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dcps departments
Purchasing Services
Purchasing Policies
Policy
No. 2-201: Methods of Source Selection and Board
Approval
Policy No. 2-202: Formal Sealed Bidding
Policy No. 2-203: Formal Sealed Proposals
Policy No. 2-204: Informal Procurements
Policy No. 2-205: Sole Source Procurements
Policy No. 2-206: Emergency Procurements
Policy No. 2-207: Florida Administrative
Purchasing Policies
Policy No. 5-101: Authority to Resolve
Protested Solicitations/Awards
Policy No. 2-201:
Methods of Source Selection and Board Approval.
Unless otherwise authorized by law, all Board contracts
shall be awarded by one of the following methods:
- a) Section 2-202 (Formal
Sealed Bidding);
- b) Section 2-203 (Formal
Sealed Proposals);
- c) Section 2-204
(Informal Procurements);
- d) Section 2-205 (Sole
Source Procurements);
- e) Section 2-206
(Emergency Procurements);
- f) Section 2-207
(Florida Administrative Policies);
Policy No. 2-202:
Formal Sealed Bidding.
- Conditions for
Use. Contracts shall be
awarded by formal sealed bidding when the amount of
the purchase exceeds an amount established by the
State Board of Education or an amount approved by
waiver by the Commissioner of Education except as
otherwise provided.
- Invitation for
Bids. An Invitation for Bids
shall be issued and shall include a purchase
description, and any contractual terms and
conditions applicable to the procurement known at
the time the Invitation for Bids is issued.
- Public Notice.
Public notice of the Invitation for Bids shall be
given a reasonable time prior to the date set forth
therein for the opening of bids. Such notice may
include publication in a newspaper for a reasonable
time prior to bid opening.
- Bid Opening.
Bids shall be opened publicly in the presence of one
or more witnesses at the time and place designated
in the Invitation for Bids. The amount of each bid
and such other relevant information as may be
specified by regulation, together with the name of
each bidder shall be recorded; the record and each
bid shall be open to public inspection.
- Bid Acceptance
and Bid Evaluation. Bids shall
be accepted without alteration or correction, except
as authorized in this Policy. Bids shall be
evaluated based on the requirements set forth in the
Invitation for Bids. Depending on the type of bid,
criteria may be included to determine acceptability
such as inspection, testing, quality, workmanship,
delivery, and suitability for a particular purpose.
Those criteria that will affect the bid price and be
considered in evaluation for award shall be
objectively measurable, such as discounts,
transportation costs, and total or life cycle costs,
or other factors. The Invitation for Bids shall set
forth the evaluation criteria to be used.
- Award.
The contract shall be awarded with reasonable
promptness by written notice to the lowest
responsible and responsive bidder whose bid meets
the requirements and criteria set forth in the
Invitation for Bids.
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Policy No. 2-203:
Formal Sealed Proposals.
- Conditions for
Use. When the amount of the
procurement exceeds an amount established by the
State Board of Education or an amount approved by
waiver by the Commissioner of Education and the
Director of Purchasing or an officer above the level
of the Director of Purchasing determines in writing
that the use of formal sealed bidding is either not
practicable or not advantageous to the Duval County
Public Schools, a contract may be entered into by
formal sealed proposals.
- Request for
Proposals. Proposals shall be
solicited through a Request for Proposals.
- Public Notice.
Public notice of the Request for Proposals shall be
given in the same manner as provided in Section
2-202(3) (Formal Sealed Bidding, Public Notice).
- Receipt of
Proposals. Proposals shall be
opened so as to avoid disclosure of contents to
competing offerors during the process of
negotiation. A Register of Proposals shall be
prepared and shall be open for public inspection
after contract award.
- Evaluation
Factors. The Request for
Proposals shall state the relative importance of
price and other evaluation factors including
Minority Business Enterprise participation.
- Discussion with
Responsible Offerers and Revisions to Proposals.
As provided in the Request for Proposals,
discussions may be conducted with responsible
offerers who submit proposals determined to be
reasonably susceptible of being selected for award
for the purpose of clarification to assure full
understanding of, and responsiveness to, the
solicitation requirements. Offerers shall be
accorded fair and equal treatment with respect to
any opportunity for discussion and revision of
proposals, and such revisions may be permitted after
submissions and prior to award for the purpose of
obtaining best and final offers.
- Award.
Award shall be made to the responsible offeror whose
proposal is determined in writing to be the most
advantageous to the Duval County Public Schools
taking into consideration price and the evaluation
factors set forth in the Request for Proposals. No
other factors or criteria shall be used in the
evaluation. The contract file shall contain the
basis on which the award is made.
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Policy No. 2-204:
Informal Procurements.
Any procurement not exceeding an amount established by
the State Board of Education or an amount approved by
waiver by the Commissioner of Education shall be made in
accordance with informal procurement procedures
developed by the Director of Purchasing. Procurement
requirements shall not be artificially divided so as to
constitute an informal procurement under this section.
Any procurement in an amount less than an amount
established by the State Board of Education or an amount
approved by waiver by the Commissioner of Education but
greater than $5,000 shall require the solicitation of at
least three (3) written quotations. Any procurement in
an amount less than $5,000 may require solicitation of
written or verbal quotations at the discretion of the
Director of Purchasing or designee.
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Policy No. 2-205: Sole
Source Procurements.
A contract may be awarded for a supply or service
without competition when the Director of Purchasing, or
a designee, determines in writing that there is only one
source for the required supply or service.
This method of procurement involves no competition and
should be utilized only when justified and necessary to
serve the Duval County Public Schools needs. The power
to authorize a sole source award is limited to the
Director of Purchasing or designees. The purpose in
specifying these officials is to reflect an intent that
such determinations will be made at a high level.
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Policy No. 2-206:
Emergency Procurements.
Notwithstanding any other provision of this Policy, the
Director of Purchasing or a designee may make or
authorize others to make emergency procurements when
there exists a threat to public health, welfare, or
safety under emergency conditions provided that such
emergency procurements shall be made with such
competition as is practicable under the circumstances. A
written determination of the basis for the emergency and
for the selection of the particular contractor shall be
included in the contract file.
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Policy No. 2-207:
Florida Administrative Purchasing Policies.
Florida Administrative Rules waives the requirements for
requesting bids for the following:
- Purchases that are made
at the unit prices in contracts awarded by city or
county governmental agencies, other school boards,
community colleges, state university system
cooperative bid agreements or state contracts.
- Purchase of professional
or educational services, educational tests,
textbooks, printed instructional materials, computer
software, films, filmstrips, video tapes, disc or
tape recordings, or similar audio-visual materials,
and for library and reference books, and printed
library cards where such materials are purchased
directly from the producer or publisher, the owner
of the copyright, an exclusive agent within the
state, a governmental agency or recognized
educational institution.
- Purchases, leases, lease
with option to purchase, rental or otherwise
information technology resources. The school
district can enter into direct negotiation and
contract with a vendor or supplier, as best fits the
needs of the school district, as determined by the
school board.
- Purchase of insurance,
entering risk management programs, or contracting
with third party administrators. This can also be
done by direct negotiation and contract.
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Policy No. 5-101:
Authority to Resolve Protested Solicitations/Awards.
- Any actual or
prospective bidder, proposer or contractor who is
aggrieved in connection with the solicitation or
award of a contract may file a protest and shall
deliver its written notice of protest to the
Chief
Officer, Operations Support, or designee (hereinafter Hearing
Officer) immediately, but no later than two (2)
working days after bid opening or after
recommendation of award, if not to the apparent low
bidder, or as set forth in paragraph 9 infra, which
will initiate the 48-hour notice requirement. The
written protest with documentation shall be
delivered to the Hearing Officer no later than 2
p.m. on the 4th calendar day immediately following
the bid opening or receipt of notice of intent to
award recommendation as is appropriate. If that day
is a School Board non-workday, the protest shall be
delivered no later than 9 a.m. the next Duval County
School Board (DCSB) work day. Protests shall be
presented with specificity, and every issue shall be
fully documented.
- The legal basis for any
relief sought must be clearly identified and
explained in the written notice of protest.
- The Hearing Officer
shall call a meeting and hear all protests and
receive all evidence within a reasonable time. This
does not preclude the Hearing Officer from calling a
special meeting or granting a continuance under
extraordinary circumstances.
- All bidders or offers
shall receive notice of any protest hearing and a
copy of the protest document. Attachments shall be
available upon request.
- The Florida Rules of
Civil Procedure may be relaxed at the sole
discretion of the Hearing Officer presiding at any
protest hearing.
- The Hearing Officer
shall issue his/her decision within two (2) working
days of the completion of the protest hearing.
- The Hearing Officers
decision shall result in a final order which may
include findings and conclusions. The decision of
the Hearing Officer shall be final.
- The DCSB does not
encourage the use of faxes to accomplish delivery of
the notice of protest and the protest itself. Any
bidder or offerer utilizing delivery by fax shall
assume the risk associated with incomplete delivery
or non receipt.
- Any protest
specification objection shall be generally treated
as set forth in paragraph 1 supra. The operative
date for the notice requirement shall be the date
the specifications were obtained by the prospective
bidder or offer but no later than 10 days prior to
the date of bid opening or proposal due date.
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