4-Complete with Docusign Justification Form - .pdf

Only one known source that can provide the commodity or service.

Procurement of public utility services Compatibility (e.g., a public safety, CCC requiring a specific piece of equipment to be compatible with an existing equipment system) Limited or proprietary systems (i.e. additional licenses, updates, specialized replacement parts, etc.)

A professional expert is requested.

Sales territories or product availability within limited geographic boundaries.

Other

Rev 3/2023 VC Initial ψψψψψψ

Sole Source/Bid Waiver Justification

Below are the following Sole Source/Bid Waiver Criteria. If your purchase meets any of the following criteria, please complete the form and submit to Procurement Services at solesource@ccc.edu

What is a Sole Source Procurement?

A “sole source” procurement can be defined as any contract entered into without a competitive process, based on a justification that only one known source exists or that only one single supplier can fulfill the requirement. Although CCC generally does not permit non-competitive procurements by statute, exceptions are allowed where competition is not feasible. Even though the procurement isn’t competed, you still need to maintain a history of the process. It will be especially important for you to document the circumstances and rationale for not competing the solicitation. This form is used for this documentation.

Examples of acceptable exceptions from the competitive procurement process may include (but are not limited to):

Only one known source exists for supplies of services or products as determined by documented research.

No other reasonable alternative source exists that meets the CCC requirements.

Only one source meets the business needs of the CCC (e.g., compatibility, unique feature to meet CCC’s

Procurement of public utility services.

What’s not a Sole Source Procurement?

A CCC requirement for a particular proprietary product or service does not automatically justify a sole source procurement if there is more than one potential bidder of offeror for that item.

A CCC preference for a specific brand or name product does not justify a sole source procurement.

A good’s or service’s “uniqueness” alone may not qualify the producer or supplier of the good or service as a sole provider.

Why are you requesting a Sole Source Waiver?

Check the reason below explaining why you are requesting a Sole Source/Bid Waiver for this purchase:

business need, etc.)

VC Initial ψψψψψψ

Sole Source/Bid Waiver Justification Application

Email address:

Contract or Board Report number:

Vendor:

Actual Estimated Value of initial term, or if a renewal, value of this renewal: $ (Attach the proposal received)

Number of potential/remaining renewals:

Length of each renewal in months:

Choose one of the following:

New Sole Source

Sole Source renewal Change Order or Amendment to an existing Sole Source Value of all/remaining renewals: $

Provide a description of the supplies or services required:

Select the type of funding to be used: Educational Funds Capital Funds Grant Funds

Other (Explain):

This purchase is economically only available from a single source because it is:

Art or Entertainment Services or Athletic Events

Critical changes to the existing contract are necessary and best accomplished by the original contract holder Federal/CCC Grant requires contract with specific vendor

(attach Grant Award Agreement) Item is copyrighted or patented and the item is only available from the holder

Copyright or Patent Number(s):

Media for advertising Organization memberships (Dues, fees, conference charges including mandated travel and related expenses)

Has CCC purchased these supplies/services in the past? Yes No

If yes, STARTING WITH THE MOST RECENT CONTRACT AND WORKING BACKWARD, for the entire relationship with this vendor for this supply or service, list each term, value, short description and type of procurement of each:

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Rev 3/2023

Name of requestor:

Department/School:

Project title:

Compatibility with existing/current equipment, accessories, replacement parts or service

Items are needed for trial use or testing

Public utility regulated services Radio and television broadcast rights software license/ upgrade/maintenance

Other (Explain):

Daniel Kirschner dkirschner@ccc.edu

Financial Planning & Budget

Budget Planning Software Support Clarity Partners, LLC up to 50,000 ■

N/A

N/A

N/A

This contract covers Anaplan software support services including routine system maintenance, data integration, user support, and custom enhancements to optimize budgeting and planning processes.

■ Professional expert (see below)

VC Initial ______

Business Rationale

1. Provide a detailed explanation of the need for the supplies or services:

2. What are the unique features of the supplies or services that are not available in any other product or by any other vendor?

Provide specific, quantifiable factors/qualifications:

3.

4. Were alternative supplies or services evaluated? Yes No

a. If yes, what were they and why were they unacceptable? If no, why were alternatives not evaluated?

Please be specific with regard to features, characteristics, requirements, capabilities and compatibility:

5. What efforts were made to get the best possible price?

6. Will this purchase obligate the CCC to this vendor for future purchases such as maintenance, licensing or continuing needs?

Yes No If yes, please provide details regarding future obligations and/or needs:

7. Why is the price for this purchase considered to be fair and reasonable?

8. If this is a renewal, describe why circumstances are such that competitive selection is still not an alternative since awarding the original contract:

9. What will be the financial or other impact to CCC if this sole source is not approved and a competitive solicitation is required?

Department/College Representative Signature Printed Name Date

Rev 3/2023

If professional services, what are the unique qualifications the vendor possess?

Provide specific. measureable factors/qualifications:

Department/College Representative Signature Required I know and understand the contents of this Sole Source /Bid Waiver Justification and attest that all statements are true and correct.

Department/College Representative Signature Printed Name Date

VC/ College President Signature

Procurement Approval and Signature Required

Printed Name Date

Printed Name Date

The Anaplan software is a critical system used by CCC to prepare the annual budget. Clarity Partners provides software support in order to maintain and enhance this system including routine system maintenance, data integration, user support, and custom enhancements to optimize budgeting and planning processes. From 2018 to 2024, Clarity Partners were included as subcontractors in our contract with Anaplan in order to build and maintain the system. Anaplan requested Clarity Partners to be removed from Anaplan's renewal agreement approved in July 2024 in order to streamline Anaplan's contract renewal process. This resulted in the Anaplan renewal contract now including licensing only and no longer including the needed software support services provided by Clarity Partners.

Since 2018, Clarity Partners has worked with CCC to build and maintain our Anaplan budgeting and financial management system.

They are intimately familiar with the specifics of our Anaplan configuration, as well as CCC's systems, processes, and requirements.

Clarity Partners have been the sole consultants responsible for building and maintaining CCC's Anaplan system since its inception. Significant time was invested with these specific consultants regarding CCC's systems, process, and requirements. This amount of onboarding time would be cost prohibitive to bring a new vendor up to speed with CCC's Anaplan system, integrated systems, processes, and requirements within our budget and time constraints.

Partner has unique qualifications

The price will be dependent on the amount of hours worked. Utilizing the consultants who have existing knowledge of CCC's processes and Anaplan system build will reduce the cost compared to the additional costs of bringing a new vendor up to speed.

The cost is based on the work performed

N/A

Clarity Partners have been the sole consultants responsible for building and maintaining CCC's Anaplan system since its inception. Significant time was invested with these specific consultants regarding CCC's systems, process, and requirements. This amount on onboarding time would be cost prohibitive to bring a new vendor up to speed with CCC's Anaplan system, integrated systems, processes, and requirements within our budget constraints.

Dan Kirschner Digitally signed by Dan Kirschner DN: cn=Dan Kirschner, o, ou, email=dkirschner@ccc.edu, c=US Date: 2025.09.03 15:03:50 -05'00' Daniel Kirschner 9/3/2025

9/22/2025 | 9:52:49 AM CDTNicholas Gibb

Sole Source/Bid Waiver Justification