Blog Post  Best Value Procurements Handbook Updated

The Operational Services Division (OSD) has published a revised version of the Conducting Best Value Procurements Handbook (the “Handbook”). The latest update largely addresses new requirements for Executive Departments related to the compliance metrics being tracked by OSD, use of the new CLM module in COMMBUYS (only available to Executive Departments), and mandatory procurement training for Executive Department Chief Procurement Officers (CPOs) and procurement staff.

Introduced by OSD in 2016, the Handbook is a one-stop reference guide for conducting procurements that outlines the process and related policies from concept to contract award. Although the Handbook was written for Executive Departments, all procurement professionals may find it to be a valuable resource for conducting competitive procurements, purchasing, and contract management requirements for goods and services, including the use of COMMBUYS.

The Handbook is a living document that is updated as requirements change. OSD encourages everyone responsible for procurement to bookmark this resource. Please take some time to re-familiarize yourself with the Handbook’s content. We direct your attention to three sections of the Handbook that are of importance:

1. II. A. vi. 4./ Appendix I.: Mandatory Training Requirements — OSD has implemented mandatory training requirements for Executive Department CPOs and procurement staff, which are based on roles in the procurement process. Details are found in new Appendix I.
2. III. D. vi. / Appendix G.: Procurement File Requirements — OSD regulations require certain documents to be kept as part of the Procurement File. As previously announced, OSD has begun assessing agency compliance with the requirement to maintain a complete Procurement File and Procurement Folder, as defined in the Handbook. Details and guidance about these requirements have been added to the Handbook.
3. Appendix A.: Exception Requests — Agencies should note that requests to OSD for approval to post Due Diligence Notices of Intent (NOIs), to join Cooperative Purchase Agreements, to execute Interim Contracts, and to post departmental RFRs for goods or services otherwise available on Statewide Contracts must be submitted to the Purchasing Agent through the CLM. As of August 1, 2023, these requests will not be accepted via the purchasing.agent@mass.gov email address. The purchasing agent email will remain active for other requests and questions.

Refer questions or feedback about the Conducting Best Value Procurements Handbook to OSD Legal.