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HomeMy WebLinkAbout05 0601 92 ~c.: t. /;J. /r; - :2 - 9:J..... ,., ." 'JJ AN ORDINANCE RELATING TO THE REQUIREMENTS FOR LETTING OF COUNTY CONTRACTS 110. .OS"o&.OI-Y~ .lI 8' .- 00 . j, .. 1, 11'\>t'i,.. . 673 / - . , TABLE OF CONTENTS SECTION 1. PURPOSE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 SECTION 2. DE'FIN'ITIONS .................................. 1 SECTION 3. METHODS OF PROCUREMENT ..................... 3 ( a) Competitive Sealed Bidding .......................... 3 (b) Small Works Roster Bidding Procedure . . . . . . . . . . . . . . . . . . . 3 (c) Vendor list bidding procedure . . . . . . . . . . . . . . . . . . . . . . . . . 4 (d) Request for proposals bidding procedure .................. 4 SECTION 4. PUBliC WORKS CONTRAcrs ...................... 5 (a) Public Works Contracts having an estimated value of less than ten th.ousan.d dollaI"S ................................. 5 (b) (c) Cd) (e) Public Works Contracts having an estimated value of ten thousand " dollars ($10,000) or more. .. . . . . . . . . . . . . . . . . . . . . . . . . . 5 Small works roster . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Bid Bond ... I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Perform.an.ce Bond . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 SECTION 5. PROCUREMENT OF SUPPliES ..........._........... 6 (a) Supplies having an estimated value of less than two thousand five hundred dollars ($2,500) ............................ 6 (b) Supplies having an estimated value of two thousand five hundred dollars ($2,500)' and above ........................... 6 ( c) Supplies having an estimated value of between two thousand five hundred dollars ($2,500) and twenty-five thousand dollars ($25,000). 6 SECTION 6. PROCUREMENT OF SERVICES ..................... 6 (a) Services having an estimated value of less than two thousand five hundred dollars ($2,500) ...... .. . . . . . . . . . . . . . . . . . . . . . 6 (b) Services having an estimated value of two thousand five hundred dollars ($2,500) and more ..................... .... . . . 6 ( c) Services having an estimated value between two thousand five hundred dollars ($2,500) and twenty-five thousand dollars ($25,000) ....... 7 (d) Human Services and Computer Services .................. 7 (e) Architect and Engineer Services ......... ~ . . . . . . . . . . . . . 7 SECTION 7. PROVISIONS MANDATORY ........................ 8 SECTION 8. CONFUcrs OF INTEREST . . . . . .. . . . . . . . . . . . . . . . . . . 8 SECTION 9. MULTI-YEAR CONTRACfS AUTHORIZED ............. 8 SECTION 10. INSPECTION AND TESTING ....................... 8 SECTION 11. SUBDMSION OF PURCHASES PROHIBITED ........... 8 i 1 \ ,'_ 18 ~A'E 00 1-;'- 6 - II. SECTION 12. EMERGENCY PROCEDURES ....................... 9 SECTION 13. EXEMPTIONS ................................. 9 ( a) Performance based contracts ......................... 9 (b) Contracts for elections material . . . . . . . . . . . . . . . . . . . . . . . . 9 ( c) Day labor ..................................... 9 (d) Cooperative Purchasing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 (e) Auctions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 (t) Exemptions under State and Federal Law ................. 9 SECTION 14. SOLE SOURCE PROCUREMENT. . . . . . . . . . . . . . . . . . . . 10 SECTION 15. PURCHASE OF ROAD MAINTENANCE MATERIAL . . . . . . . 10 SECTION 16. POSTING OF CONTRACfOR liST ................... 10 SECTION 17. SEVERABIUfY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 SECTION 18. REPEAlER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 SECTION 19. EFFECTIVE DATE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 ii 18 fA~~ 00 ~'...~ 6-~ ORDINANCE NO. oS-.otto ,-,~ An Ordinance Relating to the Requirements for Letting of County Contracts 1 SECTION 1. PURPOSE The purpose and intent of this ordinance is to make uniform the requirements for procuring supplies and services, and awarding contracts for public works, between County agencies and nongovernmental entities. Nothing in this ordinance shall prevent any agency from complying with the terms and conditions of any grant, gift, bequest, or cooperative agreement. SECTION2.DE'FIN'ITIONS (a) "Architectural/Engineering Services". Services performed by any person, other than as an employee of an agency, which are within the scope of services regulated by Chapters 18.08 (Architects), 18.43 (Engineers and Land Surveyors), or 18.96 (Landscape Architects) RCW. (b) "Agency". Any department, office, agency, commission, bureau, or other unit in county government. (c) "Board". The Jefferson County Board of Commissioners. (d) "Contract". Includes any agreement, contract, lease or purchase order for a public work, supply or service. (e) "County". Jefferson County. (f) "Human Services". Programs and other activities which promote the social, physical, emotional, and economic wellbeing of the County residents or residents of other counties for which the County serves as an administrative. entity, with a primary focus on the at-risk populations and the disadvantaged. Human Services shall include, but are not limited to: - Mental health services - Developmental disabilities programs - Federal and state job training programs - Substance abuse programs - Children arid youth programs - Frailed elderly - Human rights programs , lpor Fnerallltatutmy provisions :n:pnIing competitive bidding for county contracts, pun:haIcs and leases, see RCW 36.32.240 et Ieq. and RCW 29.04 ct Ieq. 1 ',OL 18 rA~ 00 67G (g) "Computer Services". Services involving the maintenance, enhancement, updating, or procurement of computer software developed and created specifically for county use. This does not include "off-the-shelf' software created for multiple users rather than specifically for the county. (h) "Lowest Responsible Bidder". The bidder who is most likely, in regard to skill, ability and integrity, to do faithful, conscientious work, and promptly fulfill the contract according to its letter and spirit In determining "lowest responsible bidder", in addition to price, the following elements may be given consideration: 1. The ability, capacity and skill of the bidder to perform the contract or provide the service required; 2. The character, integrity, reputation, judgment, experience and efficiency of the bidder; 3. Whether the bidder can perform the contract within the time specified; 4. The previous and/or existing compliance by the bidder with laws relating to the contract or services. (i) "Procurement". Buying, purchasing, renting, leasing, contracting for or otherwise acquiring supplies or services. (j) "Professional Services". Services requiring special or advanced knowledge and training, usually advanced education and involving mental or intellectual rather than physical or manual labor or skill and the consistent exercise of judgment and discretion in a specific field or endeavor. . (k) "Public Work". Demolition, construction, alteration, repair, or improvement, other than ordinary maintenance, to any co~ty structure, building or property, or other public necessity or improvement, executed at the cost of the county. (I) "Responsive". A bidder, vendor, or offeror who has submitted a bid or proposal which conforms in all material respects to the invitation for bids or request for proposal. (m) "Services". Any labor, time or effort performed by an independent contractor for the County which is. not part of a public work nor related to the purchase of supplies. This term shall not include employment agreements or collective bargaining agreements. (n) "Supplies". Includes all supplies, materials and equipment. 2 'lnt 18 iM~~ 00 6t'"'J"'" , f SECTION 3. METHODS OF PROCUREMENT (a) Competitive Sealed Bidding - When required, competitive sealed bidding shall entail the following: 1. Invitation for Bids. An Invitation for Bids shall be issued and filed for public inspection. The invitation shall include a description of the public work, supply or services sought and all contractual terms and conditions applicable to the public work, supply or service. 2. Public Notice. Public notice of the invitation for bids shall be published in the county official newspaper at least ten (10) days prior to the last date upon which bids will be received. The advertisement shall state the time and place where bids will be opened, the time after which bids will not be received, the character of the work to be done, supplies requested or services to be performed, the materials and equipment to be furnished, and where copies of the specifications may be obtained. 3. Bids. All bids shall be sealed and in writing, filed with the specified agency, and opened and read in public at the time and place specified in the advertisement. 4. Award. The contract shall be awarded to the lowest responsible responsive bidder except that all bids may be rejected for good cause. Immediately after the bids are opened, the bid quotations shall be recorded and open for public inspection and shall be available by telephone inquiry. (b) Small Works Roster Bidding Procedure - When allowed by this ordinance small works roster bidding shall entail the following: 1. Establishment of Roster. A single general small works roster or in the alternative a small works roster for different categories of anticipated work shall be created and shall consist ,of all respollSlble contractors who have requested to be on the list, and where required by law are properly licensed or registered to perform such work in Washington. At least once a year, the County shall publish in the county official newspaper a notice of the existence of the roster or rosters and solicit the names of interested contractors for such roster or rosters. 2. Bids. Whenever an agency wishes to award a public works contract using the small works roster process the agency or the purchasing department shall secure telephone or written quotations or both from enough contractors listed on the particular roster involved to assure establishment of a competitive bid. Whenever possible at least five contractors shall be invited to submit bids. A record of all bids shall be maintained. Once a contractor has been afforded an opportunity to submit a proposal, that contractor shall not be offered another opportunity until all other appropriate contractors on the small works ~ roster have been afforded an opportunity to submit a proposal on a contract. 3 18 fM)€ 00 670 VOL 3. Award. The award shall be made to the lowest responsible responsive bidder. 4. No advertisement. A contract awarded from a small works roster need not be advertised. 5. Public Inspection. Immediately after the bids are opened, the bid quotations obtained shall be recorded, open to public inspection, and available by telephone inquiry. ( c) Vendor list bidding procedure - When allowed by this ordinance vendor list bidding shall entail the following: 1. Establishment of list. At least once per year, the county shall publish in a newspaper of general circulation within the county a notice of the existence of vendor lists and solicit the names of vendors for the lists. 2. Bids. Whenever a purchase of supplies is to be made using the vendor list the agency or purchasing department shall secure telephone or written quotations or both from enough vendors listed to insure establishment of a competitive bid. Whenever possible at least three vendors shall be invited to submit bids. A record of all bids shall be maintained. 3. Award. The award shall be made to the lowest responsible responsive bidder. 4. No advertisement. A contract awarded pursuant to this section need not be advertised. 5. Public Inspection. Immediately after the bids are opened, the bid quotations obtained shall be recorded, open to public inspection, and shall be available by telephone inquiry. (d) Request for proposals bidding procedure. When authorized by this ordinance, request for proposal bidding procedure shall include the following: ..- 1. Request for Proposals. Proposals shall be solicited through preparation of a Request for Proposal. The Request for Proposal shall descnbe the services required, list the type of information and data required of each offeror, and state the relative importance of particular qualifications. The Request for Proposal shall also set forth the factors that will be used to evaluate the proposals. " 2. Public Notice. Public Notice of the Request for Proposals shall be published in the county official newspaper at least ten (10) days prior to the last date upon which proposals will be received. 3. Receipt of proposals. Proposals shall be opened so as to avoid disclosure of contents to competing offerors during the review process. A register of Proposals shall be prepared and shall be open for public inspection after the award is made. ."o~_. 418 iAC~ 00 679 4. Discussions. The agency may conduct discussions with any offeror who has submitted a proposal to determine such offeror's qualifications for further consideration. For the purpose of clarification to assure full understanding of, and responsiveness to the solicitation requirements, discussions may be conducted with responsive offerors who submit proposals determined to be reasonably susceptible of being selected for award. Discussions shall not disclose any information derived from proposals submitted by other offerors. 5. Award. Award shall be made to the offeror determined in writing by the agency to be best qualified based on the evaluation factors set forth in the Request for Proposals. SECTION 4. PUBliC WORKS CONTRACTS (a) Public Works Contracts having an estimated value of less than ten thousand dollars ($10,000). All public works contracts with an estimated value of less than ten thousand dollars ($10,000) may be made without any advertising and without observing any bidding process. (b) Public Works Contracts having an estimated value of ten thousand dollars ($10,000) or more. Except for contracts authorized to be let using the small works roster bidding procedure, no public works contract with an estimated value of ten thousand dollars ($10,000) or more may be let until after competitive sealed bidding. (c) Small works roster. Public works contracts with an estimated value of one hundred thousand dollars ($100,000) or less may be awarded using the small works roster bidding procedure. (d) Bid Bond. No bid may be considered for a public work contract unless it is accompanied by a bid deposit in the form of a surety bond, postal money order, cash, cashier's check, or certified check in an amount equal to five percent of the amount of the bid proposed. (e) Perform.an.ce Bond. The Board shall require from the successful bidder, for such public work, perform.an.ce and labor and material bonds in the amount and with the conditions imposed by law. If the bidder to whom the contract is awarded fails to enter into the contract and furnish the contractor's bond as required within ten (10) days after notice of the award, exclusive of the day of notice, the amount of the bid deposit shall be forfeited to the county and the contract awarded to the next lowest l,.~l 5 18 rM;~ 00 680 responsible bidder. The bid deposit of all unsuccessful bidders shall be returned after the contract is awarded and the required contractor's bond given by the successful bidder is accepted by the Board. SECTION 5. PROCUREMENT OF SUPPliES (a) Supplies having an estimated value of less than two thousand five hundred dollars ($2,500). Procurement of supplies having an estimated value of less than two thousand five hundred dollars ($2,500) may be made without any advertising and without observing any bidding procedure (refer to Section 11). (b) Supplies having an estimated value of two thousand five hundred dollars ($2,500) and above. Except for procurement authorized to be made using the vendor list bidding procedure no procurement of supplies having an estimated value of two thousand five hundred dollars ($2,500) or more may be made until after competitive sealed bidding. (c) Supplies having an estimated value of between two thousand five hundred dollars ($2,500) and twenty-five thousand dollars ($25,000). Procurement of supplies having an estimated value between two thousand five hundred dollars ($2,500) and twenty-five thousand dollars ($25,000) may be made using the vendor list bidding procedure. SECTION 6. PROCUREMENT OF SERVICES (a) Services having an estimated value of less than two thousand five hundred dollars ($2,500). Procurement of services having an estimated value of less than two thousand five hundred dollars ($2,500) may be made without any advertising and without observing any bidding procedure (refer to Section 11). (b) Services having an estimated value of two thousand five hundred dollars ($2,500) and more. Except for procurement authorized to be made using the vendor list bidding procedure no procurement of services having an estimated value of two thousand five hundred dollars ($2,500) or more may be made until after competitive sealed bidding. vot 6 18 tAr,~ 00 68~ ( c) Services having an estimated value between two thousand five hundred dollars ($2,500) and twenty-five thousand dollars ($25,000). Procurement of services having an estimated value between two thousand five hundred dollars ($2,500) and twenty-five thousand dollars ($25,000) may be made using the vendor list bidding procedure. (d) Human Services and Computer Services. Human services and computer services may be procured using the competitive bidding process or the request for proposal process. Provided that when procuring computer services the agency shall specify in the request for proposal that cost shall be a significant evaluation factor, but not necessarily the major, evaluation factor. Provided further that the Data Processing Division shall review all proposed procurement of data processing hardware, software, data telecommunications, automated records s~orage systems, and computer services contracts. (e) Architect and Engineer Services. Whenever an agency seeks to procure architect or engineering services, the agency shall make certain that the following procedures are followed. 1. Announcement and Publication. On each occasion when architect/engineering services are needed, the agency shall publish an announcement of the category and type of architect/engineering services needed. In the alternative the agency may announce generally once a year its projected requirements for any category or type of architect/engineering services and develop a list of firms interested in. providing architect/engineering services. 2. Submission of Statement of Qualifications. Firms interested in performing specific architect/engineering services or being placed on the list, shall submit a statement of qualifications and perform.an.ce data. 3. Selection of Qualified Firm. When an agency determines architect/engineering services are needed, the agency shall evaluate the statements of qualification and performance data on file together with those that may be submitted by other firms regarding the specific project and conduct discussions with such firms regarding their approach or proposals regarding the project. Thereafter the agency shall, based on agency criteria, select the most highly qualified firm to provide the architect/engineering services. The criteria shall include a plan to insure that minority and women- owned firms are afforded the maximum opportunity to compete for and obtain public contracts for architect/engineering services. 4. Contract Negotiations. After selecting the most qualified firm, the agency shall negotiate a contract with the firm at a price which the agency determines is fair and reasonable. 7 18 t^r~~ 00 68Z \/O!_ .sECTION 7. PROVISIONS MANDATORY Except as herein provided, it shall be unlawful for any county official or employee to make any procurement or award any contract within the scope of the Ordinance contrary to the provisions hereof and any such procurement or award shall not be approved by the Board and in any event whether approved or not, the County shall not be bound thereby. SECTION 8. CONFLICTS OF INTEREST All persons involved in county purchasing are required to follow the rules regarding conflicts of interest as set forth in RCW 42.23 as now or hereafter amended and, in addition thereto, are expressly prohibited from accepting, directly or indirectly, from any person, company, firm, or corporation to which any procurement or contract is or might be awarded, any rebate, gift, money or anything of value whatsoever, except where given for the use and benefit of the county. ~ECTION 9. MULTI-YEAR CONTRAcrs AUTHORIZED Contracts for those supplies and services identified by Board resolution may exceed one year in length and require the payment of funds from appropriations of subsequent fiscal years. In no event, however, shall the contracts authorized by this section be for more than five (5) years in length. SECTION 10. INSPECTION AND TESTING The Agency or designee shall inspect all deliveries of supplies or services to determine their conformance with the standards and specification set forth in the contract. SECTION 11. SUBDMSION OF PURCHASES PROHIBITED No contract or purchase shall be subdivided to avoid the requirements of this Ordinance. Dollar limits will be determined, not per item, but per purchase event. To determine the full cost of an item(s), the following criteria are applicable: (a) cost before any trade-in; (b) include the cost of shipping; and (c) exclude sales tax. Simultaneous purchases of supplies or services which are unrelated or otherwise not constituent parts of a larger item or service do not constitute "subdivisions" or "purchase events", for purposes of this section. vat 8 18 f~\,~ 00 683 SECTION 12. EMERGENCY PROCEDURES When an apparent emergency exists, such as it appears the public interest or property of the County would suffer material injury or damage by delay, the agency head may, upon preparing a report for the Board declaring the existence of such apparent emergency and reciting the facts constituting the same, request waiver of the provisions of this ordinance to the extent necessary to overcome the apparent emergency; and the Board may then, by resolution declare the existence of such emergency and reciting the facts constituting the same, waive the provisions of this ordinance to the extent necessary to overcome the emergency. SECTION 13. EXEMPTIONS The following contracts and purchases are exempted from the coverage of this ordinance and may be awarded without advertising and bidding: (a) Perform.an.ce based contracts. Performance based contracts as defined in RCW 39.35A020(3). (b) Contracts for elections material. Contracts and purchases for the printing of election ballots, voting machine labels, and all other election material containing the names of candidates and ballot titles. (c) Day labor. Day labor as set forth in RCW 36.77.065, and county road construction and road improvement project contracts provided the procedures set forth in RCW 36.77.020 -.040 are complied with. (d) Cooperative Purchasing. Each department head shall have authority to join with other units of government irt cooperative purchasing plans pursuant to RCW 39.34, when the best interests of the County would be served, provided that each of the participating units shall be separately invoiced by the vendors for purchases made under such plans'; that proper County agreements be formulated by the County Prosecutor prior to entering interlocal agreement plans; and provided that Jefferson County shall not be obligated for purchases other than' those required for its own use; and provided that all such agreements referred to in this item shall be subject to approval by the County Commissioners. (e) Auctions. The purchase of any supplies at auctions conducted by the government of the United States or any agency thereof, any agency of the State of Washington, any municipality or other governmental agency, or any private party if the items can be obtained at a competitive price. (f) Exemptions under State and Federal Law. Purchases or contracts which are exempt from competitive' bidding procedures under state or federal statute, regulations or case law. 9 \}('" 1.8 HC: 00 684 'SECTION 14. SOT R SOURCE PROCUREMENT A contract may be awarded for a supply, service or public work without competition when, the agency determines that there is only one source of the required supply, service, or public work. SECTION 15. PURCHASE OF ROAD MAINTENANCE MATERIAL When C8lling for bids for the procurement of road maintenance material, the county may award the contract to multiple bidders of the same commodity when the bid specifications provide for the factors of haul distance to be included in the determination of which vendor is the lowest responsible bidder. The county may re-advertise for additional bidders and vendors if it deems it necessary in the public interest. SECTION 16. POSTING OF CONTRACTOR LIST , At least once every two months the purchasing agency shall post a list of the contracts awarded or purchases made under the small works roster bidding procedure and vendor list bidding procedure. The list shall contain the name of the contractor or vendor awarded the contract, the amount of the contract, a brief description of the type of work performed or items purchased under the contract, and the date it was awarded. The list shall also state the location where the bid quotations for these contracts are available for public inspection. SECTION 17. SEVERABIUTY Hany section, subsection, paragraph, sentence, clause or phrase of this ordinance is for any reason held to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect the validity or constitutionality of the remaining portions of this Ordinance; it being herein expressly declared that this ordinance and each section, subsection, paragraph, sentence, clause and phrase thereof would have been adopted irrespective of the fact that one (1) or more other sections, subsections, paragraphs, sentences, clauses, or phrases be declared invalid or unconstitutional. SECTION 18. REPEALER All prior resolutions and ordinances establishing the requirements for letting of county contracts are hereby repealed. 10 "" 18 r,~r,~ 00 685 SECTION 19. EFFECTIVE DATE This ordinance shall become effective ten (10) days after being signed by the Board. $- DATED this -L- day of :.:r tvY\..L , 1992. JEFFERSON COUNTY BOARD OF COMMISSIONERS ~tt)~~ . ennison, Chairman 11 18 fA\~~ 00 68G