PROC 401 - Procurement & Solicitation Roles

The PROC 401 self-guided curriculum is designed to instruct and provide helpful tips to all agency personnel who have a role or participate in the Procurement and/or Solicitation Process.

Procurement Guides, Instructions, Checklists, and Forms are included in PROC 401.

-Nancy McIntyre, State Purchasing Agent

Procurement & Solicitation Professionals

Procurement Processes for Procurement & Solicitation Roles

  • Learning & System Guidance Curriculum
    Tight timelines, complex rules, and limited staff resources can make it difficult for agencies to plan and execute procurements in ways that maximize the likelihood of positive outcomes for clients or innovations that increase value for taxpayers. Extra assistance on procurement can help agencies focus attention on and elevate the most important factors for improving the results of RFPs and the resulting contracts.
  • Processing & Action Repository
    Get the Forms and Templates you need to get the job done. For instance, the OSP Request for Proposal (RFP) Template and Conflict of Interest Form.
  • All Curriculums begin with Pre-Requisite PROC 101 | Rhode Island Division of Purchases (ri.gov)

Learning & System Guidance Curriculum

Procurement Guides and Instructions

Active Contract Management

Agency New Vendor Registration Determination Guide-&-FAQ Feb2020.pdf

Agency Procurement Tracker

Assumption-Buster Exercise Facilitation Guide

Business Regulations and Ethics

Checklist: RFP Process

Critical Information to include in an RFP

Emergency MPAs Manual

Emergency Procurements Protocols 01182022

External RIVIP Posting Login for Agency Grants/Delegated Solicitations

Fiscal End of Year Letter and Instructions

Master Price Agreement FAQs

Preparing for Active Contract Management

Procurement Needs Assessment Worksheet

Purchasing 101 Agency Presentation

Quick Start Guide to Procurement

Request for Proposals (RFP) - Start to Finish

RFP Evaluation Process

RIFANS Req and PO Search Check List.pdf

Selecting the Appropriate Procurement Type.pdf

Small Purchases Delegated Authority Use Information

Strategic Sourcing Playbook

Strategies to Inform RFP Deveopment

Timeline: RFP Process

Processing & Action Repository

Procurement Forms

Agency Attestation FAQs 07222022.pdf

Agency Attestation Form 07272022.pdf

Architectural Engineering Consultant Services Authorization Form.docx

Business Associate Agreement Decision Tree

Business Associate Agreement

Conflict of Interest Form

Contract Dispute Complaint Form

Custom Rhode Island AIA Documents Guide

Custom DOA AIA c172-2014 OPM 09.13.19

Delegated Authority Small Purchase Authorization Form.docx

MBE Utilization Plan Form Updated October 26 2022 2014-15

OSP RFI Template - Solicitation for Information

OSP RFP Template - Solicitation Specifications

OSP RFQ Public Works Template - Solicitation/Scope of Work

RFQ Template - Solicitation/Scope of Work

OSP SOQ Schedules Forms A thru K.docx

OSP SOQ Solicitation Specifications Statement of Qualification.docx

OSP Tentative Selection Letter for Agency Use INSTRUCTIONS

OSP Tentative Selection Letter for Agency Use

Proprietary Source Justification Form

Request to Retain Legal Counsel (RLC)-MS WORD

Request to Retain Legal Counsell (RLC0_FILLABLE ADOBE PDF

RIFANS Change Order Forrm_Fillable Adobe PDF

RIFANS Change Order Instructions1.pdf

Single Source Instructions and Form.docx

Sole Source Authorization Instructions and Form-1-3.docx

Next Step

If you Manage Contracts and have not taken PROC 301 - Contract Manager, please take the 301 Curriculum.

If you are a Requisitioner and have not taken PROC 201 - Requisitioner, please take the 201 Curriculum. 

Because each Curriculum is designed to provide all materials that meet the Learning and Actions associated with that specific procurement role, you may see some materials cross over between Curriculums.

When you have completed PROC 401

You have gained knowledge of the Procurement Processes and Solicitation role, and discovered the helpful resource guides, tips, checklists, and forms that are available to you at any time.

Return to PROC 401 or visit the Agency Procurement Library to access these resources.

Congratulations and Thank You for completing the PROC 401 Curriculum.

-Nancy McIntyre, State Purchasing Agent

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