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Forms

Preferred Source Service Application Overview

MS Word | Updated October 23, 2024

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Preferred Source Form 1 Agency Application

MS Word | Updated April 16, 2025

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Preferred Source Form 2 Preferred Source Application

MS Word | Updated October 23, 2024

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Preferred Source Form 3 Cost Summary

MS Excel | Updated October 23, 2024

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Preferred Source Form 4 Agency Acceptance

MS Word | Updated October 23, 2024

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Preferred Source Checklist & Guide to Prevailing Markets

MS Excel
Updated 5/28/2025

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Status Reports

Preferred Source Service Application Status Report

For the Period: 06/27/2025 – 07/10/2025

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Preferred Source Commodity Application Status Report

For the Period: 06/27/2025 – 07/10/2025

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Related Guidelines

NYS Procurement Bulletin Discretionary Purchasing Guidelines Treatment of Trade Secrets Under FOIL

Training Resources

Electronic Service Application Webinar (July 19, 2017) Electronic Service Application (ESA) Webinar Q&A How to Use the Preferred Source Electronic Service Application

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