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SOLE SOURCE REQUEST FORM Purchasing goods and services at the University is driven by state law and, where federally funded, by federal requirements. Several key requirements addressing competition,
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How to fill out sole source request form

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How to fill out a sole source request form:

01
Begin by gathering all the necessary information and documentation for the sole source request. This may include details about the product or service being requested, the reason why it is being requested as a sole source, and any supporting evidence or justifications.
02
Start by filling out the basic information section of the form. This typically includes the requester's name, contact information, department or organization, and the date of the request. Ensure that all the provided information is accurate and up-to-date.
03
Proceed to provide a detailed description of the product or service being requested. Include specific details such as the item's name, specifications, quantities, and any additional features or requirements. Be thorough and concise in your description, making it easier for the approving authority to understand the request.
04
Next, explain the reason why the sole source option is being pursued. This could be due to several factors such as the uniqueness of the item, the vendor's exclusive rights, or the need for compatibility with existing systems or equipment. In this section, it is important to articulate the specific circumstances that justify the sole source request.
05
Include any supporting documentation that strengthens your case. This may entail providing evidence such as quotes or estimates from the vendor, market studies or research, demonstration of the product's compatibility, or any other relevant information that supports the sole source claim. Attach these documents securely to the request form, ensuring that they are organized and easily accessible.
06
Finally, review the completed form, ensuring that all the necessary sections have been filled out accurately and comprehensively. Double-check for any grammar or spelling errors, as these can undermine the overall professionalism of the request.

Who needs a sole source request form:

01
Organizations or individuals looking to procure a product or service for which there is only one available source.
02
Those requiring a specific item that is exclusively provided by a particular vendor or manufacturer.
03
Entities seeking compatibility with existing systems or equipment that would only be possible through a sole source agreement.
Remember, while the specific requirements for a sole source request form may vary depending on the organization or institution, these general guidelines should help you navigate the process successfully. Always consult the relevant procurement guidelines or guidelines provided by your organization to ensure that you adhere to the specific requirements and procedures.
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