Created:
Use the fact-finding agenda during the Need Identification process to gather information necessary from internal…
Created:
Guide to logon to the DOAS Customer Hub to submit an online request for a waiver from a mandatory statewide contract …
Created:
Mandatory form to document and justify emergency purchases. Please reference the Georgia Procurement Manual for more…
Created:
Mandatory form to provide public notice of a state entity's intent to utilize a cooperative purchasing agreement.
Stage One: Need Identification Related Forms
Stage Two: Pre-Solicitation Related Documents
Created:
Use this form to request SPD prior approval to conduct a fast track Request for Proposal (RFP) process.
Created:
Guidance and submissions instructions for assistance when using the SPD-PS015 eRequisition Submission Form.
Created:
SAO PeopleSoft users unable to submit requests via TGM may use this form to request assistance from the SPD Agency…
Created:
Non-TGM users may use this form to request procurement assistance from the SPD Agency Sourcing team.
Created:
Instructions for state procurement professionals completing the SPD-PS019 Sole Brand Justification form.
Created:
Instructions for state procurement professionals completing the SPD-PS019 Sole Brand Justification form.
SPD-PS023 State Entity RFx Project Plan
Created:
Sample project plan following seven stages of procurement for use by state procurement professionals.
Created:
SPD-approved Request for Information template for events conducted through Team Georgia Marketplace.
Created:
SPD-approved Request for Information template for direct posting to the Georgia Procurement Registry.
Created:
This form may be used for assistance when preparing a sole source justification for the GPR public notice.
Stage Three: Solicitation Preparation Related Documents
Created:
Certification of non-collusion form to be completed by supplier as part of Georgia solicitation process.
SPD-SP013: Georgia Resident Small Business Verification
Created:
Form to be completed by supplier to validate demographic information during Georgia solicitation process.
Created:
Summary of supplier protest filing deadlines as further described in the Georgia Procurement Manual.
Created:
SPD-approved template for Request for Proposals conducted as paper bids on the Georgia Procurement Registry.
Created:
SPD-approved template for Request for Proposals conducted as electronic events within GA online sourcing tools.
Created:
SPD-approved template for Request for Quotes conducted as paper bids on the Georgia Procurement Registry.
Created:
SPD-approved template for Request for Quotes conducted as electronic events within GA online sourcing tools.
Created:
SPD-approved template for Request for Qualified Contractors conducted as paper bids on the Georgia Procurement Registry.
Created:
SPD-approved template for Request for Qualified Contractors conducted as electronic events within GA online sourcing…
Created:
SPD-approved template for state entity contracts for goods and ancillary services with no fixed purchase amount.
Created:
SPD-approved template for state entity contracts for goods and ancillary services with fixed purchase amount.
Created:
SPD-approved template with sample contract terms and conditions for state entities purchasing services.
Created:
SPD-approved template with sample contract terms and conditions for state entities purchasing software.
Created:
SPD-approved template with sample contract terms and conditions for state entities renting or leasing equipment.
Created:
Contract terms and conditions applicable to sourcing events conducted through SPD's legacy sourcing tool eSource.
Created:
Sample sign-in sheet for use by issuing officers to document participation in facilitated sessions to develop…
Created:
Guide for issuing officers conducting facilitated sessions to gather information for solicitation development.
Created:
Form to request SPD assistance during bidders/offerors conference to demonstrate sourcing process to suppliers.
Created:
Required form to be signed by all individuals participating on the evaluation committee for a state sourcing event.
Created:
Required form to be signed by consultants assisting state entities during the GA solicitation process.
Created:
Sample affidavit for use by suppliers claiming trade secret status for information contained in bids/proposals.
Created:
Form completed by suppliers for purposes of verifying GA tax compliance for purchases as required by GA law.
Created:
Effective August 2025, these guidelines are a resource for state government entities when contracting with suppliers.
SPD-SP051: RFP Preparation Scorecard
Created:
Sample guide for use by issuing officers to review and assess draft Requests for Proposals for completion.
SPD-SP057: Requirements Sheet for RFP or Scored RFQC
Created:
SPD-approved template to develop requirements for Request for Proposals or scored Request for Qualified Contractors.
SPD-SP058: Requirements Sheet for RFQ or Non-Scored RFQC
Created:
SPD-approved template to develop requirements for Request for Quotes and non-scored Request for Qualified Contractors.
Created:
Guidance and instructions for use of the requirements workbook for the 2007 version of Microsoft Excel.
Created:
Guidance to suppliers seeking contracts with State of Georgia government entities including contracting restrictions.
Created:
Contract terms and conditions applicable to sourcing events conducted through SPD-approved sourcing tools.
Stage Four: Solicitation Process Related Documents
Created:
Sample agenda and speaking notes for state procurement professionals conducting bidders/offerors conferences.
Created:
SPD-approved template for publishing suppliers questions and state answers during the solicitation process.
Created:
SPD-approved template to share details of bidders/offerors conferences with suppliers in GA solicitations.
Created:
Instructions for use by issuing officers when uploading the bidders/offerors announcement to TGM solicitations.
Created:
Instructions for use by issuing officers when uploading the bidders/offerors announcement to the GPR.
Created:
SPD-approved form to document revisions to the solicitation and provide notice to participating suppliers.
Created:
SPD-approved form to document state entity decision to cancel a solicitation and provide notice to suppliers.
Stage Five: Evaluation Process Related Documents
SPD-EP001 Administrative Review Requirements Summary Sheet
Created:
Used by the issuing officer to record the results of the administrative review of supplier proposals.
Created:
Sample template for use by issuing officers to document the bid evaluation results for Requests for Quotes.
Created:
Sample meeting agenda for use by issuing officers when conducting technical evaluation committee meetings.
SPD-EP007 Supplier Technical Evaluation
Created:
Excel workbook prepared by issuing officer and provided to technical evaluation committee members to conduct technical…
Created:
SPD-approved form for use by issuing officers to request suppliers provide clarification of bids/proposals.
SPD-EP013 Master Technical Evaluation Template
Created:
Excel workbook for use by issuing officers to consolidate evaluation committee members scoring per supplier.
Created:
Sample template for use by issuing officers when requesting cost negotiation (best and final offer) for RFQ.
Created:
SPD-approved guidelines governing the technical evaluation process and evaluation committee members.
Created:
General confidentiality form applicable to certain individuals participating in evaluation or negotiations process.
Stage Six: Award Process Related Documents
Created:
The State’s public notice of its intent to award a contract to one or more suppliers pending successful resolution of…
Created:
The State’s official public notice of contract award to one or more suppliers and identification of any unsuccessful…
Created:
The State's official public notice of identification of qualified contractors as a result of RFQC process.
Created:
Sample form for non-PeopleSoft state entities to create a purchase order with applicable payment, delivery terms, etc.
Created:
Tips and suggestions for conducting debriefings with unsuccessful suppliers following the competitive bid process.
Created:
Optional template the issuing officer may use to document the process when conducting supplier debriefings.
Created:
This quick reference guide provides guidance and tips on proper use of purchase order (PO) type codes.
Stage Seven: Contract Process Related Documents
Created:
Quick reference guide for use by state entities when completing the online supplier performance report.
Created:
Sample template to summarize contract amendments and exercise of contract renewals for duration of contract.
Created:
Template for use by state entities to document internal stakeholder assessment of supplier performance.
Created:
Sample template for use by state entities documenting administrative changes that do not require supplier approval.
Created:
Sample template for use by state entities to document contract revisions requiring state and supplier approval.
Created:
Sample template for use by state entities when conducting contract renewals which require supplier approval.
Created:
Sample excise tax exemption certificate form to document state entity exemption from excise tax charges.
Created:
Sample template to capture key supplier contract information such as ordering and payment information.
Stage Seven Related Forms
Related resources
