Item D1Meeting Date: December 9, 2015 Department: TDC
Bulk Item: Yes X No Staff Contact /Phone #: Ammie Mach an 305-296-1552
AGENDA ITEM WORDING:
Approval to update the TDC Operations Manual with a revised TDC Purchasing Policy to reflect the
chanues of the Monroe C ou I AM
hPOKS1111 MEN=
ITEM BACKGROUND:
TDC approved same at their meeting of November 3, 2015
---- ------------------------------- - ---------------------------------------------------------------
PREVIOUS RELEVANT BOCC ACTION:
---
CONTRACT/AGREEM
STAFF RECOMMENDATIONS:
Approval
TOTAL COST:- INDIRECT COST. BUDGETED: Yes _No -------
DIFFERENTIAL OF LOCAL PREFERENCE:
P i I
1.113 2A�# M 1111
APPROVED BY: County Attorney
DOCUMENTATION: Included X
T )ATE: November 20, 2015
To: Monroe County BOCC
RE: Approval to revise the TDC Operations Manual Purchasing Policy to reflect the
Monroe County Purchasing Policy
#
I have attached the following:
1. New County Purchasing Policy
2. Current TDC Purchasing Policy (approved by the TDC on December 16, 2014)
3. Proposed TDC Purchasing Policy
The TDC is requesting approval of these revisions to the Purchasing Policy to be reflected in the
TDC Operations Manual.
PURCHASING
WHAT TO DO?
PURCHASING AUTHORITY
LEVELS
OVRO APP O SlPAYM
R TOTAL DOLLAR
AMOUNT
.III • SI,ti t} oo
Purchase Order not required
Department Director or their
designees
Sl,t'7(til.#ll - $5,000.Q
Requires electronic Request to Purchase form
Deparonem erector or designees
to Purchasing,
$5,000. 1- S 1Q,tt tt.QQ
Request to Purchase form along with ma (2) or
Department Director or designee
more written price quotes as documented by
Requesting Departments.
v 0,0p# o1- S 1 9
Request to Purchase farm along with two (2) or
Department Director
5,
more written price quotes as documented by
Requesting Departments.
Request to Purchase form along with two G) or
County Administrator, Assistant
S49,99 t 9
more written price quotes. Requesting
County Administrator or
Department will solicit bids in conjunction with
Purchasing Director
the Purchasing Department,
50,000.00 AND OVER
Competitive Bid process
BOCty
OCC prior approval required. Governed by
County ordinance, its supplemented by the
Purchasing Policies and Procedures Manual.
:.A A
PURCHASING LEVELS
WHAT IS REQUIRED
APPROVAL
FOR TOTAL DOLLAR
REQUIRED
AMOUNT
$.Of - $1,000.00
Purchase Order not required
ffc Manager or
TDC Director
Signature
$ , . - $5,000.00
Requires Request to Purchase form
Office Manager or
written or electronic to Purchasing
TDC Director
Signature
$ * A - $25,000.00
Requires Request to Purchase fora
' TDC Director
along with two (2) or more written
Signature
price quotes as documented by
requesting departments.
$25,000.01 i $49,999.99
Requires Request to Purchase form
TDC Approval
along with two (2) or more written
And TDC Director
price quotes as documented by
Signature
requesting departments.
$50,000.00 AND OVER
Requires Competitive Bid process.
TDC Approval
BUCG prior approval required
And BDCC approval
Governed by County Ordinance, as
supplemented by the Purchasing
Policies and Procedures Manual.
(Bo o 1121115)
r r r r•♦ -r r -r � r� r rgaud
i
,..
•
�
Purchase Order - not required
OI�I�Illlla�l�ll�p e Manager III III III IIII II
DirectorTDC
Signature
I� III I I.: II
V� ae #1IIII
Requires _ _
g���l� �� IIII IIlp III IILIII III I IIIII IL
Office Manager or
to Purchasing
TDC Director
SignaturePurchase
1$5,III,
II! i f�!'
i-. _ ,i - form along
Office Manager or
with r or # • written r
DirectorTDC
quotes documented by
Signature
i. ... #: : g De )artments
! 1 t 1 i $ . � g yl - 9
Requires R- , e, Purchase #
�Office � !� II II ���IIII Ipl II III IIII ��� IIIIII Ip
along with two (2) or more written
TDC Director
price quotes as documented by
Signature
requesting departments.
0,000.00 III I N� ;U
Requires Request rPurchase #
ApprovalTDC
with two (2) or more written
And TDC Director I
pricealong
quotes, as documented by
Signature
requesting departments.
III I I���I II I
0.AND aY
Requires Competitive Bid process.
. Approval
prior approval required.
And i!
approval
GovernedBOCC
by r Ordinance,
supplemented by the Purchasing
Pr ..
PoliciesProcedures
• # r#TlTf*T--x4qol I I I IVA
i VE SO or-