Item D17BOARD OF COUNTY COMMISSIONERS
AGENDA ITEM SUMMARY
Meeting Date: OCTOBER 17, 2012
Bulk Item: Yes X No
Division: TDC
Department:
Staff Contact Person/Phone #: Maxine Pacini
296-1552
AGENDA ITEM WORDING:
Approval to revise TDC Operations Manual Purchasing Policy.
ITEM BACKGROUND:
TDC approved same at their meeting of September 11, 2012
The Monroe County Board of County Commissioners (BOCC) recently updated their
Purchasing Policy. The attached is a proposed revision to the TDC Purchasing Policy which
reflects the change in purchasing levels. Also updated is the property value or cost of $1,000
or more which follows the Florida Administration Code (F.A.C.) guidelines requiring local
government's financial systems for inventory purposes. Upon BOCC approval, the attached
policy will be incorporated into the Monroe County TDC Operations Manual.
A copy of the current purchasing policy showing deletions in g14 is provided
behind the proposed policy.
PREVIOUS RELEVANT BOCC ACTION:
CONTRACT/AGREEMENT CHANGES:
STAFF RECOMMENDATIONS:
Approval
TOTAL COST: NO COST BUDGETED: Yes X No
COST TO COUNTY: NO COST SOURCE OF FUNDS: TDC
REVENUE PRODUCING: Yes X No AMOUNT PER MONTH Year
APPROVED BY: County Atty X OMB/Purchasing N/A Risk Management N/A
DOCUMENTATION:
DISPOSITION:
Revised 11/06
Included X Not Required
AGENDA ITEM #
e T uc ain lic
PURCHASE OF ITEMS WITH TDC FUNDS: Property being defined as fixtures and other tangible
personal property of a non -consumable nature purchased with TDC funds, as stated above, is owned
by the BOCC/TDC and therefore must be included in the inventory listing of Monroe County and
tagged accordingly as required by the Auditor General. (F.s. 274.02)
All property with a value or cost of $1,000 or more and a projected useful life of 1 year or more shall
be recorded in the local government's financial system as property for inventory purposes. (Rule 691-
73.002 F.A.C)
TDC PURCHASING POLICY: The Monroe County TDC (also applies to District Advisory
Committees) follows the purchasing procedures as outlined in the Monroe County Purchasing
Policies and Procedures Manual. There are four (4) levels of purchasing as follows:
PURCHASING LEVELS
WHAT IS REQUIRED
APPROVAL
FOR TOTAL DOLLAR
REQUIRED
AMOUNT
$.01 - $5,000.00
Requires Request to Purchase
Office Manager or
written or electronic to Purchasing
TDC Director
Signature
$5,000.01 - $10,000.00
Requires Request to Purchase form
TDC Director
along with two (2) or more written
Signature
price quotes as documented by
requesting departments.
$10,000.01 - $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
And BOCC approval
BOCC prior approval required.
Governed by County Ordinance, as
supplemented by the Purchasing
Policies and Procedures Manual.
A copy of the Monroe County Purchasing Policies and Procedures Manual can be obtained by
contacting the Monroe County Purchasing Department.
Current TDC Purchasinaolio
PURCHASE OF ITEMS WITH TDC FUNDS: Property being defined as fixtures and other tangible
personal property of a non -consumable nature purchased with TDC funds, as stated above, is owned
by the BOCC/TDC and therefore must be included in the inventory listing of Monroe County and
tagged accordingly as required by the Auditor General. =(F.s. 274.02)
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TDC PURCHASING POLICY: The Monroe County TDC (also applies to DAC's) follows the
purchasing procedures as outlined in the Monroe County Procurement Policies. There are four (4)
levels of purchasing as follows:
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