| Type | Form Number | Title | Description | Required | Revision Date |
|---|
 Stage: 1-NI: Need Identification |
 | SPD-NI001 | Fact-Finding Agenda | Agenda for meeting with end-user(s) who initiated the sourcing requirements to understand the need, who needs it, why it is needed, when it is needed, and who needs to be involved (list of participants) in the sourcing process | Mandatory | |
| SPD-NI004 | Emergency Justification Form | Form for documenting reasons for emergency procurements
| Mandatory | 4/12/2011 |
| SPD-NI005 | Statewide Contract Waiver Request Form | Form for State Entities to request a statewide contract waiver from State Purchasing | Mandatory | 7/12/2011 |
| SPD-NI006 | Piggyback Request Form | Form for requesting to piggyback off another State Entity contract from the State Purchasing Assistant Commissioner | Mandatory | 4/12/2011 |
| Stage: 2-PS: Pre-Solicitation |
| SPD-PS013 | State Entity eRFI Template | Template used for processing electronic Requests for Information through Team Georgia Marketplace™ or eSource | Mandatory | 8/22/2011 |
| SPD-PS014 | State Entity RFI Template | Template used for processing non-electronic Requests for Information through the GPR | Mandatory | 8/22/2011 |
| SPD-PS015 | eRequisition Submission Form | Checklist for eRequisition submission for non-Outlook users | Mandatory | |
 | SPD-PS015a | eRequisition Submission Form - Instructions | Instructions for submitting the eRequisition
| Mandatory | |
| SPD-PS016 | Purchase Requisition Form | Form for submitting a requisition to State Purchasing for Non-SAO users | Mandatory | |
| SPD-PS019 | Sole-Brand Justification Form | Form to justify sole-brand procurement
| Mandatory | |
| SPD-PS019a | Sole-Brand Instructions | Instructions for completing the sole-brand procurement justification form | Mandatory | |
| SPD-PS020 | Sole-Source Intent to Award Justification | Form to justify sole-source procurement
| Mandatory | |
 | SPD-PS023 | State Entity RFP Project Plan | Project plan to be used in developing RFP for state entity contracts | Mandatory | |
| Stage: 3-SP: Solicitation Preparation |
| SPD-SP012 | Certificate of Non-Collusion | Certificate of Independent Price Determination required by O.C.G.A. Section 50-5-67(e). Use this form for non-electronic solicitations | Mandatory | |
| SPD-SP015 | State Entity RFP Template | Template used for processing non-electronic Requests for Proposals through the GPR | Mandatory | 3/29/2011 |
| SPD-SP016 | State Entity eRFP Template | Template used for processing electronic Requests for Proposals through Team Georgia Marketplace™ or eSource | Mandatory | 3/29/2011 |
| SPD-SP017 | State Entity RFQ Template | Template for issuing a non-electronic Request for Quotes
| Mandatory | 8/22/2011 |
| SPD-SP018 | State Entity eRFQ Template | Template used for processing electronic Requests for Quotes in Team Georgia Marketplace™ or eSource | Mandatory | |
| SPD-SP019 | State Entity RFQC Template | Template used for processing non-electronic Request for Qualified Contractors | Mandatory | |
| SPD-SP020 | State Entity eRFQC Template | Template used for processing electronic Requests for Qualified Contractors in Team Georgia Marketplace™ or eSource | Mandatory | |
| SPD-SP023 | State Entity Contract for Goods and Ancillary Services - Open | Optional resource for state entities purchasing goods and ancillary services with no fixed quantity (Recommended for multi-year contracts and/or purchases of $100,000 or more) | Optional | |
| SPD-SP024 | State Entity Contract for Goods and Ancillary Services - Fixed | Optional resource for state entities purchasing goods and ancillary services on a fixed quantity basis (Recommended for multi-year contracts and/or purchases of $100,000 or more)
| Optional | |
| SPD-SP025 | State Entity Contract for Services | Optional resource for state entities purchasing services (Recommended for multi-year contracts and/or purchases of $100,000 or more) | Optional | |
| SPD-SP026 | State Entity Contract for Software | Optional resource for state entities purchasing software (Recommended for multi-year contracts and/or purchases of $100,000 or more) | Optional | |
| SPD-SP027 | State Entity Contract For Equipment Rental/Lease | Optional resource for state entities renting or leasing equipment (Recommended for multi-year contracts and/or purchases of $100,000 or more)
| Optional | |
| SPD-SP028 | eSource Contract Terms | Basic contract terms automatically included in all eSource RFQs and RFPs (Buyer may attach additional contract terms if desired)
| Mandatory | |
| SPD-SP030 | Facilitated Session Sign-in Form | Sign-in sheet for all members participating | Mandatory | |
| SPD-SP033 | Facilitated Session Guide Template | Guide to finalizing RFP document and customizing technical/cost evaluation model | Mandatory | |
| SPD-SP036 | Request For Supplier Training | Form used for Buyers to request training for Suppliers at Pre-Bid conferences or other venues | Mandatory | 9/15/2011 |
| SPD-SP039 | Evaluation Committee Member Participation Form | Form that all members participating in evaluation need to sign | Mandatory | |
| SPD-SP042 | Supplier General Information Worksheet | Template used for RFQs, RFQCs, and RFPs to capture general information and administrative requirements | Mandatory | |
| SPD-SP045 | Tax Compliance Form | Form used to confirm supplier tax compliance | Mandatory | |
| SPD-SP048 | Insurance and Bonding Guidelines | Insurance guidelines, sample form, and glossary of insurance terms | Mandatory | |
| SPD-SP051 | RFP Preparation Scorecard | Scorecard is to be used as a graded checklist to ensure all necessary RFP information is included appropriately and the RFP followed the appropriate format | Mandatory | |
| SPD-SP054 | Immigration and Security Form | Form to be received from all contractors and subcontractors providing physical performance of services in the State of Georgia | Mandatory | 11/8/2011 |
| SPD-SP057 | Requirements Sheet for RFP or Scored RFQC | Template used to define requirements and questions for RFPs or scored RFQCs | Mandatory | 7/22/2011 |
| SPD-SP058 | Requirements Sheet for RFQ or Non-Scored RFQC | Template used to define pass/fail requirements for RFQs or non-scored RFQCs | Mandatory | 7/11/2011 |
| SPD-SP059a | Instructions for Requirements Sheet 2003 | Instructions for creating the requirement spreadsheets to include in Section 4 of the RFP when using either the paper-based RFP template or the online RFP template
(Excel 2003) | Mandatory | 7/22/2011 |
| SPD-SP059b | Instructions for Requirements Sheet 2007 | Instructions for creating the requirement spreadsheets to include in Section 4 of the RFP when using either the paper-based RFP template or the online RFP template
(Excel 2007) | Mandatory | 7/22/2011 |
| Stage: 4-SPR: Solicitation Process |
| SPD-SPR001 | Bidders/Offerors Conference Agenda | Agenda with some script for Bidders/Offerors Conference | Mandatory | |
| SPD-SPR004 | Supplier Q & A Template | Document to address questions from potential suppliers. Document is to be posted to the GPR for informational purposes only and not as an addendum to the solicitation | Mandatory | |
| SPD-SPR007 | Bidders/Offerors Conference Sign-In Form | Sign-in sheet for all participating suppliers, state staff and guests | Mandatory | |
| SPD-SPR010 | Bidders Offerors Conference Announcement | Template to be used for announcing a scheduled Bidders/Offerors Conference | Mandatory | 8/22/2011 |
| SPD-SPR010a | Instructions for Posting a Bidders/Offerors Conference in Team Georgia Marketplace™ | Instructions for posting a Bidders/Offerors Conference Notice in Team Georgia Marketplace™ | Mandatory | |
| SPD-SPR010b | Instructions for Posting Bidders/Offerors Conference in GPR | Instructions for posting a Bidders/Offerors Conference Notice in the Georgia Procurement Registry | Mandatory | |
| SPD-SPR013 | RFX Addendum Form | Form for modifying the solicitation closing date, contents, etc. | Mandatory | |
| Stage: 5-EP: Evaluation Process |
| SPD-EP001 | Administrative Review Requirements Summary Sheet | Template to be used by the Issuing Officer to determine if the supplier is responsive and responsible | Mandatory | |
| SPD-EP004 | Evaluation Committee Agenda | Form used by Issuing Officer to organize and document planned evaluation committee sessions | Mandatory | |
| SPD-EP007 | Supplier Technical Evaluation | Template used by each evaluator to score suppliers’ responses | Mandatory | |
| SPD-EP010 | Request for Clarification | Form used by the Issuing Officer to request clarification of a supplier’s response | Mandatory | |
| SPD-EP013 | Master Technical Evaluation Template | Template to be used by the Issuing Officer to consolidate individual evaluation committee members’ scores and validated scores | Mandatory | 9/28/2011 |
| SPD-EP020 | Request for Cost Negotiation (Best and Final Offer) | Form used by the State to request cost negotiations (RFP only) | Mandatory | |
| SPD-EP023 | Evaluation Committee Guidelines | Evaluation guidelines for the Issuing Officer and the Evaluation Committee for RFPs and scored RFQCs | Mandatory | 3/7/2011 |
| SPD-EP026 | General Confidentiality Form | Form to be used by individuals other than evaluation committee members that will be participating in the procurement process | Mandatory | |
| Stage: 6-AP: Award Process |
| SPD-AP004 | Notice of Intent to Award | State’s official public notice of its intent to make contract award | Mandatory | |
| SPD-AP005 | Notice of Award | State’s official public notice of contract award | Mandatory | |
| SPD-AP008 | RFQC List of Qualified Contractors | State’s official public notice of identification of qualified contractors as a result of RFQC process | Mandatory | |
| SPD-AP011 | Purchase Order (Non-PeopleSoft) | Form for creating a contract with a supplier to include an authorized signature, correct payment, delivery terms and appropriate codes for purchase type and commodity/service purchased | | |
| Stage: 7-CP: Contract Process |
| SPD-CP001 | Supplier Data Sheet | Sheet to capture certain information regarding the contractor, including contract information | Mandatory | |
| SPD-CP004 | Excise Tax Exemption Certificate | Form for documenting excise tax exemption status | Mandatory | |
| SPD-CP007 | Contract Action Summary Form | Form used to document key contract information and contract activity such as renewals and amendments | Mandatory | |
| SPD-CP008 | Supplier Performance Report | Form for initiating and documenting supplier complaint and action required/taken | Optional | |
| SPD-CP010 | Contract Renewal Template | Instructions and sample template for exercising contract renewal options | Mandatory | 5/25/2011 |
| SPD-CP013 | Contract Amendment Template | Sample template to draft and execute contract amendments | Mandatory | 3/16/2011 |
| SPD-CP016 | Contract Administration Plan Template | Form used to document and keep track of supplier performance, key performance milestones, contract terms, etc. of statewide and state entity contracts | Mandatory | |
| SPD-CP019 | Contract Assessment Report | Form for supplier contract performance evaluation; mandatory for contract renewal | Mandatory | |
| SPD-CP022 | Contract Quarterly Administrative Fee Report | Sample report for suppliers remitting administrative fees to DOAS-SPD | Mandatory | 7/7/2011 |
| SPD-CP025 | Supplier Quarterly Sales Report | Form for supplier reporting of sales on a quarterly basis | Mandatory | 7/7/2011 |
| Stage: OP: Operations |
| SPD-CC001 | Designation of Program Administrator Form | Official form for State Entities to notify State Purchasing of who serves as their Purchasing Card Program Administrator, Fuel Card Program Administrator and/or Travel Card Program Administrator
| Mandatory | |
| SPD-OP001 | Designation of State Entity Procurement Officer (APO or CUPO) | Form submitted by APO or CUPO for approval by the DOAS-SPD Assistant Commissioner | Mandatory | 4/12/2011 |
| SPD-OP007 | One Time Request to Exceed Delegated Purchasing Authority | Form to submit to DOAS State Purchasing for State Entity request and justification for exceeding its DPA for a specific acquisition | Mandatory | 9/19/2011 |
| SPD-OP008 | Permanent Increase to RFP DPA Request | Form to be used by state entities who desire to request a permanent increase to their RFP delegated purchasing authority | Mandatory | 8/31/2011 |
| SPD-OP010 | Entity Organizational Information | Form for APOs or CUPOs to submit procurement staffing changes to State Purchasing | Mandatory | |
| SPD-OP012 | Ad Hoc Training Request Form for Team Georgia Marketplace™ | Form for state entity business advisors to request an ad hoc Team Georgia Marketplace™ training course for their organizational personnel. | Mandatory | |