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v3Ch06100730

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Published by gnostication
California SCM 3, Chapter 6 (Leveraged Procurement Agreements).

Publicly available document at DGS.CA.GOV.

Highly recommended resource for State contracting.
California SCM 3, Chapter 6 (Leveraged Procurement Agreements).

Publicly available document at DGS.CA.GOV.

Highly recommended resource for State contracting.

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Published by: gnostication on Jan 22, 2012
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Chapter 6Leveraged Procurement AgreementsTable of Contents
Chapter 6 ....................................................................................................................................5Leveraged Procurement Agreements ..........................................................................................5Overview 5Introduction ..............................................................................................................................5Contents 5Section A .....................................................................................................................................6Leverage Procurement Agreement (LPA) General Usage ...........................................................6Overview 6Introduction ..............................................................................................................................6Contents 6Topic 1 – The LPA Process ........................................................................................................76.A1.0 Categories and dollar thresholds ................................................................................76.A1.1 Exemptions from dollar thresholds (rev 12/10) (rev 10/11) ....................................76.A1.2 Where to find LPA information (rev 10/11) ..................................................................7...................................................................................................................................................86.A1.3 What LPAs offer .........................................................................................................86.A1.4 What is required to use LPAs ....................................................................................86.A1.5 Applicable codes, policies and procedures .................................................................86.A1.6 Administrative fees .....................................................................................................86.A1.7 Reporting requirements ..............................................................................................8Topic 2 LPA Basics ...................................................................................................................96.A2.0 LPA contract prices (rev 10/11) .........................................................................96.A2.1 Standard purchase document.....................................................................................96.A2.2 LPA contract provisions ..............................................................................................96.A2.3 Mixing LPAs ..............................................................................................................106.A2.4 SB and DVBE consideration .....................................................................................106.A2.5 SB and DVBE sub-contracting participation tracking ................................................106.A2.6 SB and DVBE verification .........................................................................................106.A2.7 CAL-Card usage .......................................................................................................106.A2.8 Disputes ...................................................................................................................11Topic 3 – Achieving Best Value Using LPAs ..............................................................................126.A3.0 Seeking multiple offers .............................................................................................126.A3.1 Choose your words carefully .....................................................................................126.A3.2 Best value .................................................................................................................126.A3.3 Possible criteria (rev 10/11) ................................................................................136.A3.4 Supplier selection using best value ...........................................................................136.A3.5 Conduct a supplier comparison (rev 12/11) ..............................................................146.A3.6 Fewer than 3 offers ...................................................................................................146.A3.7 Contacting more than 3 suppliers .............................................................................146.A3.8 Only one source known ............................................................................................14Topic 4 – Documenting the Results of an LPA Offer ..................................................................156.A4.0 Documenting the results ...........................................................................................15
Chapter 6 – Leveraged Procurement AgreementsSCM Vol. 3, Revision 1July 20101
 
6.A4.1 LPA file documen-tation ............................................................................................156.A4.2 Location of the entire contract...................................................................................15Topic 5 – Amending an LPA Purchase Document.....................................................................166.A5.0 Amendments for IT goods and services ....................................................................166.A5.1 Original transaction valued less than $5,000 ............................................................16Section B ...................................................................................................................................17California Multiple Award Schedule (CMAS) ..............................................................................17Overview ....................................................................................................................................17Introduction ............................................................................................................................17Contents 17Topic 1 – CMAS Basics .............................................................................................................176.B1.0 Products and services ..............................................................................................176.B1.1 Contract price is maximum .......................................................................................186.B1.2 Who can sell on CMAS (rev 10/11) (rev 12/11) .............................................186.B1.3 (deleted 7/11) ..........................................................................................................186.B1.4 CMAS dollar thresholds ...........................................................................................18Topic 2 – Achieving Best Value Using CMAS ............................................................................196.B2.0 Make a valid attempt to seek offers ..........................................................................196.B2.1 RFO template ...........................................................................................................196.B2.2 Documenting the results ...........................................................................................196.B2.3 Contacting more than 3 suppliers .............................................................................196.B2.4 Only one source known ............................................................................................196.B2.5 Purchases less than $5,000 .....................................................................................206.B2.6 CMAS purchases $5,000 - $500,000 ........................................................................206.B2.7 (deleted 12/11) ........................................................................................................20Topic 3 - Not Specifically Priced Items (NSP) ...........................................................................216.B3.0 Open market, incidental, non-contract items .............................................................216.B3.1 Non-contract products and services that are subordinate and peripheral.................216.B3.2 Dollar limits ...............................................................................................................216.B3.3 NSP not available .....................................................................................................216.B3.4 Manufacturer authorization required .........................................................................226.B3.5 Clearly identify NSP ..................................................................................................226.B3.6 Items specifically excluded .......................................................................................22Topic 4 – Executing CMAS Purchase Documents .....................................................................236.B4.0 Recording the CMAS number on the purchase document........................................236.B4.1 Multiple contracts on one purchase document..........................................................236.B4.2 Send copy of purchase document to the DGS/PD ....................................................23Section C ...................................................................................................................................25Software Licensing Program (SLP) ............................................................................................25Overview ....................................................................................................................................25Introduction ............................................................................................................................25Contents 25Topic 1 – Software License Program Basics ..............................................................................256.C1.0 When to use SLP contracts ......................................................................................256.C1.1 What is required to use SLP contracts ......................................................................266.C1.2 List of SLP contractors .............................................................................................266.C1.3 Contract price is maximum .......................................................................................266.C1.4 SLP amendments .....................................................................................................266.C1.5 Exemption from the dollar threshold (rev 12/10) .....................................................276.C1.6 (deleted 12/11) ........................................................................................................27Section D ...................................................................................................................................28
Chapter 6 – Leveraged Procurement AgreementsSCM Vol. 3, Revision 1July 20102
 
Statewide Contracts (SC) ..........................................................................................................28Overview 28Introduction (rev 6/11) ...........................................................................................................28Contents 28Topic 1 – Statewide Contract (SC) Basics .................................................................................286.D1.0 SC limitations ...........................................................................................................286.D1.1 Contract price is maximum .......................................................................................286.D1.2 Distinguishing SC contracts ......................................................................................296.D1.3 When to use SCs .....................................................................................................296.D1.4 Using SCs (rev 6/11) ...................................................................................296.D1.5 SB/DVBE Off-Ramp Policy for Mandatory SC (added 6/11) ........................306.D1.6 SB/DVBE Off-Ramp usage rules (added 6/11) ...................................................306.D1.7 SB/DVBE reporting requirements (added 6/11) ........................................................306.D1.8 Purchase document..................................................................................................316.D1.9 Exemptions ...............................................................................................................316.D1.10 SC Availability ........................................................................................................31Section E ...................................................................................................................................32State Price Schedule .................................................................................................................32Overview 32Introduction ............................................................................................................................32Contents 32Topic 1 – State Price Schedules Basics ....................................................................................326.E1.0 State Price Schedules ..............................................................................................326.E1.1 How do departments use SPS? ................................................................................326.E1.2 SPS for adaptive equipment requires special attention .............................................33Section F ...................................................................................................................................34Master Agreements (MAs) .........................................................................................................34Overview 34Introduction ............................................................................................................................34Contents 34Topic 1 – Master Agreement (MA) Basics .................................................................................356.F1.0 Review the MA ..........................................................................................................356.F1.1 What is required to use an MA ..................................................................................356.F1.2 User instructions .......................................................................................................356.F1.3 Exemption from the dollar threshold ........................................................................36Topic 2 – Achieving Best Value Using MA .................................................................................376.F2.0 Valid attempt to seek offers ......................................................................................376.F2.1 Minimum RFO requirements .....................................................................................376.F2.2 Documenting the results ...........................................................................................376.F2.3 Contacting more than 3 suppliers .............................................................................376.F2.4 Only one source known ............................................................................................386.F2.5 Purchases less than $5,000 ......................................................................................386.F2.6 (deleted 12/11) .........................................................................................................386.F2.7 Transactions over $1,500,000 ...................................................................................396.F2.8 Amendments specific to IT ........................................................................................40Section G ...................................................................................................................................41Cooperative Agreements ..........................................................................................................41Overview 41Introduction ............................................................................................................................41Contents 41Topic 1 – Western States Contracting Alliance (WSCA) ............................................................41
Chapter 6 – Leveraged Procurement AgreementsSCM Vol. 3, Revision 1July 20103

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