Tools

Public Institution: Solicitation Template to Get Bids from Values-Based Vendors

  • Implement
  • Public Institution
  • Purchasing Commitment
  • Self-Operated
  • Vendors

Tailoring Solicitation Language to Get Bids from Values-Based Vendors

Purchasing below the de minimis threshold is an effective strategy for one-time purchases, but relying solely on small or micro-purchases will not substantially shift a public institution’s purchasing patterns. To meet values-based purchasing goals, institutions will likely need to make larger purchases. Once a purchase exceeds the de minimis threshold, applicable procurement laws generally require a formal solicitation and open competition. Public institutions must ensure solicitations comply with these laws and do not improperly restrict competition.

Keep In Mind:

Additional information about alternative language and how to complete each provision of this tool can be found on the relevant Implementation Stage in the Guide.


Identify Applicable Procurement Laws

[The values-based procurement team or personnel at the institution should consult closely with the institution’s legal team and purchasing/procurement team to ascertain the particular laws and procedures that apply to the institution’s solicitation process and ensure the solicitation complies with those requirements.]

Signal Institutional Commitment to Values-Based Procurement

[Institution] is committed to values-based purchasing. Through its food purchasing, [Institution] seeks to align public dollars with core values, including [insert values/goals].

State Values-Based Product Specifications

The [Institution] seeks [insert product or product type sought] that meets the following specifications:

  • [Insert one or more values-based specifications]
  • [Insert relevant product quantity, quality, and/or delivery requirements]

Solicit Information About Vendor’s Capacity to Deliver to an Institutional Market

Institutions should consider including the following questions:

  • Has the vendor sold its product to other institutions directly or through a distributor or aggregator?
  • Has the vendor worked with other institutions implementing values-based procurement or similar purchasing goals?
  • Does the vendor have access to necessary space and equipment to store, pack, and ship product to the institution?

Getting Started

Not sure where to start? Take the Institutional Self-Assessment

Follow this guided process to reflect on your current practices. Once completeyou’ll receive recommendations for ways to take actionlearn more, and get inspired by other institutions.