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6857-01 /' ORDINANCE NO. 6857-01 AN ORDINANCE OF THE CITY OF CLEARWATER, FLORIDA, RELATING TO PURCHASING; AMENDING SECTIONS 2.561,2.562 AND 2.564 ADJUSTING THE DOLLAR THRESHOLDS FOR THE CITY OF CLEARWATER'S PURCHASING PROCEDURES; PROVIDING AN EFFECTIVE DATE. WHEREAS, purchasing thresholds have accelerated among the governments similar to the City of Clearwater, Florida; and WHEREAS, the City of Clearwater, Florida wishes to remain competitive in the marketplace for the purchase of goods and services required for City operations; and WHEREAS, the City of Clearwater, Florida wishes to remain prudent and efficient with the expenditure of its public funds; now therefore, BE IT ORDAINED BY THE CITY COMMISSION OF THE CITY OF CLEARWATER, FLORIDA; Section 1. That Sections 2.546, 2.561, 2.562, and 2.564 of the Code of Ordinances, City of Clearwater, Florida, is hereby amended to read as follows: Section 2.546. Purchase orders or contracts to be used. Purchases of commodities and services shall be made only by purchase orders and/or other written contract executed by the purchasing agent. Except as otherwise provided in this division, no purchase order shall be issued unless the prior approval of the city manager has been obtained. The purchase order authorizing the expenditure of funds shall be signed by the purchasing agent. Construction contracts exceeding $50.000 $25,000 shall be made by both purchase order and written contract. Section. 2.561. Purchases over $50.000 $25,000. Except as otherwise provided in this division, the purchase of commodities or services of an estimated value over $50.000 $25,000 shall be by purchase order and/or other written contract with the vendor submitting the lowest responsible bid whose bid has been solicited, received and approved, pursuant to the following procedures: 1) Notice inviting bids. Notices inviting bids shall be published at least one time in a newspaper of general circulation within the city and shall include a general description of the commodities or services to be purchased, a Ordinance No. 6857-01 . , calendar days before the bid opening date. Sealed bids shall also be solicited from responsible prospective vendors including those on the registered vendor's list. (2) Security (bid bonds). When the estimated cost of a public works contract is $150.000 $100,000 or higher, or when otherwise deemed necessary by the city manager, security in the form of a bid bond issued by a surety company licensed to do business in Florida or a cash bond in an amount equal to ten percent of the bid shall be prescribed in the public notices inviting bids. A vendor shall forfeit a bid security upon a refusal or failure to execute the contract within ten days after the notice of award of contract has been mailed, unless the city is solely responsible for the delay in executing the contract. The city commission may, upon the refusal or failure of the successful vendor to execute the contract, award the contract to the next lowest vendor. In such event, the amount of the lowest vendor's bid security shall be applied by the city to the contract price differential between the lowest bid and the second lowest bid, and the surplus, if any, shall be returned to the lowest bidder. (3) Bid opening procedures. Sealed written bids shall be returned to the city and identified as bids on the envelope, together with other information as may be specified in the invitation to bid. Bids shall be opened in public on the date and at the time and place stated in the public notices. A tabulation of all bids received shall be made available to the public. (4) Rejection of bids. The city manager may: (a) Reject all bids; or (b) Reject all bids and re-advertise for bids, pursuant to the procedure prescribed in this section. (c) Reject all bids and direct that the project or service in question be performed by city forces upon determining that the project or service can be timely performed for an amount less than each of the bids submitted. (5) Award of contracts. Contracts exceeding $50.000 $25,000 shall be awarded by the city commission to the lowest responsible vendor. Contracts of $50.000 or less may be awarded by the city manaaer. assistant city manaaer and may be further deleaated to the purchasina manaaer. (6) Performance and payment bonds. A performance bond and a payment bond, or a "contract bond" combining the elements of a performance and a payment bond, issued by a surety company licensed to do business in Florida, may be required before entering into a contract, in an amount at least equal to the contract price or such higher amount as may be found reasonably necessary to protect the best interests of the city. If such bond is required, the form and amount of the bond shall be described in the notice inviting bids. 2 Ordinance No. 6857-01 (7) Change orders. Any change in the contract price, scope of work or time for completion of any project following the award of a contract shall be by a written change order, approved by the city commission and executed with the same formalities as the contract. However, the city manager may approve and execute change orders without city commission approval subject to the following limitations: (a) Contract price increases,:, may be approved to a total award of $50.000 for any contract with the same approval authority as (5) above. The city manaaer may approve any increase of contract UP to a maximum of 10% over the most recent award of the city commission. The scope of any proiect may not be chanaed without prior approval of the city commission. shall not oxcood $25,000 oyor tho most rocont commission approvod contract prico, in any one chango or cUrRLJlati)Joly for tho same oontract. No contract price increase shall be approved unless there are sufficient funds available for such purpose. (b) Contract price decreases may be approved without limitation. (c) The time for completion may not be extended by more than 60 days, in anyone change or cumulatively for the same project, beyond the most recent commission-approved contract completion time. (d) No change order shall change the scope of the work unless approved by the city commission. (0) City managor appro)Jod oontr-acts may not oxcood $25,000 cLJmLJlativoly, inclLJsivo of all chango ordors. Section 2.562. Purchases for $50.000 $25,000 or less. Except as otherwise provided in this division, purchases of commodities or services of a value of $50.000 $25,000 or less, may be made in the open market, pursuant to the following procedure and without observing the procedure prescribed in section 2.561: (1) Minimum number of quotations. Open market purchases shall be based on at least three quotations and shall be awarded to the vendor making the lowest responsible quote. (2) Notice inviting quotations. Quotations shall be solicited either by written request, which may include facsimile transmission, electronic mail or by telephone. (3) Sealed written quotations. Sealed written quotations received in response to written solicitations for quotations shall be submitted to the purchasing agent who shall keep a record of all open market orders and quotes. 3 Ordinance No. 6857-01 (4) Written quotation opening procedures. When formal written quotations are requested and received, the quotations shall be opened in public at the time and place designated by the purchasing agent. 5) Rejection of quotations. The city manager as purchasing agent may: (a) Reject all quotations; or (b) Reject all quotations and re-obtain quotations pursuant to the procedures prescribed in this subdivision. (6) Award of contracts. Except as otherwise provided in this division, each contract shall be awarded to the lowest responsible vendor. Section 2.564. Exceptions to bid procedures. (1) The bidding requirements set forth in this subdivision may be waived when one of the following conditions exists: (a) A department director certifies via electronic coordination of the purchase requisition describing to the purchasing agent that an emergency exists in regard to the purchase of any commodity or service and that the delay incident to giving opportunity for competitive bidding would be detrimental to the interest of the city. The responsible department director shall provide a detailed summary outlining the facts demonstrating the existence of an emergency. Upon determining that an emergency exists the purchasing agent may authorize the purchase. Emergency purchases that exceed the purchasing agent's authority must be approved by the city commission at the earliest regular or special public meeting thereafter. (b) Commodities or services are available only from a sole source, after determination by the purchasing agent upon review of written summary of facts from the department director requesting the purchase. (c) The amount of the purchase is $2.500 $1,000 or less. (d) It is to the advantage of the city to purchase commodities or services in cooperation with another governmental entity in Florida_or to purchase commodities or services from contracts previously awarded by other governmental entities as recommended bv the department director or desianee. (e) The purchasing agent determines that the nature of the commodity or service is such that competitive bidding is impossible, impractical, or cannot be obtained as recommended bv the reauestina department director. 4 Ordinance No. 6857-01 (f) Professional services subject to the Florida Consultants Competitive Negotiations Act. (g) Services rendered by health services including mental health; legal services including paralegal, expert witness, appraisal or mediator services~ auditors; academic and lecturers; or services provided by persons with mental or physical disabilities under not-for-profit corporations. (h) Commodities or services purchased by the city or its representatives when necessary to the prosecution or defense of any claim or lawsuit in which the city is a party or in which it is anticipated by the city attorney, the risk manager, or the third party administrator of the city's self-insurance program that the city will become a party. (i) Commodities or services purchased by the city or its representatives when necessary to comply with Chapter 440, Florida Statutes (Florida Worker's Compensation Law), or when necessary to the defense of any worker's compensation claim asserted against the city. 0) Contracts of insurance. (k) Purchase of construction materials included in the scope of an awarded construction contract in order to realize sales tax savinqs. in accordance with Section 212.08(6). F.S. (I) Purchasinq bid/quotation requirements may be suspended for a period (to be determined by the emerqency condition) upon declaration of emeraency by the city manaqer. Awards of contract may be deleaated in writina to any desiqnee in the amount not to exceed $50.000. (2) Purchases over .$50.000 $25,000 made pursuant to this section shall be submitted to the city commission for approval. 5 Ordinance No. 6857-01 -.... ) Section 2. This ordinance shall take effect immediately upon adoption. PASSED ON FIRST READING PASSED ON SECOND AND FINAL READING AND ADOPTED Approved as to form: e C. Hayman ssistant City Attorney September 6, 2001 September 20, 2001 Attest: ~dJ,H:~~ .uv Cy hi E. Goudeau .. () City Clerk 6 Ordinance No. 6857-01