/ State of California • Arnold Schwarzenegger, Governor
State and Consumer Services Agency

DEPARTMENT OF GENERAL SERVICES

Procurement Division
707 Third StreetWest Sacramento, CA 95605 (916) 375-4400 Fax (916) 375-4505 •

Mandatory Survey

Sole-Brand/Limited Supplier Procurements

July 2008

To:Purchasing Authority Contacts (PACs)

Response to this survey is mandatory (one per department) and must be received by no later than close of business on July 30 , 2008. E-mail completed survey form and required data to: Adriana Yanez at .

The Department of General Services (DGS), Procurement Division (PD), is conducting a survey of State entities with DGS delegated purchasing authority to assess how frequently and how widely the sole-brand/limited supplier purchase method is used as permitted under section 4.A2.6 of the State Contracting Manual Volume II and section 3.A1.8 of the State Contracting Manual Volume III (See page 2 of this survey for this language). Please respond to the following:

1.Did your department execute sole-brand/limited supplier procurements during the 07/08 fiscal year without the assistance of the DGS/PD?

Yes No (If no, skip question #2)

2.Does your department capture sole-brand/limited supplier data?

Yes If this data is available, please attach a list containing the following data for sole-brand/limited supplier procurements conducted under your delegated purchasing authority and without the assistance of DGS/PD during the 07/08 fiscal year

Contract type (IT or non-IT)

Contract number

Procurement Method/Vehicle (CMAS, SB/DVBE Option, Competitive Bid, MA, etc)

Vendor name

Contract dollar amount

Brand

Brief description of item(s) purchased

No If this data is not available, please attach an explanation.

  1. Department Name:

______

4.Required Signature(s):

______

Purchasing Authority Contact (IT) Date Purchasing Authority Contact (non-IT) Date

State Contracting Manual Volume II: 4.A2.6 Limited Supplier or Product Sources

If the department determines that only certain suppliers and/or products can meet its needs, a competitive solicitation can be conducted soliciting only those pre-determined suppliers or products without prior approval from DGS/PD. Examples of acceptable types of pre-determination include suppliers of certain goods authorized or certified by a manufacturer or goods of a specific make and/or model needed to meet the State's needs.

When a competitive solicitation is conducted using pre-determined suppliers and/or products, the procurement file must be appropriately documented with the details of the business need, why other suppliers and/or products will not meet the need, and how the proposed suppliers and/or products were determined.

Warning:
A department may not limit competition to pre-determined suppliers and/or products merely to circumvent the competitive bidding process.

State Contracting Manual Volume III: 3.A1.8 Limited Supplier or Product Sources

If it is determined that only certain suppliers and/or products can meet business needs, a competitive solicitation can be conducted soliciting only those pre-determined suppliers or products. Examples of acceptable types of pre-determination include suppliers of certain goods authorized or certified by a manufacturer or goods of a specific make and/or model needed to meet the State’s needs.

When a competitive solicitation is conducted using pre-determined suppliers and/or products, the procurement file must be appropriately documented with the details of the business need, why other suppliers and/or products will not meet the need, and how the proposed suppliers and/or products were determined.

Warning: Competition may not be limited to pre-determined suppliers and/or products merely to circumvent the competitive bidding process.