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Procurement and Contracts (Purchasing) Sole Source/Brand Justification Request FormINSTRUCTIONS: The State of California and the CSU system are committed to a program of active competition in the
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01
Identify the need for sole source procurement by evaluating the project's requirements.
02
Confirm that the desired product or service is only available from a single source.
03
Document the reasons for selecting sole source procurement, including unique qualifications or capabilities of the vendor.
04
Complete a sole source justification form if required by your organization.
05
Obtain necessary approvals from management or procurement authorities.
06
Prepare and issue a purchase order or contract to the selected vendor.
07
Maintain records of the decision-making process and the justification for future reference.

Who needs sole source - procurement?

01
Government agencies requiring specific goods or services that are only available from one supplier.
02
Organizations in niche markets where proprietary technology or specialized expertise is essential.
03
Companies needing to expedite the procurement process for urgent and specialized requirements.
04
Non-profits or research institutions seeking unique products or services for specific projects.
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Sole source procurement refers to a method of acquiring goods or services from a single supplier, without conducting a competitive bidding process, often due to the unique qualifications or availability of the supplier.
Entities or organizations that are utilizing sole source procurement must typically file documentation detailing the rationale for why a competitive bidding process was not used. This may include state or local government departments, educational institutions, or other public agencies.
To fill out a sole source procurement form, one must provide detailed justification for the sole source selection including the unique capabilities of the vendor, the specific goods or services required, and any steps taken to verify the absence of alternative suppliers.
The purpose of sole source procurement is to streamline the purchasing process when only one supplier can meet the specific needs of a project or to meet urgent requirements where time does not allow for a competitive bidding process.
Information that must typically be reported includes the name of the vendor, the amount of the procurement, justification for sole source selection, and any supporting documentation that validates the need for this procurement approach.
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