New Zealand Aid Tools List of Activity Management and Contracting Tools 

List of Activity Management and Contracting Tools

Tool Summary

Last updated 12 Sept 2011

Note that most of the contracting tools are available only to MFAT staff.


Activity Management Tools

Activity Quality

Activity Quality Policy 

Activity Rating Scale

Value for Money Guideline


Activity Risk

Assessing Activity Risk guideline

Activity Risk Register template


Partner Risk

Partner Risk Assessment Checklist

Key to Partner Risk Assessment


Activity Appraisal

Appraising an Activity guideline

Actviity Appraisal for Multilateral Agencies

Appraisal of Activity Concept or Design template

Appraisal Meeting Minutes


Activity Planning

Activity Planning Policy

Activity Schedule template


Activity Identification

Develop, Appraise and Approve a Concept process

Activity Concept Note template

Activity Concept: Ministerial Submission  template

Activity Concept Approval template


Activity Design

Develop, Appraise and Approve a Design process

Developing Appraising and Approving an Activity Design guideline

Activity Design Document (ADD) template

Ministerial Submission: Activity Design template

Activity Design Approval template

Activity Procurement Plan template


Programme Activity Authorities (PAA)

Programme Activity Authorities (PAA) guideline

PAA Cover Note template


Activity Implementation

Activity Implementation Policy

Implement an Activity process


Activity Monitoring

Monitoring an Activity guideline

Preaparing an Activity Monitoring Assessment guideline

Activity Monitoring Assessment (AMA) template

Formal Monitoring Visit template


Activity Reporting

Activity Progress Report template

Reporting against Workplan for Activity Progress Report template

Assessing a Report Checklist

Organisation Report Content Checklist


Activity Evaluation

Activity Evaluation Operational Policy

Evaluate an Activity process

Evaluating an Activity guideline

Evaluation Decision Checklist

TOR for Evaluation Steering Group template

TOR for Evaluation template

Evaluation Plan template

Evaluation Report template

Feedback on Evaluation Plan or Report template

MFAT Response to Evaluation template

Six Monthly Divisional Report on Evaluations template

Evaluation Questions knowledge note

Participatory Evaluation knowledge note


Activity Completion

Preparing an Activity Completion Report guideline

Activity Completion Report template

Reporting against Workplan for Activity Completion Report template

Assessing a Report Checklist

Activity Completion Assessment (ACA) template


Activity Exiting

Exiting an Activity guideline

Contracting Tools

Contracting Processes

Preparing a Templated Procurement Contract or Grant

Preparing a Complex Procurement Contract or Grant

Preparing an Immaterial Variation

Preparing a Minor Variation

Preparing a Substantive Variation

Request and Approve a Contracting Exemption


Contracting Policy and Guidelines

Front matter

Contracting Policy

1. Setting the Scene  

2. Getting Started

3. Contracting for Grants

4. Contracting for Procurement

5. Budget Guidelines

6. Contracting in an Emergency

7. Exemptions to Contracting Policy

When to Seek Budget  or Financial Advice for Grants


Conflict of Interest Declarations

Conflict of Interest Declaration

Conflict of Interest Declaration for Assessment Panel Members


Terms of Reference

Terms of Reference template


Grants

Grant Funding Arrangement (GFA)

Costed Workplans 

Grant Contribution

Contribution Towards Expenses

Letter of Scholarship Offer


Contracts for Services (CFS)

Procurement Planning and Supplier Selection Memorandum

Request for Quote (RFQ) template

Assessing a Budget Checklist (under $100k)

Emergency Purchasing Policy Authorisation Form 

Contract for Services under $100K

Contract for Services over $100K


Memorandum of Understanding (MOU)

MOU template

Costed Workplans


Variations

Variations Policy

Variations Quick Reference

Email Letter of Variation

Letter of Variation (LOV) template


Contracting at Post

Crown Minor Contract and Minor Variation


Minor Contracting 
(at Post)

Post Minor Contract

Post Minor Contract Letter of Variation (LOV)

Post Minor Contract Letter of Variation (LOV) Fiscally Neutral


ACS: Approved Contractor Scheme

ACS Database User Guide

ACS Skills Reference Guide

ACS Closed Tender RFQ

ACS Closed Tender Cover Letter

ACS Closed Tender Assessment Criteria

ACS Request for Service

ACS Cover Letter

ACS Tender Assessment Criteria

ACS Asessment of Budget/Quote

ACS Standing Offer Terms and Conditions

ACS Contract of Assignment (COA)   

Form A: Contractor Performance Assessment 

Form B: MFAT Performance Assessment