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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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11/2/2017 1:14:44 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
11/7/2017
DESTRUCT DATE
15Y
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3.1'1.3.13. Price Quotes: A written (physically or electronically) statement from a vendor, <br />service provider, or contractor signifying that they will provide a certain good or <br />service at a certain price. <br />3.14. Purchase Order (PO): Authorizes City staff to have a vendor supply up to a <br />certain dollar amount for one time or recurring supplies and/or services for a maximum <br />term of one year. All POs are subject to the same procedures as other purchases. POs <br />for services require a vendor signature before routing for City signatures. There are the <br />following types of POs: <br />3.14.1. Open Purchase Order (Open PO): An ongoing Purchase Order with multiple <br />purchases over a period of time within the fiscal year. Open POs must have a "not - <br />to -exceed" price limit. This not -to -exceed price is the official value when <br />determining which procedure to use. <br />3.15. Recurring Purchase Order (RPO): A Purchase Order for purchases occurring <br />regularly and on a predictable timeframe (e.g. annually). For those recurring POs <br />that exceed $100,000, the Finance Department will coordinate submission to City <br />Council at the beginning of the fiscal year. <br />3.14.2. <br />3.16. Recurring Purchase Order (RPO): A Purchase Order for purchases occurring regularly <br />3.17.3.15. Request for Proposals (RFP): Used to procure professional services that have <br />well-defined specifications and an expectation that the consultant can provide accurate <br />pricing based on written or verbal specifications. Examples of projects that require a <br />RFP include design and construction management services, planning studies, and audit <br />services. All proposals must be submitted to the City Clerk's Office by a predetermined <br />time and date. A sample RFP is located on the Pleasanton Progress Intranet. <br />3.18.3.16. Request for Qualifications (RFQ): Used to procure professional services that have <br />broad specifications subject to multiple approaches, many potential types of consultants <br />or service providers that may be interested, and/or specifications that may be refined <br />during the service provider review process. Examples of projects that require a RFQ <br />include website design, park design, facility planning, and architectural services. All <br />qualifications must be submitted to the City Clerk's Office by a predetermined time and <br />date. A sample RFQ is located on the Pleasanton Progress intranet. <br />3.19.3.17. Sample Documents: Sample Documents such as service agreements and contract <br />amendments are located on the Pleasanton Progress intranet. <br />33.18. Sole Source Vendor (or Provider): Under certain circumstances, it is acceptable to <br />specify a brand name for the purchase of goods and to use a Sole Source Vendor or <br />DRAFT Purchasing Procedures and Manuay 11 15 16 6 <br />
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