PRO-207 Request for Information and Other Pre-Sourcing Methods

SCOPE: 

The purpose of this policy is to establish the request for information process and other comparable pre-sourcing methods used by state agencies to obtain preliminary information for a potential procurement.

POLICY: 

Agencies may use various methods to obtain information from potential suppliers to aid in the development of a solicitation. A request for information (RFI) or comparable methods are used to obtain information only and cannot be used as a substitute for the competitive process.

RFIs and other similar tools should be clearly marked as such and state that it cannot be used to establish a contractual commitment.

Forms and templates used to manage the request for bids/proposals process will not be used for the solicitation of information or cost estimates.  These estimates may not be used later as responsive bids.

Documents related to RFIs and other pre-sourcing methods will be retained and made available to the public in accordance with PRO-105, Procurement Record Retention and Access.

Click below for full policy document:​

PRO-207 Request for Information and Other Pre-Sourcing Methods​​​

Additional Reference Materials:

Sample IT RFI

Sample Non-IT RFI (Narrative)

Sample Non-IT RFI (Cost)

Sample Draft RFP for Comment Cover Letter