Create a participation plan requirement

To create a participation plan template for bidders to complete, the agency must create a participation plan requirement by providing the estimated contract details.

1. From the dashboard, click on “Create Participation Plan Requirement”. This will navigate to the Participation Plan Requirement form to be completed.
2. The Procurement Agency Name and Agency Contact Information sections will be pre-filled based on the user profile. If the details are not correct, update Profile details. 
3. Provide estimates for the relevant sections within the form. Please provide your best estimate, this won’t be shared with potential bidders and you will be asked to update this information when submitting the winning bidder’s participation plan to WA Industry Link.
   • Estimated contract information:
     • Estimated Contract Value (including GST). 
     • Estimated Contract commencement and completion dates
4. Once estimates are completed, provide the following details:
   • Contract delivery address/es
   • Tender Information:
     • Tender/Request Title
     • Request description/ Scope
     • Tender Number
     • Nature of Tender: Goods and/or services, Housing and/or works
     • Contract Coverage Location: WA – Metro, State-wide, Regional (select Regional if any part of the contract is in a regional location even if one of those regions is WA-Metro)
   • Dates:
     • Tender Open Date
     • Tender Close Date
5. Once completed, click “Submit”.
6. The page will navigate to the Participation Plan Requirement Summary page where the provided information can be reviewed. To make amendments to the participation plan requirement, click “Previous” at the bottom of the page and resubmit the form on completion.
7. To include the Participation Plan template in the relevant tender documentation, click “Copy Link” under the Next Steps section to copy the Participation Plan template’s URL. Paste this URL in the relevant section of the tender documentation for bidders complete a participation plan.
8. At the bottom of the Participation Plan Requirement Summary page, review the Email Notifications options. If an email notification is required when a Supplier completes a Participation Plan, click on “Yes, email me”. 
9. On completion, click “Back to home” to navigate to the Participation Plan Requirements page.