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The Solicitation

Chapter: 1400

Section: 1403

Introduction This section contains information on the solicitation documents, the procurement process, and includes the solicitation and purchase document requirements. It provides guidance to ensure suppliers submit responsive bids and that the procurement is successful.

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-03
Advertising Requirements

Chapter: 1400

Section: 1402.3

California State Contracts Register The California State Contracts Register (CSCR) was established to maximize competition through advertising State purchasing and contracting opportunities. See Government Codes, Sections 14825 et seq. The CSCR is used for the following solicitation functions: Pos ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-02-3
Developing Supplier Resources

Chapter: 1400

Section: 1402.2

Mailing Lists Departments should establish mailing lists using a variety of means to locate potential suppliers. The selection of suppliers should be varied to broaden the supplier base and increase competition as well as solicit certified SB’s and certified DVBEs whenever possible. ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-02-2
General Requirements

Chapter: 1400

Section: 1402.1

Procurement Standards Departments granted purchasing authority to conduct competitive procurements for non-IT goods and IT goods and services will do so in a manner that promotes open, fair and equal competition among prospective suppliers. Supplier Treatment Buyers conducting competitive procuremen ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-02-1
The Basics of Competition

Chapter: 1400

Section: 1402

Competition is one of the basic tenets in State procurement and contracting. The nature of effective competition varies with the goods and services being acquired. Depending upon decisions made during the planning phase, the procurement may be informal or formal; the selected competition method may ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-02
Competitive Acquisition Methods List

Chapter: 1400

Section: 1401

An acquisition method identifies how the purchase is to be made and what key activities within the procurement process should be followed. FI$CAL Acquisition Method Value Acquisition Method Acquisition Method - Detail Description 001 Competitive Architectural and Engineer ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-01
Interagency Agreements

Chapter: 1500

Section: 1509

Introduction An Interagency Agreement (IAA) is an agreement between two or more state departments (Government Code, Section 11256) with one furnishing services, materials or equipment to, or performing work for the other state department(s). This topic provides information on when IAAs are used, spe ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/15/15-09
CMAS Basics

Chapter: 1600

Section: 1607.1

Products and Services The CMAS program offers primarily Federal GSA multiple award schedules pricing with California terms and conditions with suppliers that provide goods and services. Not all products and services listed on a GSA contract comply with California laws and regulations. Departme ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-07-1
CALIFORNIA MULTIPLE AWARD SCHEDULE (CMAS)

Chapter: 1600

Section: 1607

Introduction The California Multiple Award Schedule (CMAS) program was established in May 1994 and incorporated in Public Contract Codes, Sections 10290 et seq. and 12101.5. CMAS contracts are established for products and services that have been competitively assessed, negotiated, or bid prima ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-07
Statewide Contract (SC) Basics

Chapter: 1600

Section: 1606.1

When to Use SCs SCs are established to reduce the need for individual departments to conduct repetitive bids for like products. Use of most SCs, is mandatory, but the use of some SCs is non-mandatory. Buyers must verify the mandatory or non-mandatory status of a contract by reviewing the ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-06-1
Non-Competitive Acquisition Methods

Chapter: 300

Section: 307

Once the acquisition type is identified, the next step is to identify the acquisition method. An acquisition method identifies how the purchase is to be made and what key activities within the procurement process should be followed. Refer to the below table for the list of available acquisition ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-7
Leveraged Acquisition Methods

Chapter: 300

Section: 308

Once the acquisition type is identified, the next step is to identify the acquisition method. An acquisition method identifies how the purchase is to be made and what key activities within the procurement process should be followed. Refer to the below table for the list of available acquisition ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-8
Overview

Chapter: 300

Section: 300

There are four major areas to consider when planning a purchase activity. Buyers must correctly determine: The estimated dollar value of the procurement The class of purchase (IT vs. non-IT as well as goods vs. services) Pre-procurement review and approvals necessary by state purchasing policies ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3
Acquisition Approach

Chapter: 300

Section: 302

Determining the Acquisition Approach The following questions will assist in determining the best acquisition approach to meet needs: What is the Statement of Work? Are specifications required? Is the acquisition an emergency purchase as defined by Public Contract Code, Section 1102, Section 1210 ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-2
Classifying the Purchase

Chapter: 300

Section: 303

Importance of Properly Classifying Purchases It is important to properly classify proposed procurements to apply relevant laws, policies, and procedures to the procurement process and resulting contract. For the most part, each acquisition type (i.e. Information Technology) is governed by diff ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-3
Acquisition Types

Chapter: 300

Section: 304

Acquisition types are a high-level or general description of what is being purchased. Buyers must identify one of the following four acquisition types for every procurement that will result in a contract (a FI$Cal purchasing “PO” is also considered a contract): Non-IT Services N ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-4
Statement of Work (SOW)

Chapter: 300

Section: 305

Determining the Need for an SOW An SOW must be included for all goods and services transactions. A clear and concise SOW protects the state and the contractor by identifying and documenting the details of the work to be performed. What to include in an SOW An SOW is unique to each purchase document, ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-5
Competitive Acquisition Methods

Chapter: 300

Section: 306

Once the acquisition type is identified, the next step is to identify the acquisition method. An acquisition method identifies how the purchase is to be made and what key activities within the procurement process should be followed. Refer to the below table for the list of available acquisition ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-6
Hybrid RFP Procurement Process

Chapter: 1406

Section: 1406.5

While the preceding techniques are appropriate for most acquisitions, some business problems offer unique challenges where the use of different procurement techniques, within a competitive framework, may better meet the State's needs. As warranted, and generally only for the most complex, risk ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-06-5
Request for Proposal for IT Solicitations

Chapter: 1406

Section: 1406.2

Request for Proposal (RFP) The Request for Proposal (RFP) is a written solicitation document required for IT goods and/or services acquisitions complex in nature or of elevated risk. The RFP format is structured like the IFB to allow organization of requirements by type such as administrative/ ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-06-2