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Limited or Sole Source Recommendation Document FOR USE IN OTHER THAN FULL AND OPEN COMPETITION SITUATIONS (Less than $100K) 1. Contracting Activity: Theater Contracting Center, Unit 23156, APO, AE
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How to fill out limited or sole source

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How to fill out limited or sole source:

01
Begin by gathering all the necessary information and documentation required for the application. This may include vendor details, a description of the goods or services being procured, and any supporting documentation such as quotes or estimates.
02
Determine the appropriate procurement method for your situation. Limited source procurement is typically used when there are only a few known qualified vendors or when specific criteria restrict the number of eligible vendors. Sole source procurement is used when there is only one source available for the required goods or services.
03
Ensure that you meet the eligibility criteria for limited or sole source procurement. This may involve demonstrating that your organization has made efforts to promote competition, providing justification for the limited or sole source determination, and documenting any unique circumstances or expertise required.
04
Complete the necessary forms or documents prescribed by your organization or the relevant procurement authority. These forms may include information on the vendor, justification for limited or sole source, and a statement of understanding or agreement.
05
Submit the completed application, along with any required supporting documentation, to the appropriate procurement authority or department within your organization. Be sure to follow any specific instructions or guidelines provided for submitting the application.

Who needs limited or sole source:

01
Organizations that have identified a limited number of qualified vendors for a particular procurement requirement may need to use limited source procurement. This could be due to specific expertise required, unique products or services, or other factors that restrict the number of eligible vendors.
02
Sole source procurement may be necessary when there is only one known source available for the required goods or services. This could occur in situations where there is a single proprietary product or when a specific vendor has exclusive rights or capabilities.
03
Government agencies or public sector organizations may also have specific regulations or guidelines that dictate when limited or sole source procurement is appropriate. In these cases, compliance with these regulations may require the use of limited or sole source procurement methods.
In conclusion, filling out limited or sole source involves gathering the necessary information and completing the appropriate forms or documents. It is used when there are a limited number of qualified vendors or when there is only one known source available for the required goods or services. Different organizations may have specific guidelines or regulations that dictate when limited or sole source procurement is necessary.

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Limited or sole source refers to a procurement situation where only one supplier or a handful of suppliers can fulfill the requirements.
Government agencies or organizations that are making purchases through limited or sole source procurement methods are required to file limited or sole source documents.
To fill out a limited or sole source document, the organization must provide justification for why only one supplier can fulfill the requirements, details of the supplier and the products or services being procured, and any other relevant information.
The purpose of limited or sole source procurement is to ensure a fair and transparent process while also allowing for expedited purchases when there are limited options available.
Information that must be reported on a limited or sole source document includes details of the supplier, justification for why only one supplier can meet the requirements, details of the products or services being procured, and any other relevant information.
The deadline to file limited or sole source documents in 2024 varies depending on the procurement process and policies of the specific organization or government agency.
The penalty for the late filing of limited or sole source documents may vary depending on the policies of the organization or government agency, but it could include delays in procurement processes or additional scrutiny of the procurement decision.
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