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09
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2017
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110717
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09
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
11/7/2017
DESTRUCT DATE
15Y
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3.9. Land Purchases: The purchase of any land or already -existing buildings. These <br />purchases are exempt from the procedures listed in this Manual. Refer to the City fixed <br />asset guidelines for additional information. <br />3.10. Managed Qualified Bid List (MQBL): A listing of qualified professional consultants in <br />a specific area of expertise maintained by the City to identify and select service <br />providers pursuant to Municipal Code Chapter 2.48. Each firm on the MQBL will <br />submit a Statement of Qualifications including, but not limited to, the firm name and <br />principal statistics, qualifications of key personnel, areas of special expertise, a list of <br />references and similar projects, and a written statement that the City's Professional <br />Services Agreement has been read and that the firm can meet the requisite insurance <br />agreements. The Department Head utilizing the MQBL should a14 -encourage firms, <br />including local firms with a City business license, to submit a Statement of <br />Qualifications, and regularly review the MQBL to determine if local firms are <br />underrepresented and to update company information and qualifications. <br />3.11. Open Purchase Order (Open PO): An ongoing Purchase Order with multiple purchases <br />over a period of time_ generally not to exceed five years. Open POs must have a "not to <br />exceed" price limit. This not to exceed price is the official value when determining <br />purchases. <br />3.12.3.11. Qualified Low Bidder: A vendor meeting all the qualifications of the City <br />specifications at the lowest price. <br />3.13.3.12. Professional Services Contract:2 Contract between a provider of professional <br />services (e.g. accounting firm, architect, engineers) and the City to provide a <br />service for a set period of time. The maximum length for a contract is five years <br />(including potential extensions; e.g. a four-year contract with a one-year possible <br />extension is fine, but a three-year contract with three possible extension years (for a <br />total of six years) is prohibited). The contract must follow the procedure for its total <br />contract price (e.g. a contract for $30,000 a year for five years is a $150,000 contract). <br />Note: use the Design Professional Services Agreement for architectural or engineering <br />services that have design responsibility. <br />2 Legal service contracts can be exempt from the selection and time limit provisions of this policy to the <br />extent specific counsel is required: (1) by the insurance pool: (2) to immediately respond to litigation; or <br />(3) because of the need for specialized legal services. In these instances, a memo explaining the <br />circumstances and selection process shall be provided to the Finance Department. <br />Temporary employment contract agencies are also exempt from the selection and time limit provisions of <br />this policy. However, it is expected that City staff will utilize more than one temporary employment <br />agency to place temporary staff depending on the skill requirements. <br />DRAFT Purchasing Procedures and Manual 11 15 16 5 <br />
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