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HomeMy WebLinkAboutOrdinances_2678_CCv0001.pdf ORDINANCE NO. 2678 AN ORDINANCE OF THE. CITE' OF REDLANDS AMENDING CHAPTER 2.16 OF THE REDL N S MUNICIPAL. CODE RELATING TO CITY PURCHASES AND DELETING CHAPTER 3.74 OF THE RF`DI._ANE 11"NIC{IPAL CODE HE CITY COUNCIL OF THE CITE' OF REDLANDS DOES ORDAIN AS FOLLOWS- Section OLLO S:Section 1. Chapter 2.16 of the Redlands Municipal Code is hereby deleted in its entirety and rewritten to read as follows Chapter 2.16 CITY PURCHASING G ND SALE CSP SURPLUS PERSONAL PROPERTY POLICIES Sections:: 2.46.010 Definitions 2.16.020 Purchasing System. 2.16,030 Purchasing Agent- 116.040 Powers and Duties 2.16.050 Purchasing; Standards and. Ethics 2.16,060 Conflict of Interest 2.16.070 Gratuities 2.16.080 Purchase Requisition .16.090 Purchase Order 2.E6.100 Encumbrance of Funds ?.16.110 Competitive Procurement 2.16,120 Formal Procurenient 16.130 Emergency Procurement 2.16.140 Public Projects 116.150 Non-Public Projc;tts r,- Bidding Requircinents for Supplies, Materials, Equipment and Construction 2.16.1601 Lowest Responsible Bidder 2.16.1 70 Professional Services ?,16.180) Non-Professional Services 2.16,1 90 Change Order-, 2.16.200 Cooperative Purchasing 116.210 Preferences 2,16.220 Authorization to Execute Contracts �,16.230 Standardization of E uipmenl/SLIPP]ies '2408 2J) 1 2.1 6.240 Insurance Re uirenients 2.16.250 Federal Requirements 116.260 Resale Iters 2.16,270 Commercial Entertainment/Excursions and Competition 2.16.280 Designation of Surplus Personal.Property ?.1629 rale in (open Market of Surplus, Personai property 11 6_300 Sale by Sealed Biel or Auction of Surplus Personal Property 116. 10 Trade-in Surplus Personal Property 2.16.320 Sale of Surplus Personal Property to Other Public Agency 2.16.330 Conveying Surplus Personal Property to tither Public Agencies 2.1 x.340 Disposal of Unclaimed Property 2.1 .3 0 Disposal of Bicycles 2.16.01 tl Definition As used in this Chapter, the fallowing words and phrases shall have the meanings indicated A. "Annual Purchase Order" means a City-issued document to a vendor allowing for the purchase of goods or services by authorized personnel for a specified time not to exceed one year. An annual purchase order shall be issued, using competitive procurement whenever practicable, for a specific amount of consideration that is drawn on throughout the specified time frame for payment of invoices:related to such purchase order. B. "Bid Security" paeans a guarantee, in the form of a bond or cash deposit, that the successful bidder will execute a contract as laid, or will forfeit the amount of the bond or deposit. C. "Bidder's Dist" means a list maintained by the Purchasing Office setting out names and addresses of suppliers of various good and services frorn which bids, proposals and quotations may be solicited D� "City Manager"trreans the City Manager for the City, or his or her designee. E. "Chin-c Order" means a City-issued document used to modify a purchase carder to add, delete:or revise the quantity, price or scope of goods, services or construction beim provided. F. "Competitive Procurement" means a process whereby for-nal bids, by formal procurement, or informal bids, by capon market procurement, are solicited trorn Iidders in accordance with applicable lair under the direction of the Purchasing Agent. G. "Conflict of Interest` paeans a situation where the personal interests of contractor_ public: official or employee are, or appear to be in conflict with the Rest interests of the City,. as determined in accordance with the laws of the Stine. I.,e lerka;Ordintjnccs 22679-Purchasing,doo H. "Contract" means any type of legally recognized agreement to provide goods, services or construction including purchase orders. 1. "Construction" means the process of building, altering" repairing, unproving or demolishing any public structure or building, or other public improvernent of any kind to any public real property. It does not include routine operation, maintenance or repair of existing structures, buildings or real property by the City's own forces, "Construction" shall, also include Vublic project" as defined in Section 20161 of the California Public Contract Code. J. "Cooperative Purchasing7 means a purchasing method whereby the procurement requirements of two or more governmental entities are combined to obtain the benefit of volume procurement or reduction o f adrni ni strati ve expenses. K. "Emergency Purchase" means a purchase made without following the normal purchasing procedures or using competitive procurement, in order to obtain goods, services or construction teareet an urgent and previously unexpected requirement where public health and safety or the conservation Of public resources is at risk. L. *'Equipment" means personal property of a durable nature which retains its identity throughout its useful life. M. "Formal Bid" tricans a written bid which shall be (a) advertised in a newspaper of, eneral circulation in the City; (b) subi-nitted in a scaled envelope in conformance with a City-prescribed format and procedure; (c) publicly opened, read and recorded at a City-specified date, time and place; and (d) accepted by award made by the City Council. N. "Formal Procurement" means procurement by written Notice Inviting Bids and Forinal Bid. 0. "Gratuity" means a gift or favor, entertainment, loan or anything of monetary value ft-om anyone who has or is seeking to obtain City business or conducts activities that may be affected by the perfortriance or non-perforniance of the employee's official duties. P. "Goods" ntean supplies, materials, equipment and other commodities included within the definition of"Goods" in Section 2105 of the California Linift.mn Commercial Code. Q. "Inforinal Bid or Quotation", means an unsealed competitive offer conveyed by letter, telephone, facsimile or other means and under conditions different from those required for formal bidding- informal bids should only be solicited by City personnel authorized to do so, and for each instance of informal bid the authorized personnel, shall obtain infionrial bids from at least three different prospective bidders, if practicable, I cc lerk-'Onfinanc 8-Purchas 2,6,08 2,09 p.m. 3 R. "Negotiation" means contracting through the use of either competitive or other than competitive proposals and discussions. Any contract/purchase order awarded without using sealed bidding procedures is a negotiated contract/purchase order, Further, negotiation is a procedure that includes the receipt of proposals from offerors, which permits bargaining and usually affords an opportunity to revise their offers before award of a contract./purchase order. Bargaining in the sense of discussion, persuasion, alteration of initialassumptions of positions, and give-and-take may apply to price, schedule, technical requirements, type of contractipurchase order or other terms of a proposed contract/purchase order. S. "Open Market" means the private sector business market place in which private persons, exercising prudent business practices and Judgment, procure goods, services or construction utilizing an informal bid submitted by bidders from the open market. T. "Procure or Procurement" means buying, purchasing, renting, leasing or otherwise acquiring or obtaining goods, services or construction. U. "Professional Services" means services such as those of attorneys, auditors, physicians, architects, engineers and other'individuals or organizations exercising professional discretion and independent judgment based on specialized knowledge, expertise or training. V. "Purchasing Office" means the City Depaitment designated by the City Manager for the administration of this Chapter. W. "Purchase Order" means a City-issued document which authorizes the delivery of goods, the rendering of services, or the performance of construction at a stated price and which encumbers City funds for the payment thereof. X. "Purchase Requisition", means a written request in the form as the City may from time to tinie detennine, submitted by a City Department to the Purchasing Office for procurement of goods, services or construction, Y. "Recycled Goods" means finished manufactured products containing recycled materials in the production thereof Z. "Service (Contractual)" means a contract that directly engages the time and effiort of a contractor whose primary purpose is to perform an identifiable task rather than to furnish an end item of supply. A set-vice contract may be either non-personal or a personal contract. It can also cover services perfortned by either professional or non-professional personnel, whether on an individual or organizational basis. Examples of contractual service or services contracts are (a) maintenance, overhaul, repair, rehabilitation, salvage, modernization or rnodification of supplies, systems, equiptnent; (b) facilities maintenance; (.c)janitorial services-, (d) advisory and assistance services: (c) communication services; and(f) transportation and related services. 4 AA."Bungle Source Purchase" means a purchase where it cann be substantiated that a commodity or service can be obtained ftom one vendor or contractor which oftenis the "single" representative of the manufacturer or principle company. "Single Source" purchases frequently involve a vendor or contractor whose product or service is discernibly distinguishable from all others in the market and singularly meets all significant elements of the City's requirement. In this context, "single" means "the one among others." 1313. "Sole Source Purchase" means a purchase where it can be Substantiated that a requirement involves commodity or set-vice provided by only one vendor or contractor which has exclusive riots {e.g_ rights to data, Patent or copy-right, proprietary interests or secret. processes) to the manufacturing of the product or service. "Sole Source", requirements must withstand the questions of (a) is the commodity or service the only of its kind which can fully satisfy the requirement, and (b) the commodity is available from one, and only one, source. In this context, `sole" means "the only one," CC,"Standardization" means the process of examining characteristics and needs per items of similar end usage and developing a single specification that will satisfy the need for most or all purchases for that purpose. DID."Surplus Property" means inventory not needed by the City at the present time or in the foreseeable future. This includes obsolete supplies, equipment and scrap materials that have little or no useful life. 2.16. 20 Purchasing System The purpose of this Chapter is to establish procedures for the purchase of goods, services and construction at the lowest possible cost commensurate with quality needed-, to exercise financial control over Purchases-- to define authority for the purchasing function; and to assure the quality of such purchases. Therefore, a centralized purchasing system is hereby adopted and vested with the authority for the purchase of all goods, services and construction. In addition, this Chapter and the purchasing systern it establishes is designed to provide appropriate procedures to implement the City's participation in the Uniform Public Construction Cost Accounting Act pursuant to Public Contract Code section 22000 et seq. 2 �-16-030 The position of Purchasing Agent of the City is hereby established and shall he incorporated with the duties of the City Department director responsible for oversight of the Purchasing Office. NN hen the term "Purchasing Agent" is used in this Chapter, such term shall include his or her designee. 2408 2:09 In. 5 2.16.040 Powers and Duties The Purchasing Agent shall have charge of purchasing goods. services and construction required by any City Department and shall have the power and the duty to; A. Establish a purchasing prograarn providing for competitive bidding or open market purchasing so as to obtain for the City the greatest possible advantage. B. Establish and enforce specifications with request to goods, services and construction required by the C:"ity. C. `supervise the inspection of all deliveries of foods, services and construction and determine their conformance with specifications. D. Transfer surplus property between offices, departments or agencies,or inake arrangements to sell surplus property or obsolete/unused foods. E. Prepare operating policies and: procedures to be followed by all departments regarding the purchase, inspection, storage, distribution and disposal of goods, services and construction. F. Negotiate and recommend the execution of contracts for the purchase of goads, services and construction. G. Endeavor to obtain full and open competition whenever-possible on all purchases. H. Prepare and recommend rules and regulations governing the purchase of goods; services and construction for the. City. 1 Keep informed of current developi-nents in the field of purchasing, prices, market conditions and new products. Recommend purchase of alternative products of a higher- duality or lower coast. J. Prescribe and maintain such forms as reasonably necessary to carry out the operation of this Chapter.- K, Maintain appropriate records needed for the efficient operation of the purchasing function. L. Encourage the standardization of` similar foods services and construction used by City Departments. M. Develop and maintain any bidder's list, contractor's list or ve dor's catalog rile necessary to the operation of this Chapter. 6 N. The Purchasing Agent, with approval of the City Manager or City Council, dependent on established dollar limits set for each, may authorize in writing any City Department to purchase or contract for specified goods, services and construction, independently of the Purchasing Agent. However the Purchasing Agent shall require that such purchases be made in conformity with the procedures established by this Chapter and that all documents supporting the formal or informal bidding procedures be attached to the City's copy of the purchase requisition. 0. Perform such other duties as may be imposed by the City Council or City Manager. 2.16050 Purchasing Standards and Ethics The Purchasing; Office and all other employees involved in the procurement (if goods., services and construction will be conducted with absolute integrity. The ),,,cry highest ethical standards will be maintained in all material activities. The Purchasing Office and all other employees will be constantly aware, of their responsibilities in spending public funds and subscribe to the principles and standards as advocated by the National Association of Purchasing Management and the California Association of Public Purchasing Officers. Some of these principles and standards are as follows: A. Regard public service as a sacred trust, giving primary consideration to the interests of the City. B. Purchase the best value obtainable, securing the maximum benefit for each tax dollar expended. C. Allow for fall and open competition and not participate in uniform bidding. D. Know and respect their obligations to the public, private sector and using agencies. E. Accord vendor representatives courteous treatment rernembering that they are, important sources of itiforniation and assistance in buying decisions. F. Strive constantly for greater knowledge of purchasing methods and of the goods and zn services to be procured. G, Conduct themselves with fairness and dignity, demand honesty in buying I w and selling. 1-1. Cooperate with all organizations and individuals engaged in enhancing the development and standing of the purchasing profession. 1. Remeniber that their conduct reflects on the City arid the entire purchasing profession. I.cclet-kOrdiiiiinces-2678-f'urchasing.cfon 2,6,08 2�0 p.m 7 2,16,060 Conflict of Interest No officer or employee of the City having any supervisory authority to purchase any specific goods, services or construction for the City shall have any financial interest in connection with the purchase of such goods, services or construction. No officer or employee shall participate in the procurement or selection process when such officer or employee has a relationship with a person or business,entity seeking a contract tinder this Chapter which would subject such officer or employee to the prohibition of California Government Sections 87100 et. seq. or Government Code Section 1090. 2.16 070 Gratuities The Purchasing Agent and all other officers and employees of the City are prohibited froin accepting directly or indirectly from any person to which any purchase order or contract is, or might be, awarded, arty rebate, kickback, gift, money or other unlawful consideration. The offer of such gratuity to an official or employee by any supplier or contractor shall be cause for declaring - such individual to be an irresponsible bidder and for preventing such supplier or contractor from bidding as provided in Sections 2.16.140 and 2.16.1 50 of this Chapter. 2.16.080 Purchase City Departments shall submit requests for goods, services and construction to the Purchasing Of on standard requisition forms prepared, maintained and updated by the Purchasing Agent. A requisition shall set forth the characteristics of the goods, services or construction being requested. At a minimum, the requisition shall state the brand name or be accompanied by a catalog cut. In the ease of services, the requisition shall be in sufficient detail to permit competition if reasonably possible. No purchase requisition shall be broken into smaller units to evade any requirement of this Chapter, except that unrelated items requisitioned by departments may be separated to provide different lists to vendors dealing in different types of goods. 2.16.090 Purchase Order The purchase of goods, services mid construction shall be made only by the Purchasing Agent through the execution of a purchase order or by an approved contract, except in cases of emergency as defined herein. No officer or employee of the City shall request a supplier to deliver goods, services or construction to the City unless a regular purchase order number has been issued by the Purchasing Agent. Purchases and contracts shall not be split, staged or separated into smaller units of work for the purl-)o,-,e of evading the competitive bidding procedures or any other requirement of this Chapter. 2.16 100 Encumbrance of Funds The Purchasing Agent shall not issue any purchase order for goods, services or construction unless there exists an unencumbered appropriation in the account against which the purchase is to be charged. 1:,ccierkOt,ciiiiance,',-167,+-FltirL,,h,asitig doc Is 2.16,1 10 C ctna aetitive 1'rocureazaent Procurement of goods, services and construction by the City shall whenever practicable be base can competitive procurement, whether by formal procurement if required, or procurement in the open market, if aennitted, except that competitive procurement shall not be required in the following circumstances.- A. When emergency procurement is requiredasdefused in section 2.16.130 of this Chapter. B, When the procurement involved is S5,000 or less; C. When the City Department Director certifies, in writing, to the Purchasing Agent that procurement can only be obtained from a sole source or timely from a single source, and the Purchasing Agent is satisfied; that the best price, tens and conditions have been negotiated-, Single or stale source procurement for goods, services or construction greater than S5,000 and less than or equal to $30,000 requires the approval of the CityManager, and approval of the City Council for single or stile source procurement in excess of 3b.000 D. When cooperative purchasing is available and undertaken, F When the goods, services or construction can be obtained from a contractor who offers the same or better price, terms and conditions as the same contractor previously offered as the lowest responsible bidder under competitive procurement or negotiations conducted by the City or another public agency, prodded that in the opinion of the purchasing Agent, it is in the lest interests of the City to do so. F. When the goods, services or construction can be obtained through federal, state and/or Cather public entity pricing contacts or price agreements; Purchasing without providing for full and open competition shall not be justified on the basis of lack of advanced planning on the part of the requesting, City Department or based upon concerns related to the amount of trends available (e.g., f infs will expire as result of grant or fiscal year): 2.16.120 Fon-nal procurement Formal procurement shall be required for all esti riated procurement expenditures that meet the fon-nal procurement limits set forth in Sections 2.16.1 40 and ? 16.1 50 cif'this Chapter. Except as otherwise provided herein, purchases and contracts for goods, services and construction shall be made:pursuant to the procedures described herein: A. laid Notice. Notices inviting raids shall include a general description of the articles to be purchased and shall state where and when bid packages may be secured, and the; time and place of the bird opening. 1 cr ferk.cibciiE�:nee *Er •PuNhasing doc 2,1)08 2L09 p_rn, B, Publication and Mailing. Notice inviting bids shall be published at least ten calendar days before the opening of bids in a newspaper of general circulation in the City. The Purchasing Agent may establish and maintain a list of prospective bidders. 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 is authorized to mail invitations for bids directly to the appropriate prospective bidders appearing on the list and to other prospective bidders. C. Bidder's Security. Each bid or proposal tray 9 be required by the Purchasin Agent to tic accompanied by a bidder's bond, certified or cashier's check, or cash, in an amount not more than ten percent of the total bid. When deemed necessary by the Purchasing Agent, bidder's security may be prescribed in the public notice inviting bids. When bid security is required, bidders shall be entitled to return of bid security; however, if a successful bidder refused to or failed to execute the contract within ten business days after the notice of award has been mailed, unless, and to the extent the City is not responsible for the delay, its bid security shall be deemed forfeited. The City Council may, upon refusal or failure of the successful bidder to execute the contract, award the contract to the next lowest and responsible bidder. D. Bid Opening Procedures. Scaled bids shall be submitted to the Purchasing Agent and shall be identified as a bid on the envelope. Bids shall be opened in public at the time and place stated in the public notice. A record of the bids received shall be available for public inspection after the bids have been opened, indicating the amount bid by the various bidders and the basis for awarding the contract or purchase order if other than the lowest bidder is awarded the contract/purchase order. Such, list shall be available for thirty days after the award has beerl made. E. Rejection of Bids. The Purchasing Agent, City Manager or the City Council, in accordance with the limits established by this Chapter, shall each have the power to reject bids presented, for any reason, and re-advertise for bids. F: Tic Bids. If two or more bids received are for the sante total amount., unit price or quality, and service being equal, and if the public interest will not permit the delay of re-advertising for bids, the Purchasing Agent, City Manager or the City Council in accordance with the limits established by this Chapter, may accept the bid it chooses or accept the lowest bid made by negotiation with the tie bidders at time of the bid opening. G. Performance and Payment Bonds. The City Council may require perforl-nance and payment bonds before executing a contract in such amounts as it shall find reasonably necessary to protect the best interest of the City and comply with law, If the City Council requires a performance or payment bond, the form and arnOLint of the bonds shall be described in the notice invitina bids. 1:cderk,.Ordinanc2678-Pumbasi ng.doc to ?.1 .130 Emergency Procurement While the need for emergency procurement is recognized, the practice shall be curtailed as much as possible by anticipating needs so that normal competitive procurement may be used. A. Any one or more of the following circumstances shall constitute an emergency: 1, A great public calamity; 2. An immediate need to prepare for national or local defense, 3. A breakdown in machinery or essential service which requires the immediate procurement of goods, services or construction, to protect the public health, welfare, safety or property; 4. A City Department's operation, directly affecting the public health, welfare or safety or the protection of public property, is so severely impacted by any cause that personal injury or property destruction appears to be imminent and probable unless goods, services or construction designed or intended to mitigate the risks thereof are procured immediately; 5. A department is involved in a City project which is of such a nature that the need for particular goods, services or construction can only be ascertained as the project progresses and, when ascertained, must be satisfied immediately for the preservation of public health, welfare, safety or property. B. Emergency procurement may be initiated by a City Department Director or his or her duly authorized representative as follows: 1. During non-nal City business hours, the Depaitirient Director, or his or her representative, shall provide reasons and justification for the emergency pro I tn ,curement. If the nature of the emergency is such that goods, services or construction must be procured immediately and the Purchasing Agent is satisfied with the explanation of reasons and justification given therefor, the Purchasing Agent shall authorize the procurement and cause ,in emergency purchase order to be issued as soon as possible, and in no event later than the 1-ollowing business day. A purchase requisition confirming the procurement must be prepared by the Department Director or his or her authorized representative and submitted to the Purchasing Agent no later than the following business day. 2. After normal City business hours, the City Department representative shall exercise his or her best judgment in ascertaining whether the actual circumstances necessitate emergency procurement, and if dectned necessary shall order it. As soon as possible and in no event later than the following business day, the City Department 1-Merk'Oudi nance26 7S-Purc hasirigAoc 2,6,O 2:01)i oar. representative, with approval of the Department Director, shall prepare: a purchase requisition confirming the emergency procurer ent and deliver it to the Purchasing Agent, who shall then cause an emergency purchase order to be prepared. C. Following the emergency procurement, ar report shall he n-iade to the City Manager for procurement between $30,000 and $50,000. and to the City Council for procurement exceeding 0,000. 2.16 140 Public Projects Procurement for Public projects shall be made in accordance with the Uniform Public Construction Cost Accounting,Act. A. A "public project" is defined in Public Contract Code section 2200 : as any of the following 1. Construction, reconstruction erection, alteration, renovation, improv nient demolition and repair work involving any publicly owned leased., or operated facility, 2. Painting or repainting of any publicly owned, leased or operated facility; 3. to the ease of a publicly owned utility system, "public project" shall include only the construction, erection, improvement or repair of darns, reservoirs, power plants, and electrical transmission lines of 230,000 volts and higher. B. "Public projects" do not include maintenance work. For put-poses of this section "rnaintenanc:e work"includes all of the following: 1, routine, recurring and usual work for the preservation or protection of anys publicly owned, or publicly operated facility for its intender! purposes ?. Minor repairing; 3. Resurfacing of streets and highways at less than one inch; 4. Landscape maintenance including mowing watering, trimming, pruning.,;planting, placement of plants and servicing of irrigation and sprinkler systems; 5. Work perffornied to keep, operate, and maintain publicly owned water, power or waste disposal systems, including, but not limited to, darns, reservoirs, power plants, and electrical transmission line of 230,000 volts and higher. 12 C. The contracting procedures and the dollar limits set forth in Public Contract Code section 22032 are as follows: 1. Public projects of$301,000 or less may be perforn-led by the employees of the City by force account, by negotiated contract or by purchase order. 2. Public projects of$30,001 to $125,000 may be let to contract by inforillal bidding procedures as set forth in the Uniform Public Construction Cost Accounting Act and as follows: a. Contractors List. A list of qualified contractors shall be developed and maintained by those City Departments undertaking public projects in accordance with the provisions of Section 22034 of the Public Contract Code and any applicable criteria promulgated, from time to time, by the California Uniforin Construction Cost Accounting Commission. b. Notice Inviting gjnforrnal Bids. When a public project is to be undertaken which is subject to the provisions of this Chapter, a notice inviting intbri-nal bids shall be mailed to all contractors for the category of work to be bid, as shown on the City's list of qualified contractors and to all construction trade journals as specified by the California Uniform Construction Cost Accounting Commission in accordance with Sections 22036 of the Public Contract Code. Additional contractors and /or construction trade journals maybe notified at the discretion of the City department responsible for undertaking the public project and soliciting bids, provided however: I) If there is not a list of qualified contractors maintained by the City for the particular category of work to be perfornied, the notice inviting bids for the public project shall be sent only to the construction trade journals specified by the Commission. 2) If the product or service comprising the public project is proprietary in nature such that It may be obutined only from a certain contractor or contractors, the notice inviting infonlial bids for the public project may be sent exclusively to such contractor or contractors, 3. Public pr(�Jccts of more than $125,000 shall, except as othenv'ise provided in the Unitbri-ii Public Construction,Cost Accounting Act, be let to contract by formal bidding procedures. 4. Award of purchase orders or contracts for public projects shall be as follows: a. S30,000 or less: Award shall be made by the Purchasing Agent in the best interests of the City: L cderk�Ordinances 267 S-Pum hasing,tloc 2e'6 08 2:09 b. S30,001 - $50,000: Award shall be made by the City Manager to the lowest responsible bidder, pursuant to Public Projects informal bidding procedures; c. S50,001 -$125,000.- Award shall be made by the City Council to the lowest responsible bidder, pursuant to public projects' infon-nal bidding procedures; d. S 125,001 and above: Award shall be made by the City Council to the lowest responsible bidder pursuant to public pr(Ijects' formal bidding procedures. D. Each year, on a quarterly basis, the Purchasing Agent and the City Manager shall prepare and provide to the City Council a summary report of contracts awarded during such quarter pursuant to subsections 2.16.14OC4a and 2.16.14OC4b, above, 2.16,150 Non-Public Projects - Bidding Requirements for Supplies, Materialsi��i anent and Construction A. S5,000 or less: Procurement of goods, services or construction of five thousand dollars (S5,000) or less may be made by the Purchasing Agent in the open market without the use of competitive bidding. The city Manager ri-tay direct the Purchasing Agent to employ competitive bidding for certain types of goods, services or construction for amounts less than S5,000. B. $5,001 - $30,000: Procurement of goods, services or construction of more than five thousand dollars ($5,000) but less than or equal to thirty thousand dollars ($30,000) may be made by the Purchasing Agent in the open market using an informal bidding procedure whereby infornial bids or quotations are obtained. Although less forinal, procedurally, than formal procurement, procurement in the open market shall be conducted by the Purchasing Agent in a manner and under circumstances intended to elicit competitive infori-rial bids. The Purchasing Agent shall obtain informal bids from at least three different bidders and shall maintain and keep records of all open market procurements, including informal bids received, in accordance with the City's Records Retention Schedule. Award shall be made by the Purchasing Agent to the lowest responsible bidder. C. S30,001 - S50,000: Procurement of goods, services or construction of more than thirty thousand dollars (S30.000) but less than or equal to fifty thousand dollars (S50,000) may be made by the Purchasing Agent in the open market using an intormal bidding procedure whereby informal bids or quotations are obtained. Although less fortnal, procedurally, than formal procurement, procurement in the open market shall be conducted by the Purchasing Agent in a manner and under circumstances intended to elicit competitive informal bids. The 'Purchasing Agent shall obtain Informal Bids from at least three different bidders and shall maintain and keep records of all open market procurements, including informal bids received, in accordance with the City's Records Retention Schedule. Award shall be made by the City Manager to the lowest responsible bidder. ec lerk'Ordinances,2678-Puwhasing,doc 14 D. $50,001 and above: Procurement of goods, services or construction of more than lifty thousand dollars ($50,000) shall be made by using formal procurement as required by Section 2.1 6.120 of this Chapter. Award shall be made by the City Council to the lowest responsible bidder. E. Each year, on a quarterly basis, the Purchasing Agent and the City Manager shall prepare and provide to the Cit, Council a summary report of contracts awarded during such quarter y pursuant to subsections 2.1 �150B and 2,16.150C, above, 2.16.1fit} Lowest Responsible Bidder In addition to price in determining the"lowest responsible bidder," consideration will be given to quality andd performance of the commodity to be purchased or service provided by the bidder. Criteria for determining the lowest responsible bidder shall include, but not be limited to, the following: A. Ability, capacity and skill of the bidder to provide the supplies, materials, equipment or contractual services as required. K Ability of the bidder to provide the goods, services or construction services within time specified. C. Character, integrity, reputation,judgment, experience, and efficiency of the bidder. D. Quality or performance of previous purchases from said bidder. E. Ability of the bidder to provide future maintenance, repair parts and services for the use of the commodity purchased. F. Performance by bidder tinder contracts with other public or private entities. G. Listing of contractor as "debarred" or determination of other public agency that bidder has submitted a fraudulent bid within the prior five years. H. Possession of required license(s), permit s) or other governmental approvals, if any, to supply or provide the sub�jcct goods. services or construction services. 2.16-170 Professional Services A. Landscaping, eng' ..ineering, architectural, surveying,, and construction management, nie retention of professional services for architectural, landscape architectural, engineering, land surveying or construction project management shall be on the basis of demonstrated competence and on the pr(.-)fessional qualifications necessary fir the satisfactory performance of the services required, and at Ur and reasonable prices to the City, in accordance with Section 4526 cif the L,c(Ank,Ordi nances-2078-flurchasing,doc 2 -0A)S 2:04 P.m, is Government Code. A request for proposal and"Or statement of qualifications shall be prepared by the initiating City Department, and proposal requests solicited, where practical, from at least three professional services providers. B. Other professional services. Except as may otherwise be provided in this Code or as may be required by state or federal law, the retention of other professional services of individuals or organizations exercising professional discretion and judgment based upon advanced or specialized knowledge, expertise or training, gained by formalstudy or experience, shall be based. upon both the demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required, and the cost for such services. A request for scaled proposals and/or statement of qualifications, including a request for a separate, scaled proposal for the cost lor the perfonnance of the services, shall be prepared by the initiating City Department. Proposals shall be solicited, when practical, from at least three professional service providers. The negotiations associated with the award of a contract, for services identified in this subsection 2.16-17013 shall occur as follows: Upon receipt of the proposals, the initiating City Department shall first determine and identify those persons or organizations that are qualified to perform the services and shall rank such persons and organizations based on their demonstrated competence and professional qualifications deemed necessary for the satisfactory perfon-nante of the services required. Second, the cost proposals submitted by all the quarlified persons and organizations shall be opened and reviewed. Third, -negotiations shall be undertaken with the person or organization ranked most qualified in an attempt to secure the services at a cost equivalent to the lowest cost offered to the City by the qualified persons and organizations. If the person or organization ranked most qualified is unwilling to provide the services at a cost equivalent to such lowest cost: (1) such person or organization may nevertheless be awarded a contract, provided the Purchasing Agent, City Manager or City Council, as appropriate, detennmes the initiating City Department Director has substantiated that the cost for the services is reasonable and appropriate; or, (ii) negotiations with the most qualified person or organization may be terminated and the initiating City Department may undertake similar negotiations with the other qualified persons and organizations in order of rank. C. Notwithstanding any other provisions of this section 2.16.170, a professional services contract may be awarded as a single source purchase or a sole source purchase; as such purchases are defined in this Chapter. D. Professional services contracts shall be awarded by the Purchasing Agent, City Manager or City Council. as appropriate, based upon the dollar limits specified, in subsection 2.16.1 40 CA of this Chapter, 116.1 ti Non-Professional Seivices "ion-Professional Services shall be retained on the basis of competitive procurement in accordance with section 2.16,150 of this Chapter. 2,16.190 C iian,ge Orders k'cc 9erk,Otd i nanc es'2 678-Purc hasing.doc 16 Changes to previously awarded purchase orders or contracts in excess of ton percent 10%) of the original value of that purchase order or contract shall require approval by the Purchasing Agent, City Manager or City Council depending on the new value of the purchase order or contract after the increase and in relation to the approval limits established in Section 2.16.140 and 2,16.1 50 of this Chapter. Changes of less than ten percent (10%) that cause the new value of the purchase order or contract to exceed S50,000, if the purchase order or contract, was not previously approved by City Council, shall require the approval of the City Council. Any change order that increases a purchase order or contract by fifty percent (50%) or more of the original value requires City Manager approval lbr purchase orders or contracts totaling less than or equal to S50,000 and City Council approval for those totaling $50,000 or more. The City Manager may request City Council approval for the former, if lie or she believes it is in the best interests of the City to do so 2.1 .200 Cooperative Purchasing Where advantageous for the City, the Purchasing Agent is authorized to allow for the purchase of goods, services and construction services through legal contracts of other governmental jurisdictions or public agencies without further contracting, solicitation or tiortnal bidding, provided such practice otherwise complies with state law. 2.16.210 Preferences In administration of competitive procurement pursuant to this Chapter, the Purchasing Agent shall be authorized to give such preferences for goods, services or Construction as general law cities are, permitted or required to give by applicable state or federal law, or as provided for in this Chapter. A. Local Preference. To promote the economic health of the City and to encourage local participation in the procurement process, the Purchasing Agent, in determining the lowest responsible bidder, may take into consideration the I% sales tax which would be returned to the City as a result of the bid award, For procurernentwbere sales tax would not be generated as a result of the bid award and where the quality and price are equal to another bidder or bidders, the local vendor may be given the bid award. 1:cderk- 2 6,082:09 pm, 17 B. Recycled Goods, Whenever practicable, all City Departments shall use recycled content products and recycled materials to meet their needs and the City shall require its contractors and consultants to use recycled content products in fulfilling contractual obligations whenever practicable. All other considerations being equal, preference shall be given to the purchase of products with the highest post-consumer content. The following requirements are to be followed by the Purchasing Office and City staff in the procurement of recycled goods: 1. City staffshall identify the recycled content products available and the vendors from whom such products are available for purchase and provide the information to the Purchasing Agent. 2. From,the information provided by City staff, the Purchasing Agent shall establish a list of recycled products for purchase by all departnients when practicable and shall review purchase requests to encourage substitution of recycled products when practicable. The list shall be reviewed and updated periodically as additional products become available. 3. The Purchasing Agent shall develop standard specifications based on existing data bases available through recognized and accepted.sources (e.g., EPA, CIWMB, etc.) to assist departments in identifying and purchasing recycled products, including the development of minimum recycled content standards. Minimum,content standards shall be reviewed and updated periodically. 4. The Purchasing Agent shall maintain a database to track the procurement of recycled content products and shall compile, in coordination with the City Department responsible for such activities, an annual report quantifying the City's use of recycled content products for the purpose of determining compliance with AB 939 planning requirements, 2.16.220 Authorization to Execute Contracts Pursuant to section 40602 of the Government Code, the Mayor must execute all contracts on. behalf of the City, unless another City officer or employee is authorized to do so. The City Manager and Purchasing Agent, in addition to the Mayor, in accordance with, the procurement dollar limits established in this Chapter, are hereby authorized to execute contracts on behalf of the City. Execution of all contracts shall be attested to by the City Clerk. 2.16.230 tandardi ation,of Equilpment/Supplies The Purchasing Agent shall encourage standardization of equipment and supplies to promote etficiency and reduce costs to the City. Equipi-nent and supplies standardization shall not, however, negate the requirement to solicit competitive bids for standardized equipment and supplies, when reasonably possible. 8-ParchasingA-v t 8 2.16. 40 lnsurancg,�xe�r�ents Any individual, finu, partnership, corporation or combination thereof who is awarded a purchase order or contract with the City must comply with all insurance requirements as established by state law or within the limits established from time to time by the City and its insurance advisors. 2.16.250 Federal Requirements If any section, subsection, Subdivision,, sentence, clause or phrase of this Chapter conflicts with any federal requirements mandated for any grant funded procurement, the applicable Federal requirements shall apply to that procurement. 2.16.260 Resale Items Items purchased for resale, even though their form may be changed before sold to a customer, iriav be purchased noncompetitively-, however, a reasonableness of price statement must be included in the file. Items consigned or purchased for resale may also be given away as prizes. A summary of resale items acquired and sold shall be submitted to the Purchasing Agent annually for review. 116.270 Commercial Entertainment/Excursions and Competition Comniercial entertainment/excursions provided by the City's Recreation Division to the general public may be purchased noncompetitively by group, act name or tour agency. The negotiated prices must be at the lowest obtainable prices based on the particulars of perfortuance/services desired. Transportation services shall be acquired by way of the competitive bidding process, unless it is an intrinsic part of the excursion as determined by the Purchasing Agent. 2.16.280 Designation of Surplus Personal Propert The City Council, and any City Department Director, may declare any personal property held by such department as surplus. Such declaration shall be in writing, and such property, together with such written declaration, shall be delivered to the Purchasing Agent. The Purchasing Agent shall store such property and maintain a written inventory for review by each City Department Director. If any Department Director has a use ffirsuch property, he or she may so request from the Purchasing Aggent, who shall have the authorit, e to assign the property to any department (able to make best use of such property). 2,16, 90 sale in Open Market of Sul Ins Personal Propert Surplus City property in usable condition, if its estimated value is less than five thousand dollars (S5,000), may be disposed of in the following manner: the Purchasing Agent shall make an investigation of the market conditions of personal property of the type declared surplus and determine prices for all surplus property, which in his/her opinion, will be competitive with L',ce�oVO rdinatic cs,26'78-Purchasing.doc —6/08 ZA9 p,tm 19 prices in the open market. The Purchasing Agent may then sell such personal property at such prices by advertising in the most appropriate means, which in his or her opinion, will bring the greatest number of potential purchasers to include sale on a consignment basis. Ulc or she shall cause to be published at least once, at least three days before such sale, in a newspaper of general circulation, published and distributed in the City, a notice of the sale setting forth the day it shall begin; the nun-iber of days it is to be continued, if it is to last more than one day; the place where the articles may be examined, the place where the purchase price is to be paid and the property delivered; and a general description of the type of property being sold. The terms of all such sales shall be cash in the amount of the full purchase price. The Purchasing Agent shall give a receipt to the purchaser of such property and keep a copy for the official files, and shall forward a copy of such receipt to the City Treasurer's Office, together with the money so collected from the buyer. The City Treasurer's Office shall receive and deposit such money and shall forward the information to the Finance Director who shall credit the money received from the sale of such property to the appropriate find account. 2,16300 Sale by Sealed Bid Auction of Surplus Personal_Pro pe Lrty As an alternate to the method of sale in the Open Market, the Purchasing Agent shall, in all cases, where the estimated value of personal property is five thousand dollars (S5,000) or more, and may, in the sale of all other personal property, where in his or her discretion,-determines it in the best interest of City, sell surplus personal property by means of sealed bid or public auction. In conducting an auction, the Purchasing Agent may contract with professional auctioneer, and his/her fee may either allow a flat fee, hourly fee, or a percentage of the amount of the sale, based upon that which is the common and customary method and rate for such auctioncering services. The procedure for conducting such sale shall be deten-nined by the Purchasing Agent; provided, however., that the following are included in such procedure: A. At least one notice, three days before the sale, shall be published in a newspaper of general circulation published and distributed in the City, containing general description of the type of property to be sold and the time and place of such bid opening or auction. B. That the terms of all sales shall be cash. c. The sale by sealed bid or auction shall be to the highest responsible bidder, I D. That a receipt be given to the purchaser and a copy of such receipt, together with the money received, be deposited with the City 'Treasurer's Office, and that the Finance Director shall credit such funds to the appropriate fund account. 2.163 10 Trade-in.-Sumius, PersonalPi's Not,�vithstanding any provisions of this Chapter for thee sale of surplus personal property in the open niark-et or any auction, the Purchasing Agent may trade-in surplus personal property with an amount he;she determines to be reasonable, to be allowed toward the purchase of a similar type of personal property. Typical situations where this might apply might be in the disposal of 1,'ce I erk-�Ordi nancv-s,267 8-Purc has ing.doc 20 used motor vehicles and other machinery and equipment for which trade-ins are commonly permitted by the manufacturer/dealer. 2.16.320 Sale of Unserviceable Junk or crat) Personal Pronertv When any surplus City property is deemed to be unserviceable,junk or scrap, no longer suitable ,For its original purpose, the Purchasing Agent shall dispose of such personal property by destruction, trade or sale of said personal property at the best competitive price available in the open market without regards to the other previsions of this Chapter. 2.16.3.30 Sale of Surplus Personal, Property to Other Public A-gencies, Notwithstanding any other provision of this Chapter, the City Council may sell without recourse ZZ, to sealed bid or auction surplus personal property to other public agencies including cities, counties, school districts, special districts and joint powers agencies as may be detern-fined by the City Council. 116.340 Disposal,of Unclaimed Property Notwithstanding other provisions of this Chapter, unclaimed property in the possession of the Police Department held by the Department for the period set forth by this Code or state law for such property, if the true owners thereof do not make claim for their return in accordance with the provisions of Division 3, Title 6, Chapter 4 (entitled "Lost and Unclaimed Property"), cornmencing at Section 2080 of the Civil Code may be either retained by the City upon the finding that the property is needed for public use or may be disposed of in accordance with the provisions set forth in this Chapter for disposing of personal surplus property. 2,16350 Disposal qt�Bic des Notwithstanding other provisions of this Chapter, bicycles that have been lost or abandoned and recovered by the Police Department and held by the Department for the ri-timmurn time period set Barth`by this Code or state law, may be disposed of by the City by either auction or by placing such bicycles with .service club, charitable agencies, other government agencies concerned with the welfare of the poor and needy,or with individuals who are poor, needy or disadvantaged." Section 2. Chapter 3.74 of the Redlands Municipal Code, entitled "Informal Bids for Public Works," is hereby deleted in its entirety. I-,,cc tal,Ordina flu rehas ingAoc 2;6 08 2,09 p in 21 section ). fi-ic %,,mayor simn sign this ordinance and the City Clerk shall certify to the adoption cif dais ordhiance and CaLISC it, or a summary of'11, to be pLJbJishcd once in the Redlands Daily Facts, a flcwspaper ot'gencral circulation �vithin the City! and thereafter, this ordinance I C� shall take effect in accordance xA ith law, i\-I�tyor of the City of Redlands ATTEST: CitX,Clerk 1, Lorric Poyzer, City Clerk of the City of Redlands, hereby certify that the florgoing ordinance N,vas duly adopted by the City COMICH at a regular mecting thereof held on the 18'1' day of March, 2008 by the (bilcming vote: AYES- COMICilmenibers Gilbreath, AgUilar; Mayor HaJTiSart NO Councilmembers Gallagher and Bean ABSENT: None ABSTAIN, None -co-r-ji� P o yz c r, C rt r C1 c r k