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Forms & Guide

The State Procurement Bureau has released the State of Montana Procurement Manual.  This guide provides a framework for navigating the complexities of the Montana Procurement Act and offers practical guidance for agencies to acquire goods and services effectively and efficiently.  The guide covers the complete procurement life cycle, from the identification of a need through contract closeout.  If you have any feedback or questions, please email spb@mt.gov.

Procurement Guide

Procurement Guide  Download the Complete Guide (PDF, 6.6 MB)

Please note:  in the below table, we have organized the appendices by category for ease of searching.  However, they are numbered in the order referenced throughout the procurement guide.  Therefore, the numbers may appear out of order in the listing.

*The file type is indicated next to the name of the document. If no file type is listed, it is a WORD document.  

Appendices - Procurement Forms and Templates


Appendix 18 - RESERVED
Appendix 20 - Q & A Document (Sample)
Appendix 28 - Request for Proposal (RFP) Manual [PDF]
Appendix 31 - Tier II Solicitation Procedure - General
Appendix 38 -  Sole Source Form and  Sole Brand Form 
Appendix 41 - Tier II Solicitation Procedure - Environmental Services
Appendix 42 - Tier II Cover Sheet & Instructions - Environmental Services
Appendix 44 - Tier II Solicitation Evaluation Criteria - Environmental Services
Appendix 45 - Tier II Scoring Matrix [EXCEL]
Appendix 46 - Tier II Solicitation Checklist - Environmental Services
Appendix 54 - Scoring Guide (Sample)
Appendix 57 - RESERVED