Integrated CSU Administrative Manual

CSU POLICY

Section:   CSU POLICY MANUAL FOR CONTRACTING & PROCUREMENT

Section 5000 Policies

Policy Number:  5203.0

Policy Title: Solicitation Methodologies

Policy Effective Date:  May 10, 2013

Last Revision Date:   May 10, 2013
(see revision history)

POLICY OBJECTIVE

To establish the recognized solicitation methodologies appropriate for use in the CSU.

POLICY STATEMENT

There are several industry-standard methods that may be used for soliciting and awarding contracts.
Some of the more common ones are:

  • Invitation For Bid (IFB)
  • Request For Proposal (RFP)
  • Request For Quotation (RFQ)
  • Reverse Auction

In addition, Policy sections 5301 and 5501 allow for the use of an informal solicitation process in certain circumstances. Such acquisitions must be in accordance with campuses’ policies and procedures for informal solicitations.

When choosing which methodology to use, a campus should consider the procurement objective; including but not limited to, the requirements of the goods or services being procured, the estimated dollar value of the resultant contract, any legislative and policy requirements, and the best interest of the CSU.  If the objectives change during the process, the procurement process should be restarted using the appropriate process or formally modified through appropriate written notification to potential vendors.

The determination for award of contract must be in conformance with the evaluation process and methodology specified in the solicitation document.  Only responsible and responsive firms may be awarded a contract.

All bids/proposals may be rejected in any case where the campus determines that the bids/proposals received are not in the best interests of the CSU.

 

Benjamin F. Quillian
Executive Vice-Chancellor/Chief Financial Officer

Approved: May 10, 2013

APPLICABILITY AND AREAS OF RESPONSIBILITY

 

REVISION HISTORY

April 2, 2008

RESOURCES AND REFERENCE MATERIALS

Useful Guidelines:

 

Related Principles:

 

Sound Business Practices:

 

Laws, State Codes, Regulations and Mandates:

Reverse Auctions - Public Contract Code 10290.3

COGNIZANT OFFICE(S)

CO Manager:

Tom Roberts
Director, Contract Services & Procurement
CSU Office of the Chancellor
troberts@calstate.edu

Subject Expert:

Tom Roberts
Director, Contract Services & Procurement
CSU Office of the Chancellor
troberts@calstate.edu

Affinity Group:

Procurement and Support Services Officers

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