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CC - Item 5D - Second Reading of Ordinance No. 964 E 4 ° ROSEMEAD CITY COUNCIL STAFF REPORT TO: THE HONORABLE MAYOR AND CITY COUNCIL FROM: BILL R. MANIS, CITY MANAGER 3 a' DATE: SEPTEMBER 13, 2016 SUBJECT: ORDINANCE NO. 964 — SECOND READING AND ADOPTION: PURCHASING SYSTEM SUMMARY On August 23, 2016, the City Council introduced Ordinance No. 964, amending Chapter 3.24 of the Rosemead Municipal Code concerning the Purchasing System. This amendment will increase the City Manager's approval limit on purchases from $25,000 to $30,000. STAFF RECOMMENDATION That the City Council approve the second reading and adoption of Ordinance No. 964. FISCAL IMPACT - None PUBLIC NOTICE PROCESS This item has been noticed through the regular agenda notification process. Prepared by: (a AL Carolyn A. Chu. Finance Director Attachment A: Ordinance No. 964 II EM NUMBER: STD ORDINANCE NO. 964 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF ROSEMEAD, CALIFORNIA, AMENDING SECTIONS 3.24.040, 050, 070, 080 AND 090 OF CHAPTER 3.24 TO THE ROSEMEAD MUNICIPAL CODE CONCERING THE PURCHASING SYSTEM NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF ROSEMEAD, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS: SECTION 1. Sections 3.24.040, 050, 070, 080 and 090 of Chapter 3.24 are hereby amended as follows: 3.24.040 Purchasing policies and procedures. A. The City shall secure supplies, services and equipment at the lowest total cost commensurate with the quality and scope needed, and subject to any limitations imposed by state law. Notwithstanding the foregoing, the City shall secure professional services based upon demonstrated competence, professional qualifications and suitability for the project in general. The City may consider cost. Of professional services if the authorized contracting party determines it to be a relevant factor under the circumstances. In order to promote the economic health and development of the City, to recognize the amount of sales tax that is returned to the City as a result of the award of a purchase contract for supplies and equipment to a Rosemead vendor, to encourage local participation in the procurement process, and to exercise the prudent use of public funds, the City Council may, by minute action, award a bid to a Rosemead vendor provided the local bid does not exceed the lowest bid by more than five percent (5%) or Ten Thousand Dollars ($10,000), whichever is less. For purposes of this Section, "Rosemead vendor" shall mean a local business enterprise whose business address at the point of sale is located within the geographical boundaries of the City and who maintains a valid license or permit to do business in the City. B. The purchasing officer shall develop, for approval by the city manager, such policies and procedures as are necessary to implement the provisions of this chapter. The policies and procedures shall be written and implemented in such a way to encourage open and competitive bidding, provide equal opportunity based on merit, make each selection process free of invidious discrimination, provide for efficient and timely acquisition of needed supplies, services and equipment, and provide effective fiscal controls. C. In purchasing, supplies, services and equipment, the City shall make use of competitive bidding, either direct, formal or informal, whenever required by law, this chapter, or any policies and procedures approved by the city manager consistent with this chapter. D. Direct, formal or informal competitive bidding is not required, for instance, when an "emergency" is declared pursuant to Sections 3.15.090(A) of this chapter. With respect to emergencies involving public projects of - $30,000 or more, however, this waiver of competitive bidding shall last only so long as the emergency exists in the determination of the City Council. 3.24.050 Bidding, purchasing and contracting. A. $5,000 or less: Any purchase of $5,000 or less may be awarded by the director of the department responsible for the project by any direct competitive purchasing procedure as defined herein. B. $5,001 to - $30,000: Any purchase of more than five thousand dollars ($5,000)and not greater than --thirty thousand dollars ($30,000) may be awarded by the city manager by any informal competitive purchasing procedure as defined herein. C. $30,001 or more: Any purchase of more than - thirty thousand dollars ($30.000) shall, except as otherwise provided in this chapter or the Act, be awarded by the City Council pursuant to the formal competitive purchasing procedure set forth in Section 3.24.080. D. City Engineer Approval: The city engineer shall review and approve the working details, drawings, plans, and specifications prepared for public projects and maintenance work where applicable in the areas of streets, sewer, storm drains, and traffic signals, but not necessarily for parks, buildings, and landscaping, which may affect the engineering design or operation of public improvements and which may bring into question the City's liability for dangerous conditions of public property. E. Purchasing Officer Approval: The purchasing officer, or his or her designee, shall review and approve all contracts for public projects of five thousand dollars ($5,000) or more. F. Five-Year Term Limitation: No agreement or contract shall extend for a period of more than five (5) years. including any authorized extensions. 3.24.070 Rosemead informal competitive purchasing procedure. A. Uses of Rosemead Informal Competitive Purchasing Procedure: This informal purchasing procedure shall be used for purchases between $5,001 and - $30,000. B. Contractor/Vendor List: The department shall maintain a list of qualified contractors. C. Distribution of Notice Inviting Informal Bids: At least three (3) vendors or contractors shall be asked to submit informal bids, and the City shall endeavor to receive informal bids from at least three (3) vendors or contractors. Notices inviting informal bids shall be mailed to the list of qualified contractors and/or trade journals not less than ten (10) days before bids are due. D. Contents of Notice Inviting Informal Bids: When soliciting informal bids, staff shall: (1) describe to the vendor in general terms the project, service or item; (2) advise vendors how to obtain additional information about the project; (3) state the date, time and place for the submission of bids; and (4) include any other information required by state or local law, as determined by the City Attorney. E. Proprietary Projects or Products: If the director of the using department certifies that, to the best of his or her knowledge, the product or service is proprietary in nature and can be obtained only from a limited number of contractors,and that no equivalent products or services are available, the notice inviting informal bids may be sent exclusively to such vendor(s) or contractor(s). F. Contents of Remaining Bid and Contract Documents: The contents and form of the remaining bid and contract documents shall be approved by the director of the using department, as well as the City Attorney. G. City's Authority.: The City may reject any or all bids received, and may waive any minor irregularities in each bid received. H. Proposal Submittal: Contractors shall submit their proposals in writing. I. No Bids Received: If no bids are received, the authorized contracting party may award the contract by any alternative purchasing procedure. 3.24.080 Formal competitive purchasing procedure. A. Uses of Formal Competitive Purchasing Procedure: This formal purchasing procedure shall be used for purchases greater than - $30,000 or whenever formal competitive purchasing is otherwise required by this chapter. B. Required Process: The formal competitive purchasing procedure shall comply with all aspects of state and local law governing formal competitive bidding, including, but not limited to, the Public Contract Code, Government Code, Labor Code, resolutions of the City Council as may be adopted from time to time, and policies and procedures as the city manager may approve from time to time. C. Distribution of Notice Inviting Formal Bids: The notice inviting formal bids shall comply with Section 22037 of the Act,as such section may be amended from time to time. For public projects only. the notice inviting formal bids shall also be sent to all construction trade journals specified in Section 22036 of the Act at least thirty(30)calendar days before the date of bid opening. Any other notice as may be deemed proper may also be given for any particular project. D. Contents of Notice Inviting Formal Bids: At a minimum, the notice inviting formal bids shall: (1) describe the project in general terms; (2) state how to obtain more detailed information about the project; (3) state the date, time and place for the submission of sealed bids; and (4) include any other information required by state or local law, as determined by the City Attorney. E. Contents of Remaining Bid and Contract Documents: The contents and form of the remaining bid and contract documents shall be approved by the director of the using department, as well as the City Attorney. F. City's Authority: The City may reject any or all bids received, and may waive any minor irregularities in each bid received. G. Proposal Submittal: Contractors shall submit their proposals in writing. H. No Bids Received: If no bids are received, the authorized contracting party may award the contract by any alternative purchasing procedure. 3.24.090 Using alternative purchasing procedures. For non-Public Projects and other situations provided in this section an alternative purchasing procedure which results in a negotiated contract, force account, purchase order or any other procedure determined by the authorized contracting party to be in the best interests of the City and in compliance with the City's policies and procedures may be used. A. Emergencies: In situations determined by the city manager to constitute an emergency for a public project pursuant to Section 22035 of the Act and Public Contract Code Section 22050. The City Council hereby delegates to the city manager the power to declare a public emergency and take any directly related and immediate action required by the emergency, up to a total of one hundred thousand dollars($100.000). pursuant to Section 22035 of the Act and Public Contract Code Section 22050. Emergency expenditures of more than one hundred thousand dollars ($100,000) shall first be approved by the City Council. Work shall be performed without the benefit of competitive purchasing, either formal or informal, only so long as necessary under those sections. For projects of more than—thirty thousand dollars ($30,000) a report on the emergency and work performed shall be provided at the next regular meeting of the City Council, and then at every meeting thereafter required by Section 22050. At such meetings, the City Council shall determine,by a four-fifths(4/5) vote, that there is a need to continue the action without the benefit of informal or formal competitive purchasing in accordance with Section 22035 of the Act and Public Contract Code Section 22050. The City Council shall terminate the emergency action at the earliest possible date that conditions warrant, so that the remainder of the emergency action may be completed pursuant to a formal competitive purchasing procedure. For projects of-thirty thousand dollars($30.000)or less,the city manager shall determine, on his or her own as the action continues,whether there is a need to continue the action without the benefit of public project informal competitive purchasing. The city manager shall terminate the emergency action at the earliest possible date that conditions warrant, so that the remainder of the emergency action may be completed pursuant to an informal competitive purchasing procedure. B. Professional Services: When purchasing professional services. C. Computers: When purchasing computer software,hardware maintenance services or software maintenance services. D. Competitive Bidding Already Completed: When the authorized contracting party determines that a competitive bid procedure has been conducted by another public agency (e.g. through CMAS or GSA) and the price to the City is equal to or better than the price to that public agency. E. State Purchase: When the purchase is made on behalf of the City by the State Department of General Services. F. No Bids Received: When no bids are received pursuant to either the public project informal competitive purchasing procedure or the formal competitive purchasing procedure. G. No Competitive Market:When the authorized contracting party determines that a competitive market does not exist, such as, but not limited to, with memberships in certain professional organizations, meetings, conventions, some forms of travel, legal advertising and when the needed supplies, services and equipment are proprietary and can only be provided by one source. H. Best Interests of the City: When the City Council, on recommendation of the city manager, determines that an alternative procedure will be in the best interests of the City and the policies set forth in this chapter. -SECTION 2. Severability. If any section, subsection, sentence, clause, or phrase of this ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision will not affect the validity of the remaining portions of this ordinance. The City Council hereby declares that it would have passed this ordinance and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional. SECTION 3. Publication. The City Clerk is directed to certify this ordinance and cause it to be published in the manner required by law. SECTION 4. Effective Date. This ordinance will be effective 30 days after adoption. PASSED, APPROVED AND ORDAINED this 1311 day of September,2016. Sandra Armenta, Mayor APPROVED AS TO FORM: ATTEST: Rachel Richman, City Attorney Marc Donohue, City Clerk STATE OF CALIFORNIA ) COUNTY OF LOS ANGELES ) § CITY OF ROSEMEAD I, Marc Donohue, City Clerk of the City Council of the City of Rosemead, California, do hereby certify that the foregoing Ordinance No. 964, was introduced at a regular meeting of the City Council of the City of Rosemead held on the 23rd day of August, 2016 and was adopted by the City Council of the City of Rosemead at a regular meeting held the 13'h day of September,2016, by the following vote: AYES: NOES: ABSENT: ABSTAIN: Marc Donohue, City Clerk