Prepare the probity plan and the conflict-of-interest register for the evaluation
Key facts
- Human involvement
- GreenLawyer review
- How AI is used
- Populate the probity plan from the firm's validated template using the governance facts the lawyer has approved, and build the register from the returned declarations, listing each declarant, the role held and each declared interest against the tenderer and subcontractor lists. Leave the management action for each conflict blank for the lawyer.
- What the lawyer must review
- Decide the management action for each declared or apparent conflict, confirm the panel composition and the delegation, decide whether a probity adviser or auditor is warranted, and check that the plan describes the process actually to be run rather than the template's default.
- 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 | Populate the probity plan from the firm's validated template using the governance facts the lawyer has approved, and build the register from the returned declarations, listing each declarant, the role held and each declared interest against the tenderer and subcontractor lists. Leave the management action for each conflict blank for the lawyer. |
| Lawyer | Decide the management action for each declared or apparent conflict, confirm the panel composition and the delegation, decide whether a probity adviser or auditor is warranted, and check that the plan describes the process actually to be run rather than the template's default. |
Checklist
- Confirm the instructions, the jurisdiction and the complete relevant material before starting.
- Decide the management action for each declared or apparent conflict, confirm the panel composition and the delegation, decide whether a probity adviser or auditor is warranted, and check that the plan describes the process actually to be run rather than the template's default.
- 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 |
|---|---|---|---|
| Evaluation panel member and adviser confidentiality and conflict of interest declaration | Form | AI use Yellow | A declaration for each evaluation committee member, adviser and observer in a government procurement: confidentiality undertakings, disclosure of actual, potential and perceived conflicts, gifts and hospitality, AI-tool rules and a continuing duty to update. |
| Probity plan for a government procurement | Policy | AI use Yellow | A probity plan for a Commonwealth procurement: principles, roles (including any probity adviser or auditor), conflicts, confidentiality and information security, communications with tenderers, handling late or non-conforming submissions, AI tool rules, breaches and records. |
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.info.buy.nsw.gov.au/resources/engaging-probity-advisers-and-auditors · 2026-09-27
- https://www.icac.nsw.gov.au/prevention/basic-standards/conflicts-of-interest · 2026-09-27
- https://www.anao.gov.au/work/audit-insights/management-of-conflicts-of-interest-in-procurement-activity-and-grants-programs · 2026-09-27
- https://www.buyingfor.vic.gov.au/probity-procurement-goods-and-services-guide · 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.