This chapter shall be known and cited as "Procurement Policy
and Best Value."
Town employees with the requisite purchasing authority shall
estimate the cumulative amount of items of supply or equipment needed
in a given fiscal year. The estimate shall include the canvass of
other departments and past history so as to determine the likely annual
value of the commodities to be acquired. The information gathered
and conclusions reached through this process shall be documented and
kept with the file or other documentation supporting the purchase
activity.
The following methods and procedures shall be utilized for purchases where it is determined, pursuant to §
39-3 herein, that competitive bidding is not required, unless the purchase qualifies as an exception under §
39-6 herein or is contrary to law.
A. All estimated purchases of goods, supplies, equipment and professional
services of:
(1) Up to $1,500 (per fiscal year) of purchases: to be made at the discretion
of an authorized purchaser.
(2) From $1,500.01 to $2,500: require at least one telephone or fax/written
response to request for proposal or request for quote.
(3) From $2,500.01 to $5,000: requires at least two of any of the following:
telephone or fax/written response to request for proposal, written
quotation or verbal quotation.
(4) From $5,000.01 to $10,000: requires at least three of any of the
following: written response to request for proposal, written quotation.
(5) From $10,000.01 to $20,000: requires at least three of any of the
following: written response to request for proposal, written quotation,
and also requires the prior express approval of the Town Board, except
where such purchase has been approved by the Town Board via a specific
line item in the budgeting process.
B. All estimated public work contracts of:
(1) Up to $2,500 of purchases: to be made at the discretion of an authorized
purchaser.
(2) From $2,500.01 to $10,000: requires at least one of any of the following:
written response to request for proposal, written quotation or verbal
quotation.
(3) From $10,000.01 to $20,0000: requires at least two of any of the
following: written response to request for proposal, written quotation
or verbal quotation.
(4) From $20,000.01 to $35,000: requires at least three of any of the
following: written response to request for proposal or written quotation,
and also requires the prior express approval of the Town Board, except
where such purchase has been approved by the Town Board via a specific
line item in the budgeting process.
C. Inability to obtain quotes or locate qualified vendors for proposals:
A good faith effort shall be made to satisfy the required number of
quotes and/or proposals. However, if the purchaser is unable to satisfy
the requirement for quotes and/or proposals, that purchaser shall
document attempts made to meet that requirement. In no event shall
the inability to meet the requirement for number of quotes and/or
proposals be a bar to procurement where a good faith effort has been
made by the purchaser.
D. Documentation required:
(1) Any request for proposal shall sufficiently describe the requirements
of the contract or the desired goods, quantity of goods and particulars
of delivery. The purchaser shall compile and keep a list of all vendors/service
providers from whom written or verbal quotations have been received
and/or requested.
(2) All information gathered in complying with the methods and/or procedures
set forth in this chapter shall be preserved and filed with the documentation
supporting the purchasing activity.
E. Payment. Claims for payment shall be audited by the Town Board pursuant
to New York Town Law § 119 prior to payment thereof.
F. Status. The Finance Department shall have KVS access available to
departments for their clerks to process their monthly report to each
department head, committee chair and board Chair, setting forth available
budget monies and monthly expenses.
G. Tracking. The Finance Department shall have KVS access available
to each department so their clerks can have and provide to their department
head, board chair and committee chair documentation which tracks the
progress of and completion of procurement expenditures.
H. Standardization. Upon resolution, the Town may standardize a particular
contract by establishing, for example, a particular kind or brand
of equipment, materials or supplies required for reasons of efficiency
or economy. The basis for the standardization shall be set forth in
such resolution.
Except where directed by the Town Board or as specified herein,
compliance with the competitive bidding process set forth in New York
General Municipal Law shall not be required under the following circumstances
(These circumstances shall be known as "exceptions" to this chapter.):
A. Acquisition of professional services.
C. Procurement for which there is no viable alternative or competition,
also known as "sole source" situations.
D. Goods purchased from agencies for the blind or severely handicapped.
E. Goods purchased from a correctional facility.
F. Goods purchased through a county contract.
G. Goods purchased through a state contract.
H. Goods purchased through another governmental agency, including federal,
local governments, and schools or BOCES.
I. Goods purchased at an auction.
J. Surplus/secondhand materials, supplies and equipment from certain
other governments.
K. Goods or contracts for which the expenditure is so little that solicitation
of quotes would be cost prohibitive.
L. Where the requirement of quotes/proposals would violate New York
law.
M. Goods purchased for less than $1,500.
N. Public Works contracts for less than $2,500.
O. Piggybacking. The purchase of apparatus, materials, equipment and
supplies, or a contract for services related to the installation,
maintenance or repair of those items, through the use of contracts
let by the United States or any agency thereof, any state or any other
political subdivision or district therein, all as more particularly
set forth in General Municipal Law § 103(16).
(1) In order for this to qualify as a valid exception to competitive
bidding, the underlying original contract must have been made available
to other governmental agencies and must have been let to the lowest
responsible bidder or via best value, consistent with New York General
Municipal Law § 103(16).
The Town Board recognizes that the use of a credit card is necessary
for the purchase of goods from vendors with whom the Town of Victor
does not have accounts, on C.O.D. items, or travel expenses. Therefore,
refer to Resolution No. 182-10 for the Town of Victor Credit Card
Policies and Procedures for proper use of the Town's credit cards for purchases.
The Town Board authorizes the following Town employees or officers
("purchasers") currently holding the following positions to make purchases
on behalf of the Town of Victor in accordance with this chapter:
F. Deputy Highway Superintendent.
G. Director of Parks and Recreation.
This chapter shall be reviewed annually by the Town Board.