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Ordinance No. 1200ORDINANCE NO. 1200 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF VERNON AMENDING THE CODE OF THE CITY OF VERNON BY AMENDING ARTICLE IV OF CHAPTER 2, SECTIONS 2.17 THROUGH 2.31 AND REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT THEREWITH WHEREAS, the City of Vernon (the "City") is a municipal corporation and a chartered city of the State of California organized and existing under its Charter and the Constitution of the State California; and WHEREAS, on November 5, 1958, the City Council of the City of Vernon adopted Ordinance No. 722, as amended by Ordinance Nos. 804, 848, 939, 1035, 1047, 1107 and 1121, for the Purchase and Sale of Supplies, Services and Equipment; and WHEREAS, an open and transparent, competitive bidding and purchasing process serves the interests of all of Vernon's stakeholders and constituencies, including its citizen, corporate and business residents, as well labor organizations and workers within Vernon, all of whom deserve the highest quality of municipal services; and WHEREAS, the City is committed to ensuring that all goods, equipment, material and services are secured through a process that eliminates any form or favoritism or otherwise excludes qualified providers from competing for contracts; and WHEREAS, the City Council of the City of Vernon finds and declares that the purpose and intent of this Ordinance is, (a) to establish processes which guard against favoritism and corruption in the expenditure of public funds; (b) to ensure that the City receives optimum value for all taxpayer funds when securing goods, material, equipment and services; (c) to ensure that the City obtains goods, material, services and equipment from a variety of qualified sources; (d) to ensure that all City utility and municipal services function at the highest level possible and without any interruption, and (e) to promote and protect the efficiency, quality and integrity of the purchasing system; and . WHEREAS, the City Council of the City of Vernon desires to amend Article IV of Chapter 2 in its entirety to make necessary changes regarding the purchasing system, as set forth in this Ordinance. THE CITY COUNCIL OF THE CITY OF VERNON HEREBY ORDAINS: SECTION 1: The City Council of the City of Vernon hereby finds and determines that the above recitals are true and correct. SECTION 2: Article IV of Chapter 2 of the Vernon Municipal Code is hereby repealed in its entirety, but shall remain in existence to and through June 30, 2013, for transitional purposes as set forth in Section 2.17.50 of the Ordinance. SECTION 3: A new Article IV of Chapter 2 of the Vernon Municipal Code is hereby enacted to read as follows: "Article 2V Competitive Bidding and Purchasing Ordinance Table of Contents 2.17.00 DEFINITIONS 2.17.02 CONTRACTS REQUIRING CITY COUNCIL APPROVAL 2.17.03 CONTRACTS WHICH MAY BE APPROVED BY THE CITY ADMINISTRATOR; OTHER,_SIGNATORY AUTHORITY 2.17.04 THE PURCHASING SYSTEM 2.17.05 PURCHASE ORDER CONTRACTS 2.17.06 COMPETITIVE BIDDING - 2 - 2.17.07 COMPETITIVE SELECTION 2.17.08 ARCHITECTURAL AND RELATED PROFESSIONAL SERVICES 2.17.10 INFORMAL SELECTION 2.17.12 EXEMPTIONS 2.17.14 NOTICE INVITING BIDS 2.17.16 APPROVAL OF SPECIFICATIONS 2.17.18 SPECIFICATIONS FOR PUBLIC WORKS CONSTRUCTION 2.17.20 BIDDING — SECURITY. REQUIREMENT 2.17.22 BID OPENING 2.17.24 CONTRACT AWARD 2.17.26 LOWEST RESPONSIVE AND RESPONSIBLE BIDDER 2.17.28 BIDDER RESPONSIBILITY AND DEBARMENT 2.17.30 SPECIAL REFORM CONTRACT TERMS AND PROCEDURES 2.17.32 NON COLLUSION 2.17.34 FORM OF DOCUMENTS 2.17.36 EMERGENCY PURCHASES 2.17.38 ENCUMBRANCE OF DEPARTMENT FUNDS 2.17.40 FEDERAL DISADVANTAGED BUSINESS ENTERPRISE PROGRAM 2.17.42 EQUAL EMPLOYMENT AND LOCAL CONTRACTING POLICY 2.17.43 PUBLIC CONTRACT CODE 2.17.50 TRANSITION OF PURCHASING PROCEDURES TITLE This Chapter shall be known and may be cited as the, "Competitive Bidding and Purchasing Ordinance," and is referred to in this Chapter as the "Ordinance." 2.17.00 DEFINITIONS. For the purposes of this Chapter, the following definitions apply: 3 - (A) "City" means the City of Vernon. (B) "City Administrator" means the City Administrator or any individual designated in a written policy adopted by the City Administrator to carry out any duty set forth in this Ordinance (C) "City Council" means the City Council of the City of Vernon. (D) "Competitive bidding" means the procurement process described in this Ordinance awarding a contract based on the lowest price bid by a responsive and responsible bidder. (E) "Competitive selection" means the procurement process described in this Ordinance, generally through a request for proposal process, awarding a contract based upon weighted selection factors which include qualifications and price. (F) "Contract" means a written order for labor, material, supplies or services entered into by the City. (G) "Informal selection" means the procurement process described in this Ordinance awarding a contract on factors which include price and does not require award to the lowest price bidder if there are other identified factors which outweigh the price differential. (H) "Material" means supplies, equipment, stores, provisions and other personal property. (I) "Public works" means all fixed works constructed for public use or protection, including but not limited to, bridges, waterworks, sewers, natural gas works, fiber optics works, electric works, public buildings and street improvements. (J) "Purchase order contract" means a pre-printed form contract issued by the Department of Finance, through its purchasing administration, for the recipient to provide labor, materials or services. The City Council shall approve the general terms and - 4 - conditions of the purchase order contract by Resolution upon recommendation of the City Administrator, and the City Attorney shall approve the general form and any special terms and condition. (K) "Qualifications based selection" means the procurement process described in this Ordinance for architectural, construction management and related services, required by state law,_ generally through a request for proposal process, awarding a contract based upon weighted selection factors which include qualifications and not price. .(L) "Signatory Authority" means 'the authority to sign contracts and any other document which binds the City of Vernon, as explicitly granted or delegated either by a Resolution of the City Council or by the Ordinance. (M) "Written administrative procedures" means the rules and regulations specified by the Ordinance, adopted by the City Administrator, approved as to legality by the City Attorney, and set forth on the'City's website. 2.17.02 CONTRACTS REQUIRING CITY COUNCIL APPROVAL. All contracts shall be approved by the City Council except contracts under $75,000. The City Council approval of any contract may be made by duly made motion, entered upon the minutes of any properly noticed meeting. After the City Council has approved a contract, the contract and bonds, if any, shall be prepared and submitted to the contractor for execution. When the contract and bonds have been executed by the contractor and approved as to form by the City Attorney, the City Administrator is authorized to execute such contract on behalf of the City. - 5 - 2.17.03 CONTRACTS WHICH MAY BE APPROVED BY THE CITY ADMINISTRATOR; OTHER SIGNATORY AUTHORITY. (A) The City Administrator may approve and sign contracts under $75,000, which conform to the requirements of this Ordinance, to the standard contract terms and conditions set forth in a Resolution of the City Council, which are approved as to form by the City Attorney, and which are reflected in the then current City budget approved by City Council. (B) Other than as set forth in this Ordinance, signatory authority to bind the City.in contract shall be granted or delegated to City employees or officials only by other or further Ordinance or by Resolution of the City Council, stating the title of the position and the amount of the authority. The City Clerk shall maintain signature exemplars of all such approved signatories. Any contract signed by an officer or employee of the City without a proper grant or delegation of signatory authority is void. 2.17.04 THE PURCHASING SYSTEM. The City Administrator shall adopt written administrative procedures for the operation of a purchasing system and otherwise consistent with this Ordinance which shall include procedures for informal selection for issuing purchase order contracts and which may include a process for bid protests. The written administrative procedures will maximize the use of the City's website to publicize contracting opportunities as well as to inform the public about contract awards and proposed awards. 2.17.05 PURCHASE ORDER CONTRACTS. The Department of Finance, through its purchasing administration, may award and issue purchase order contracts up to $25,000, where the - 6 - process of award conforms with written administrative procedures adopted by the City Administrator 2.17.06 COMPETITIVE BIDDING. (A) A competitive bidding process, requiring a notice inviting bids, specifications, security, bid opening and contract award, all as specified in this Ordinance, shall be required for all contracts of $25,000 or more for supplies, material, labor or other valuable consideration, to be furnished to the City, except for contracts otherwise excluded or exempt from competitive bidding requirements by the City Council, or by a provision of state law, by the City Charter or by this Ordinance., Bid specifications shall be approved by the City Administrator and approved as to form by the City Attorney. Where not otherwise provided by this Ordinance, the City Administrator shall adopt written administrative procedures for bid opening and for the preparation and execution of bids, purchase order contracts and contracts. (B) The bidding procedure for a public works or construction project may be completed in a two part bidding process, including a published request for qualifications process, which determines responsive and responsible bidders, and a sealed price bid submittal among responsive and responsible bidders to determine the lowest bidder and according to additional procedures that may be adopted in a Resolution by the City Council. 2.17.01 COMPETITIVE SELECTION. For contracts of $25,000 or more that are not required to be competitively bid and not otherwise exempt from competitive selection, a competitive selection process shall be provided which will be open to all persons qualified to perform such service. Requests for - 7 - Proposals shall be approved by the City Administrator and approved as to form by the City Attorney. Requests for Proposals shall be issued, received and evaluated according to the written administrative procedures adopted by the City Administrator. Except as otherwise provided in this Ordinance, competitive selection of professional service firms shall be based upon weighted selection factors including demonstrated competence, the professional qualifications necessary for the satisfactory performance of the services required, and on the cost of providing the services. 2.17.08 ARCHITECTURAL AND RELATED PROFESSIONAL SERVICES. Procurement of architecture, landscape architecture, engineering, environmental services, land surveying and construction management services shall be made on the basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required and according to the qualifications based selection process set forth in Government Code Sections, 4255, et seq. and this Section. A Request for Proposals, approved by the City Administrator and approved as to form by the City Attorney, shall be issued to determine the most qualified service provider. Price may not be a factor in the determination of most qualified although each proposer may be asked to submit a sealed price bid with their proposal for consideration after the selection. The City shall negotiate a contract with the most qualified firm for the. services at compensation which is fair and reasonable to the City. Should the City be unable to negotiate a satisfactory contract with the .firm considered most qualified at a fair and reasonable price, then negotiations with that firm shall be formally terminated, and the City - 8 - shall negotiate a contract with the second most qualified firm for services at compensation which is fair and reasonable, and so on. 2.17.10 INFORMAL SELECTION. For contracts less than $25,000, an informal selection process shall be provided. Where appropriate, the informal selection process may consider factors other than cost. The informal selection process shall operate according to written administrative procedures adopted by the City Administrator for the operation of a purchasing system and otherwise consistent with this Ordinance and which are designed to publicize the contracting opportunity and to allow qualified persons to participate. The informal selection process for purchases in excess of $3,000 shall include the solicitation of no fewer than 3 vendor quotes unless otherwise exempted by this Ordinance or by adopted procedures. 2.17.12 EXEMPTIONS. (A) Competitive bidding shall not be required for the following: (1) Labor or services rendered by any City officer or employee or furnished by one City department to another City department. (2) Contracts for labor, material, supplies, or services available from only one vendor or for unique services. (3) Contracts for the acquisition of real property or relating to the acquisition of real property. (4) Contracts for labor, material, or supplies for actual emergency work. (5) Contracts with other governmental entities or their contractors for labor, materials or supplies. (6) Contracts for the acquisition, sale or transmission of electrical power, gas, water, or telecommunications, and for commodities and services of or for the water and power utilities - 9 - operated by the City, where it is not commercially reasonable to procure them through standard bidding or request for proposal procedures. All such procurements shall be made pursuant to Resolution of City Council which establishes a process for procurement . which is commercially reasonable and furthers the objectives of this Ordinance, including but without limitation, to prevent fraud and collusion and to ensure that the City .receives optimum value in its procurements. (7) Any contract authorized by Sections 5920, et seq., of the California Government Code and any successor provisions thereof, and for which a competitive financing process has been established by Resolution of the City Council establishing, at a minimum, a published request for quotations and firm quotations in a manner designed to foster competition, to prevent fraud and collusion and to secure the most favorable price for the City. (8) Contracts for insurance, bonds, advertising, membership dues, travel, travel related expenses and for training, except that brokers and agents for same shall be procured through a competitive selection process unless not commercially reasonable to do so. (9) Contracts for labor, material, supplies or services under $25,000. (10) Contracts for professional services. (B) Competitive selection shall not be required for the following: (1) Any of the types of contracts exempted from competitive bidding under paragraphs 1 through 9, inclusive, of subsection ('A) of this section. (2) Specific contracts as may be exempted from the competitive selection process, where a determination is made that the best - 10 - interests of the city are served by a direct award of the contract without a competitive selection process. The City Administrator shall have the authority to make such an exemption for all contracts of less than $75,000, and the City Council shall have the authority for all contracts of $75,000, or more. 2.17.14 NOTICE INVITING BIDS. A notice inviting bids shall be published for at least one day in a newspaper of general circulation in the City and posted on the City's website and shall fix a period during which such bids will be received, which shall be for at least 10 calendar days after the first publication of the notice. The notice shall include a general description of the material, services or public works to be purchased or contracted for, and shall state where bid forms and specifications may be obtained and shall specify the time and place for receiving and opening of bids. 2.17.16 APPROVAL OF SPECIFICATIONS. All specifications shall be approved by the City Administrator and as to form by the City Attorney prior to publication. The City Council shall approve, by Resolution, the general form of bid, including the form of notice inviting bids, the general terms and conditions of the specifications and the general form of contract which shall be attached to the specifications. 2.17.18 SPECIFICATIONS FOR PUBLIC WORKS CONSTRUCTION. Except as may otherwise be provided herein, the provisions of the then current edition of the "Standard Specifications for Public Works Construction," prepared and promulgated by the Southern California Chapter of the American Public Works Association and the Southern California Districts of the Associated General Contractors of California and any supplements thereto issued or approved by the City Administrator, are adopted and shall be applicable to all public works construction undertaken by the City. 2.17.20 BIDDING - SECURITY REQUIREMENT. Unless waived by the City Administrator, bidder's security shall be required by the notice inviting bids for every competitive bidding process in excess of $25,000. All bids submitted pursuant thereto shall be accompanied by cash or bond, in an amount equal to five percent (50) of .the bid. If the bidder to whom the contract is awarded shall for 15 days after the award, fail or neglect to enter into the contract and to file the required bond, the City may deposit the bid security into its treasury. When so deposited, under no circumstances shall it be returned to the defaulting bidder. In lieu of the foregoing, any bid may accompanied by a surety bond in said amount furnished by a surety authorized to do a surety business in the state guaranteeing that the bidder will enter into the contract and file the required bond or bonds within said period. Any person may file with the City an annual bid bond, which shall"be a surety bond in the amount of five percent (50) of the highest amount bid during that period of the bond. The City shall promptly return the bid security to the unsuccessful bidders. The City shall retain the bid security of the successful bidder until after signing and delivery of the contract and approval of the bonds or other security furnished by the bidder for the faithful performance of the contract, and then shall return such bid security to the successful bidder. 2.17.22 BID OPENING. All bids shall be placed in a sealed envelope and delivered to the City as specified in the notice inviting bids. Bids shall be opened at 12 - the time stated in said notice. Any bid that does not conform materially to the requirements of this Ordinance, the specifications, or notice inviting bids shall be rejected. The City Administrator may waive minor, non -material defects, in his sole discretion, for contracts under $75,000, and the City Council for contracts of $75,000 and greater. 2.17.24 CONTRACT AWARD. The contract shall be awarded by the City to the _lowest responsive and responsible bidder. The City Council may reject any and all bids. If a successful bidder fails to enter into a contract awarded to them, or if a contract is not commenced by the contractor or their surety, the City Council may abandon the matter or may re -advertise the original bid or a modification thereof, or may award the contract to the next lowest responsive and responsible bidder, with the consent of such bidder. 2.17.26 LOWEST RESPONSIVE AND RESPONSIBLE BIDDER. In determining responsiveness and responsibility of a bidder, the following shall be considered: (A) The quality of the material offered. (B) The ability, capacity and skill of the bidder to perform the contract or to provide the material or services (C) Whether the bidder can perform the contract or provide the service promptly, or within the time.specified, without delay or interference. (D) The sufficiency of the bidder's financial resources and the effect thereon on the ability to perform the contract or provide the material or services. - 13 - (E) The character, integrity, reputation, judgment, experience and efficiency of the bidder. (F) The quality and timeliness of the bidder's performance on previous work for the City. (G) Litigation by the bidder on previous work with the City. (H) The ability of the bidder to provide future maintenance and service where such maintenance and service is essential. 2.17.28 BIDDER RESPONSIBILITY AND DEBA U-ZENT. (A) Prior to any contract award, the City Council may find any bidder or proposer to be non -responsible to perform the specific contract to be awarded. The City Council may do so on its own motion or on recommendation of the City Administrator. (B) In conjunction with any contract award or with any action on a contract, the City Council may debar a contractor from bidding on future contracts by finding, upon substantial evidence, non - responsibility which arises from any one of the following: (1) commission of fraud or a criminal offense in connection with soliciting, obtaining or preparing a public .contract; (2) violation of federal or state antitrust statutes in relation to a bid on a public contract; (3) commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements or receiving stolen property; (4) commission of any other offense that indicates lack of business integrity or business honesty; (5) present debarment by another public entity; (6) breach of a statutory or contract provision which specifies or requires debarment as a remedy; or (7) any other cause so serious it substantially affects the contractor's present responsibility. - 14 - (C) Before a finding of non -responsibility is made, and before a contract requiring competitive bidding is awarded to other than the lowest bidder, a bidder must have been notified of any evidence of its non -responsibility, must have been afforded an opportunity to rebut such evidence and must have been permitted the opportunity to present evidence of responsibility to perform the contract. A quasi-judicial proceeding shall not be required for the City Council to take action under this section. Any finding of non -responsibility shall focus on present non - responsibility, shall be for the purpose of protecting the interests of the public and not intended to punish a bidder. The duration of debarment shall be for the period specified by any contract or statutory provision or, if none, for the period which the City Council finds shall best protect the interests of the public but shall not exceed two years. 2.17.30 SPECIAL GOOD GOVERNANCE REFORM CONTRACT TERMS AND PROCEDURES The provisions of this section shall apply to all procurements, contracts and purchases by the City, and, without limitation, shall be incorporated into all written administrative procedures. (A) All contracts, including professional service contracts, shall include ending dates and/or expenditure caps unless commercially unreasonable to do so. (B) All professional services contracts shall be rebid every three years unless commercially unreasonable to do so. (C) Compensation rates to be paid by the City shall not be increased during the term of'a contract except where external factors are going to significantly affect costs and rates during the term of the contract, and any such increase is directly tied to the most - 15 - appropriate index or cost -of -living rate or a pass through of increased costs charged to the contractor. (D). All contracts shall be at rates of compensation similar to, or more favorable than the rates charged to other governmental entities (E) All contracting opportunities not otherwise subject to a published notice requirement shall be publicized on the City's website at least 7 days prior to contract award except where the specific contract is otherwise exempt both from competitive processes and, by written administrative procedure, from informal selection. 2.17.32 NON COLLUSION. The City shall reject any bid involving any unlawful or unethical activity including, but not limited to, rebates, kickbacks, or other. unlawful consideration. No city employee shall participate in the selection process if participation might constitute a violation of the Political Reform Act, Government Code Sections 1090, et seq., or other State or local law or regulation pertaining to conflicts of interest. 2.17.34 FORM OF DOCUMENTS, The City Council shall approve, by Resolution, the general forms of contract, purchase order contracts, notices inviting bids, and the general provisions of bid specifications and requests for proposals for use in City purchasing. 2.17.36 EMERGENCY PURCHASES. In case of an.actual emergency which requires immediate purchase of material or services to address an immediate and unforeseen risk to health, life, property or the environment, the City Administrator may secure, without competitive bidding, at the lowest obtainable price, - 16 - any material or services, regardless of the amount of the expenditure. A full report of the circumstances of any such emergency purchase shall be filed with the City Council within 30 days of the expenditure. 2.17.38 ENCUMBRANCE OF DEPARTMENT FUNDS. Except for emergency purchases, and except where the amount of the purchase is under $3,000, no contract shall be awarded and no purchase order issued until the Director of Finance or his authorized representative has certified after pre -audit that there is to the credit of the department concerned a sufficient unencumbered appropriated balance, in excess of all unpaid obligations, to defray the amount of the proposed expenditure. 2.17.40 FEDERAL DISADVANTAGED BUSINESS ENTERPRISE PROGRAM. The City Administrator shall adopt written administrative procedures.to administer a disadvantaged business enterprise program which shall be used when contracts lawfully require the contractor or City to establish participation goals for disadvantaged business enterprises. The written administrative procedures shall include .implementation guidelines, including definitions and criteria for what constitutes a disadvantaged.business enterprise and to encourage the use of minority/women/disadvantaged business enterprises, consistent with both state and federal disadvantaged business program criteria and other applicable law. 2.17.42 EQUAL EMPLOYMENT AND LOCAL CONTRACTING POLICY. It is the policy of the City to: (A) Promote the principles of equal employment in its contracting activities by assuring that those seeking to do business with the City are treated equally and are not discriminated against because of their race, religion, color, national origin, 17 ancestry, disability, sex, age, marital status, medical condition, sexual orientation or any other protected class status. To that end, all City contacts shall contain a non- discrimination provision. (B) Promote the local economy by encouraging local business enterprise to make bids and proposals for city contracts and by providing preference to local contractors in procurements other than in sealed competitive bids, where all other factors are equal or similar, as set forth in the written administrative procedures adopted by the City Administrator. 2.17.43 PUBLIC CONTRACT CODE. Except as provided in this code, or pursuant to agreement approved by the City Council, or in a matter properly determined to be of statewide importance, the City of Vernon, as a Charter City, is exempt from the provisions of the California Public Contract Code. 2.17.50 TRANSITION OF PURCHASING PROCEDURES. The Ordinance represents a significant enhancement to the City's purchasing procedures, and it is in the public interest to insure that the transition to those procedures is accomplished in a manner which does not disrupt the essential and ongoing business operations of the City. Therefore, Article IV of Section 2 of the Vernon Municipal Code shall`remain in effect to and through June 30, 2013, and any specific procurement may proceed under those provisions until then, on recommendation of the City Administrator and City Attorney, or shall otherwise comply with the Ordinance. All procurements of the City shall comply with, the Ordinance as of July 1, 2013. SECTION 4: Book of Ordinances. The Interim City Clerk shall attest and certify to the adoption of this Ordinance and shall - 18 - cause this Ordinance and the Interim City Clerk's certification to be entered in the Book of Ordinances of the Council of this City. The Interim City Clerk shall cause this ordinance to be published or posted as required by law. Section 5: This Ordinance shall go into effect and be in full force and effect at 12:01 a.m. on the thirty-first (31st) day after its passage. APPROVED AND ADOPTED this 18th day of December, 2012. 1 Name: f" . _i1 am J . Davis Title: Mayor T. Dana VReed, Inters City Clerk - 19 - STATE OF CALIFORNIA ) ss COUNTY OF LOS ANGELES ) I, DANA REED, Interim City Clerk of the City of Vernon, do hereby certify that the foregoing Ordinance, being Ordinance No. 1200, was duly and regularly introduced at a meeting of the City Council of the City of Vernon, held in the City of Vernon on Tuesday, December 4,, 2012, and thereafter adopted at a meeting of said City Council held on Tuesday, December 18, 2012, by the following vote: AYES: Councilmembers: Mayor Davis, Mayor Pro Tem McCormick, Maisano, Martinez, Ybarra NOES: Councilmembers: None ABSENT: Councilmembers: None And thereafter was duly signed by the Mayor or Mayor Pro-Tem of the City of Vernon. Executed this day of December, 2012, at Vernon, 'California. Dana Reed Interim City Clerk (SEAL) -20- CITY CLERK'S OFFICE INTEROFFIC MEMORANDUM DATE: December 19, 2012 TO: Rory Burnett, Finance Director/City Treasurer Daniel Calleros, Police Chief Kristen Enomoto, Assistant to the City Administrator Carlos Fandino, Director of Light & Power Leonard Grossberg, Director of Health & Environmental Control Masami Higa, Assistant Finance Director Alex Kung, Assistant to the City Administrator Joaquin Leon, Deputy City Treasurer Teresa McAllister, Director of Human Resources Dana Reed, Interim City Clerk James Rodino, Police Captain Martha Valenzuela, Director of Personnel/Business Services Mark Whitworth, City Administrator/Fire Chief Kevin Wilson, Director of Community Services & Water FROM: Deborah Juarez, Records Management Assistant RE: Ordinance No. 1200 — An Ordinance of the City Council of the City of Vernon Amending the Code of the City of Vernon by Amending Article IV of Chapter 2, Sections 2.17 through 2.31 and Repealing All Ordinances or Parts of Ordinances in Conflict Therewith Transmitted herewith is a copy of Ordinance No. 1200 referenced above, which was approved by City Council on December 18, 2012. f rrCEIVED NOV 2 8 2012 CITY CLERK'S 4FFlCE STAFF REPORT COMMUNITY SERVICES & WATER DEPARTMENT 01 DATE: December 4, 2012 TO: Honorable Mayor and City Council FROM: Mark Whitworth, City Administrator Nicholas George Rodriguez, City Attorney Samuel Kevin Wilson, Director of Community Services & WaterGy Kristen Enomoto, Assistant to the City Administrator r-6 RE: Adoption of a Competitive Bidding and Purchasing Ordinance Reepm=, at on It is recommended that the City Council find that adoption of this Ordinance is exempt under the California Environmental Quality Act (CEQA) in accordance with Section 15061(b)(3), the general rule that CEQA only applies to projects that may have an effect on. the environment. The award of specific contracts under the Ordinance will be the subject of specific CEQA review prior to award. In addition, City Staff is recommending the adoption of a Competitive Bidding and Purchasing Ordinance in order to carry out essential -recommendations of the good governance reform efforts. The Ordinance establishes definitions for various types of procurement processes to create a common and consistent nomenclature for procurement activities in Vernon. It sets forth defined paths and procedures for Vernon's purchasing processes, requires that opportunities for vendors to participate in the procurement process be publicized; establishes standards for awarding contracts through competitive bidding and competitive selection processes, and recognizes specific and defined exemptions where specific processes are not commercially reasonable: e ... e. Ut ftg,g c a in .O d' h ' $. enr 1. fort Senator Kevin De Leon's Critical Path Reforms and Independent Reform Monitor, John Van De Kamp's Reports both made substantial and detailed recommendations for Vernon's procurement practices. Among those recommendations are the following, all of which are set forth in some fashion in the proposed ordinance: Establishingan open and competitive bidding process on service and personal services contracts that is prominently posted on the City's web -site; requiring all contracts, including professional service contracts to include ending dates and/or expenditure caps; reviewing and rebidding professional service contracts at least once every three years; requiring best rates or rates comparable to other governmental entities for professional service contracts, especially legal services; not allowing compensation rate increases during the term of a contract. Background As part of the City's Good Governance Reform Measures, City Staff has reviewed the City's purchasing and contracting processes and procedures as established in Chapter 2, Article IV of the City Code. After review, it has been determined that, while present purchasing within Vernon is undertaken responsibly, the Vernon Municipal Codes does not adequately support further progress toward best practices, and a restated code can help to provide additional clarity as well as add some additional features and provisions that enhance good governance and best practices. Amendments to the City Code should be adopted to ensure an open and transparent process and to eliminate any concern of favoritism in the City's procurement process of goods, equipment, materials and services. As a baseline for "best practices", the California Public Contract Code was reviewed as were the purchasing ordinances of Pasadena, Glendale, Burbank and Azusa as well as the Vernon Municipal Code. The City Attorney's Office, working in conjunction with the City's various Departments, has developed an ordinance that repeals Article IV of Chapter 2 "Purchasing System" of the City Code and replaces it with a new Article IV entitled "Competitive Bidding and Purchasing Ordinance." The intent of this Ordinance is to: 1. Establish processes which guard against favoritism and corruption in the expenditure of public funds; 2. Ensure that the City receives optimum value for all taxpayer funds when securing goods, materials, equipment and services; 3. Ensure that the City obtains goods, material, services and equipment from a variety of qualified sources; 4. Ensure that all City utility and municipal services function at the highest level possible without any interruption, and 5. Promote and protect the efficiency, quality and integrity of the purchasing system. In the Ordinance, all contracts in excess of $25,000 must be subject to formal competitive bidding or competitive selection unless they fall within an explicit exemption, such as "sole source" or contracts with another governmental entity, as examples. Purchases of less than $25,000 will be made administratively by purchase order. In this regard, there will be an informal selection process established by written administrative procedures, and these procedures and purchasing opportunities will be set forth on the City website. This informal selection process will have a general requirement of no fewer than three quotes, except where subject to an explicit exemption. The Ordinance requires the City Council to review and to adopt all of the general forms and terms and conditions of contracts, bid specifications, requests for proposals and purchase order contracts. The City, Council will approve all specific contracts in excess of $75,000. Contracts of less than $75,000 that comply with the Ordinance and use City Council approved documents as the basis of the transaction will be approved by the City Administrator. The rationale is that contracts of lesser amounts are administrative in nature and do not require the attention of the City Council as a policy making body as long as they conform to the best practices set forth in the Ordinance. The City Council could, of course, direct a lower or a higher dollar amount for contracts to review than what is proposed. This level of City Council review compares with other Cities as follows: Pasadena requires City Council approval of all contracts in excess of $75,000. Glendale requires City Council approval of all contracts in excess of $50,000. Azusa requires City Council approval of all public projects in excess of $100,000, all maintenance, general services and professional services contracts in excess of $10,000. Burbank requires City Council approval of professional services contracts in excess of $75,000, and of supplies, services and public works construction in excess of $100,000. The Ordinance represents a significant enhancement to the City's purchasing procedures, and it is in the public interest to insure that the transition of those procedures is accomplished in a manner which does not disrupt the essential business operations of the City. Therefore, the present Vernon Municipal Code provisions shall remain in effect to and through June 3 0, 2013, and any procurement may proceed under the existing provisions until then, on recommendation of the City Administrator and City Attorney, or shall otherwise comply with the proposed Ordinance. All procurements of the City shall comply with the proposed Ordinance as of July 1, 2013. The major differences between the existing procedures and the proposed procedures are outlined in the table below: Comparison of Existing Purchasing Code provisions with New Code Provisions New Code Provisions Existing Code Provisions Establishes definitions, using recognized terms, Definitions not provided, creating uncertainty over for the various types of procurement processes, the requirements for each particular purchasing including "competitive bidding" (low price transaction, award), "competitive selection" (award on qualifications and price), "qualifications based selection" (qualifications only), and informal selection (open, transparent process for procurements under $25,000), so there is common nomenclature, essential for an open and transparent purchasing system. Establishes that "competitive bidding," with Establishes a formal contract procedure for published notice inviting bids, sealed bids and purchases over $25,000 to be awarded to the lowest award to the lowest cost, responsive and responsible bidder (but does not make the responsible bidder is the mandatory process for all competitive bid process mandatory). contracts over $25,000, unless a specific exemption stated in the code applies. Establishes that "competitive selection", with Establishes a request for proposal process, for request for proposals, published notice of requests supply, service, equipment, or public works for proposals and with award based on both contracts above $25,000, (but does not make the qualifications and cost is the mandatory process RFP process mandatory, does not provide a clear for all procurements not subject to competitive distinction as to when an UP process applies bidding, especially professional services contracts instead of competitive bidding, and does not above $25,000, unless a specific exemption stated provide a clear distinction as to the fact that in the code applies. selection under the RFP process is based on both ualifications and cost). Establishes "qualifications based selection," with Does not provide specific qualification based published notice of bids and award based on selection criteria for architectural and related qualifications alone for architectural and related services. services as required by state law. Establishes specific exemptions from the bidding Establishes specific exemptions from the formal and competitive selection processes. contract procedures. Purchases of less than $25,000 will be made Although not specific on purchase limits generally administratively by purchase order. Requires that requires Open Market Procedures, for purchases the City Administrator adopt written between $1,000 to $25,000 requiring whenever administrative procedures for' informal selection" possible to obtain at least 3 written bids. for all purchase orders between $3,000 and $25,000 which require quotes from no fewer than 3 vendors unless exempted. The written administrative procedures shall be set forth on the City's website. Establishes Good Governance provisions set forth by Senator De Leon and Independent Reform Monitor Van De Kamp as standard provisions. None Establishes a Non -Collusion provision. None Establishes Equal Employment Opportunity None Establishes a local preference provision. Establishes City Council approval of all forms of contracts, purchase orders and specifications toward standardization Citywide. Provides City Council approval of contracts and other related purchasing matters by motion instead of by resolution (as an efficiency) Requires City Council approval of all contracts in excess of $75,000, and allows approval by the City Administrator, if approved as to form by the City Attorney; of all contracts, less than $75,000 and of all RFP's and bid specifications as long as they are in the form of document approved by Resolution of the City Council and reflected in an Although not specifically provided for, annual contracts are generally recognized as part of the competitive process in the purchasing procedures. Exemptions from competitive bidding are stated for the following: (1) Labor or services rendered by any City officer or employee or furnished by one City department to another City department, (2) Contracts for labor, material, supplies, or services available from only one vendor or for unique services, (3) Contracts for the acquisition of real property or relating to the acquisition of real property, (4) Contracts for labor, material, or supplies for actual emergency work, (5) Contracts with other governmental entities or their contractors for labor, materials or supplies, (6) Contracts for the acquisition, sale or transmission of electrical power, gas, water, or telecommunications, and for commodities and services of or for the water and power utilities operated by the City, where it is not commercially reasonable to procure them None Requires all purchases including those made by contract to be made by purchase order. Requires adoption of a resolution for the issuance of a formal contract or request for proposal. Requires City Council approval of essentially all contracts, bid specifications and RFP's. City resolution establishes the spending limits of a single purchase by a Department. The limits are currently set at $10,000 for departments, except for enterprise funds departments which is set at $25,000. Any purchases in excess of these limits require City Council approval. The current code contains a section on annual contracts, wherein the purchasing agent could arrange for an annual supply of goods, commodities, or equipment by utilizing a formal bid procedure for an annual contract, and purchases subsequent to could be made by purchase order on the basis of the prices received from the annual contract bid. The current Code allows for alternate procedures when the purchasing agent finds that it is in the public's best interest and necessity. In addition the current Code provides exception from the contract procedures for the following purchases: (1) Contractual Services, insurance or other agreements expressly authorized by City Council, (2) Transactions made pursuant to sections 10324 and 10325 of the Public Contracts Code, (3) Acquisition, sale or transmission of electrical power, gas, water, or telecommunications, subject to City Council approval, (4) When an emergency requires that an order be placed, (5) When the amount involved is less than $1,000, (6) When the commodity can be obtained from only one vendor, (7) For professional consulting services, (8) When the work can be performed by City Employees in a manner designed to foster competition, to through standard bidding or request for proposal prevent fraud and collusion and to secure the most procedures. They may be procured pursuant to favorable price for the City, (8) Contracts for a Resolution of City Council which establishes a insurance, bonds, advertising, membership dues, process for procurement which is commercially travel related expenses and for training, except that reasonable and furthers the objectives of this brokers and agents for same shall be procured Ordinance, including but without limitation; to through a competitive selection process unless not prevent fraud and collusion and to ensure that commercially reasonable to do so, (9) Contracts the City receives optimum value in its for labor, material, supplies or services under procurements, (7) Any contract authorized by $25,000, (10) Contracts for professional services, Sections 5920, et seq., of the California (11) Contracts as may be exempted from the. Government Code and any successor provisions competitive selection process where a thereof, and for which a competitive financing determination is made that the best interests of the process has been established by Resolution of City are served by a direct award of the contract the City Council. City Council must approve all without a competitive selection process. The City exemptions over $75,000, and the City Administrator shall have the authority to make Administrator must approve all exemptions such an exemption for all contracts of less than under $75,000. $75,000, and the City Council shall have the authority for all contracts of $75,000, or more. Allows for emergency purchases, and also The Current Ordinances allows for emergency requires that a full report of any emergency purchases in the event of an actual emergency and purchases be filed with the City Council within 30 no reporting specifically. days of the expenditure. Establishes that Vernon, as a Charter City, is Silent on the Charter City issue. otherwise exempt from the Public Contract Code except in matters of statewide importance. CEQA Analysis The "Competitive Bidding and Purchasing" Ordinance will not have a significant effect on the environment and therefore in accordance with Section 15061(b)(3) of Title 14, Chapter 3 (CEQA Guidelines), is exempt from California Environmental Quality Act. Conclusion It is hereby recommended that the City Council adopt the ordinance attached herewith, which will repeal Article IV of Chapter 2 "Purchasing System" of the City Code and replace it with a new Article IV of Chapter 2 entitled "Competitive Bidding and Purchasing." SKW