HomeMy WebLinkAbout27- Finance CITY OF SAN BERNARDINO REQUEST FOR COUNCIL ACTION
JOHN P. MURPHY
ram: PURCHASING MANAGER Subject: REVISION TO PURCHASING ORDINANCE
►ept: FINANCE/PURCHASING
late: 10/01/96 �O p�
ynopsis of Previous Council action:
✓a
recommended motion:
THAT FURTHER READING OF THE ORDINANCE BE WAIVED AND IT BE
LAYED OVER FOR FINAL ADOPTION.
Signature
:ontactperson: JOHN P. MURPHY, PURCHASING MANAGER Phone: ext. - 5086
upporting data attached: YES Ward:
UNDING REQUIREMENTS: Amount:
Source: (Acct No.)
(Acct Description)
Finance:
ouncil Notes:
Continued to
5-0262 Agenda Item NoZ
STAFF REPORT
BACKGROUND
Attached is a revision to Section 3 . 04 of the Municipal Code
entitled Purchasing System. The changes, summarized below, are
categorized as either "policy changes" - referring to changes in
authority levels, or "non-policy" changes - referring to changes
related to syntax, grammar, or presentation. Also attached for
your convenience is a copy of the code with changes highlighted and
deletions lined through. Text not highlighted or lined through
remains unchanged.
NON-POLICY CHANGES
On July 3 , 1994 , the Mayor and Common Council approved the deletion
of the Purchasing Agent position and the creation of a Purchasing
Manager position. This change as well as changes for purposes of
clarity and syntax (i .e. changes that do not affect authority
limits) are addressed. Redundant sections of the code (caused by
numerous modifications throughout the years) have been deleted and
incorporated into similar sections. Non-policy changes include
the following:
- Changes made to use the following consistent terminology
throughout : Purchasing Manager, procurement and he/she .
Currently the code states that the Purchasing Agent operates
under the direction of the "administrative officer. " This has
been corrected to specifically state throughout the Code that
the Purchasing Manager works under the direction of the
Finance Director.
- Sections 3 . 04 . 030 - Estimates of Requirements, 3 . 04 . 040 -
Requisitions, and 3 . 04 . 050 - Purchase Orders, have been
deleted as separate sections and incorporated into Section
3 . 04 . 080 - Open Market Procedure.
Section 3 . 04 . 110 - Surplus Vehicles and Equipment, has been
deleted as a separate section and incorporated into Section
3 . 04 , 100 - Disposal of Surplus Supplies and Equipment.
- Section 3 . 04 . 085 - Services has been clarified to state that
the City Administrator, not the Purchasing Manger, is the
approving authority for services valued in excess of $5, 000
but less then $25, 000 .
POLICY CHANGES
There is only one change affecting authority levels . In Section
3 . 04 . 080-D - Open Market Purchases For Which No Bids Are Required,
the Purchasing Manager' s level of authority has changed from $2, 500
to $5, 000 . The $2, 500 limit was established in 1988 ; since that
time, both prices and volume have increased making $5, 000 a more
practical limit . For consistency, this same change is also
included in Section 3 . 04 . 085 - Contractual Services For Which no
Proposals Are Required.
RECOMMENDATION
Staff recommends that the Mayor and Common Council adopt the
attached Ordinance revising the sections of the Municipal Code
related to Purchasing.
1 ORDINANCE NO.
2 AN ORDINANCE OF THE CITY OF SAN BERNARDINO AMENDING SECTIONS
3.04. 010, 3. 04. 020, 3. 04. 060, 3.04.070, 3.04.075, 3.04.080,
3 3.04. 085, 3. 04.090, 3.04.100, AND 3.04.115 AND DELETING SECTIONS
2.06.010, 2 . 06.020, 3.04. 030, 3.04.040, 3.04.050, 3.04.110 OF THE
4 SAN BERNARDINO MUNICIPAL CODE RELATING TO PURCHASING.
5 THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO
DO ORDAIN AS FOLLOWS:
6 SECTION 1. Sections 3 .04 . 010 and 3 . 04. 020 of the San
7 Bernardino Municipal Code are hereby amended to read as follows:
8 3.04.010 Adoption of Purchasing System.
9 A. In order to establish efficient procedures for the
10 purchase of supplies, materials and equipment, and contracted
11 services, to secure for all departments or agencies of the City
12 excepting the Municipal Water Department, supplies, materials,
13 equipment and services at the lowest possible cost commensurate
14 with the quality needed, to exercise positive financial control
15 over purchases, to clearly define authority for the purchasing
16 functions and to assure the quality of purchases, a centralized
17 purchasing system is adopted. Except as specified herein, there
18 shall be no exemption from centralized purchasing and no agency or
19 department shall be authorized to purchase, or contract for the
20 purchase of supplies, services or equipment independently of the
21 Purchasing Division. The Board of Water commissioners shall
22 employ procedures substantially in compliance with
23 the provisions of this chapter as such may be applicable.
24 B. Exemptions. This chapter shall not apply to the
25 following:
26 1. Purchases from, or sales to a government or
27 governmental agency, or through any advantageous governmental
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1 contract approved by Council, or to the purchase of election
2 supplies, or to purchases and/or services or service contracts
3 relating to litigation or prosecution or investigations thereof,
4 or to purchases and/or services or service contracts relating to
5 fire and police investigations, or to the purchases and/or
6 services or service contracts relating to board up or demolition
7 of buildings or structures.
8 2 . Purchases from a vendor or manufacturer which,
9 through the City's bidding procedure, or other governmental
10 agency's bidding procedure, has established a price at which such
11 a vendor or manufacturer is willing to sell to the City. During
12 such a bid procedure more than one responsive bid must have been
13 received, and the bid award must have occurred within one year at
14 the City's issuance of a purchase order.
15 3 . Purchases approved by the Mayor and Common Council.
16 4 . Purchases for less than five hundred dollars($500) .
17 5. Public Works contracts for construction projects and
18 service contracts subject to the State Public Contract Code, and
19 agreements for related professional services.
20 3.04. 020 Purchasing Officer.
21 The purchase and sale of all supplies, materials and
22 equipment and services, shall be the responsibility of the
23 Purchasing Manager under the direction and supervision of the
24 Finance Director.
25 SECTION 2 . Sections 3 . 04.030, 3.04.040, 3. 04.050, and
26 3 .04 . 110 are hereby deleted from the San Bernardino Municipal
27 Code.
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1
1. Purchases from, or sales to a government or
2
governmental agency, or through any advantageous governmental
3 contract approved by Council, or to the purchase of election
4 supplies, or to purchases and/or services or service contracts
5 relating to litigation or prosecution or investigations thereof,
6 or to purchases and/or services or service contracts relating to
7 fire and police investigations, or to the purchases and/or
8
services or service contracts relating to board up or demolition
9
of buildings or structures.
10 2 . Purchases from a vendor or manufacturer which,
11
through the City's bidding procedure, or other governmental
12 agency's bidding procedure, has established a price at which such
13 a vendor or manufacturer is willing to sell to the City. During
14 such a bid procedure more than one responsive bid must have been
15 received, and the bid award must have occurred within one year at
16
the City's issuance of a purchase order.
17 3 . Purchases approved by the Mayor and Common Council.
18 4. Purchases for less than five hundred dollars($500) .
19 3.04.020 Purchasing Officer.
20
The purchase and sale of all supplies, materials and
21
equipment and services, shall be the responsibility of the
22 Purchasing Manager under the direction and supervision of the
23 Finance Director.
24 SECTION 2 . Sections 3.04 . 030, 3. 04 . 040, 3 . 04 . 050, and
25 3 . 04 . 110 are hereby deleted from the San Bernardino Municipal
26
Code.
27
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1 SECTION 3 . Sections 3 . 04 . 060, 3 . 04 . 070, 3 . 04 . 075, 3 . 04 . 080,
2 3 . 04 . 085, 3 . 04 . 090, 3 . 04 . 100, and 3 . 04 . 115 of the San
3 Bernardino Municipal code are hereby amended to read as follows:
4 3.04. 060 Encumbrance of Funds.
5 The Purchasing Manager shall not issue any purchase order for
6 supplies, materials, equipment or services unless there exists an
7 unencumbered appropriation in the account against which the
8
purchase is to be charged.
9 3.04.070 Formal Contract Procedure.
10 Except as otherwise provided in this chapter, purchases and
11 contracts for supplies, materials, and equipment of a value of
12 twenty-five thousand($25, 000) or greater shall be by a written
13 contract with the lowest possible and best bidder, pursuant to the
14
procedures described in this section:
15 A. Notice Inviting Bids. Notices inviting bids shall
16 include a general description of the articles to be purchased,
17 shall state where bid blanks and specifications may be secured,
18 and the time and place for opening bids.
19 B. Notice. Publication and Mailing. Notice inviting bids
20
shall be published at least ten days before the opening of bids in
21
a newspaper of general circulation printed and published in the
22
city.
23 The Purchasing Manager may establish and maintain a list of
24
prospective bidders. The prospective bidders shall be listed on
25
said list according to the service or product provided as
26 indicated by the prospective bidder. It shall not be the
27 -3-
28
1
responsibility of the Purchasing Manager to ensure that the list
2
contains current information in respect to the address, service or
3
product of the prospective bidder. The Purchasing Manager is
4
authorized to mail invitations to bid directly to appropriate
5
bidders appearing on said list and to other prospective bidders .
6 Vendors whose actual performance has not met City standards, may
7 be removed from the bid list .
8
C. Bidder' s Security. Each bid or proposal may be required
9
by the Purchasing Manager to be accompanied by a bidder' s bond, or
10
a certified/cashier' s check in an amount not more than ten
11 percent of the total bid. The Purchasing Manager shall establish
12 standards for determining under what circumstances a bidder' s
13
security shall be required in order to protect the interests of
14
the City. When deemed necessary by the Purchasing Manager,
15
bidder' s security may be prescribed in the public notices inviting
16
bids . When bid security is required, bidders shall be entitled to
17 return of bid security, provided that a successful bidder shall
18
forfeit his bid security upon refusal or failure to execute the
19 contract within ten days after the notice of award has been
20 mailed, unless and to the extent the City is responsible for the
21
delay. The Common Council may, on refusal or failure of the
22 successful bidder to execute the contract, award it to the next
23
lowest and best bidder. If the Common Council awards the contract
24
to the next lowest and best bidder, the amount of the lowest
25
bidder' s required security shall be applied by the City to the
26
difference between the low bid and the second lowest bid, and the
27
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I surplus, if any, shall be returned to the lowest bidder.
2 D. Bid Opening Procedure . Sealed bids shall be submitted
3 to the Purchasing Manager and shall be identified as bids on the
4 envelope . Bids shall be opened in public at the time and place
5 stated in the public notices . A record of the bids received shall
6 be available for public inspection after the bids have been
7 opened, indicating the amounts bid by the various bidders and the
8 basis for awarding the contract or purchase order if other than
9 the lowest bidder. Such list shall be available for thirty days
10 after the award has been made .
11 E. Rejection of Bids . At its discretion, the Mayor and
12 Common Council shall have the power to reject any and all bids
13 presented and readvertise for bids .
14 F. Award of Contracts . Contracts shall be awarded by the
15 Mayor and Common Council, by resolution, to the lowest and best
16 bidder except as otherwise provided herein. In the event a
17 contract cannot be consummated with the lowest and best bidder,
18 the Purchasing Manager may negotiate with the next lowest and best
19 bidder, or reject all bids and report reasons for such action to
20 the Mayor and Common Council for their ratification.
21 G. Tie Bids . If two or more bids received are for the same
22 total amount or unit price, quality and service being equal and if
23 the public interest will not permit the delay of readvertising for
24 bids, the Mayor and Common Council may accept the one it chooses
25 or accept the lowest bid made by negotiation.
26
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1 H. Performance Bonds . The Purchasing Manager shall have
2 authority to require a performance bond before executing a
3 contract in such amount as he shall find reasonably necessary to
4 protect the best interests of the City. If the Purchasing Manager
5 requires a performance bond, the form and amount of the bond shall
6 be described in the notice inviting bids .
7 I . Negotiated Purchases . At the discretion of the Finance
8 Director, the Purchasing Manager may authorize the purchase of
9 technical or specialized supplies and equipment by competitive
10 negotiation when such a method of purchase would be more
11 advantageous to the City and any of the following conditions
12 exists :
1 . The supplies or equipment are such that suitable
13
technical or performance specifications are not readily available;
14
15 2 . The City is not able to develop descriptive
16 specifications; or,
17 3 . The quality of the supplies and equipment cannot be
18 accurately determined by reference to their specifications alone.
19 3 .04 .075 Emergency Purchases.
20 In case of an emergency, which is so urgent as to preclude
21 advance action by the Mayor and Common Council and which requires
22 purchase of supplies, materials, equipment or contractual
23 services, the City Administrator shall have the authority to
24 authorize the Purchasing Manager to secure in the open market at
25 the lowest obtainable price any such supplies, materials,
26 equipment or contractual services . This emergency authority shall
27
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1 extend to all purchases, irrespective of the fact that the amount
2 might exceed the authorized limitation for open market purchases .
3 In all instances a full explanation of the emergency circumstances
4 shall be filed with the Mayor and Common Council .
5 3 .04 .080 Open Market Procedure.
6 Purchase of supplies, materials, and equipment of a value in
7 the amount of twenty-five thousand dollars ($25, 000) or less may be
8 made by the Purchasing Manager in the open market, in accordance
with the following procedure :
9
A. Minimum Number of Bids . Open market purchases shall
10 wherever possible, be based on at least three bids, and shall be
11
awarded to the lowest and best bidder.
12
B. Blanket Purchase Orders . Blanket Purchase Orders confer
13
no special right or privilege to a vendor. They are a billing
14
convenience and will not encumber department funds . They may be
15
used by all departments .
16 C. Contract Purchase Orders . These Purchase Orders
17
are written for one year based upon a department' s estimates of
18
requirements it will need for a commodity or service. The
19 Purchasing Manager seeks competition to obtain the best price
20 and/or service and awards the Purchase Order to the lowest or
21
best offeror. When these requirements exceed twenty-five
22
thousand ($25, 000) annually, they will require Mayor and Common
23
Council approval .
24 D. Open Market Purchases For Which No Bids Are Required.
25
For open market purchases not exceeding five thousand
26
27
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1 dollars ($5, 000) , the Purchasing Manager shall have the authority
2 to select a specific vendor and place an order written without
3 obtaining additional competitive bids .
4 3 . 04 .085 Services.
5 A. The Purchasing Manager may contract for services of a
6 value of twenty-five thousand dollars ($25, 000) or less
7 in accordance with the following procedure :
8 1 . Minimum Number of Proposals . Contracts for
9 services shall, whenever possible, be based on at least three
10 Proposals, and shall be awarded to the provider who can best meet
11 the needs of the City. Although cost shall be considered by the
12 Purchasing Manager in entering into such contracts, it shall not
13 be the sole determining factor.
14 2 . Proposals . For services valued in excess of five
15 thousand dollars ($5, 000) proposals shall be submitted to the
16 Purchasing Manager who shall keep a record of all such proposals
17 for not less than 180 days . This record, while kept, shall be
18 open to public inspection.
19 3 .. Contractual Services For Which No Proposals Are
20 Required. For contractual services not exceeding five thousand
21 dollars ($5, 000) in value, the Purchasing Manager shall have the
22 authority to select a specific provider and enter into a contract
23 without obtaining additional proposals . For services valued in
24 excess of five thousand dollars ($5, 000) , but less than twenty five
25 thousand dollars ($25, 000) , the City Administrator shall be the
26 approving authority.
27
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1
2 B. Contractual services with a value in excess of twenty-
3 five thousand dollars ($25, 000) must be approved by the Mayor and
4 Common Council pursuant to Requests For Proposals as authorized by
5 the Mayor and Common Council .
6 C. The provisions of Subsection A above shall not apply to
7 contracts for special counsel services which are provided for
8 pursuant to Chapter 2 . 20 of this Code .
9 3 . 04 .090 Annual Audit
10 An annual audit of the accounts established by the Purchasing
11 Manager pursuant to the authority granted under this chapter shall
12 be performed annually under the City' s audit contract .
13 3 . 04 .100 Disposal of Surplus Supplies and Equipment.
14 A. All using agencies and departments shall submit to the
15 Purchasing Manager or his/her designee, at such times and in such
16 form as he shall prescribe, reports showing all supplies,
17 materials and equipment which are no longer used or usable or
18 which may have become obsolete, unsuitable or worn out . The
19 Purchasing Manager shall have authority to sell said supplies,
20 materials and equipment, or to exchange the same for, or trade in
21 the same on, new supplies, materials and equipment . Such sales,
22 exchanges or trade-ins shall be made to the highest and best
23 bidder pursuant to the procedures of Section 3 . 04 . 070 or 3 . 04 . 080,
24 whichever is applicable, or shall be made at a public auction as
25 hereinafter set forth. The Purchasing Manager, when directed by
26 the Mayor and Common Council, shall restrict the sale of surplus
27
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I supplies, materials and equipment of a value in an amount of three
2 thousand dollars ($3 , 000) or less to local nonprofit tax exempt
3 corporations, associations or organizations pursuant to Section
4 3 . 04 . 080, or shall negotiate and consummate a sale to a
5 governmental agency, including any domestic or foreign sister
6 city. Each restricted or negotiated sale under this chapter shall
7 be consummated at the fair market value of the surplus supplies or
8 equipment .
9 B. Public Auction. A notice describing the property in
10 sufficient detail for its identification shall be prepared by the
11 Purchasing Manager and shall be given at least five days before
12 the time fixed therefore by publication once in a newspaper of
13 general circulation published in the City.
14
C. City officers shall not be purchasers at any such public
15
auction authorized, conducted or administered by them in their
16
official capacity, nor shall any city officer or employee directly
17
or indirectly submit a bid at the auction if he has participated
18
19 in the preparation or conduct of the auction in his official
20 capacity.
21 D. The property so offered for sale shall be sold to the
22 highest bidder for cash, provided that the Purchasing Manager may,
23 at his discretion, fix a minimum sale price and may refuse to sell
24 unless the minimum price is offered, and may further refuse to
25 sell unless a deposit of security is immediately made .
26
27
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- 1
E. Any property sold at public auction shall be delivered
2
to the purchaser upon payment of the purchase price .
3
F. The proceeds of the auction sale or sales shall
4 immediately be deposited with the Treasurer of the City.
5
6 3 .04 .115 City Administrator. Any duty or responsibility given to
7 the Purchasing Manager by this Chapter may likewise be performed
8 or fulfilled by the City Administrator or his or her designee.
9 3 . 04 .120 Penalty to Split Purchases. It shall be unlawful to
10 split or separate into smaller purchases, a procurement so as to
11 bring the purchase within the provisions of any exemption or less
12 stringent procedure provided herein.
13 3 . 04 .125 Local Bidders. Any formal or informal bid submitted by
14 a local bidder for goods or materials pursuant to this chapter
15 shall receive a one percent (1%) credit for comparison purposes
16 with other bidders . For the purpose of this section, ' local
17 bidders' shall be bidders for which the point of sale of the goods
18 or materials shall be within the City of San Bernardino.
19
20
21
22
23
24
25
26
27
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- 1
ORDINANCE NO.
2 AN ORDINANCE OF THE CITY OF SAN BERNARDINO AMENDING SECTIONS
3 3. 04.010, 3. 04.020, 3. 04. 060, 3.04.070, 3.04. 075, 3.04.080,
3.04.085, 3. 04. 090, 3.04.100, AND 3.04.115 AND DELETING SECTIONS
4 2.06.010, 2.06. 020, 3.04.030, 3. 04.040, 3. 04.050, 3.04.110 OF THE
SAN BERNARDINO MUNICIPAL CODE RELATING TO PURCHASING.
5 I HEREBY CERTIFY that the foregoing ordinance was duly
6 adopted by the Mayor and Common Council of the City of San
7 Bernardino at a meeting thereof, held on the
8 day of , 1996, by the following
9 vote to wit:
10 Council Members: AYES NAYS ABSTAIN ABSENT
11 NEGRETE
12 CURLIN
13 ANDERSON
14 OBERHELMAN
15 DEVLIN
16 ARIAS
17 MILLER
18
19 CITY CLERK
20 The foregoing resolution is hereby approved this day of
21 1996.
22 Tom Minor, Mayor
23 City of San Bernardino
24 Approved as to
form and legal content:
25 ,1
DAMES F. PENMAN,
27 /City Attorney
28
Chapter 3. 04
PURCHASING SYSTEM
SECTIONS:
3 . 04 . 010 Adoption of purchasing system.
3 . 04 . 020 Purchasing Officer
3 93 9 Estimates of RP���w=-===t
s
3 . 04 . 940 n...,uisitien_
3 . 94 . 959 Purehas a--9rders
3 . 04 . 060 Encumbrance of funds
3 . 04 . 070 Formal contract procedure
3 . 04 . 075 Emergency purchases
3 . 04 . 080 Open market procedure
3 .04. 085 Services
3 . 04 . 090 Inspection and Testing
3 .04 . 100 Surplus supplies and equipment
3 .94 . 1 1 9 Surplus veh i el es and equipment
3 . 04 . 115 City Administrator
3 . 04 . 120 Penalty To Split Purchases
3 . 04. 125 Local Bidders
3.04. 010 Adoption of Purchasing System.
A. In order to establish efficient procedures for the
purchase of supplies, materials and equipment, and contracted
services, to secure for all departments or agencies of the City
excepting the Municipal Water Department and the Free—Pere
Library supplies, materials, equipment and services at the lowest
possible cost commensurate with the quality needed, to exercise
positive financial control over purchases to clearly define
authority for the purchasing functions and to assure the quality of
purchases, a centralized purchasing system is adopted. Except as
specified herein, there shall be no exemption from centralized
purchasing and no agency or department shall be authorized to
purchase, or contract for the purchase of supplies, services or
equipment independently of the administrative ef f iee t'as
s The Board of Water Commissioners andre�ear - }t
..................................
..................................
' e ie Library shall employ procedures substantially in
compliance with the provisions of this chapter as such may be
applicable.
B. Exemptions. This chapter shall not apply to the
following:
1. Purchases from, or sales to a government or governmental
agency, or through any advantageous governmental contract approved
by Council, or to the purchase of election supplies, or to
purchases and/or services or service contracts relating to
litigation or investigations thereof, or to purchases and services
or service contracts relating to fire and police investigations, or
to the purchases and/or services or service contracts relating to
board up or demolition of buildings or structures
2. Purchases from a vendor or manufacturer which, through
the City's bidding procedure, or other elr€er ent er
governmental agency's bidding procedure, has established a price at
which such a vendor or manufacturer is willing to sell to the City.
During such a bid procedure more than one responsive bid must have
been received, and the bid award must have occurred within one year
at the City's issuance of a purchase order.
3. Purchases approved by the Mayor and Common Council.
4. Purchases for less than five hundred dollars($500) .
................ ...
5. ubl .................rls .�ntra�ts fcrnstrttion pra�ets<>?<`and
............;::.;..............
:. .... .............. ..................:.:..... ::.....t :.. ?ub 1. .::: an .. nd
... :::::::.:.:..::::.::::::::.:::::::::::::::::::::::::::::::::.:::::::::::::::::::::::::..:....:.....:..................................................
a: eeinents:<: ar>;<:re:lated:::: rfess`:�ona1<:>; erues :
3.04.020 Purchasing Officer.
The purchase and sale of all supplies, materials and equipment
and services, shall be the responsibility of the purehasing agent
..
rhaxg>:;> anace under the direction and supervision of the
E?:.. 3 ;r:.O �^.
........................:...................................
3. 04.030 Estimates of rei-nuireemments.
All using departments and—ageneles sha, , file detailed
estimates of their der supplies, materials— aTa
as ke--C-ity administrative e€€lee-shall preseriHe.
3.94.039 Requisitions
Using departments d--agenre es shall submit requests fer
standard requisitlen ferns.
3-.-0 4-.-ASO Pu=ehase-Ciders.
debase-e plies, materials, and equipment shall be e
administrative effleer er his-ewer
3.04.060 Encumbrance of funds.
...........................
The Purchasing Agent Man4ge�t shall not issue any purchase
order for supplies, mat erials,er equipment,
eruee ;:;;; unless
there exists an unencumbered appropriation in""'the account against
which the purchase is to be charged, and until the same has been
appreved by thefiranee d-iyisien ef the administrative of ice.
3.04.070 Formal Contract Procedure.
Except as otherwise provided in this chapter, purchases and
contracts for supplies, materials and equipment of a value f
twenty-five thousand dollars #3 «' ! <e :
shall Y *�r2 C± :: >; h ll be by a"
:a
written contract with the lowest possible and est bidder, pursuant
to the procedures described in this section:
A. Notice Inviting Bids. Notices inviting bids shall include
a general description of the articles to be purchased, shall state
where bid blanks and specifications may be secured, and the time
and place for opening bids.
B. Notice. Publication and Mailing. Notice inviting bids shall
be published at least ten days before the opening of bids in a
newspaper of general circulation printed and published in the City.
The Purchasing Agent a may establish and maintain a list
of prospective bidders. Tl a prospective bidders shall be listed on
said list according to the service or product provided as indicated
by the prospective bidder. It shall not be the responsibility of
the Purchasing Agent to ensure that the list contains
current information in`respect to the address, service or product
of the prospective bidder. The Purchasing Agent I+?�<`43'3 a is
authorized to mail invitations to bid directly to appropriate
bidders appearing on said list and to other prospective bidders
tendor2�t�se actza 1 performance has nitiae Zty sandar , mad be
eaQxre ?� o�t the
....:::..............
C. Bidder's security. Each bid or proposal may be required
by the Purchasing t Manger to be accompanied by a bidder's
bond, Cdr certified e ,; cashier's check, n in an amount not
more than ten percent of the total bid. The E ty Add!_„_=trot
? # !I shall establish standards for determining under
................................. ..................i ..:.... g
what" circumstances a bidder's security shall be required in order
to protect the interests of the City. When deemed necessary by the
C,ty "d=- istra ^x Purchas3n Nana :r, bidder's security may be
. .................
. ...:' ..::.: Y Y
prescribed in the public riotices nviting bids. When bid security
is required, bidders shall be entitled to return of bid security,
provided that a successful bidder shall forfeit his bid security
upon refusal or failure to execute the contract within ten days
after the notice of award has been mailed, unless and to the extent
the City is responsible for the delay. The Common Council may, on
refusal or failure of the successful bidder to execute the
contract, award it to the next lowest and best bidder. If the
Common Council awards the contract to the next lowest and best
bidder, the amount of the lowest bidder's required security shall
be applied by the City to the difference between the low bid and
the second lowest bid, and the surplus, if any, shall be returned
to the lowest bidder.
D. Bid opening Procedure. Sealed bids shall be submitted to
the Purchasing � Manager and shall be identified as bids on the
..::. ..................:.
envelope. Bids shall be opened in public at the time and place
stated in the public notices. A record of the bids received shall
be available for public inspection after the bids have been opened,
indicating the amounts bid by the various bidders and the basis for
awarding the contract or purchase order if other than the lowest
bidder. Such list shall be available for thirty days after the
award has been made.
E.Rejection of Bids. At its discretion, the Mayor and Common
Council shall have the power to reject any and all bids presented
and readvertise for bids.
F. Award of Contracts. Contracts shall be awarded by the
Mayor and Common Council, by resolution, to the lowest and best
bidder except as otherwise provided
herein. > t >ev'<> >t> :.,;,;::;; ......>ea
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h Ma +C $174ltifll �oi4ki ` aaio$t;ion
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G. Tie Bids. If two or more bids received are for the same
total amount or unit price, quality and service being equal and if
the public interest will not permit the delay of readvertising for
bids, the Mayor and Common Council may accept the one it chooses or
accept the lowest bid made by negotiation with tie bidders at the
time of the bid epening.
......................................
.................. ...... ........
H. Performance Bonds. The Hayer and Gemmen eeunell Purring
shall have authority to require a performance bona before
executing a contract in such amount as 4t h� i shall find
City. If
reasonably necessary to protect the best interests of the
the Purchas= Manager requires a
performance bond, the form and amount of tie bond shall be
described in the notice inviting bids.
I.Negotiated Purchases. At the discretion of the C-t 3rr
Admi .: stra " F CDjX t the Purchasing Agent
o aiage may
authorize the purchase of technical or specialized supplies and
equipment by competitive negotiation when such a method of purchase
would be more advantageous to the City and any of the following
conditions exists:
1. The supplies or equipment are such that suitable
technical or performance specifications are not readily available;
2 . The City is not able to develop descriptive
specifications; or,
3 . The quality of the supplies and equipment cannot be
accurately determined by reference to their specifications alone.
*here en-shall be made to the-C i t i Adninistrater.
3.04.075 Emergency Purchases.
In case of an emergency, which is so urgent as to preclude
advance action by the Mayor and Common Council and which requires
purchase of supplies, materials, equipment or contractual services,
the City Administrator shall have the authority to authorize the
Purchasing Agent Manager to secure in the open market at the lowest
obtainable price any such supplies, materials, equipment or
contractual services. This emergency authority shall extend to all
purchases, irrespective of the fact that the amount might exceed
the authorized limitation for open market purchases. In all
instances a full explanation of the emergency circumstances shall
be filed with the Mayor and Common Council.
3.04.080 Open Market Procedure.
Purchase of supplies, materials, and equipment of a value in
the amount of twenty-five thousand dollars($25, 000) or less may be
made by the Purchasing Agent t in the open market, in
accordance with the following procedure:
A. Minimum Number of Bids. Open market purchases shall
wherever possible, be based on at least three bids, and shall be
awarded to the lowest and best bidder.
�tett inviting The
$�-�vczc� --b��s�-nv Purehase--Prgent shall s e'r'rcrc
3« H1anlCetuta] ase Orders 7.7. .77 Purchase {girders cfer nc
, ..
.::: g1'� c� .. . e.:v :l.. . ::.:: c#.;:,:: ..;:.;:.; rir c z:.•.:.......... he . a ..:» .:: .a n
Y .. ... ............. ... ..
nr€ne :»Nand wig I.:..: enur:: rae '=>funds ....The .::::.ia ...::be
P .::.::.::::::.: .......::.;;........::.::.::;;::::::.;;;;:::.>:Y:.;;;:;:.:;;::Y.;:.;:.;:.;:.;:.;:
it e'S� Sealed written"-bids shall T'^L'e .g-1SbmTr'CtCQ—C.e
enders—and--bids—€er the required--perled ef— time after the
submissien e€--bids er the plaeing a€-enders. This--teeee-d while se
fit- la bed te- l e
# shall rem r= =r==--
- ----
? :: r�atract....Pur a� ircYe s?: ;``>> ::< eee::::> 'urcha:se::>::>Qxciel`s;:.:.:><are
wrztten fcr one yeiar based upon departent's e'stamate of
rqueents it wa deed far; cpod ,ty n servide. The
Purchas
pursuant to Chapter 2 . 20 of this Code.
3.04.090 Annual Audit
An annual audit of the accounts established by the Purchasing
Agent r pursuant to the authority granted under this chapter
shall be erformed annually by the F nanrs«1'lcap Department P Y 1 ---- - -------- --_r--_ _...-..t un..
C ty'e audit contract. ep e€--s e d shall h? rr -t_-
ii:e the u
.............................................
3.04.100 7 �tpQs' 1 ' surplus supplies and equipment.
A. All using agencies and departments shall submit to the
pekasige pax c�xs .ngarag c3te :< deee, at such
times and in such form as he/she shall prescribe; reports showing
all supplies, materials and equipment which are no longer used or
usable or which may have become obsolete, unsuitable or worn out.
.........................................................................
The g e ras g , shall have authority to
Y
sell said supplies, materials grid equipment, or to exchange the
same for, or trade in the same on, new supplies, materials and
equipment. Such sales, exchanges or trade-ins shall be made to the
highest and best bidder pursuant to the procedures of Section
3 . 04. 070 or 3 . 04 . 080, whichever is applicable, or shall be made at
a public auction as hereinafter set forth. The purehasing agent
p..... s3-A Sanag r, when directed by the mayor and common council,
shall restrict the sale of surplus supplies, materials and
equipment of a value in an amount of three thousand dollars($3 , 000)
or less to local nonprofit tax exempt corporations, associations or
organizations pursuant to Section 3 .04. 080, or shall negotiate and
consummate a sale to a governmental agency, including any domestic
or foreign sister city. Each restricted or negotiated sale under
this chapter shall be consummated at the fair market value of the
surplus supplies or equipment.
B. Public Auction. A notice describing the property in sufficient
detail for its identification shall be prepared by the e�y
a.. :..: ,.�. ,�
?th. 1t 4.ntgi and shall be given at least five
days before the time... fixed therefore by publication once in a
newspaper of general circulation published in the City.
C. City officers shall not be purchasers at any such public auction
authorized, conducted or administered by them in their official
capacity, nor shall any city officer or employee directly or
indirectly submit a bid at the auction if he/she has participated
in the preparation or conduct of the auction in his official
capacity.
D. The property so offered for sale shall be sold to the highest
bidder for cash, provided that the elty administrator 3 1 J
ate. may, at his discretion, fix a minimum sale price and may
refuse to sell unless the minimum price is offered, and may further
refuse to sell unless a deposit of security is immediately made.
E. Any property sold at public auction shall be delivered to the
purchaser upon payment of the purchase price.
F.The proceeds of the auction sale or sales shall immediately be
deposited with the Treasurer of the City. and plaeed in the genera'
fund the-eef.
3.04.110 Surplus vehieles and equipmentr
by sealed bid sale with er witheut newspaper adver-tising, but
pursuant te-the-requia-tiens eentained in the-rese3utien.
3.04.115 City Administrator. Any duty or responsibility given to
the Purchasing e . Sanar�er by this Chapter may likewise be
performed or fulfilled by the City Administrator or his or her
designee.
3.04.120 Penalty To Split Purchases. It shall be unlawful to
split or separate into smaller purchases, a purehase ... are OAX so
as to bring the purchase within the provisions of any exemption or
less stringent procedure provided herein.
3.04.125 Local Bidders.
Any formal or informal bid submitted by a local bidder for
goods or materials pursuant to this chapter shall receive a one
percent(1%) credit for comparison purposes with other bidders. For
the purpose of this Section, 'local bidders' shall be bidders for
which the point of sale of the goods or materials shall be within
the City of San Bernardino.