[Amended 3-18-1992; 6-18-2014 by L.L. No. 5-2014; 6-17-2015 by L.L. No. 3-2015]
A.
Guideline 1. Every prospective purchase of goods or services shall be evaluated to determine the applicability of General Municipal Law § 103. Every Town officer, board, department head or other personnel with the requisite purchasing authority (hereinafter "purchaser") shall estimate the cumulative amount of the items of supply or equipment needed in a given fiscal year. The information gathered and conclusions reached shall be documented and kept with the file or other documentation supporting the purchase activity.
B.
Guideline 2. All purchases of supplies or equipment which will exceed $20,000 in the fiscal year or public works contracts over $35,000 shall be formally bid pursuant to General Municipal Law § 103.
C.
Guideline 3.
(1)
All estimated purchases for supplies or equipment of less than $20,000 but greater than $10,000 require a written request for a proposal ("RFP") and written/fax quotes from at least three vendors; less than $10,000 but greater than $5,000 require an oral request for the goods and oral/fax quotes from at least two vendors; less than $5,000 are left to the discretion of the purchaser.
(2)
All estimated public works contracts of less than $35,000 but greater than $20,000 require a written request for proposal and fax/proposals from at least three contractors; less than $20,000 but greater than $5,000 require a written request for proposal and fax/proposals from at least two contractors; less than $5,000 are left to the discretion of the purchaser.
(3)
Any written RFP shall describe the desired goods, quantity and particulars of delivery. The purchaser shall compile a list of all vendors from whom written/fax/oral quotes have been requested and the written/fax/oral quotes offered.
(4)
All information gathered in complying with the procedures of this guideline shall be preserved and filed with the documentation supporting the subsequent purchase or public works contract.
D.
Guideline 4. The lowest responsible proposal or quote shall be awarded the purchase or public works contract unless the purchaser prepares written justification providing reasons why it is in the best interest of the Town and its taxpayers to make an award to other than the low bidder. If a bidder is not deemed responsible, facts supporting that judgement shall also be documented and filed with the record supporting the procurement.
E.
Guideline 5. A good-faith effort shall be made to obtain the required number of proposals or quotations. If the purchaser is unable to obtain the required number of proposals or quotations, the purchaser shall document the attempt made at obtaining the proposals. In the event shall the inability to obtain the proposals or quotes be a bar to the procurement.
F.
Guideline 6. Except when directed by the Town Board, no solicitation of written proposals for quotations shall be required under the following circumstances:
(1)
Acquisition of professional services.
(2)
Emergencies.
(3)
Sole-source situations.
(4)
Goods purchased from agencies for the blind or severely handicapped.
(5)
Goods purchased from correctional facilities.
(6)
Goods purchased from another governmental agency.
(7)
Goods purchased at auctions.
(8)
Computer software.
(9)
Purchases pursuant to state or county bid, or local or federal bid.
G.
Guideline 7.
(1)
Notwithstanding the above-referenced provisions of this procurement policy, repairs for collision damage to any Town-owned vehicles shall not be completed until at least three written estimates are secured. Automobile collision damage shall be repaired by the party submitting the lowest estimate.
(2)
Notwithstanding the above referenced provisions of this Procurement Policy, repairs for collision damage to any Town-owned vehicle in an amount exceeding $3,000 shall not be completed until at least three written estimates are secured.
H.
Guideline 8. This policy shall be reviewed annually by the Board at its organizational meeting or as soon thereafter as is reasonably practicable.