Purchasing and Accounts Payable Policies and Procedures

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Transcript Purchasing and Accounts Payable Policies and Procedures

San Juan College Purchasing Department Director of Purchasing / CPO Frank Cole

• 30 Day challenge to Sole Source Purchases above formal bid limit ($60,000), requires posting of intent to purchase on website for 30 days prior to purchase • Requires Posting of Emergency purchase within 3 days of purchase

Effective 6/14/13

Willful Violation of the Procurement Code 4 th Penalties: DEGREE FELONY!!!

For Purchase of $50,000 or more Misdemeanor for Purchase less than $50,000 Effective 6/14/13

Increases dollar limit of multiple source contracts for procurement of Architectural or Engineering Services to $2,000,000 over a 4 year period, with no one contract over 500,000

Effective 7/1/13

Design Build Projects Eliminates $10 Million Threshold

Effective 6/14/13

• • •

Goods & Services – Same limits

Small Purchase Limit (Best Obtainable Price) Not more than $20,000 Informal Bid Limit (3 Quotes) $20,000.00 - $60,000 Formal Bid Limit Over $60,000

Defines Chief Procurement Officer (CPO)

Establishes certification and training requirements for CPO Effective 7/1/13

To ensure fair competition; The Purchasing Staff shall satisfy the needs of the organization while not sacrificing the integrity of the Procurement Process

State Use Act – Supersedes Procurement Law

o

Advantage for disabled companies

o

No amount too small or too large (Services only)

Amounts Over $60,000 – Formal Bid

o

RFP – Well designed process that ensures transparency

work

Include required legal language and scope of Shall include evaluation criteria and point system for evaluation

o

Evaluation Committee must be formed by Chief Procurement Officer

o

Process must be kept confidential until such time as a contract is entered into with the winning Offeror, then all information becomes public information including evaluation committee notes

The only exception to RFP process is the use of other government contracts (CES, GSA, WSCA, and other state contracts)

What happens when Offeror is selected?

o o o

Negotiations for contract Contract approval process Sign contract

Negotiations unsuccessful or unapproved contract

o o o o

Post unsuccessful bid information Reissue RFP with adjusted scope of work Change scoring criteria, if necessary Original Offeror ineligible - unless scope of work has significant changes