1. SUPPLEMENTAL WORKSHOP Noncompetitive Justification Market Research Competition California Institute of Technology Purchasing Services Service, Accountability, Passion

2. CONGRATULATIONS! Review of Last 6 Months = GREATER NUMBER OF COMPETITVE PROCUREMENTS

3. Quick Review of Market Research We encourage you to continue seeking opportunities for Competitive procurements. –You will meet the requirement to provide open and free competition. Competitive procurements are quicker to place than noncompetitive procurements. –Noncompetitive procurements still require Market Research and more justification.

4. Competition Competition is not always possible. –Conducting Market Research establishes that competition is not possible.

5. What is Market Research? Collect and analyze information about capabilities within the marketplace in the effort to satisfy Caltech’s needs and requirements. –Do suppliers exists that can satisfying Caltech’s requirements? –Are there commercial goods/services or non- developmental goods available? –Can goods/services be modified?

6. Market Research - The Process 1.Establish technical specifications and minimum requirements. 2.Identify potential suppliers: (i)Contact knowledgeable individuals in the industry regarding market capabilities to meet requirements. (ii) Review the results of recent Market Research undertaken to meet similar or identical requirements. (iii) Contact Purchasing for existing contracts and other procurement instruments intended for use by multiple agencies.

7. Market Research - The Process 2. Identify potential suppliers (continued): (iv)Query commercial databases that provide relevant information for the procurement. (v) Participate in interactive, on-line communication among industry, purchasing personnel, and customers. (vi) Obtain source lists of similar items from other contracting activities or agencies, trade associations or other sources.

8. Market Research – The Process 2. Identify potential suppliers (continued) : (vii) Review catalogs and other generally available product literature published by manufacturers, distributors, and dealers or available on-line. (viii) Work with Purchasing to conduct interchange meetings or hold pre-solicitation conferences to involve potential offerors early in the purchasing process. (ix)Determine if goods and services can be obtained within the United States.

9. Market Research - The Process 3.Request information from potential suppliers. 4.Publish formal Requests for Information (RFI) in appropriate technical or scientific journals or business publications. 5.Determine if any laws or regulations unique to the item exist.

10. Market Research - What Is The Process? 6. Verify prices from sources independent of the offeror to determine whether established market prices exist for research or other commercial services. 7.Document The Results Of Your Market Research While You Are In The Process! 8.Evaluate your data. Your procurement might qualify as competitive. Contact Purchasing.

11. Noncompetitive Justification Form Use the form as a guide while conducting Market Research. Document your results. Provide detail relative to the size of the procurement. Attach any quotes, web documents or documentation you have received from other suppliers.

12. Noncompetitive Justification Form –What doesn’t work? They are the only ones who can do the job. They are the only ones who have the capability to do the work. Their machine is the only one who can process 1000 samples per second. They are the cheapest. Nobody can beat their price. –Support your statements with data from your Market Research!

13. Purchasing Contacts NameTitleExt. Monica MarquezAssociate Director, Purchasing 2566 Kevin SpeaksContracting Manager4572 Elizabeth De ClueSr. Contracting Officer 8639 Ruth BrambilaContracting Officer2055 Procurement Services Hotline 8900