ACQUISITION PHASE - 5230.2

The Acquisition Phase is when the acquisition is conducted. Acquisitions shall be conducted in a manner that complies with State policies and meets the State’s needs. In conducting acquisitions, the State shall follow these requirements:

• Acquisition documents shall clearly set forth the rules and authority governing the acquisition.
• Competitive solicitation documents shall clearly set forth the:
  • Business and technical requirements
  • Evaluation methodology to be used
  • Applicable protest procedures
  • Contract award procedures
• If the acquisition is for a personal services contract pursuant to Government Code §19130(a), the acquiring department must notify the State Personnel Board pursuant to Government Code §19131 prior to contract execution.
• Protests shall be handled in a manner consistent with law, regulation and policy. Requirements for protests are in Chapter 7 of SCM Volume 3.

Various chapters of SCM Volume 3 spell out requirements and procedures for specific acquisition approaches and methods. See SIMM 19C for additional requirements and procedures for reportable IT projects.