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Ordinance No. 1221ORDINANCE NO. 1221 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF VERNON AMENDING ARTICLE IV OF CHAPTER 2 OF THE VERNON MUNICIPAL CODE 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, 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 supplies, equipment, and services are secured through a process that eliminates any form or favoritism or otherwise excludes qualified providers from competing for contracts; and WHEREAS, on December 18, 2012, the City Council adopted Ordinance No. 1200 amending Article IV of Chapter 2 of the Vernon Municipal Code, to enact the "Competitive Bidding and Purchasing Ordinance"; and WHEREAS, the City has identified revisions to the ordinance that would improve efficiencies and accountability; and WHEREAS, the City Council of the City of Vernon finds and declares that the purpose and intent of this Ordinance is to (a) establish processes which guard against favoritism and corruption in the expenditure of public funds; (b) ensure that the City receives optimum value for all taxpayer funds when securing supplies, equipment, and services; (c) ensure that the City obtains supplies, equipment, and services from a variety of qualified sources; (d) ensure that all City utility and municipal services function at the highest level possible and without interruption, and (e) promote and protect the efficiency, quality and integrity of the purchasing system. 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: The City Council of the City of Vernon hereby finds and determines that (a) approval of the ordinance is not a "project" under the California Environmental Quality Act (CEQA), because CEQA Guidelines Section 15378(b) excludes "continuing administrative or maintenance activities, such as purchases for supplies . . . and general policy and procedure making" from the definition of CEQA; and (b) even if it were a project, it would be exempt in accordance with CEQA Guidelines Section 15061(b), the general rule that CEQA only applies to projects that may have an effect on the environment. SECTION 3: Article IV of Chapter 2 of the Vernon Municipal Code is hereby amended in its entirety to read as follows: "Article IV 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 - 2 - ADMINISTRATOR 2.17.04 THE PURCHASING SYSTEM 2.17.05 PURCHASE CONTRACTS 2.17.06 COMPETITIVE BIDDING 2.17.08 ARCHITECTURAL AND RELATED PROFESSIONAL SERVICES 2.17.10 INFORMAL SELECTION 2.17.12 EXEMPTIONS 2.17.14 NOTICE INVITING BIDS 2.17.15 NOTICE TO POTENTIAL VENDORS 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 2.17.23 PAYMENT BONDS 2.17.24 CONTRACT AWARD 2.17.26 LOWEST RESPONSIVE AND RESPONSIBLE BIDDER 2.17.28 BIDDER RESPONSIBILITY AND DEBARMENT 2.17.30 SPECIAL GOOD GOVERNANCE REFORM CONTRACT TERMS AND PROCEDURES 2.17.32 NON COLLUSION 2.17.34 FORM OF DOCUMENTS 2.17.36 EMERGENCY PURCHASES 2.17.38 BUDGETARY CONTROLS - APPROPRIATIONS AND ENCUMBRANCES 2.17.40 FEDERAL DISADVANTAGED BUSINESS ENTERPRISE PROGRAM 2.17.42 EQUAL EMPLOYMENT AND LOCAL CONTRACTING POLICY 2.17.43 PUBLIC CONTRACT CODE - 3 - 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: (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 an enforceable contract. An enforceable purchase contract is a type of contract. (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) "Labor" means services that are directly related to, or a part of, a public works project. (I) "Professional Services" means services that are not directly - 4 - related to, or a part of, a public works project. (J) "Public works" means all fixed works constructed for public use or protection, including but not limited to, bridges, waterworks, sewers, natural gasworks, fiber optics works, electric works, public buildings and street improvements. (K) "Purchase contract" means a pre-printed form contract issued by the Finance Department, through its purchasing administration, for the recipient to provide supplies, equipment, or services. The City Council shall approve the general terms and conditions of the purchase contract by Resolution upon recommendation of the City Administrator, and the City Attorney shall approve the general form and any special terms and condition. (L) "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. (M) "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. (N) "Services" includes labor and professional services. (0) "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. (A) All contracts shall be approved only by the City Council - 5 - except contracts with a total value over the lifetime of the contract of up to $100,000. (B) If, in the 12 months preceding the effective date of a proposed new, renewed, or otherwise amended contract, the City has paid or awarded the proposed vendor more than $100,000 pursuant to contracts with the vendor, then the proposed new, renewed, or otherwise amended contract shall be approved only by the City Council. (C) 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. 2.17.03 CONTRACTS WHICH MAY BE APPROVED BY THE CITY ADMINISTRATOR. (A) The City Administrator may approve and sign contracts with a total value over the lifetime of the contract of up to $100,000, which conform to the requirements of this Ordinance, to the standard contract terms and conditions set forth by 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 the 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 - 6 - 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 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, where appropriate, and inform the public about contract awards and proposed awards. 2.17.05 PURCHASE CONTRACTS. The Finance Department, through its purchasing administration, may award and issue purchase contracts with a total value over the lifetime of the contract of up to $50,000, where the 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 with a total value over the lifetime of the contract of $50,000 or more for supplies, equipment, or services 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 - 7 - 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 orders, 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 by Resolution of the City Council. 2.17.07 COMPETITIVE SELECTION. For contracts with a total value over the lifetime of the contract of more than $50,000 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 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 providers 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, - 8 - environmental, 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, 4525, et seq. and this Section. When required, 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. The City shall endeavor to notify qualified small business firms, as defined in Government Code 14837, of each opportunity to provide such services to the City. Price may not be a factor in the determination of the most qualified bidder, 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 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. (A) For contracts with a total value over the lifetime of the contract up to $50,000, an informal selection process shall be provided. Where appropriate, the informal selection process may consider factors other than cost. (B) The informal selection process shall operate according.to written administrative procedures adopted by the City Administrator for - 9 - 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. (C) The informal selection process for purchases with a total value over the lifetime of the contract exceeding $5,000 but not exceeding $15,000 shall include, to the maximum extent feasible, the receipt of no fewer than 3 vendor quotes unless otherwise exempted by this Ordinance or by adopted procedures. (D) The informal selection process for purchases with a total value over the lifetime of the contract of more than $15,000 not exceeding $50,000 shall include, to the maximum extent feasible, the receipt of no fewer than 5 vendor quotes unless otherwise exempted by this Ordinance or by adopted procedures. (E) Public works contracts let pursuant to the informal selection process must comply with the requirements of Section 2.17.23 ("Payment Bond"). 2.17.12 EXEMPTIONS. (A) Competitive bidding shall not be required for the following: (1) Supplies, equipment or services rendered by any City officer or employee or furnished by one City department to another City department. (2) Contracts for supplies, equipment, 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 supplies, equipment, or services for actual emergency work. (See Section 2.17.36) (5) Contracts (a) with other governmental entities for supplies, - 10 - equipment or services; and (b) for supplies, equipment or services that can be purchased in cooperation with other public agencies, associations or when supplies, equipment or services can be purchased from a vendor offering the same prices, terms and conditions as in a previous award from the City or another public agency either by competitive bid or through a negotiated process and, in the opinion of the Finance Director, it is to the advantage of the City to do so: (6) Contracts for the acquisition, sale or transmission of electrical power, natural gas, water, or telecommunications, where it is commercially unreasonable to comply with standard procurement procedures. All such procurements shall be made pursuant to a Resolution of the 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 the same shall be procured through a competitive selection process unless not commercially reasonable to do SO. i0= (9) Contracts for supplies, equipment, or services with a total value over the lifetime of the contract up to $50,000. (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 it is found that the best interests of the City are served by a direct award of the contract without a competitive selection process. (3) The City Administrator shall have the authority to make the findings referenced in sections 2.17.12(B)(2), above, and 2.17.30(B), below, [three year maximum for professional services contracts], for all contracts with a total value over the lifetime of the contract up to $100,000, and the City Council shall have the authority for all contracts exceeding $100,000. If the City Administrator makes such finding(s), the City Administrator shall submit a written report to the City Council, at a regular City Council meeting within 30 days of the finding(s), detailing the reasons for the finding(s). 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 - 12 - may be obtained and shall specify the time and place for receiving and opening of bids. 2.17.15 NOTICE TO POTENTIAL VENDORS To the maximum extent feasible, in addition to all other applicable notice requirements, for all contracts subject to competitive selection or competitive bidding requirements, at least 10 days before proposals or bids are due, the City shall cause notice of the applicable Notice Inviting Bid, or Request for Proposals to be sent to at least 5 vendors that are likely to qualify to submit a bid or proposal. 2.17.16 APPROVAL OF SPECIFICATIONS. All specifications shall be approved by the City Administrator and approved 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 plans, specifications, and contracts for public works construction undertaken by the City shall be prepared by the department responsible for the project. 2.17.20 BIDDING - SECURITY REQUIREMENT. (A) Bid security generally required for bids. Unless waived by the City Administrator, bidder's security shall be required by the notice inviting bids for every competitive bidding process with a total value over the lifetime of the contract exceeding $50,000. All bids submitted pursuant thereto shall be accompanied by cash, cashier's - 13 - check payable to the City of Vernon, certified check payable to the City of Vernon, or bond, in an amount equal to ten percent (10%) of the bid. (B) Use and Return of Bid Security. 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. (C) Surety bond. In lieu of the foregoing, any bid may be 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 ten percent (10t) 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 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 with a total value over the lifetime of the contract up to $100,000, and the City Council for contracts exceeding $100,000. 2.17.23. PAYMENT BONDS. Public works contracts with a total value over the lifetime of the contract exceeding $25,000 shall require that, before commencement of work, a payment bond be given to and approved by the City. For the purpose of this section, a design professional is not required to give a payment bond. (See Civil Code § 9550) 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 supplies, equipment, 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 supplies, equipment, or services. (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 DEBARMENT. (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 - 16 - contractor's present responsibility. (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 found commercially unreasonable to do so in a manner consistent with 2.17.12(B)(3). (C) Compensation rates to be paid by the City shall not be increased =y= 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 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 valued above $50,000 not otherwise subject to a published notice requirement (e.g. requests for proposals) shall be publicized on the City's website at least 7 days prior to contract award except where the specific contract is otherwise exempt from competitive processes. (F) 2.17.32 NON COLLUSION. The City shall reject any bid, proposal, or other solicitation 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 contracts, notices inviting bids, and the general provisions of bid specifications and requests for proposals for use by the City. 2.17.36 EMERGENCY PURCHASES. In case of an actual emergency which requires immediate purchase of supplies, equipment, 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, any supplies, equipment, 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 BUDGETARY CONTROLS - APPROPRIATONS AND ENCUMBRANCES. (A) Except for emergency purchases, and except where the amount of the purchase is $5,000 or less over the lifetime of the contract no contract shall be awarded unless 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. (B) Except for emergency purchases, and except where the amount of the purchase is $5,000 or less over the lifetime of the contract, the Finance Director shall not authorize payments on a contract unless 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 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 - 19 - 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, 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. SECTION 4: Procedures. Uncodified Section. Transition of Purchasing A. Article IV of Chapter 2 of the Vernon Municipal Code, as it was in effect on June 30, 2014, shall remain in effect to and through December 31, 2014, and any specific procurement may proceed - 20 - 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 January 1, 2015. B. For contracts with an effective date on or after July 1, 2014, the City may award those contracts pursuant to the procedures established via this Ordinance, even if the steps necessary to comply with this Ordinance occurred prior to July 1, 2014. SECTION 5: Repeal. Any ordinance or parts of ordinances in conflict with this Ordinance are hereby repealed. SECTION 6: Severability. If any chapter, article, section, subsection, subdivision, paragraph, sentence, clause, phrase, or word in this Ordinance or any part thereof is for any reason held to be unconstitutional or invalid or ineffective by any court of competent jurisdiction, such decision shall not affect the validity or effectiveness of the remaining portions of this Ordinance or any part thereof. The City Council hereby declares that it would have adopted this Ordinance and each chapter, article, section, subsection, subdivision, paragraph, sentence, clause or phrase thereof, irrespective of the fact that any one or more chapters, articles, sections, subsections, subdivisions, paragraphs, sentences, clauses, phrases or words be declared unconstitutional, or invalid, or ineffective. SECTION 7: Book of Ordinances. The City Clerk, or Deputy City Clerk, shall attest and certify to the adoption of this Ordinance and shall cause this Ordinance and the City Clerk's, or Deputy City Clerk's, certification to be entered in the Book of Ordinances of the Council of this City. The City Clerk, or Deputy City Clerk, shall - 21 - cause this ordinance to be published or posted as required by law. SECTION 8: Effective Date. This Ordinance shall go into effect and be in full force and effect at 12:01 a.m. on July 1, 2014. APPROVED AND ADOPTED this 20th day of May, 2014. ATTEST: Ana Bar 'a ep ty C erk Name: W. Michael McCormick Title: Mayor /_ Mayer Pve TrenQ APPROVED � AS �TO� LFORM : RO Scott E. Porter, Deputy City Attorney - 22 - STATE OF CALIFORNIA ) ) ss COUNTY OF LOS ANGELES ) I, ANA BARCIA, Deputy City Clerk of the City of Vernon, do hereby certify that the foregoing Ordinance, being Ordinance No. 1221, was duly and regularly introduced at a regular meeting of the City Council of the City of Vernon, held in the City of Vernon on Tuesday, May 6, 2014, and thereafter adopted at a meeting of said City Council held on Tuesday, May 20, 2014, by the following vote: AYES: Councilmembers: Mayor McCormick, Mayor Pro-Tem Davis, 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 2day of May, 2014, at Vernon, California. Ana BkrjZa Deputy City Clerk (SEAL) -23- TRANSMITTAL COMMUNICATION CITY CLERK'S OFFICE INTEROFFICE MEMORANDUM DATE: June 2, 2014 TO: Daniel Calleros, Police Chief Kristen Enomoto, Deputy City Administrator Carlos Fandino, Director of Gas & Electric William Fox, Finance Director/City Treasurer Leonard Grossberg, Director of Health & Environmental Control Masami Higa, Assistant Finance Director Alex Kung, Economic Development Manager Joaquin Leon, Deputy City Treasurer Teresa McAllister, Director of Human Resources Lisette Michel, Sr. Human Resources Analyst Zaynah Moussa, Deputy City Attorney Scott Porter, Deputy City Attorney Mark Whitworth, City Administrator Michael Wilson, Fire Chief S. Kevin Wilson, Director of Public Works, Water & Development Services FROM: Deborah Juarez, Records Management Assistant 14. RE: Ordinance No. 1221 — An Ordinance of the City Council of the City of Vernon Amending Article IV of Chapter 2 of the Vernon Municipal Code and Repealing All Ordinances or Parts of Ordinances in Conflict Therewith Transmitted herewith is a copy of Ordinance No. 1221 referenced above, which was approved by City Council on May 20, 2014. Thank you. Attachment c: Ana Barcia Purchasing Department Ordinance No. 1221 STAFF REPORT RECEIVE® 4CI%�i1��s�,z�/�y. MAY ®12014 CITY CLERK'S OFFICE JOINT STAFF REPORT FINANCE DEPARTMENT AND CITY ATTORNEY DEPARTMENT DATE: May 6, 2014 TO: Honorable Mayor and City Council FROM: William Fox, Director of Finance 1,0 Scott E. Porter, Deputy City Attorney RE: Ordinance to amend Article IV of Chapter 2 of the Vernon Municipal Code, entitled, "Competitive Bidding and Purchasing Ordinance" Recommendations It is recommended that the City Council: Find that (a) approval of the ordinance is not a "project" under the California Environmental Quality Act (CEQA), because CEQA Guidelines Section 15378(b) excludes "continuing administrative or maintenance activities, such as purchases for supplies ... and general policy and procedure making" from the definition of CEQA; and (b) even if it were a project, it would be exempt in accordance with CEQA Guidelines Section 15061(b), the general rule that CEQA only applies to projects that may have an effect on the environment; and 2. Approve first reading of, and adopt at a subsequent meeting, a proposed Ordinance to amend Article IV of Chapter 2 of the Vernon Municipal Code, entitled, "Competitive Bidding and Purchasing Ordinance", to thereby increase efficiencies and public accountability. It is further recommended that the City Council be reminded that Vernon's Independent Reform Monitor, Mr. Van De Kamp, recommended that "the City review compliance with the Competitive Bidding and Purchasing Ordinance no later than June 30, 2014 to determine its effectiveness and whether any changes need to be made." Backeround On December 18, 2012, as part of the City's good governance reform efforts, the City Council adopted Ordinance 1200 to amend Article IV of Chapter 2 of the Vernon Municipal Code, entitled, "Competitive Bidding and Purchasing Ordinance." The Ordinance established a framework for procurement based largely the City of Pasadena's ordinance. Nearly a year and a half has elapsed since Vernon's Ordinance became effective, and staff has learned how to work within the ordinance, and how the ordinance could be improved. In his January 31, 2014 report, Mr. Van De Kamp, the Independent Reform Monitor, recommended that "the City review compliance with the Competitive Bidding and Purchasing Ordinance no later than June 30, 2014 to determine its effectiveness and whether any changes need to be made." Consistent with that recommendation, the Department of Finance and the Department of the City Attorney, in close collaboration with City Administration and all other Departments, have undertaken a comprehensive review of the City's purchasing ordinance and procedures. The goals have been to improve and clarify the ordinance by increasing efficiencies and accountability, while staying within the norm of good governance practices. Staff recommends keeping the core of the ordinance which helps to ensure that the City's funds are used prudently and in a manner to best further the public interest. In addition to relying on the practical experience of each Department, staff has looked outside of Vernon to determine what constitute the best municipal procurement practices. For example, staff obtained and reviewed a 2012-2013 survey prepared by the California Association of Public Procurement Officials analyzing standard procurement practices in roughly 500 local governmental entities in California. Staff has also reviewed the municipal codes of similarly situated municipalities. Staff has only recommended improvements to the code that are consistent with best practices. If the ordinance is approved, staff will update the Purchasing Manual and all related procedures accordingly. Recommended Revisions Staff has recommended various revisions to the purchasing ordinance that would maintain the great majority of the ordinance, but make some adjustments and clarifications. The revisions can be summarized as follows: Amendments to Contracting Authority Increases accountability by adding a new requirement that the City Council approve any contract where in the 12 months preceding the effective date of the proposed contract, the city has paid or awarded the proposed vendor more than $100,000. (2.17.02(B)). This should help limit the likelihood that contracts would be split in an effort to evade the requirement to obtain City Council approval. Increases efficiency by increasing purchasing authority of City Administrator from $74,999 to $100,000. (§ 2.17.02(A)) Increases efficiency by increasing purchasing authority of Finance Director via purchase contract from $25,000.00 to $50,000.00. (2.17.05). Increased Thresholds for Procedures • Increases efficiency by increasing the exemption from selection processes from $3,000 to $5,000. (2.17.10). • Increases efficiency by increasing the informal selection maximum threshold of $24,999 to $50,000. (2.17.06). Amendments to Exceptions to Competitive Bidding (2.17.12) As you are aware, the existing ordinance requires that all procurements be competitively bid absent an applicable exception. That rule would remain the same. Staff proposes three direct, and one indirect, revisions to the exceptions. • Exemption #5 is revised to clarify what qualifies as a "piggyback" contract, and to ensure that it applies to non -government organizations that are created to allow for purchases by a large number of buyers. For example, the National Association of State Procurement Officials (NASPO) created a subsidiary entity, the NASPO Cooperative Purchasing Organization (WSCA-NASP) to aggregate the demand of all 50 states and to negotiate affordable purchase prices. This ordinance would clarify that the City may contract pursuant to such negotiated pricing schedules. The revised language is nearly verbatim from the City of Burbank. (2.17.12(A)(5)). • Narrows and clarifies previously unclear language within Exemption #6 to state that the exemption is for purchases of "electrical power, natural gas, water, or telecommunications" where it would be commercially unreasonable to comply with the standard procurement procedures, provided specific additional procurement processes are followed. The provision would no longer exempt services because Exemption #10 already provides an exception for professional services (see below). (2.17.12(A)(6)). • Added definitions of "professional services", "labor", and "services." As a result, it is clear that Exemption #10 does not apply to services that are for public works projects (e.g. construction of streets, sewer mains, installation of utility poles), but Exemption #10 may be used for non-public works services (e.g. janitorial services, financial services, legal services, etc.). As a result, the definitions clarify that services that are not for public works projects need not be competitively bid, but must still comply with any applicable competitive selection process. (2.17.12(A)(10)). • Increases oversight by still allowing the City Administrator to exempt professional services contracts from the competitive selection process, but requires the Administrator who uses the exemption to "submit a written report to.the City Council, at a regular City Council meeting within 30 days of the use of the exemption, detailing the reasons for the use of the exemption." (2.17.12(13)(2)). Informal Selection Process • Increases efficiency by increasing the maximum cap for use of the informal selection process from $24,999 to $50,000. (2.17.10(A)). Increases fiscal responsibility by increasing the number of required vendor quotes from 3 to 5 for contracts valued between $15,000 and $50,000. Contracts valued at between $5,001 and $15,000 would still require only 3 bids. (2.17.10). o Adds an exception to the 3 or 5 quote rule if it is not "feasible" to have 3 or 5 vendor quotes. For example, if there are only 2 vendors of a particular commodity, it would not be "feasible" to obtain 5 quotes. Clarifies that "public works" projects valued above $25,000 must still provide payment bonds (See "bid security", below). (2.17.10(E), 2.17.23). Specifications • Allows Departments to use specifications other than just the "Standard Specifications for Public Works Construction" (known as the "Greenbook"). Depending on the type of contract, staff may wish to incorporate different specifications. (2.17.18). Bid Security, Surety Bonds (2.17.20 and new 2.17.23) • The types of permissible bid security have been expanded to be consistent with Public Contracts Code 20170. Now, in addition to bids and cash, the city will accept cashier's checks and certified checks. (2.17.20(A)) • Increases protections to the city by increasing the required bid security from 5% to 10%, which is expressly authorized by state statute. • Increases required surety bond from 5% to 10%, which is also expressly allowed by state statute. • Expressly requires payment bonds for public works contracts valued at above $25,000. (See Civil Code § 9550). Notice to Potential Vendors (New Section 2.17.15) Increases accountability by adding a requirement that, in addition to all other noticing requirements, that at least 10 days before the due date, the City send the Request for Proposals (RFP) or Notice Inviting Bid (NIB) to at least 5 likely qualified vendors. Good Governance Reform Contract Terms and Procedures (2.17.30) • Clarifies that for professional services contracts of $100,000 or less, the City Administrator may find the contract should be extended beyond the maximum 3 years. Increases accountability by adding a new requirement that the Administrator notify the City Council in writing at a regular meeting within 30 days of making that finding. • Clarifies that service contracts valued at more than $100,000 cannot be extended beyond 3 years without City Council approval. • Clarifies that requests for proposals (RFPs) must be published on the City's website for at least 7 days before contract award and that such posting is not required for the informal selection process. (2.17.30(E)) Technical Clarifications • Clarifies throughout the Ordinance that the value of the contract is the total value of the contract over the lifetime of the contract, not in any given year. Thus, a contract with an expenditure cap of $40,000 per year for 3 years is valued at $120,000. The contract requires City Council approval because it is valued at more than $100,000. • Clarifies City's intent to comply with Government Code § 14837, which requires, for architectural and related professional services, notification to qualified small business firms. (2.17.08) • Universally revises language in the ordinance to refer to "supplies, equipment or services." • Broadens the applicability of the non -collusion prohibitions. (2.17.32). • Tightens budgetary controls by clarifying that the Finance Director shall not make any payments pursuant to any contract if such payment would exceed the responsible department's budget. Uncodified Transition Procedures The ordinance will become effective July 1, 2014, the first day of the new fiscal year. Allows a 6 month transition period. The old procedures may be used until December 31, 2014. Contracts may be awarded effective July 1, 2014 pursuant to the new requirements of the new code, even if all of the procedures for the contract occurred prior to July 1, 2014. Fiscal Impact The revisions to the ordinance are not expected to have any direct fiscal impact on the city, but are expected to indirectly save the city money due to increased efficiencies. CITY OF VERNON CITY COUNCIL MEETING MAY 6, 2014 ORDINANCE NO. 1221 SUMMARY (Amending Article IV of Chapter 2 of the Vernon Municipal Code and repealing all ordinances or parts of ordinances in conflict therewith) A CERTIFIED COPY OF THE FULL TEXT OF PROPOSED ORDINANCE NO. 1221 IS AVAILABLE IN THE OFFICE OF THE CITY CLERK LOCATED AT 4305 SANTA FE AVENUE, VERNON, CALIFORNIA. Ordinance No. 1221 was duly introduced at a regular meeting of the City Council of the City of Vernon held on May 6, 2014. Ordinance No. 1221 is scheduled to be considered for adoption by said Council at a regular meeting to be held on May 20, 2014. The proposed Ordinance No. 1221 would amend Article IV of Chapter 2 of the Vernon Municipal Code (entitled "Purchasing System") and repeal all ordinances or parts of ordinances in conflict therewith. Ana Barcia, Deputy City Clerk of the City of Vernon, does hereby certify that Ordinance No. 1221 was duly introduced to the City Council of the City of Vernon at a regular meeting held on May 6, 2014, and said Ordinance is scheduled to be considered for adoption at a regular meeting of the City Council to be held on May 20, 2014. Dated: f �, l 4 Ana arcia, hepty'Citv6lerk This space is for the County Clerk's Filing Stamp The Only All Hispanic Owned Chain of Bilingual Newspapers 111 S. Avenue 59, Los Angeles, CA 90042-4211 Ph 323.341-7970 • Fax 323.341-7976 • www.egpnews.com PROOF OF PUBLICATION (2015.5 C.C.P.) STATE OF CALIFORNIA, COUNTY OF LOS ANGELES I am a citizen of the United States and a resident of the County aforementioned; I am over the age of eighteen years, and not a party to or interested in the above -entitled matter. I am the principal clerk of the printer of EASTERN GROUP PUBLICATIONS' EASTSIDE SUN, MEXICAN AMERICAN SUN, NORTHEAST SUN, BELL GARDENS SUN, VERNON SUN, COMMERCE COMET, CITYTERRACE COMET, MONTEBELLO COMET, MONTEREY PARK COMET, E.L.A. BROOKLYN BELVEDERE COMET AND WYVERNWOOD CHRONICLE, newspapers of general circulation, printed and published THURSDAYS in the County of Los Angeles, and which newspaper has been adjudicated a newspaper of general circulation by the Superior Court of the County of Los Angeles, State of California, under the date of JUNE 21, 1966, CASE NUMBER 884861; that the notice, of which the annexed is a printed copy (set in type not smaller than nonpareil), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to -wit: MAY 08, all in the year 2014. I certify (or declare) under penalty of perjury that the foregoing is true and correct. Dated at LOS ANGELES, California, this 08thday of MAY, 2014. CITY OF VERNON Proof of Publication of City of Vernon City Council Meeting May 6. 2014 Ordinance No. 1221 Summary Signature CITY OF VERNON CITY COUNCIL MEETING MAY 20, 2014 ORDINANCE NO. 1221 SUMMARY (Amending Article IV of Chapter 2 of the Vernon Municipal Code and repealing all ordinances or parts of ordinances in conflict therewith) A CERTIFIED COPY OF THE FULL TEXT OF ADOPTED ORDINANCE NO. 1221 IS AVAILABLE IN THE OFFICE OF THE CITY CLERK LOCATED AT 4305 SANTA FE AVENUE, VERNON, CALIFORNIA. On May 20, 2014, the City Council of the City of Vernon approved and adopted Ordinance No. 1221 amending Article IV of Chapter 2 of the Vernon Municipal Code, entitled, "Competitive Bidding and Purchasing", and repealing all ordinances or parts of ordinances in conflict therewith. I, Ana Barcia, Deputy City Clerk of the City of Vernon, do hereby certify that Ordinance No. 1221 was duly approved and adopted by the City Council of the City of Vernon at a regular meeting held on May 20, 2014, and passed by said Council by the following vote: AYES: � COUNCILMEMBERS: NOES: COUNCILMEMBERS: ABSTAIN: COUNCILMEMBERS: Dated: 5 /2--T / 14 McCormick, Davis, Maisano, Martinez, Ybarra none roto] rza Dep Ana Barcia, C' erk This space is for the County Clerk's Filing Stamp The Only All Hispanic Owned Chain of Bilingual Newspapers 111 S. Avenue 59, Los Angeles, CA 90042-4211 Ph 323.341-7970 • Fax 323.341-7976 • www.egpnews.com PROOF OF PUBLICATION (2015.5 C.C.P.) STATE OF CALIFORNIA, COUNTY OF LOS ANGELES I am a citizen of the United States and a resident of the County aforementioned; I am over the age of eighteen years, and not a party to or interested in the above -entitled matter. I am the principal clerk of the printer of EASTERN GROUP PUBLICATIONS' EASTSIDE SUN, MEXICAN AMERICAN SUN, NORTHEAST SUN, BELL GARDENS SUN, VERNON SUN, COMMERCE COMET, CITY TERRACE COMET, MONTEBELLO COMET, MONTEREY PARK COMET, E.L.A. BROOKLYN BELVEDERE COMET AND WYVERNWOOD CHRONICLE, newspapers of general circulation, printed and published THURSDAYS in the County of Los Angeles, and which newspaper has been adjudicated a newspaper of general circulation by the Superior Court of the County of Los Angeles, State of California, under the date of JUNE 21, 1966, CASE NUMBER 884861; that the notice, of which the annexed is a printed copy (set in type not smaller than nonpareil), has been published in each regular and entire issue of said newspaper and not in any supplement thereof on the following dates, to -wit: MAY 29, all in the year 2014. I certify (or declare) under penalty of perjury that the foregoing is true and correct. Dated at LOS ANGELES, California, this 29�hday of MAY, 2014. CITY OF VERNON Proof of Publication of City of Vernon City Counci Meeting May 20, 2014 Ordinance No. 1221 Summary CITY OF 1/ER1dQN CTlNCL MEETI MAY 24 ` !014 Signature