1.Purpose of This Document

PROCUREMENT PROJECT
APPROVAL REQUEST /
PROJECT NAME: / "[Click here and type]"
TRIM REFERENCE: / "[Click here and type]"
PAKCS REFERENCE: / "[Click here and type]"
DATE: / "[Click here and type]"
PROCUREMENT LEAD: / "[Click here and type]"
CONTACT DETAILS: / "[Click here and type]"

1.PURPOSE OF THIS DOCUMENT

(Please keep appropriate selection)

This approval request seeks:

approval to enter into an Agreement with [insert supplier name] for the [insert description of Goods or Services] based on the approved Procurement Summary and Recommendation paper dated [insert date]. (Attached)

approval to enter into an Agreement with [insert supplier name] for the [insert description of Goods or Services] based on the approved Tender/Quote exemption dated [insert date]. (Attached)

approval to hedge currency prior to finalising Purchase Recommendation (ensure you list in this document the reasons why you seek approval to hedge in advance)

approval for Purchase Recommendation (ensure Recommendation paper is attached)

2.PROJECT DETAILS

Project leader / [insert name and position]
School / Centre / Faculty
Purchase of / [insert description of goods or services]
Supplier / [insert supplier name]
Agreement Type / “[UNSW Agreement (long form), or UNSW PO Agreement (short form), or UNSW PO T&Cs]”
Total Contract price (ex GST)
(over term of agreement)
In AU$ (specify if not AU$) / [insert to the Total contract price over the term of the agreement]
Term of Agreement / [insert term of agreement and specify in options for extension e.g 3 year term plus 2 x 1 year extension options]
Grant Ref / Project Ref /other funding info / [insert grant reference - e.g. LIEF grant no. or Project Ref e.g PS#] – Delete if not applicable
Installation Site (completed Site, Services and Installation Checklist and Budget form must be attached. Form is located on the Strategic Procurement website.) / [insert building / lab / room no. or delete if not applicable]
GIPA Act
Governance reporting requirements / [indicate what GIPA reporting category applies based on Total Contract price]
Class 1 Over $150K < $5M
Class 2 Conducted without tender
Class 3 Over $5M

3.BACKGROUND AND OVERVIEW OF THE PROJECT

[Insert short background and overview of project and outcome]

[Include reference to Legal sign off or highlight any legal risks associated with entering into this Agreement ]

4.RECOMMENDATION

It is recommended that UNSW executes an Agreement with [company name] for the [insert description of goods or services] based on the Project details captured in Section 2. [If any benefits (savings or cost avoidance) specify. E.g as a result of a BaFO $x reduction was realised]

Recommended by

Project Lead
Position / Date

Supported by

Project Sponsor
Position / Date
Strategic Procurement
Position / Date

Approved by

[Name - Financial Delegate for the budget spend who has the authority to enter into an agreement on behalf of UNSW]
[Position:] / Date

ATTACHMENTS

Signed Quote/tender exemption
Signed Procurement Summary and Recommendation
Agreement [insert agreement name]