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ALP Manual Updates

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ALP Manual
ALP Manual Updates
ALP Manual
Appendices
Class Materials

ALP Manual Updates

September 20, 2021, Updated Appendix E and Appendix F to reference the SWIFT Solicitation Documents provided as Approved Forms.

September 20, 2021, Updated Appendix Q, Instructions for Construction Solicitations.

August 27, 2019, Updated Appendix Q, Instructions for Construction Solicitations.

July 22, 2019, Updated Section 1.10.1, to reflect a change in the amount to which preference is applied.

December 18, 2018, Updated Appendix N, revised Purchasing Policy 33

May 14, 2018, Updated Appendix Q, Instructions for Construction Solicitations.

April 2, 2018, Updated Appendix N, Purchasing Card Use Policy 1b.

March 30, 2018, Updated Appendix N, revised Policy 18-01 (Internal Review Policy) and changed file format from Adobe PDF to MS Word document.

October 20, 2017, Updated Appendix Q, Instructions for Construction Solicitations.

April 7, 2017, In Appendix Q, Instructions for Construction Solicitations was updated.

February 23, 2017, In Appendix B, Glossary of Common Procurement terms was updated.

December 15, 2016, Updated Class Material section of the ALP Manual.

December 8, 2016, Updated Appendix D, Forms, with a copy Department of Revenue Sales Tax Fact Sheet 142.

November 16, 2016, Updated Class Material section of the ALP Manual.

October 26, 2016, Updated Class Material section of the ALP Manual.

October 1, 2016, Updated Appendix J, with a revised list of Economically Disadvantaged Counties in Minnesota.

September 7, 2016, Updated Appendix O, adding Executive Order 16-07 - Directing Steps to Reverse Pollinator Decline and Restore Pollinator Health in Minnesota (August 25, 2016).

August 31, 2016, Updated Appendix G, Instructions for Determining Eligibility for Reciprocal Preferences.

August 17, 2016, Updated the Class Materials section of the ALP Manual.

July 14, 2016, Updated Appendix N, revised Purchasing Policy 23.

July 6, 2016, Updated Appendix Q, Instructions for Construction Solicitations.

July 1, 2016, Updated ALP Manual with revised Sections 1-4, Policy 23, Policy 35, Appendix Q, and Appendix D, Forms, Tabulation Sheet, to include equity select procurement and a 6% ED preference for construction. In Appendix D, Forms, Request for Bid (solicitations greater than $10,000) has been deleted.

June 22, 2016, Updated Appendix N with an updated version of Policy 15, Instructions for Taxes Paid Directly to Vendor as an Exception to Direct Pay.

June 1, 2016, Updated Appendix D , Forms, with updated Special Insurance Requirements to include Network Security and Privacy Liability Insurance, Privacy Liability Insurance, and Property of Others Insurance

May 25, 2016, Updated Appendix L Environmental Information, with updated training material with the new title of Sustainable Purchasing.

May 4, 2016, Updated Appendix S with new and additional SWIFT resource links.

April 27, 2016, Updated Appendix D with a revised Request for Bid (solicitation greater than $10,000).

April 6, 2016, Updated the Class Materials section of the ALP Manual.

April 6, 2016, Updated Appendix B by adding a link to Procurement Acronyms.

March 28, 2016, Updated Appendix G with new link for State by State Reciprocal Preference Data.

March 23, 2016, Updated Appendix D with a revised Veteran-Owned Preference Form.

March 1, 2016, Updated Appendix N with a revised Policy 16, Instructions for Procuring Paper Products and Printing Services, and a revised Policy 25, Amending Contracts.

February 29, 2016, Updated the Class Materials section of the ALP Manual.

January 7, 2016, Updated ALP Manual Mission Statement, Section 2.35.1 and Section 2.49 and updated Appendix P by adding a link to ALP Training Information.

January 4, 2016, Updated Appendix P with revised $25,000 and $50,000 Certification Requirements, revised Agency ALP Certified Buyer Data Update form, and deleted the ALP Recertification Form.

December 16, 2015, Updated the Class Material section of the ALP Manual.

October 26, 2015, Updated Appendix Q, Instructions for Construction Solicitations.

October 14, 2015, Updated Class Material section of the ALP Manual.

October 9, 2015, Updated Appendix N with an updated version of Policy 23, Acquisitions ALP Policy, Procedures, and Training Overview.

October 7, 2015, Combined into one online document the ALP Manual Introduction, Table of Contents, Preface, and Sections 1-4; in Sections 1, 2, 3, and 4 changed assistant director to acquisitions manager; revised Section 2.38.1 to require solicitations greater than $10,000.00 be published for seven days.

August 26, 2015, Updated the Class Materials section of the ALP Manual.

August 13, 2015, Updated Appendix G with revised Instructions for Determining Eligibility for Reciprocal Preferences and updated the link for State by State Reciprocal Preference Data.

June 23, 2015, Updated various documents and policies so they contain current contact information and links. They are: Acquisitions Request for Emergency Authorization; Equal Pay Undue Hardship Request for Authorization; Contract Feedback; Request for FPO Policy Exemption; and Purchasing Policies 1b, 2, 10,14, 18, 19, 27b, 29, 38, and 39.

April 21, 2015, In the Class Material section of the ALP Manual.

April 2, 2015, Updated Appendix Q, Instructions for Construction Solicitations.

February 26, 2015, Updated Section 1, Authority for Local Purchase, and Section 2, General Purchasing Policies and Procedures, with policies and procedures changes and Laws of 2014 changes.

January 30, 2015, Updated Appendix D with a revised Veteran-Owned Preference Form and updated Appendix N with a revised Purchasing Policy 35, Revised Instructions for Applying Preferences.

January 21, 2015, Updated the ALP Manual Table of Contents; updated several document titles on the ALP Manual Appendices web page; and updated Appendix N with a revised Policy 29, Purchasing from DEED Certified and DHS Licensed Providers. Updated Appendix J, DHS Licensed Providers (Day Training and Habilitation vocational programs).

December 31, 2014, Updated Appendix J. Added new links for DEED Certified Providers.

December 17, 2014, Appendix N with an updated version of Policy 14, Instructions for Reporting of Purchasing Violations, Vendor Protests, and Mis-Awards.

July 2, 2014, Appendix I revised A User's Guide and changed the title to State of Minnesota Property Management Policy and User Guide dated May 1, 2014. In Appendix N, updated Purchasing Policy 10, Status of Information in Bids and Proposals Submitted to the State of Minnesota dated June 12, 2014. In Appendix R, updated Ethics and Conflict of Interest (Including Organization Conflict of Interest) dated May 2012.

June 17, 2014, Updated Appendix D with a new form titled 16A.15-16C.05 Form that replaces the form titled Purchasing Violation Form.

May 23, 2014, In the Class Material section of the ALP Manual, pages regarding insurance were updated.

May 1, 2014, Updated Appendix N with an updated version of the Purchasing Card Use Policy 1b.

March 27, 2014, Updated Section 1, Authority for Local Purchase, with updated paragraphs 1.4.2, Field Purchase Order, 1.6.6.1, DEED Certified Providers and DHS Licensed Providers, and 1.10.4, DEED Certified Providers and DHS Licensed Providers Preference; updated Section 2, General Purchasing Policies and Procedures, with updated paragraphs 2.11.3, DEED Certified Providers and DHS Licensed Providers and 2.24.4, DEED Certified Providers and DHS Licensed Providers; updated Section 3, Exceptions to the Solicitation Process, with updated paragraphs 3.9, Purchases from Rehabilitation Facilities and Extended Employment Providers (DEED Certified Providers), and 3.10, Purchase from Day Services (DHS Licensed Providers); and updated Section 4, Vendor Information, with updated paragraph 4.1.4, DEED Certified Providers and DHS Licensed Providers.

March 21, 2014, Updated Appendix C with updated Risk Management Division (RMD) Training Material.

February 20, 2014, Updated Appendix P with an updated version of the $25,000/$50,000 ALP Certification Requirements.

February 12, 2014, Updated the ALP Manual Table of Contents and updated Appendix J with a link for DHS Licensed Providers.

February 7, 2014, Updated Appendix D with an updated version of the Request for Field Purchase Order Policy Exception form and updated Appendix N with an updated version of the Purchasing Policy 2, Field Purchase Order (FPO) Policy and Limits.

January 29, 2014, Updated Appendix N with an updated version of the Purchasing Policy 24, MNIT Services for IT Purchases and Contracts.

January 23, 2014, Updated Appendix D with an updated version of the Request for Emergency Authorization Form.

January 22, 2014, Updated Appendix J with a revised Table of Groups Experiencing Disparity (only date changed) and added a link to DEED Certified Rehabilitation Facilities (Community Rehabilitation Providers/Limited Use Vendors).

January 15, 2014, Updated Appendix N with an updated version of the Purchasing Policy 23 ALP Policy and Procedures Overview.

January 8, 2014, Updated Appendix D with an updated version of the No Substitute Justification Form.

November 27, 2013, Updated Appendix D with an updated version of the Request for Bid (RFB).

November 26, 2013, Updated Appendix G with revised Instructions for Determining Eligibility for Reciprocal Preferences and updated the link for State by State Reciprocal Preference Data.

November 14, 2013, Updated Appendix D with an updated version of the Request for Bid (RFB).

November 7, 2013, Updated Appendix Q with an updated version of the Instructions for Construction Solicitations.

November 1, 2013, Updated Appendix N with an updated version of the Purchasing Card Use Policy.

October 28, 2013, Updated Appendix D with an updated Request for Emergency Authorization form.

October 22, 2013, Updated Appendix J with a revised list of Economically Disadvantaged Counties in Minnesota.

September 18, 2013, Updated Appendix D with a new form, the Minnesota Resident Form.

September 4, 2013, Updated Appendix D with a new version of the No Substitute Justification Form.

September 3, 2013, Updated Appendix D with new versions of the conference forms, the RFB, the RFP, and the pricing worksheets.

August 28, 2013, Updated ALP Manual Table of Contents, Section 1, and Section 2. In Appendix D, updated Veteran-Owned Preference form. In Appendix H, added additional statutory and rule citations. In Appendix L, MPCA training material was updated and "Environmental Codes" were deleted because they are no longer used. In Appendix O, added Model Sustainability Plan Targets adopted 2/28/13. Updated Appendix D with a new Single Source Justification form and also the Acquisitions Purchasing Form..

August 15, 2013, Updated Appendix D with new version of the Single Source Justification Form.

July 31, 2013, Updated Appendix D with new versions of the Request for Bid (RFB), the Service Certification Form, the RFB Conference Facilities, and RFP Conference Facilities and updated Appendix N with a new version of Purchasing Policy 23 ALP Policy and Procedures Overview.

January 31, 2013, Updated Appendix P with new versions of the ALP Certification Requirements and the ALP Recertification Form.

December 28, 2012, Updated Appendix D with a new version of the Request for Bid (solicitation up to $10,000) that has revised formatting and typing areas.

December 19, 2012, Updated Appendix D with a revised New Hire Reporting form Word version with a new fax number.

December 14, 2012, Updated Appendix D with a revised Request for Bid (RFB) (solicitations up to $10.000) and also a revised Request for Bid (solicitations greater than $10,000).

December 7, 2012, Updated Appendix D with revised Format for Construction Solicitations. Updated Appendix Q Instructions for Construction Solicitations.

November 27, 2012, Updated Appendix D with revised Format for Construction Solicitations. Updated Appendix Q Instructions for Construction Solicitations.

November 19, 2012, Updated Appendix D forms with revised Veterans Preference Form and Format for Construction Solicitations. Updated Appendix Q Instructions for Construction Solicitations.

October 25, 2012, Updated Appendix D forms with a revised Purchasing Violation Form, New Hire Form Reporting Form, and Request for Emergency Authorization Form.

October 10, 2012, Updated the ALP Manual Table of Contents, deleted reference to Prevailing Wage Report Form and changed the title for Appendix M. In Appendix M, revised the format and content.

October 2, 2012, Updated Appendix D with a revised Request for Bid (solicitation up to $10,000).

September 12, 2012, Updated Appendix N with a revision of Purchasing Policy 39 Encumbering Construction Supplemental Agreements.

July 31, 2012, Updated Appendix E with revisions to two general terms, paragraphs 3 (Taxes) and 20 (State Audit).

July 23, 2012, Updated the ALP Manual Table of Contents, updated Appendix D with a new form titled Request for Bid (solicitation up to $10,000; previous name - Request for Quotation); revised title for Request for Bid (solicitation greater than $10,000).

July 12, 2012, Updated Appendix D with a revised RFB.

June 26, 2012, Updated the ALP Manual Table of Contents. In Appendix N, updated Purchasing Policy 27b.

June 14, 2012, Updated Appendix P, updated $25,000/$50,000 ALP Certification Requirements, ALP Recertification Form, and Agency ALP Purchaser Data Update Form.

June 13, 2012, Updated Appendix F, updated AMPCRT in SWIFT Special Terms and Conditions.

June 5, 2012, Updated the ALP Manual Table of Contents. In Appendix N, added Purchasing Policy 39. In Appendix D, revised the Format for Construction Solicitations. In Appendix Q, revised the Instructions for Construction Solicitations.

May 17, 2012, Updated the ALP Manual Table of Contents. In Appendix N, added Purchasing Policy 27b.

April 3, 2012, In Appendix Q Construction Solicitations, the Instructions for Construction Solicitations was updated. In Appendix D, the Format for Construction Solicitations was revised.

March 27, 2012, The Class Material portion of the ALP Manual was updated.

February 29, 2012, In Appendix D the Request for Quotation (RFQ) Form and the Request for Bid (RFB) were updated.

February 9, 2012, Updated the ALP Manual Table of Contents. In Appendix N combined Purchasing Policy 13b and 13c, and removed policy 13c. In Appendix D the Workers' Compensation Exemption Form was revised and renamed Workers' Compensation Exemption Statement - Sole Proprietor Example.

January 25, 2012, Updated the ALP Manual Table of Contents, and updated ALP Manual Section 2 specifically paragraph 2.1.1 and paragraph 2.49. In Appendix N updated Purchasing Policy 35, specifically page 8, Example 1. Appendix S was completely changed from MAPS information to SWIFT information.

January 6, 2012, Updated the Appendix D Contract Feedback Form and the Single Source Justification Form.

October 18, 2011, Updated the ALP Manual Table of Contents, updated the Appendix E SWIFT General Terms and Conditions, updated the Appendix F, SWIFT Buyer Codes for Special Terms and Conditions, and updated the Appendix G Instructions for Determining Eligibility of Reciprocal Preference. In Appendix Q, updated the Instructions for Constructions Solicitation.

August 18, 2011, In Appendix D, updated the RFB document and the Format for Construction Solicitations. In Appendix N updated Purchasing Policy 35. In Appendix Q updated the Instructions for Constructions Solicitation.

August 17, 2011, Updated the ALP Manual Preface, Table of Contents, and Sections 1-4. In Appendix C, updated the insurance forms for General, Equipment, and Aviation Insurance requirements, and in Appendix D, updated the General Insurance Requirements, Equipment Insurance Requirements, and Aviation Insurance Requirements. In Appendix G updated the Instructions for Determining Eligibility of Reciprocal Preference.

July 26, 2011, In Appendix D, the Request for Bid (RFB), the RFB Conference Facilities and RFP Conference Facilities were updated.

July 1, 2011, In Appendix D, added Department Purchase Order with SWIFT coding blocks.

May 4, 2011, In Appendix D, the Request for Bid (RFB) was updated.

April 21, 2011, In Appendix D, the Request for Bid (RFB), the RFB Conference Facilities and RFP Conference Facilities were updated.

April 13, 2011, In Appendix D, the Request for Bid (RFB) and the General Insurance Requirements were updated. In Appendix O, Executive Orders 99-4, 04-08, 04-10, 05-16, 06-03, 09-02 were removed. The Table of Contents was updated.

April 8, 2011, In Appendix D, the Request for Bid (RFB), the RFB Conference Facilities and RFP Conference Facilities were updated. In Appendix N, Purchasing Policy 32 was rescinded and Purchasing Policy 36, Travel Policy was added. In Appendix O, Executive Order 08-01 was rescinded, and two new Executive Orders were added: 11-12 EE and RE in MN Public Buildings and 11-13 Sustainable Energy Environment.

April 4, 2011, In Appendix D, the Request for Bid (RFB), General Insurance Requirements, and Equipment Insurance Requirements were updated. In Appendix Q,Instructions for Construction Solicitations was updated. This information is also found in Appendix D as the Format for Construction Solicitations, which was also updated.

April 1, 2011, In Appendix N, Purchasing Policy 38, Receipt and/or Accrual and Use of Promotional Items and/or Benefits Earned When Purchasing Goods and Services with State Funds has been added.

February 10, 2011, In Appendix D, the Request for Emergency Authorization Form has been updated.

January 26, 2011, In Appendix C and Appendix D, the four types of insurance requirements, General, Equipment, Special, and Aviation have been updated.

January 14, 2011, In Appendix N, Purchasing Policy 28 has been changed. In Appendix J, the Economically Disadvantaged Counties in Minnesota has been updated. In Appendix D, the Request for Bid (RFB) has been updated.


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