Build the limited tender or exemption justification record
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Work with the lawyer on the record: assemble the value, scope, market history and supporting documents, set out the condition or exemption the lawyer has selected, and help draft the statement of circumstances and the value-for-money record under the lawyer's direction. Do not select the condition or exemption and do not assert that it is satisfied.
- What the lawyer must review
- Select the condition or exemption, decide whether the facts actually meet it rather than merely sit near it, test the value-for-money conclusion independently, and confirm the reportable code and the reporting deadline before the record goes to the delegate.
- Written for / version
- US
Open a jurisdiction version of this task to see which instruments apply: US
Who does what
| Role | What they do |
|---|---|
| Assistance | Work with the lawyer on the record: assemble the value, scope, market history and supporting documents, set out the condition or exemption the lawyer has selected, and help draft the statement of circumstances and the value-for-money record under the lawyer's direction. Do not select the condition or exemption and do not assert that it is satisfied. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Select the condition or exemption, decide whether the facts actually meet it rather than merely sit near it, test the value-for-money conclusion independently, and confirm the reportable code and the reporting deadline before the record goes to the delegate.
- Check the output against the source documents named in it before it is relied on.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Limited tender written report | Checklist | AI use Yellow | Record of why a procurement at or above the threshold was a limited tender, and of the written report paragraph 10.5 requires when Division 2 applies. |
Signed-in accounts can read the full text of each one. All precedents.
Sources
- https://www.finance.gov.au/sites/default/files/2025-10/Commonwealth-Procurement-Rules-2025.pdf · 2026-09-27
- https://www.anao.gov.au/work/performance-audit/limited-tender-procurement · 2026-09-27
- https://www.aph.gov.au/Parliamentary_Business/Committees/Joint/Public_Accounts_and_Audit/CommonwealthProcurement/Report/Chapter_2_-_Common_inquiry_themes · 2026-09-27
These are suggested working checks. Confirm the required checking with the responsible lawyer before work starts; the checking approach does not establish permission to use AI.