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TACPA COMPETITIVE SOLICITATIONS

Chapter: 1200

Section: 1207

Policy The Department of General Services, Procurement Division, (DGS-PD) Support Services Unit (SSU) administers the Target Area Contract Preference Act (TACPA) program. Pursuant to the TACPA, the state shall award workplace and workforce preferences to eligible California-based companies for sta ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/12/12-07
Substitution of Subcontractors

Chapter: 1200

Section: 1203.2

After award of a contract, the successful bidder/contractor shall use the DVBE subcontractors and/or suppliers proposed in the bid or proposal to the State unless a substitution is requested and approved. A prime contractor shall request the substitution in writing to the awarding department and mus ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/12/12-03-2
Evaluation and Award

Chapter: 1406

Section: 1406.4

Bid Submissions Generally, bid submissions will be handled as follows: Bids will be submitted electronically whenever possible. If not possible, bids may be hand-delivered or sent by mail unless the solicitation stated another method, i.e., fax Bids are due by the close of the business day, which ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-06-4
Solicitation Approaches

Chapter: 1406

Section: 1406.1

Informal vs. Formal Solicitations are documents used to request quotes, bids, or proposals from suppliers and are characterized as either informal or formal. Formal solicitations are typically more complicated, higher in risk and usually of higher dollar value and may be conducted using the In ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-06-1
Formal Competitive Acquisition Methods

Chapter: 1406

Section: 1406

Introduction This section describes the requirements for impartial and comprehensive evaluation and selection processes, ensuring impartiality and comprehensive evaluation of responses as warranted by the complexity of the transaction.

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-06
Supplier Selection Basics

Chapter: 1405

Section: 1405.5

Bid/Quote Evaluations for Phone Quotes and RFQs The Bid/Quote Worksheet should be used to document the bids received resulting from informal phone quotes and RFQs. The worksheet provides a means to easily compile and evaluate the bids received and assists in final selection. This workshe ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-05-5
Bidder Instructions and Required Contract Language

Chapter: 1405

Section: 1405.4

Required Clauses for Transactions Less than $5,000 and Supplier’s Written Acceptance The State’s General Provisions should be used on transactions valued less than $5,000.00. If an election is made not to include and/or reference the General Provisions, then written confirmation must be ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-05-4
SB/DVBE Option

Chapter: 1405

Section: 1405.3

The Small Business or Disabled Veteran Business Enterprise (SB/DVBE) Option acquisition method is allowed by Government Code, Section 14838.5(a) and (b).  When using the SB or DVBE Option, contracts may be awarded for goods, services or information technology (IT) goods and services, valued from $5, ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-05-3
LEVERAGED PROCUREMENT AGREEMENT (LPA) BASICS

Chapter: 1600

Section: 1602

Introduction Leveraged Procurement Agreements (LPAs) are established by DGS, Procurement Division (PD) under Public Contract Code (PCC) sections 10290 et seq. and 12101.5. These agreements streamline state purchasing by eliminating the need for departments to conduct repetitive, resource intensive, ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-02
Fair and Reasonable (F&R) Acquisition Method Purchases

Chapter: 1500

Section: 1510

Policy Fair and Reasonable Acquisition Method State agencies may conduct acquisitions and execute contracts using the Fair and Reasonable (F&R) Acquisition Method for transactions valued less than $20,000.00. An NCB is not required when using the F&R acquisition method. When using this acqui ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/15/15-10
Request for Quotation

Chapter: 1405

Section: 1405.2

Request for Quote (RFQ) The most common written solicitation format used to conduct informal competitive acquisitions is the Request for Quotation (RFQ). The RFQ is a straightforward procurement format that identifies what is needed or requests a proposed solution and tends to be low in risk. ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-05-2
CALNET 2

Chapter: 1600

Section: 1612

State Telecommunications Management Manual For additional information regarding CALNET 2 Mandatory Services, delegations, and/or exemptions, refer to the State Telecommunications Management Manual.

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-12
COOPERATIVE AGREEMENTS

Chapter: 1600

Section: 1611

Introduction Public Contract Codes, Sections 10298 – 10299 allow the DGS/PD to enter into cooperative purchasing agreements with other states. Cooperative Agreements Multi-State Contracts Cooperative Agreements establishes cooperative multi-state contracts where participating states may join t ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-11
Achieving Best Value Using MA

Chapter: 1600

Section: 1610.2

Make a Valid Attempt to Seek Offers A valid attempt must be made to secure offers from viable contractors who are able to supply the goods and/or provide services. Neither a lack of sufficient Master Agreements (MAs) nor the use of restrictive requirements meets the intent for obtaining offers ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-10-2
Master Agreement (MA) Basics

Chapter: 1600

Section: 1610.1

Review the MA The MA must be reviewed in its entirety (contract, supplements and user instructions) to determine what requirements are applicable to the department's business need. Most often, an MA will have the requirement to seek offers from authorized suppliers to determine and obtain best value ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-10-1
Solicitation Approaches

Chapter: 1405

Section: 1405.1

Informal vs. Formal Solicitations are documents used to request quotes, offers, bids, or proposals from suppliers and are characterized as either informal or formal. Informal solicitations are generally straightforward or uncomplicated and usually of lower dollar value and may be conducted usi ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-05-1
Informal Open Competition

Chapter: 1405

Section: 1405

Introduction This section describes the requirements for impartial and comprehensive evaluation and selection processes, ensuring impartiality and comprehensive evaluation of responses as warranted by the complexity of the transaction.

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-05
Evaluation and Award Specific to IT Value Effective Evaluations

Chapter: 1404

Section: 1404.5

Value Effective Acquisitions For IT goods and/or services transactions valued at over $100,000, bids should be evaluated based on a value‑effective methodology, where factors other than cost are of considerable value to the department, unless the procurement is straight-forward and requirements are ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-04-5
Evaluation and Award

Chapter: 1404

Section: 1404.4

Procurement Summary Document The evaluation process and resulting source (supplier) selection decision must be documented for every procurement effort and referenced as a procurement summary*. The purpose of the procurement summary is to provide a single document that specifies the history of ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-04-4
Material Deviations

Chapter: 1404

Section: 1404.3

Wording That Indicates a Requirement or Condition The State has established certain requirements with respect to bids to be submitted by prospective contractors. The use of "shall," "must," or "will" (except to indicate simple futurity) in solicitations, indicates a requirement or condition fr ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-04-3