Periodic reporting under procurement-related policies

Understand how to monitor performance under procurement-related policies.

Monitoring performance under procurement-related policies is needed to meet:

  • policy requirements
  • legal requirements

Periodic reporting to policy owners on outcomes achieved under procurement-related policies is required to:

  • provide visibility to government on what has been achieved under the policies across government
  • provide information to policy owners inform policy, guidance, capability and monitoring activities

Review contract documents to identify the procurement-related policies in the contract.

Procurement-related policies may include:

  • Local Jobs First – local industry development
  • Local Jobs First – Major Projects Skills Guarantee
  • Social Procurement Framework and the Building Equality Policy
  • Fair Jobs Code

Step 2: Create and maintain records

Create and maintain records on implementing the procurement-related policies:

  • commitments included in the contract
  • how commitments were delivered and managed

Step 3: Review the contract

Review contract documents to identify reporting requirements for each policy.

Different requirements may apply for each policy. Frequency of review may be different under each policy.

Periodic reporting may include reviewing delivery of commitments for the period under review.

Step 4: Complete periodic reporting activities

Complete periodic reporting activities, using templates developed policy owners.

Reports may need to be:

  • entered into a system by the supplier or buyer
  • collated by the Agency for end of year combined reporting, or
  • sent direct to the policy owner using a specified template

Consult Agency procurement team for advice on how to submit each report.


Manage probity and conflicts of interest

Manage probity – consider issues raised at Probity issues by stage and task.

Conflicts of interest can arise during this task. Identify, declare and manage these.

Address Agency rules

Consult Agency procurement team for advice on meeting:

Follow Agency specific rules on when to seek an approval and who can give the approval.

Follow Agency specific rules for recording decisions and storing records.