Government of Western Australia Department of [Public Authority Name]

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[Products and services procurement templates - Request for Exemption and Approval for Australian Disability Enterprise (ADE) or Aboriginal Business Purchasing. This template should be used for procurements $50,000 and above.]

Request for Exemption And Approval, as applicable, Pursuant to the State Supply Commission’s Open and Effective Competition policy for Purchasing from an Australian Disability Enterprise (ADE) or an Aboriginal Business

Supply Of: [Details of product/service requirements]

Contract Term: [number] months/years, with [number] options to extend, each of [number] month/year duration [d elete options details if no extension options]

Estimated Total $[Value] including GST Contract Value: [value over the entire contract term including extension options]

Public Authority: [name of Public Authority]

Date Prepared: DD Month YYYY

Prepared By: [Public Authority Officer Name] [Public Authority Officer Title] [Email] [Phone number] REQUEST FOR EXEMPTION

NOTES Purchasing from an ADE or an Aboriginal business Where there is an opportunity to procure from:  A business that primarily exists to provide the services of persons with a disability and that business is a registered ADE. [ADEs are commercial businesses that employ people with disability. A complete list of approved ADEs is available from the Australian Disability Enterprises website www.ade.org.au]. OR  A registered Aboriginal business and the value of the purchase does not exceed $250,000. [A complete list of registered Aboriginal businesses may be found at www.abdwa.com.au. An Accountable Authority may approve a public authority undertaking a procurement in excess of $250,000 from a registered Aboriginal business, if they consider that circumstances exist to support the procurement being undertaken]. Then a public authority may procure directly from those entities without complying with the Open and Effective Competition policy minimum requirements and notwithstanding the existence of a mandatory Common Use Arrangement (CUA). Please note, to further streamline the process, it is no longer required to request advice or approval from the Department of Finance, regardless of value, when seeking an exemption from the minimum requirements of the Open and Effective Competition Policy and the use of mandatory Common Use Arrangements for a purchase from an ADE or an Aboriginal business. Public Authority Partial Exemption Obligation - Exemptions from Supply Policy The public authority must maintain a current register of all: • exemptions from the minimum requirements of; and • approvals allowed pursuant to; the State Supply Commission’s supply policies. The public authority must ensure that adequate records of decisions are kept. This template can be used to record the justification for the exemption and approval decisions (for procurements $50,000 and above). Other State Supply Commission Policy Requirements Where it is envisaged that the estimated contract value will be $5 million or above and/or a contract term in excess of five (5) years is required then contact the Social Procurement Initiative Manager for advice in regards to the other obligations required to be undertaken in these circumstances.

Template – Request for Exemption – ADE or Aboriginal Business Purchasing Finance v 280817 Page 2 of 4 REQUEST FOR EXEMPTION

1 REQUIRED PRODUCTS AND/OR SERVICES

An exemption and approval[Delete this if not a Aboriginal business procurement >$250,000]from the minimum requirements of the State Supply Commission’s Open and Effective Competition policy (the policy) is sought for the supply of [details of product/servi ce requirements].

1.1 Term

The proposed contract term is [number] months/years. There will be [number] options to extend the term, available at the absolute discretion of the FORMTEXT FORMTEXT FO RMTEXT [public authority name], each option having a [number] month/year duration.[del ete sentence if no extension options]

1.2 Estimated total contract value

The estimated total contract value of the procurement over the proposed term of the contract (including all extension options) is $[value] (GST inclusive).

[Include one of the following options:]

[Option 1:]A lump-sum price for all products/services required under the proposed contract will be sought, and the contract will be awarded at a fixed price.

[or Option 2:]Prices for the products/services will be sought on a unit basis (i.e. time and materials). However a maximum contract value of $[value] (including GST) will apply to the contract. The maximum contract value is based on [details on how the ceiling or cap w as determined - e.g. past contracts/experience].

1.3 Availability of funding

The availability of appropriate funding has been confirmed by [public authority officer name], [public authority officer title].

2 JUSTIFICATION

2.1 Exemption from minimum requirements

This exemption from the minimum requirements of the policy is sought as there is an opportunity to procure from a registered ADE that primarily exists to provide the services of persons with a disability. [Name of ADE] is a registered ADE. [or choose as applicable ]a registered Aboriginal business - [Name of Aboriginal business].

The [public authority name] has held discussions with [Name of registered ADE or registered Aboriginal business], which has outlined its capacity and capability to undertake the work and has expressed keen interest in delivering the required products/services.

The [public authority name] wishes to explore this option further and investigate whether a value for money solution exists by inviting [Name of registered ADE or registered Aborigin al business] to respond to a Request.

[For an Aboriginal business procurement that will be in excess of $250,000 include the following otherwise delete]

Template – Request for Exemption – ADE or Aboriginal Business Purchasing Finance v 280817 Page 3 of 4 REQUEST FOR EXEMPTION

The approval of FORMTEXT [Accountable Authority title] is also sought as the procurement is in excess of $250,000. The circumstances that support the procurement being undertaken in excess of $250,000 are [Detail the circumstances that exist to support the procurement in excess of $250,000].

3 RECOMMENDATION AND UNDERTAKING

It is recommended that the FORMTEXT [Accountable Authority title] of FORMTEXT FORMTEXT FORMTEXT [public authority name] approve this request, in order that offers to supply [details of product/service requirements] can be sought from [Name of registered ADE or registered Aboriginal business].

The FORMTEXT FORMTEXT FORMTEXT [public authority name] will add this exemption [Edit as required]and approval to the exemption register as required under its Partial Exemption[See the NOTES at page 2 of this document, Public Authority Partial Ex emption Obligation].

The FORMTEXT FORMTEXT FORMTEXT [public authority name] will undertake the procurement by following the “How do I buy” process outlined on the Department of Finance’s Government Procurement website for ADEs (www.finance.wa.gov.au > Government Procurement > Australian Disability Enterprise > How do I buy)[or choose as applicable]Aboriginal Business Initiative ( www.finance.wa.gov.au > Government Procurement > Procurement Initiatives > Aboriginal Business Initiative > How do I buy).

4 SUBMITTING OFFICER [Public authority name]

Name

Title

Contact Number

Signature: Date: ______/____/______

5 APPROVAL Approval by the Accountable Authority or delegate

Name

Title

Approved Comments: Not Approved

Signature: Date: ______/____/______

Template – Request for Exemption – ADE or Aboriginal Business Purchasing Finance v 280817 Page 4 of 4