Appendix 3: Order Form

Appendix 3: Order Form

BUYING PROCESS:

Step 1 – The Public Authority or other approved user (Customer) completes PART A and Section A1 and / or A2. The Customer is to complete the email addresses of participants to enable the contract manager to conduct KPI measurement (Section A3).

Step 2 – The Customer sends this Order Form to Provider for review.

Step 3 - The Provider completes PART B, returns the form to the Customer.

Step 4 - The Customer reviews Part B, completes PART C and returns the form to the Provider.

Step 5 - After the training is delivered, the Provider sends an invoice to the Customer.

PART A: REQUEST TO PROVIDER

To: (Name of Provider and contact name)

This request is called under the Common Use Arrangement CUATRA2012 Training Courses.

PUBLIC AUTHORITY/ CUSTOMER DETAILS
Name of Customer:
Section / ABN
Contact person
Name and Title:
Email
Billing Address: / Phone:
Fax:
Postcode / Mobile:
Authorised purchaser's name:
Payment by Government Purchasing Card:
YES NO
/ P-Card Number:
Name on Card:
Expiry Date:
Purchase Order Number:

In-house Course Booking Online Course Booking Public (Per Seat) Booking

If you are booking an in-house/online training course please proceed with Section A1.

If you are booking a public (per seat) training course please proceed with Section A2.

Section A1- In-house/Online Training

Course Name
Course Code / Course Duration
Commencement Date/s / Finish Date/s
Number of Participants
(insert emails in section A3 below)
Detail Any Pre and / or Post Training Requirements
Venue Hire required?
(If yes please specify general location) / YES NO NA (Online)
Catering required?
Dietary Requirements where applicable / YES NO NA (Online)
Travel to the regions required
(if yes, please specify location) / YES NO NA (Online)
Customisation Required? / YES NO
Customisation Details (if applicable)
Contract Management Requirements
Specific KPIs?
(if yes, please outline KPI’s) / YES NO
Code of Conduct required to be viewed and signed by Trainer
( if Yes please provide a copy) / YES NO
Copy of completed feedback forms required? / YES NO
(if Yes, please provide sample feedback form or if you wish to use a Contractors feedback form please state here)
Reporting Requirements?
(if yes, please outline) / YES NO
Other Requirements?
(if yes, please outline) / YES NO

Section A2 – Public Training

Course Name
Course Code / Course Duration
Catering required?
Dietary Requirements where applicable / YES NO
Preferred Date/s
Number of Participants
(insert emails in section A3 below)
Other Requirements

Section A3 - In-house / Public Participant Email Addresses:

Please note the Contract Authority (Department of Finance) may wish to survey participants after the training course in order ensure contractor compliance with the Key Performance Indicators under the Training Common Use Arrangement. Therefore please complete this section to ensure measurement of KPI’s under the contract.

Name / Phone / Email

PART B: CONFIRMATION BY PROVIDER

To: ______(Contact name and name of Public Authority)

Course Type
(delete as appropriate) / In-house / Online / Public
Course Code and Name
Seat/Course Numbers Confirmed (where different from original order)
Course Start and Finish Times
Prerequisites (if any)
Directions and Parking
Other information
Pricing
Course Rate (for total number of seats)
Catering Costs (if applicable)
Discount (if applicable)
Customisation – Fixed Number of Hours/Half Days/Full days required
Customisation Costs
Additional Costs (please specify)
Total Cost excluding GST
Total Cost Including GST

If there are multiple courses being purchased through one engagement, please copy and paste the above for each different course.

*Public Authorities are advised to respond swiftly given the limited number of seats.

I (the Provider) certify that the information is in accordance with the conditions of contract (CUATRA2012 - Training Courses) and quoted costs are as or below my CUA rate offered.

Name: ______

Signed: ______

Date: ______

PART C: ACCEPTANCE BY CUSTOMER

To: ______(Name of Provider and contact name)

We agree to make an engagement under the conditions of contract CUATRA2012- Training Courses.

The following additional requirements have been agreed upon by both parties (if applicable):

(Insert Customer Contract additional requirements i.e. Reporting and Contract Management requirements).

Name: ______

Signed: ______

Date: ______