[Ord. No. 3575 §§1 —
2(25.010), 3-16-1992]
A purchasing system is hereby established for the City of Dexter,
Missouri. The City Administrator is hereby designated purchasing agent,
the City Clerk shall be responsible for the operation and enforcement
of the system.
[Ord. No. 3575 §§1 —
2(25.020), 3-16-1992]
It shall be understood that the terms "purchase" or "purchases" when used shall apply to the expenditure
of any funds whether it be for supplies, materials, equipment, contractual
services or professional services. These purchases shall be only those
approved in the annual budget ordinance or any additional item or
amount authorized by City ordinance.
[Ord. No. 3575 §§1 —
2(25.030), 3-16-1992]
A. The objectives
of the purchasing system shall be as follows:
1. To procure
materials, supplies, equipment and services at the lowest cost consistent
with the quality and service rendered.
2. To establish
clearly the responsibility for the purchasing function as being vested
in the Purchasing Agents.
3. To exercise
positive financial control over purchases.
4. To provide
an efficient means for procurement of materials or equipment.
5. To establish
and maintain standards of quality in materials, supplies, equipment
and services based on suitability for use.
[Ord. No. 3575 §§1 —
2(25.040), 3-16-1992]
A. It shall
be the duty of the City Clerk to design needed forms and to develop
a system so that the following information shall be readily available:
1. Quantity,
description, unit price and total cost of items purchased.
2. Request
for purchase originated by whom.
3. Acknowledgment
that comparative prices, quotations or bids were obtained.
[Ord. No. 3575 §§1 —
2(25.050), 3-16-1992; Ord. No. 4016 §1, 1-18-2000]
The assistant purchasing agents shall have the responsibility
for preparing specifications of the equipment, materials, supplies
or services, other than professional, to be purchased. The purchasing
agent shall consult with the department concerned to ascertain their
needs. Specifications for purchases in excess of one thousand five
hundred dollars ($1,500.00) shall be approved by the Board of Aldermen.
[Ord. No. 3575 §§1 —
2(25.060), 3-16-1992]
The City Administrator shall sign all contracts for services
which may be necessary to obtain supplies, materials, equipment, maintenance
or repair work.
[Ord. No. 3575 §§1 —
2(25.070), 3-16-1992]
In lieu of all regulations herein set forth, professional services
shall be retained by passage and approval of an appropriate ordinance
by the Mayor and Board of Aldermen. Said ordinance shall set forth
all conditions and considerations in connection therewith.
[Ord. No. 3575 §§1 —
2(25.080), 3-16-1992]
In lieu of all regulations herein set forth, contractors' services
shall be retained by passage and approval of an appropriate ordinance
by the Mayor and the Board of Aldermen. Said ordinance shall set forth
all conditions and considerations in connection therewith.
[Ord. No. 3575 §§1 —
2(25.090), 3-16-1992]
Whenever feasible, the purchasing agents shall institute scheduled
buying for items which are used on a volume basis by the City or for
replacement of equipment.
[Ord. No. 3575 §§1 —
2(25.100), 3-16-1992]
The assistant purchasing agents shall strive to establish a
relationship of mutual confidence and satisfaction between the City
and its suppliers. To accomplish this, the assistant purchasing agents
must be aware of all transactions within their departments that are
conducted between the City and its suppliers. All contracts between
the City and the vendors' representatives shall be through the assistant
purchasing agents and signed by the City Administrator. The City Clerk
will refer catalogues or other advertising to the departments concerned.
Departments which correspond directly with a vendor on technical matters
concerning items to be purchased shall retain copies of this correspondence.
[Ord. No. 3575 §§1 —
2(25.110), 3-16-1992]
Whenever feasible, the assistant purchasing agents shall make
arrangements for purchasing in conjunction with other units of government
in order to obtain a better bid price for purchases.
[Ord. No. 3575 §§1 —
2(25.120), 3-16-1992; Ord. No. 4016 §§2 — 3, 1-18-2000; Ord. No. 4595 §1, 4-5-2010]
A. Required. All items costing more than five thousand dollars
($5,000.00) to be purchased shall be subject to competitive bidding
except as herein contained or as otherwise provided for in this Chapter.
B. Items Exempt From Building. Items exempted from competitive
bidding include, but are not limited to, the following:
1. Purchases
made cooperatively with other units of government.
2. Services
of individuals possessing a high degree of professional skill.
3. Purchases
from Federal, State or other local governmental units.
4. Contracts
for printing or engraving of bonds or other evidence of indebtedness.
5. Magazines,
books or periodicals.
C. Competitive Bid Categories. The purchasing agents shall
solicit bids on all purchases costing more than five thousand dollars
($5,000.00) as follows:
1. Purchases of more than five thousand dollars ($5,000.00) to seven
thousand five hundred dollars ($7,500.00) inclusive. For
purchases totaling more than five thousand dollars ($5,000.00) but
less than seven thousand five hundred dollars ($7,500.00), telephone
or written quotations shall be obtained from no fewer than three (3)
firms on each desired item to be purchased whenever feasible.
2. Purchases of seven thousand five hundred dollars ($7,500.00) to ten
thousand dollars ($10,000.00). For purchases totaling seven
thousand five hundred dollars ($7,500.00) or up to ten thousand dollars
($10,000.00), written quotations shall be obtained from no fewer than
three (3) firms on each item whenever feasible.
3. Purchases over ten thousand dollars ($10,000.00). For purchases
five thousand dollars ($5,000.00) or more, written formal sealed bids
from no fewer than three (3) firms shall be solicited on each item
whenever feasible.
D. An invitation
to bid shall be published in legal and/or local newspapers at the
direction of the Board of Aldermen.
E. When
the item being purchased is considered a capital good, such as street
equipment, total cost bids may be requested. Such bids shall include
the purchase price, the trade-in value, the guaranteed maximum cost,
a performance bond and any other information pertinent to the life
expectancy of the equipment and costs relative to the operation of
such equipment.
[Ord. No. 3575 §§1 —
2(25.130), 3-16-1992]
In the event the Board of Aldermen deems it unnecessary that
bids be solicited, then the aforestated requirements may be waived
by a motion made and duly approved and recorded in the minutes of
the Board's meeting.
[Ord. No. 3575 §§1 —
2(25.150), 3-16-1992]
When deemed necessary by the Board of Aldermen, a bid surety
may be required of the bidders. The amount of the surety required
will be determined by said Board. Bidders failing to post the required
surety will not be considered eligible. Bids not complying with the
delivery terms and conditions and the specifications will also not
be considered eligible.
[Ord. No. 3575 §§1 —
2(25.160), 3-16-1992]
All formal bids will be opened at the time specified on the
inquiry form and read in public at any designated meeting of the Board
of Aldermen. All bidders or interested parties may attend the bid
opening. A tabulation of all bids received shall be available for
inspection of any interested party.
[Ord. No. 3575 §§1 —
2(25.170), 3-16-1992]
The Board of Aldermen may reject any or all bids if it determines
that acceptance of the bids would not be in the best interest of the
City.
[Ord. No. 3575 §§1 —
2(25.180), 3-16-1992]
The Board of Aldermen will make the award to the best bid. In
determining the best bid, the Board shall consider other factors besides
price. These factors shall include, but not be limited to: the trade-in
value of specific makes of equipment as opposed to another; the life
expectancy of the items to be purchased; the maintenance costs of
varying models of vehicles and equipment; the experience and reputation
of the bidder and manufacturer and any previous business dealings
which the bidder has had with the City; and the quality and adaptability
of the supplies or contractual services which are bid to the particular
use required.
[Ord. No. 3575 §§1 —
2(25.190), 3-16-1992]
The purchasing agent may, for ninety (90) days following the
bid date, purchase additional quantities of materials, supplies or
equipment for which he/she has previously established the best bid
by referring to the particular bid and confirming the existing price
with the vendor.
[Ord. No. 3575 §§1 —
2(25.010, 25.200), 3-16-1992; Ord. No. 4016 §§4 — 5, 1-18-2000]
A. Purchase Order Procedures.
1. Department
heads are designated as assistant purchasing agents in each of their
departments.
2. The
City Clerk will control and assign numbered purchase orders to the
department heads.
3. All
assigned numbers must be accounted for. If void, mark entire purchase
order as void. All purchase orders used and void shall be turned in
to the City Clerk at the end of each month.
4. Each
department head or his/her designee shall issue and sign all purchase
orders.
5. One
(1) purchase order may be used for one (1) day's purchases from one
(1) company.
6. Complete
purchase order with date, name of company, item/items and any other
information required by this Chapter.
7. Attach
vendor invoice to purchase order. Purchase order number must be on
the invoice which must be complete with itemized purchase and purpose.
Said information is needed for coding, budgeting and auditing purposes.
Department heads may designate where they want each expenditure to
be shown on the monthly financial statement for repairs, maintenance,
etc.
8. Department
heads shall keep the white copy (original) for their records, attach
the yellow (City Clerk copy to be filed with voucher) and file the
pink copy (used numerically by Auditor).
9. For
bulk purchases, such as gasoline, department head calling for bids
assigns purchase order and lists other bids on purchase order. Other
department heads use this same purchase order on their tickets when
delivery is made, so in this case it's not necessary for each department
to issue a purchase order.
B. Required. Unless otherwise provided, no purchase in excess
of twenty-five dollars ($25.00) shall be made on behalf of the City
of Dexter without the issuance of a purchase order. The purchase order
is the vendor's authorization to ship the equipment, materials or
supplies as specified thereon. It constitutes the contract between
the City and the vendor. In addition to the foregoing requirement,
the following procedures shall be followed.
C. Purchases Of Twenty-Five Dollars ($25.00) And Under. Purchases
of twenty-five dollars ($25.00) and under may be made from the petty
cash fund furnished to the purchasing agents who shall be solely responsible
for these funds.
D. Emergency Purchases. Emergency purchases shall be made in accordance with the provisions of Section
130.250 of this Chapter.
E. Items Exempt From Purchase Order. Purchase orders need not
be issued for certain items of expenditure which are normal recurring
obligations of the City, where the amount to be charged is not known
until after a service has been performed or until after a specified
billing period has elapsed. Items so exempted include, but are not
limited to, the following:
2. Telegraph
and telephone services.
5. Insurance
and bonds of all types.
7. Publications
as required by law.
8. Outside
accounting services.
10. Deposit
and bond refunds.
11. Miscellaneous
refunds — ie. overpayment of water bill, taxes, etc.
12. Expenses
connected with public hearings of various boards and commissions.
13. Pension
and contributions and payments.
15. Federal
and State tax payments.
19. Payroll
deductions and other withholdings required by law.
22. Training
schools and seminars.
F. Expedient Purchasing Situations. Whenever it is expedient
for the smooth operation of the City's business to purchase an item
or items without the prior approval of the Board of Aldermen as required
in this Chapter, the Mayor may sign the purchase order and shall place
on the purchase order the names of at least three (3) Aldermen from
whom he/she has received oral approval for the issuance of the purchase
order.
G. Formal Contracts. When a formal contract has been entered
into on behalf of the City, no purchase order need be issued; however,
contractors supplying services or who are involved in construction
or repair of buildings, streets, sewers, sidewalks or other structures
shall present to the City of Dexter certificates of insurance and
bonds when required by the Board of Aldermen. Said certificates and/or
bonds shall be checked by the City Attorney for content and legality
and by the City Engineer for content and accuracy.
[Ord. No. 3575 §§1 —
2(25.210), 3-16-1992]
A change order is to be used to change, correct or cancel any
order. Change orders will be prepared by the purchasing agents whenever
a change in the original purchase order makes it necessary. Change
orders are not to be used to purchase items which were not contemplated
in the original bid inquiries. A purchase order form marked "Change
order to purchase order No.______" constitutes a change order.
[Ord. No. 3575 §§1 —
2(25.220), 3-16-1992]
It shall be the duty of the purchasing agents, prior to the
issuance of a purchase order, to check the budget to ascertain whether
the proposed purchase is within the approved budget. In the event
the proposed purchase is over budget, the purchasing agents shall
refer the matter to the Board of Aldermen for its consideration.
[Ord. No. 3575 §§1 —
2(25.230), 3-16-1992]
A. Prior
to payment of purchases made, the following procedures shall be observed:
1. Acceptance of purchases by departments. The department head
or his/her authorized representative receiving the material, supplies
or equipment shall promptly check all purchases against the receiving
copy of the purchase order, making written notations of any missing
or broken items or any variation in quantity ordered. If the purchase
is acceptable, the department head shall so indicate in writing. If
the materials delivered are not in conformity with the specifications
or for other reasons are not acceptable to the department head, he/she
shall notify the City Clerk in writing of the reasons for withholding
acceptance. The purchasing agent will notify the vendor that his/her
delivery has been rejected and will request satisfactory replacement
or a supplementary delivery.
2. Acceptance of construction. All purchases involving construction
of streets, sewers, sidewalks or structures shall be approved by the
appropriate department head and the City Administrator and such work
shall be formally accepted by the Board of Aldermen. Lien waivers
shall be filed with the City by the contractor and shall be checked
by the City Attorney.
3. Miscellaneous. All purchases not affected by Subsections
(1) or
(2) of this Section shall be carefully reviewed by either the City Administrator or the City Clerk to ascertain that the purchase has been satisfactorily completed.
[Ord. No. 3575 §§1 —
2(25.240), 3-16-1992]
An invoice is the vendor's statement of his/her charges against
the City for materials, supplies, equipment or services rendered.
Invoices are to be based on the purchase order and must contain substantially
the same information. Prior to payment of the invoice, it is to be
checked against the purchase order and the receiving report. After
verification, the City Clerk will prepare the invoices for payment.
Paid invoices and completed purchase orders shall be kept on file
for a period of at least three (3) years and shall be available for
audit and for inspection by the Board of Aldermen.
[Ord. No. 3575 §§1 —
2(25.250), 3-16-1992; Ord. No. 4170 §1, 5-20-2002]
The Mayor, City Administrator, City Clerk, City Treasurer, Executive
Secretary, second (2nd) Assistant Treasurer and Administrative Assistant/Assistant
Treasurer are hereby authorized to draw checks in payment of all purchases
made in accordance with the provisions of this Chapter. The Mayor,
City Collector, City Clerk, City Treasurer and City Administrator
are hereby authorized as signatories on the three (3) Collector's
accounts know as: City of Dexter Collector's account, City of Dexter
Water Deposit Account and City of Dexter Advanced Payment Account.
[Ord. No. 3575 §§1 —
2(25.140, 25.260), 3-16-1992]
A. In the
case of emergency, all competitive bid requirements as herein provided
shall be suspended; and if formal Board approval of the purchase be
required, said approval shall be recorded in the minutes of the next
regular meeting of the Board of Aldermen.
B. Definition Of Emergency. An "emergency situation" shall be defined as any situation in which the life, safety or health
of any person is in danger or the destruction of or damage to public
or private property is imminent.
C. During Normal Working Hours. For emergency purchases necessary
during normal working hours, the department head will, if necessary,
obtain permission for the purchase from either the City Administrator
or Mayor. In the event that none of the aforementioned officers are
available for consultation, the department head shall determine whether
or not the purchase shall be made.
D. After Normal Working Hours. If the emergency occurs at times
other than normal working hours, the department head or the next ranking
officer may purchase directly the commodities needed.
E. Requisition And Sales Receipts Or Invoices — Required. At the time of purchase, the department head will secure from the
vendor a sales ticket or invoice for the material. A purchase order
will then be made out in the usual manner, except that the words "emergency
purchase" are to be written on the purchase order. The nature of the
emergency shall be given on the purchase order or on an accompanying
letter, if necessary. The sales ticket or invoice and the requisition
will then be attached to the purchase order no later than the following
workday.
F. Purchases To Be Kept To A Minimum. Emergency purchases of
any nature are to be kept to a minimum.
[Ord. No. 3575 §§1 —
2(25.270), 3-16-1992]
The purchasing agent may, whenever desirable or feasible, consolidate
requests for materials, supplies or services which are constantly
needed by the City for the purpose of obtaining bids on one large
order. A price and delivery inquiry will be sent to vendors which
will state an estimate of the probable needs of the commodity by the
City over a specified period of time. Upon determination of the lowest
and best bidder, the assistant purchasing agents will inform the vendor
selected of the City's acceptance of his/her terms. A contract will
then be executed between the City and the vendor for the length of
time specified in the bid inquiry.
[Ord. No. 3575 §§1 —
2(25.280), 3-16-1992]
A. Materials
or equipment which are deemed to be surplus or which may have become
obsolete may be disposed of by the assistant purchasing agents in
accordance with the provisions herein set forth.
B. Surplus
City property, other than real estate, of a value not in excess of
one hundred dollars ($100.00) shall, with the approval of the City
Administrator, be disposed of by the assistant purchasing agents in
whatever manner deemed most advisable.
C. Surplus
City property, other than real estate, of a value in excess of one
hundred dollars ($100.00) shall be disposed of as directed by the
Board of Aldermen.
D. In the event the Board of Aldermen deems it necessary to advertise for bids for surplus or obsolete property, the purchasing agents will insure that the practices of competitive bidding as provided for in Section
130.120 of this Chapter are followed. Determination of the highest and best bidder will be made by the Board of Aldermen.