PROCUREMENT GUIDELINES

L. Ad ap ting S tanda rd Fo rma ts to the Spec ific P rocu remen t

In general, previously issued solicitations and/or solicitation templates can be very helpful when creating a solicitation document for a new procurement. However, it is important to recognize that such models must often be adapted to suit the particular circumstances. Be aware that changes in law may have occurred since the example was created, which in turn may alter the provisions that must be included. Some amount of tailoring is typically necessary to construct an appropriate and effective solicitation package. Sample outlines for developing an IFB and an RFP are included in these Guidelines in Chapter VIII. Exhibits. Consistent with the point made above, depending on the scope and nature of the specific procurement project, not all of the sections and clauses in these samples may apply. Similarly, the scope and nature of the procurement may require sections and clauses that are not listed in the respective samples. For additional guidance in adapting a template or a previously used format to suit the procurement situation at hand, it is advisable to refer to the agency’s policy and procedures and consult with experienced procurement personnel.

New York State Procurement Guidelines 40