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Supplier Selection Basics

Chapter: 1406

Section: 1406.3

IFB/RFP Evaluation Documentation Buyers using the IFB or RFP format non-IT goods or IT goods and/or services must use the Evaluation and Selection Team Procedures for contract award. This document provides information on how the RFP evaluation procedure is to be carried out. The document ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14-06-3
Executing a Purchase Document for CMAS

Chapter: 1600

Section: 1607.4

Recording the CMAS Number on the Purchase Document The FI$Cal system will automatically populate the CMAS contract number on each purchase order executed when using a CMAS contract. Multiple Contracts on One Purchase Document Departments wishing to include multiple CMAS contracts on a single order m ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/16/16-07-4
Solicitations - GenAI Requirements

Chapter: 2300

Section: 2302

All written solicitations regardless of acquisition type (e.g., IT, non-IT, goods and services, etc.) or acquisition method (e.g., Small Business Option, informal competitive, etc.) must include the GenAI solicitation language (disclosure notification clause) provided below, requiring the bid ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2302
Purchasing Authority Standards

Chapter: 100

Section: 100.3

General Standards The standards noted herein are requirements in order to be granted and maintain purchasing authority from DGS/PD. Departments granted purchasing authority are responsible and accountable for all procurement activities conducted under their approved purchasing authority, regardless ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/1/1-3
FI$CAL STATE CONTRACT AND PROCUREMENT REGISTRATION SYSTEM (SCPRS)

Chapter: 2200

Section: 2200.1

Purpose of FI$Cal SCPRS The purpose of FI$Cal State Contracting and Procurement Registration System (SCPRS) is to collect contracting and purchasing information. It provides the State of California with a centralized database with information on state contracting and purchasing transactions an ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/22/22-1
Acquisition Planning

Chapter: 300

Section: 301

Start Planning Early Acquisition planning commences with a legislated directive or when a concept or a need is identified. Acquisition planning includes identification of: What is needed When it is needed How it will be acquired and by whom Approvals needed. Planning the purchase should begin ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/3/3-1
Contract Management & GenAI Procurement Requirements

Chapter: 2300

Section: 2304

Contracts for the purchase of, or that include, GenAI may include unique, contract-specific requirements to ensure the State is adequately protected. Contract managers shall continuously monitor, assess, and validate GenAI contract deliverables for equitable outcomes, output inaccuracies, fab ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2304
Acquisition Method - Competitive

Chapter: 1400

Section: 1400

Introduction This chapter describes the requirements relative to conducting competitive acquisition methods for: Non-IT Goods IT Goods IT Services Discussion points include supplier treatment, advertising requirements, acquisition methods, and developing solicitations. Also included are d ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/14/14
GenAI Procurement Policy & Procedures

Chapter: 2300

Section: 2300

These policies, procedures, and requirements apply to all acquisition types regardless of dollar amount or contract form (e.g., FI$Cal Purchase Order (PO), STD 65, STD 213, etc.); some exceptions are noted. Executive Order (EO) N-12-23, signed by Governor Gavin Newsom on September 6, 202 ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/23
GenAI Procurement Training

Chapter: 2300

Section: 2307

Designated Purchasing Authority Contacts (PACs) must complete mandatory GenAI procurement training. Refer to SCM vol. 2, section 100.3 for detailed requirements. State employees involved in the procurement process are also encouraged to complete the training available through the C ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2307
Pre-Procurement Requirements for Acquisitions Known to Include GenAI

Chapter: 2300

Section: 2301

Before proceeding with a GenAI purchase, releasing a solicitation that includes the purchase of GenAI, and approving a contract that includes GenAI, procurement professionals must confirm with their department Chief Information Officer (CIO) that the purchase may proceed. Confirmation must be ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2301
California Correctional Training and Rehabilitation Authority

Chapter: 500

Section: 502

Policy Pursuant to Penal Code, Section 2807, state entities must first consider if California Correctional Training and Rehabilitation Authority (CALCTRA) can fulfill the state entity’s need prior to purchasing goods and services from private sector suppliers (including suppliers that have a ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/5/5-2
Emergency Purchases

Chapter: 800

Section: 800

Policy Public Contract Code, Section 1102 defines an emergency as "a sudden, unexpected occurrence that poses a clear and imminent danger, requiring immediate action to prevent or mitigate the loss or impairment of life, health, property or essential public services." IT Goods and Services: An ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/8/8
GenAI Procurement Process & Confidentiality

Chapter: 2300

Section: 2308

Confidentiality during the procurement process is essential and therefore the procurement official must ensure that the Chief Information Officer (CIO) and/or designee complies with existing procurement policy and procedures for confidentiality when evaluating the use of GenAI. Procurement of ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2308
GenAI Cross-Reference to Applicable Laws & Policies

Chapter: 2300

Section: 2309

Legal Reference Government Code 11549.63 - 11549.66 Executive Order (EO) N-12-23 Related Policy, Procedures & Resources State Administrative Manual (SAM), Section 4819.2, Definitions State Administrative Manual (SAM), Section 4986.1 - 4986.13, GenAI State Contracting M ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2309
Contract - GenAI Requirements

Chapter: 2300

Section: 2303

All acquisition types (IT, non-IT goods, non-IT services, etc.), regardless of acquisition method, including amendments, must include GenAI contract terms. The required GenAI contract terms have been incorporated into the State’s model contract terms (General Provisions and General Ter ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2303
Evaluation of Bids/Offers, Contract Award, and GenAI Disclosure

Chapter: 2300

Section: 2302.2

Bid responses may or may not include a GenAI disclosure notification. Bidders/contractors are required to disclose when providing GenAI as a Deliverable or when GenAI is used to complete all or a portion of a Deliverable that materially impacts: (i) functionality of the System, (ii) ris ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2302-2
Procurement Approach for Exempt and NCB Contract Activities

Chapter: 1500

Section: 1508

Acceptance of State Terms & Conditions When conducting goods and services purchasing activities that are exempt from competitive bidding or advertising or that are NCB contract purchases, a written offer and acceptance of the state’s terms and conditions shall be obtained when transacting ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/15/15-08
Special Provisions – GenAI

Chapter: 2300

Section: 2302.1

GenAI Special Provisions are required to be part of a solicitation, award process, and contract when a Generative AI Risk Assessment (SIMM 5305-F) and a CDT GenAI consultation indicate moderate or high risk GenAI. The GenAI Special Provisions are applied on a case-by-case basis as det ...

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2302-1
GenAI Procurement Procedures for DGS Leveraged Procurement Agreements

Chapter: 2300

Section: 2306

For acquisitions conducted using a DGS leveraged procurement agreement (LPA), such as the Software License Program (SLP), refer to the User Instructions and applicable Broadcast Bulletins for details on applying the policy and procedures of this chapter.

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/23/2306

Search DGS

161 - 180 of 241 Results

Supplier Selection Basics

Executing a Purchase Document for CMAS

Solicitations - GenAI Requirements

Purchasing Authority Standards

FI$CAL STATE CONTRACT AND PROCUREMENT REGISTRATION SYSTEM (SCPRS)

Acquisition Planning

Contract Management & GenAI Procurement Requirements

Acquisition Method - Competitive

GenAI Procurement Policy & Procedures

GenAI Procurement Training

Pre-Procurement Requirements for Acquisitions Known to Include GenAI

California Correctional Training and Rehabilitation Authority

Emergency Purchases

GenAI Procurement Process & Confidentiality

GenAI Cross-Reference to Applicable Laws & Policies

Contract - GenAI Requirements

Evaluation of Bids/Offers, Contract Award, and GenAI Disclosure

Procurement Approach for Exempt and NCB Contract Activities

Special Provisions – GenAI

GenAI Procurement Procedures for DGS Leveraged Procurement Agreements