NOTICE: The Finance Policies and Procedures Manual, along with the previous manual, is undergoing changes. These sites are continually updated to reflect changes in business processes. If you cannot find the information you are seeking in these policies, email financecomm@unc.edu for more information.
Policies and Procedures

Procedure 1232.1 – Justifying Sole Source or Brand-Specific Purchases

Effective
March 3, 1998
Last Updated
October 18, 2017
Last Reviewed
October 1, 2014
Responsible University Officer
Director of Purchasing Services
Responsible Unit
Procurement Services

Procedure Statement

Requisitions in excess of $5,000 that designate only one vendor, brand or model as being capable of fulfilling the requestor's needs must be accompanied by a justification memorandum, which can be attached within ConnectCarolina. The justification memorandum must explain in detail the reasons why the designated source or product is solely able to meet the current need, and why no other source or product can do so. A waiver of competition form must be attached to the justification memorandum.

Forms and Instructions

Instructions and training for creating a purchase requisition may be found on the Finance and Accounting website under Procurement Training.

  • 1232.1.1.f - Customer Request for a Brand/Vendor-Specific Waiver of Competition

Related Data

North Carolina

Administrative Code 05B .1401 Waiver of Competition

History

Revised:
October 18, 2017 - Update Form 1232.1.1f Customer Request for a Brand/Vendor-Specific waiver of Competition to include F&A Funds.
August 21, 2017: Updated form "708.1.3f Customer Request for a Brand/Vendor-Specific Waiver of Competition" to form "1232.1.1f Customer Request for a Brand/Vendor-Specific Waiver of Competition". The form is identical except for two changes: 1) the title of the form has been changed to align with the correct procedure and 2) the signature requirements of purchasing agent and team lead have been removed to streamline the process.
January 11, 2015: Updated link to Waiver of Competition form.
October 1, 2014: Revised naming of requisition; added information in procedure statement.
December 29, 2011: Form must be attached.
July 26, 2010