p r o c u r e m e n t g u i d e l i n e s- n y s general services（p r o m e n c u r e t g u我d e l n e s - n y s总务）（57页）.docVIP

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p r o c u r e m e n t g u i d e l i n e s- n y s general services（p r o m e n c u r e t g u我d e l n e s - n y s总务）（57页）.doc

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CONTENTS I. OVERVIEW 2 A. Introduction and Purpose 2 B. Terminology 2 C. Application and Scope of Guidelines 2 D. Competition and Maintaining a Fair and Open Process 2 II. PROCUREMENT BASICS 2 E. Overview of Procurement Tools 2 F. Choosing a Procurement Vehicle and the Order of Purchasing Priority 2 G. Preferred Source Offerings 2 H. Contracts 2 OGS Centralized Contracts 2 OGS or Less 2 Backdrop Contracts 2 Agency or Multi-Agency Established Contracts 2 I. Discretionary Purchases 2 J. Procurement Card Program 2 K. Purchase Orders 2 L. Purchase Authorizations 2 M. Interagency Memorandum of Understanding 2 III. GENERAL GUIDANCE FOR SOLICITATIONS 2 A. Introduction 2 B. Procurement Ethics 2 C. Mandatory Requirements 2 D. State Reserved Rights 2 E. Gathering and Exchanging Information Prior to Solicitation 2 Request for Information 2 Request for Comment 2 Draft Request for Proposals 2 Roundtable Session 2 F. Procurement Lobbying Law 2 G. Advertising Procurement Opportunities 2 H. Determination of Vendor Responsibility 2 I. Workers’ Compensation Insurance and Disability Benefits Requirements 2 J. Bidder Debriefings 2 K. Contract Administration and Monitoring 2 IV. SPECIFIC GUIDANCE: INVITATIONS FOR BIDS 2 A. Introduction 2 B. Steps for Conducting an IFB 2 Step 1: Develop Specifications 2 Step 2: Prepare the Solicitation Document 2 Step 3: Advertise the Procurement Opportunity 2 Step 4: Distribute the IFB 2 Step 5: Conduct Site Visits and Pre-Bid Conferences 2 Step 6: Answer Questions 2 Step 7: Receive Bids 2 Step 8: Conduct Bid Opening 2 Step 9: Conduct Administrative Review of Bid Submission 2 Step 10: Verify Responsiveness and Responsibility of Apparent Low Bid 2 Step 11: Make Award 2 Step 12: Obtain Approvals 2 Step 13: Issue Purchase Order or Contract 2 V. SPECIFIC GUIDANCE: REQUESTS FOR PROPOSALS 2 A. Introduction 2 B. Essential RFP Contents 2 Table of Contents 2 Description of Program Objectives and Background 2 Scope of Services 2 Detailed