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Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact...

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Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando, Florida
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Page 1: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Charlene Lydick, C.P.M.Director of

Procurement OperationsUniversity of Colorado

Sole Source: Fact or Fiction?

1Annual MeetingApril 7 - 10, 2013Orlando, Florida

Page 2: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

University of Colorado

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 3: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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11is the loneliest number

Page 4: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

DefinitionOnly ONE product or service can

reasonably meet the need

AND

Only ONE supplier can reasonably provide that service or product

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Page 5: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Only one in the world

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 6: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Matches existing

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 7: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Continuity

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 8: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

What about price?

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 9: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Standard Sole Sources• Conference services & catering• Guest lecturers/entertainers• Chemicals/reagents• Laboratory animals• Maintenance: software & equipment• Spaceflight parts• Legal or Medical services• Advertising

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 10: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Brand Name Sole Source

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Page 11: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Justification

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Page 12: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Price Cost Analysis

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Page 13: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Honest, Real Life Examples

(I couldn’t make this stuff up)

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 14: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Biohazard Courier ServiceRequirements: •Qualified for biohazard transport for Colorado and Arizona•Qualified to provide air transport •Available 24/7•Must be familiar with our facility in order to make timely deliveries on holidays/week-ends

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 15: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Biohazard Courier ServiceJustification:No other vendors have similar knowledge & capabilities. We have contracted with ABC Couriers for several years and this has afforded them unique technical knowledge we require with firsthand knowledge of our facilities and very specialized needs. Other vendors we contacted in the past were unable to meet the response time requirements. Due to ABC Couriers already working with us, they have intricate knowledge of our facilities and needs like no one else has and their pricing is much better.

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 16: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Ascaris Worms, FemaleRequirements:•Ability to sort male and female worms•Pack female worms into containers•Ship to lab site•Access to large pig slaughterhouse that processes small intestines for sausage casing

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Page 17: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Ascaris Worms, FemaleJustification:•Used same biological supply house for this product for over 10 years•Have trained them how to carry out the collection of these rare specimens•Have looked for alternate vendors without success•These specimens are essential for our research; we cannot risk not have the correct specimens arrive in good condition on time.

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 18: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Load BalancerRequirements:•Must be able to mimic current load balancers for quality assurance purposes•HA clustering with option for Activ-Active Minimum of eight gigabit Ethernet (copper) interfaces Full-featured web GUI with role-based administration Extensive scripting language for deep packet inspection and dynamic content manipulation that is fully supported by the manufacturer Hardware accelerated SSL offloading, SSL session ID reuse, and SSL support for all TCP protocols Health monitoring for SMTP, FTP, HTTP, HTTPS, LDAP, DNS Ability to support many hundreds of virtual servers without additional licenses Dedicated, out-of-band management interface GSLB Compression

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 19: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Load BalancerJustification•Load Balancer must be as close to the same hardware/software version of the A10 Model 2100 series currently in use which is no longer available•AX Series Model 3030 is the most similar model available•Must be from same manufacturer to augment existing infrastructure of four A10 load balancers

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 20: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Develop Business PlanRequirements:•Industry, customer, & competitive analysis•Description of business & award/certificate program•Plan for raising capital•Business structure, marketing plan, strategy & implementation plan•Produce initial income & cash flow statements; and balance sheet

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 21: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Develop Business PlanJustification•A number of marketing companies were looked into. However, the center director had worked with VisionQuest before and based on what services they provided and the level of quality experienced with their work it was decided to use them again.•The most compelling sole source justification at this point is the fact that VisionQuest has already completed approximately 45% ($27,894.20) of the work on this project as of today.

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 22: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Environmental Qualification TestsRequirements•NASA approved•Electromagnetic Interference & Electromagnetic Compatibility testing•Vibration testing•Thermal Vacuum testing•Calibrated Load testing•X-ray Imaging (non-destructive)•University personnel must be on-site during tests

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 23: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Environmental Qualification TestsJustification•Ball Aerospace is a NASA approved vendor who provides environmental testing services in accordance with NASA and military specifications, including the standard that is a requirement on all NASA contracts•Ball Aerospace is located in Boulder, reducing risk in shipping instruments•No other NASA approved vendor in the Boulder-area

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 24: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Microwave GeneratorRequirements•Low phase noise, quite, generate between 0-20 GHz signals•Has large dynamic range in power•Capable of generating narrow microwave pulses•Allows pulses with width on the order of 10ns to be generated

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 25: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Microwave GeneratorJustification•We like the existing equipment we have made by XYX Generating Co. It is quite compared to other models.•Equipment we want is also made by XYX Generating Co.•To the best of our knowledge, this is the only manufacturer that makes a product which fits our needs.

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 26: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

IT Database ConsultantRequirements•Expert Oracle Database Administrator/Architect with minimum of 15 years experience•Knowledge & understanding of CU IT databases and existing design•Project must be completed by mid-February•Expert-level problem analysis/troubleshooting skills•Technical understanding of PeopleSoft Applications & supported related Oracle databases•Blah, blah, blah

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Page 27: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

IT Database ConsultantJustification•Best Vendor Ever has consultant that meets our needs •Consultant has unique and extensive experience•Consultant has direct experience supporting CU IT databases•Consultant exclusively available through Best Vendor Ever•Consultant has already worked 350 hours implementing technical design related to this project

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 28: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Decisioning Program

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Requirements•UCCS is unique in the fact that we do not charge a fee to new students, which is valuable in determining if a student intends on coming or not•Need a program that will potentially help us identify what students are coming to UCCS•Development and hosting of program response sites•Exchange of data via secure FTP•Email deployment and delivery tracking•Interim and final analyses

Page 29: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Decisioning ProgramJustification•We have been wanting to track this better and have considered doing it ourselves, however, MarketingPros presented us with a unique option•MarketingPros has proprietary methods and systems•We are already working with MarketingPros for student marketing; there are contact, systems, and data compatibilities in place. Another supplier would not have access to MarketingPros’ data and methods.

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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Page 30: Charlene Lydick, C.P.M. Director of Procurement Operations University of Colorado Sole Source: Fact or Fiction? 1 Annual Meeting April 7 - 10, 2013 Orlando,

Annual MeetingApril 7 - 10, 2013Orlando, Florida

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