DOJ MODELLAKE OSWEGO PUBLIC CONTRACT RULES 20042005

 

DIVISION 46SECTION 101

 

GENERAL PROVISIONS RELATED TO PUBLIC CONTRACTING

 

101-0100. 3

Application; Federal Law Supremacy. 3

101-0110. 3

Definitions for the Rules. 3

101-0120. 7

Policy. 7

101-0125  Public Contracting Officer’s Policies and Guidelines. 7

101-0130. 9

Application of the Code and  Rules; Exceptions. 9

101-0131  Class Special Procurement Exemptions. 9

101-0140  Awarding Authority for Contracts, Amendments and Intergovernmental Agreements. 13

101-0200 (Reserved) 15

CONTRACT PREFERENCES. 15

101-0300. 15

Preference for Oregon Goods and Services; Nonresident Bidders. 15

101-0310. 16

Reciprocal Preferences. 16

101-0320. 16

Preference for Recycled Materials. 16

COOPERATIVE PROCUREMENT. 17

101-0400. 17

Authority for Cooperative Procurements. 17

101-0410. 18

Responsibilities of Administering Contracting Agencies and Purchasing Contracting Agencies. 18

101-0420. 18

Joint Cooperative Procurements. 18

101-0430. 18

Permissive Cooperative Procurements. 18

101-0440. 18

Advertisements of Intent to Establish Contracts or Price Agreements through a Permissive Cooperative Procurement 18

101-0450. 19

Interstate Cooperative Procurements. 19

101-0460. 19

Advertisements of Interstate Cooperative Procurements. 19

101-0470. 20

Protests and Disputes. 20

101-0480. 20

Contract Amendments. 20

101-0100  2

Application; Federal Law Supremacy. 2

101-0110. 2

Definitions for the Rules. 2

101-0120. 5

Policy. 5

101-0130. 8

Application of the Code and  Rules; Exceptions. 8

101-0131  Class Special Procurement Exemptions. 8

101-0140  Awarding Authority for Contracts, Amendments and Intergovernmental Agreements. 10

101-0200 (Reserved). 11

CONTRACT PREFERENCES. 11

101-0300. 11

Preference for Oregon Goods and Services; Nonresident Bidders. 11

101-0310. 12

Reciprocal Preferences. 12

101-0320. 13

Preference for Recycled Materials. 13

COOPERATIVE PROCUREMENT. 13

101-0400. 13

Authority for Cooperative Procurements. 13

101-0410. 14

Responsibilities of Administering Contracting Agencies and Purchasing Contracting Agencies. 14

101-0420. 14

Joint Cooperative Procurements. 14

101-0430. 15

Permissive Cooperative Procurements. 15

101-0440. 15

Advertisements of Intent to Establish Contracts or Price Agreements through a Permissive Cooperative Procurement. 15

101-0450. 16

Interstate Cooperative Procurements. 16

101-0460. 16

Advertisements of Interstate Cooperative Procurements. 16

101-0470. 16

Protests and Disputes. 16

101-0480. 17

Contract Amendments. 17

 


 

137101-046-0100

 Application; Federal Law Supremacy

(1) These Model Lake Oswego Public Contract Rules (“Rules”) set forth the rules of procedure for Public Contracting of Contracting Agencies subject to these Model Rulesthe City of Lake Oswego and the Lake Oswego Redevelopment Agency. These Model Rules consist of the following four divisions:

(a) This division Section 46101, which is applicable to all Public Contracting;

(b) Division 47Section 102, which describes procedures for Public Contracting for Goods or Services, as defined in ORS 279B.005, and for Personal Services other than Architectural, Engineering and Land Surveying Services and Related Services by State Contracting Agencies; and

(c) Division 48, which describes procedures for Public Contracting for Architectural, Engineering and Land Surveying Services and Related Services; and

(d) Division 49Section 103, which describes procedures for Public Contracting for Construction Services.

(d). Section 104, which describes procedures for sale of surplus personal property owned by City.

(2) In the event of conflict between rules in this division 46Section 101 and rules in divisions 47, 48 and 49the other Sections, the rules in divisions 47, 48 and 49the other Sections take precedence over the rules in this division 46Section 101.

(3) Except as otherwise expressly provided in ORS 279C.800 through ORS 279C.870, and notwithstanding ORS chapters 279A, 279B, and ORS 279C.005 through 279C.670, applicable federal statutes and regulations govern when federal funds are involved and the federal statutes or regulations conflict with any provision of ORS chapters 279A, 279B, and ORS 279C.005 through 279C.670 or these model rules, or require additional conditions in Public Contracts not authorized by ORS chapters 279A, 279B, and ORS 279C.005 through 279C.670 or these Model Rules.

(4) As required by ORS 279A.065(5)(A)(a), the following model public contracting rules adopted by the Oregon Attorney General have been reviewed by the Board and have been determined not to apply to the City of Lake Oswego or the Lake Oswego Redevelopment Agency:

(a)  DOJ Model Public Contract Rules 2004, Divisions 46 - 49.

 

(45) These division 46 rRules become effective on March 1, 2005 and apply to Public Contracts first advertised, but if not advertised then entered into, on or after March 1, 2005.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.030 & ORS 279A.065

 

137-046101-0110 

Definitions for the Model Rules

Unless the context of a specifically applicable definition in the Code requires otherwise, capitalized terms used in the Model Rules will have the meaning set forth in the division of the Model Rules in which they appear, and if not defined there, the meaning set forth in these division 46 Section 101 rules, and if not defined there, the meaning set forth in the Code. The following terms, when capitalized in these Model Rules, shall have the meaning set forth below:

(1) “Addendum” or “Addenda” means an addition or deletion to, a material change in, or general interest explanation of a Solicitation Document.

(2) “Award” means, as the context requires, either the act or occurrence of the Contracting AgencyPCO’s identification of the Person with whom the Contracting AgencyAwarding Authority will, or whom the PCO has recommended to the Awarding Authority to enter into a Contract following the resolution of any protest of the Contracting AgencyCity’s selection of that Person, and the completion of all Contract negotiations.

(2a) “Awarding Authority” shall mean the governing body of the City or, to the extent the governing body has delegated authority to award contracts to the PCO in Section 102-0610, the PCO, as applicable.

(3) “Bid” means a response to an Invitation to Bid.

(3a) Board means the Lake Oswego City Council, acting as the Lake Oswego Public Contract Review Board or the Lake Oswego Redevelopment Agency Public Contract Review Board, as applicable.

(4a) City shall mean, as applicable:

            1.            The City of Lake Oswego, in regards to any contract solicited or awarded by the City of Lake Oswego; or

            2.            The Lake Oswego Redevelopment Agency (“LORA”), in regards to any contract solicited or awarded by LORA.

(4b) “Closing” means the date and time announced in a Solicitation Document as the deadline for submitting Offers.

 

(5) “Code” means the Public Contracting Code, as defined in ORS 279A.010.

(6) “Competitive Range” means the Proposers with whom the Contracting AgencyPCO will conduct discussions or negotiations if the Contracting AgencyPCO intends to conduct discussions or negotiations in accordance with OAR 137-047Section 102-0262 or OAR 137-049Section 103-0650. The size of the Competitive Range must be stated in the Solicitation Document, but will be decreased if the number of Proposers that submit Proposals is less than the specified number, or may be increased by the Contracting AgencyCity in accordance with OAR 137-047Sections 102-0262 or 137-049103-0650.

(7) “Contract” means a “Public Contract,” as defined in ORS 279A.010.

(8) “Contract Price” means, as the context requires, (i) the maximum payments that a Contracting AgencyCity will make under a Contract, including bonuses, incentives and contingency amounts, if the Contractor fully performs under the Contract, (ii) the maximum not-to-exceed amount of payments specified in the Contract, or (iii) the unit prices for Goods or Services or Personal Services set forth in the Contract.

(9) “Contract Review Authority, as used either in the Code or in these Rules, means (i) for State Contracting Agencies, generally the Director of the Oregon Department of Administrative Services, (ii) for Local Contracting Agencies, the Local Contracting the BoardAgency's Local Contract Review Board determined as set forth in ORS 279A.060, and (iii) where specified by statute, the Director of the Oregon Department of Transportation.

(10) “Contractor” means the Person with whom a Contracting AgencyCity enters into a Contract.

(11) “DBE Disqualification” means a disqualification, suspension or debarment pursuant to ORS 200.065, 200.075 or 279A.110.

(12) “Descriptive Literature” means the Offeror's materials submitted to provide information concerning the products or services available in response to a Solicitation Document.

(13) “Electronic Advertisement” means notice of a Contracting AgencyPCO’s request for Offers, request for quotes, request for information or other document inviting participation in the Contracting AgencyCity’s Procurements available over the Internet via (a) the World Wide Web or some other Internet protocol; or (b) a Contracting AgencyCity’s Electronic Procurement System. An Electronic Advertisement may include a Solicitation Document.

(14) “Electronic Offer” means a response to a Contracting AgencyPCO’s request for Offers or request for quotes submitted to a Contracting AgencyCity via email or through the Contracting AgencyCity’s Electronic Procurement System.

(15) “Electronic Procurement System” means an information system that Persons may access through the Internet, using the World Wide Web or some other Internet protocol, or that Persons may otherwise remotely access using a computer, that enables a Contracting AgencyPCO to post Electronic Advertisements, receive Electronic Offers, and conduct other activities related to a Procurement.

(15a)  Emergency means circumstances that:

            a.             Create a substantial risk of loss, damage or interruption of services or a substantial threat to property, public health, welfare or safety; and

            b.            Require prompt execution of a contract to remedy the condition.

(16) “Goods and Services” or “Goods or Services” has the meaning set forth in ORS 279B.005(1)(b), and include:

a.             Examples of .“Services” include: construction services; equipment repair and maintenance services; food services; collection and hauling services; janitorial; landscaping; meter reading; temporary employment services; medical and laboratory services (such as parentage testing, drug and alcohol testing, etc.); commercially available computer hardware and software maintenance and support; court recording services; security services; conference services; data and collection surveys; and non-customized training. 

b.             Examples ofGoods include any tangible personal property, including: sale of residence, to be severed and removed from realty.

(17) “Invitation to Bid” or “ITB” means all documents used for soliciting Bids in accordance with either ORS 279B.055, or 279C.335.

(18) “Model Rules” means the Attorney General’s model rules of procedure for Public Contracting, which are set forth in OAR Chapter 137, divisions 46, 47, 48 and 49.(reserved)

(19) “Offer” means a response to a Solicitation Document.

(20) “Offeror” means a Person who submits an Offer.

(21) “Opening” means the date, time and place announced in the Solicitation Document for the public opening of Written sealed Offers.

(22) “Person” means an individual, corporation, business trust, estate, trust, partnership, limited liability company, association, joint venture, governmental agency, public corporation or any other legal or commercial entity.

(23) “Personal Services” means the services or type of services performed under a Personal Services Contract.

(24) “Personal Services Contract” or “Contract for Personal Services” means:

            1.            A:

(i) for a Local Contracting Agency, a contract or member of a class of contracts, other than a contract for the services of an Architect, Engineer, Land Surveyor or Provider of Related Services (as defined in ORS 279C.100), that the Local Contracting Agency’s Local Contract Review Board has designated as a Personal Services Contract pursuant to ORS 279A.055, or

            2.           

(ii) for a State Contracting Agency, aA contract, or member of a class of contracts, other than a contract for the services of an Architect, Engineer, Land Surveyor or Provider of Related Services (as defined in ORS 279C.100), whose primary purpose is to acquire specialized skills, knowledge and resources in the application of technical or scientific expertise, or the exercise of professional, artistic or management discretion or judgment, including, without limitation, a contract for the services of:

a.            accountant; attorney; educator, land use planner; registered professional engineer; appraiser or surveyor, physician or dentist; commercial pilot; aerial photographer; information technology consultant, or other consultant, or

b.              an accountant, physician or dentist, educator, information technology or other consultant, broadcaster or artist (including a photographer, filmmaker, painter, weaver or sculptor).

The PCO shall have discretion to determine whether a particular type of contract or service falls within the foregoing definitions.

(25) “Product Sample” means a representative specimen of the item offered by the Offeror in response to the Solicitation Document. Unless otherwise provided in the Solicitation Document, the Product Sample shall be the exact product or a representative portion of that product offered by the Offeror.

(26) “Proposal” means a response to a Request for Proposals.

(26a) Public Contracting Officer or PCO means the City Manager of the City or the Executive Director of LORA, as applicable, and such additional persons who have been delegated contracting authority by the City Manager or Executive Director, respectively, in regards to the proposed or awarded Contract.

(27) “Responsible Offeror” (also, “Responsible Bidder” or “Responsible Proposer,” as applicable) means a Person that has submitted an Offer and meets the standards set forth in OAR 137-047Section 101-0640 or OAR 137-049Section 103-0390(2), and that has not been debarred or disqualified by the Contracting Agency under OAR 137-047Section 101-0575 or OAR 137-049Section 103-0370.  When used alone, “Responsible” means meeting the aforementioned standards.

(28) “Responsive Offer” (also, “Responsive Bid” or “Responsive Proposal,” as applicable) means an Offer that substantially complies in all material respects with applicable solicitation requirements. When used alone, “Responsive” means having the characteristic of substantially complying in all material respects with applicable solicitation requirements.

(29) “Request for Proposals” or “RFP” means all documents used for soliciting Proposals in accordance with either ORS.279B.060, 279C.110 or OAR 137-049Section 103-0650.

(29a) “Rules” means the rules of procedure for Public Contracting, which are set forth in these Sections 101, 102, and 103.

(30) “Signed” or “Signature” means any mark, word or symbol attached to or logically associated with a document and executed or adopted by a Person with the intent to be bound.

(31) “Solicitation Document” means an Invitation to Bid, Request for Proposals or other document issued to invite offers from prospective contractors pursuant to ORS Chapter 279B or ORS Chapter 279C.

(32) “Specification” means any description of the physical or functional characteristics, or of the nature of a supply, service or construction item, including any requirement for inspecting, testing or preparing a supply, service or construction item for delivery and the quantities or qualities of materials to be furnished under a Contract.  Specifications generally will state the result to be obtained and may, on occasion, describe the method and manner of doing the Work to be performed.

(33) “Work” means the furnishing of all materials, equipment, labor and incidentals necessary to successfully complete any individual item in a Contract and successful completion of all duties and obligations imposed by the Contract.

(34) “Written” or “Writing” means conventional paper documents, whether handwritten, typewritten or printed, in contrast to spoken words. It also includes electronic transmissions or facsimile documents when required by applicable law or permitted by a Solicitation Document or Contract.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065

 

137-046101-0120 

Policy

Contracting Agencies subject to the CodeThe City  shall conduct Public Contracting to further the policies set forth in ORS 279A.015, elsewhere in the Code, and in these Model Rules.

 

101-0125  Public Contracting Officer’s Policies and Guidelines

(2)  Unless specifically exempted, no City purchases and contracts for goods and services, public improvements, or public works shall be authorized unless conducted pursuant to the formal competitive bidding requirements.

(3)  All notifications required under these procedures shall be made to publicize anticipated purchases or Contracts to potential bidders.

(4)  No purchase shall be contracted for or made unless sufficient funds have been budgeted in the year and for which funds have been appropriated.

(5)  When it is advantageous to the City, annual contracts for personal property and services regularly purchased should be initiated.

(6)  All purchases and contracts must be approved by the Public Contracting Officer.

(7).  No payment or partial payment for goods and services, public improvements, public works shall be made without approval of the operating department and the Public Contracting Officer.

(8).  All contracts for personal property, public improvements, services, or personal services shall be approved as to form by the City Attorney.

(9).  The City may jointly bid with other governmental agencies, provided procedures used substantially comply with the purpose of these regulations and the intent of the Oregon public contracting laws.  The Public Contracting Officer shall determine compliance with these laws and regulations.

(10)  It shall be the responsibility of the Public Contracting Officer (“PCO”) to:

(a).       Ensure that all purchases and contracts for service comply with these regulations;

(b).            Review and approve all purchases of the City;

(c).       Make recommendations to the Pubic Contract Review Board concerning purchase regulations and amendments to rules set forth herein;

(d).       Maintain accurate and sufficient records concerning all City purchases and contracts for services;

(e).       Provide the Public Contract Review Board adequate staff assistance in the performance of its duties; and Maintain a list of contractors for public improvements and personal services who have made themselves known to the City and are interested in soliciting City business.

(11).  Solicitation Methods.

(a).       Policy.  It is the policy of the City of Lake Oswego to encourage open and impartial competition in public contracting. Competition exists not only in prices, but in a Contractor’s ability to perform, technical competence, ability to provide timely deliveries, and quality and performance of products and services. While an Invitation to Bid pursuant to Competitive Bidding is a common method of procurement, it is not always the most advantageous or practical solicitation method. However pursuant to City policy, the PCO must make every effort to construct public improvements at the least cost to the City.

(b)        Types of Solicitation Methods.

            (i).  The PCO may encourage meaningful competition through a variety of solicitation methods.  The PCO shall choose the solicitation method that is most likely to encourage bids representing optimal value to the City.

(ii).  The PCO may use an Invitation to Bid if the PCO believes the City will receive optimal value by selecting the lowest priced offer that meets the technical requirements of the City’s Specifications.

(iii).  The PCO may use a Request for Proposal if the PCO believes the City will receive optimal value:

1.            By selecting a Proposal using both price and non-price related factors; or

2.            By selecting a Proposal using both price and non-price related factors and permitting negotiations pursuant to Rule 3.22 (“Bid Evaluation Award”).

(iv).  The PCO may permit negotiations under a Request for Proposal pursuant to Rule 3.22 (“Bid Evaluation Award”) when:

1.            The PCO is willing to consider alternative terms and conditions to reduce PCO cost or enhance the value of the product or service requested; or

2.            The PCO finds negotiation is required to effect a successful procurement (e.g. the specifications are complex and the PCO expects numerous queries as to the proper interpretation of the specification; the work requires a high level of technical or managerial competence that cannot be defined adequately in the specifications; or the PCO believes discussions are necessary to gauge the Proposer’s understanding of complex specifications).

(c).       If using an Invitation to Bid for Competitive Bidding, the PCO shall set forth objective evaluation criteria in the Invitation to Bid. Examples of such criteria include, but are not limited to, conversion costs, transportation cost, volume weighing, trade-in allowances, cash discounts, depreciation allowances, cartage penalties, ownership or life-cycle cost formulas, performance history on other private and public contracts, experience of key personnel, adequacy of equipment and physical plant, financial wherewithal, sources of supply, references and warranty provisions. Evaluation criteria need not be precise predictors of actual future costs; but, to the extent possible, such evaluation factors shall be reasonable estimates based upon information the PCO has available concerning future use;

(d).       If using a Request For Proposal, the PCO shall set forth selection criteria in the Request for Proposal. The criteria shall be as objective as possible. Evaluation factors need not be precise predictors of actual future costs and performance; but to the extent possible, such evaluation factors shall be reasonable estimates based on information available to the PCO. The Request for Proposal shall also describe the following:

(i).            If the PCO is willing to negotiate terms and conditions of the Contract, the PCO must identify the specific terms and conditions that are subject to negotiation and authorize Proposers to propose certain alternative terms and conditions in lieu of the terms and conditions the PCO has identified as authorized for negotiation; and

(ii).            Evaluation criteria and relative importance of the criteria. Examples of evaluation criteria include price or cost, quality of a product or service, past performance, management capability, personnel qualification, prior experience, compatibility, reliability, operating efficiency, expansion potential, experience of key personnel, adequacy of equipment and/or physical plant, financial wherewithal, sources of supply, references and warranty provisions.

 

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.015 & ORS 279A.065

 

137-046101-0130 

Application of the Code and Model Rules; Exceptions

(1) Except as set forth in this section, athe Contracting AgencyCity shall exercise all rights, powers and authority related to Public Contracting in accordance with the Code and the Model Rules.

(2) A(reserved) Contracting Agency that has specifically opted out of the Model Rules and adopted its own rules of procedure for Public Contracting pursuant to 279A.065 in the exercise of its own contracting authority is not subject to these Model Rules, except for those portions of the Model Rules that the Contracting Agency has prescribed for its own use for Public Contracting.

(3) Contracts or classes of contracts for Personal Services of a Local Contracting Agency designated as such by the Local Contracting Agency’s Local Contract Review Board pursuant to ORS 279A.055, are not subject to these Model Rules to the extent provided herein (see Section 102-0277), unless the Local Contracting Agency adopts OAR 137-047-0250 through OAR 137-047-0290 as the procedures the Local Contracting Agency will use to screen and select persons to perform Contracts for Personal Services other than Architectural, Engineering and Surveying Services and Related Services..

 

(4) Neither the Code nor these Model Rules apply to the contracts or the classes of contracts described in ORS 279A.025(2). 

.

(5) Neither the Code nor these Model Rules apply to the Public Contracting activities of the Contracting Agencies listed in ORS 279A.025(3). (reserved).

(6) Contracting Agencies otherwise subject to the Code and these ModelRules may enter into Public Contracts under a federal program described in ORS 279A.180 without following the procedures set forth in ORS 279B.050 through ORS 279B.085, provided that the Contracting Agency enters into the Public Contract pursuant to rules adopted by the Public Contracting Agency pursuant to ORS 279A.180.  (reserved).

(7) Contracting Agencies otherwise subject to the Code and these Model RulesThe City may enter into contracts for Goods or Services with non-profit agencies providing employment opportunities for disabled individuals pursuant to ORS 279.835 through 279.855 without following the source selection procedures set forth in either ORS 279A.200 through ORS 279A.225, or ORS 279B.050 through ORS 279B.085, . However, Contracting Agencies must enter into such contracts but in accordance with administrative rules promulgated by the Oregon Department of Administrative Services.

 

101-0131  Class Special Procurement Exemptions

The following classes of contracts are exempt from the competitive bidding procurement requirements of these Rules to the extent provided:

(1)            GOODS AND SERVICES

(a)  Small Procurements (Less than $5,000).  See Rule 102-065.

(b)  Intermediate Procurements (Greater than $5,000 and Less Than $150,000).  See Rule 102-070.

(c)  Equipment Repair and Overhaul.  The Awarding Authority may enter into Contracts for equipment repair or overhaul if service and/or parts required are unknown and the cost cannot be determined without extensive preliminary dismantling or testing.  PCO’s selection of the Contractor shall be based upon the Contractor’s knowledge and experience of working with the specific equipment, including type or brand, reliability, warranties, basic hourly rates for service, estimated parts cost (to the extent it is know what parts will need to be replaced), anticipated service time and availability, ability to provide replacement vehicle during service period, and such other factors as the PCO needs convenient to expedite the repair or overhaul.  If the contract exceeds $75,000, the PCO shall document in the PCO’s procurement file the reasons why competitive bids were deemed to be impractical.  (Note: if service and/or parts required are for sophisticated equipment for which specially trained personnel are required and such personnel are available from only one source, see Section 102-0275 (Single-source Procurements)).

(d)  Cooperative Agreements.  Cooperative Agreements entered into pursuant to ORS 279A.200 et seq. and Sections 101-400 et seq. of this Rule.

(e).  Donated Goods and Services.  The PCO may enter into a Contract with a person to perform services, or provide goods, or a combination of good and services, regardless of dollar amount, if:

(i)            The person has agreed to donate all or a significant portion of the goods, or has agreed to donate all or a significant portion of the services; and

(ii)            The person enters into a Contract with the City whereby the person agrees to comply with the public contract requirements applicable to the particular project and any requirements that the PCO deems necessary or beneficial to protect the City.

(f).  Concession and Franchise Contracts.  The Awarding Authority may enter into concession or franchise contracts without competitive procurement pursuant to these Rules regardless of dollar amount.  For the purposes of this subsection a "concession contract" or "franchise" means that the City authorizes the use of its property or facilities for a private commercial purpose in return for a fee or a percentage of revenue from the operation.

(g).  Advertising.  Contracts for the placing of notice or advertisements in any medium.

(g).  Animals.  Contracts for the purchase of animals.

(h).  Copyrighted Materials; Library Materials.  Contracts for the acquisition of materials entitled to copyright, including but not limited to works of art and design, literature and music, or materials even if not entitled to copyright, purchased for use as library lending materials.

(i).  Government Regulated Items / Utilities.  Contracts for the purchase of items or utilities for which prices or selection of suppliers are regulated by governmental authority.

(j).  Insurance.  Insurance and service contracts as provided in ORS 414.115, 144.125, 414.135, and 414.145.

(k).  Non-Owned Property.  Contracts or arrangements for the sale or other disposal of abandoned property or other personal property not owned by the City.

(l).  Sponsorship Agreements.  Sponsorship agreements, under which the City receives a gift or donation in exchange for recognition of the donor, which may also include additional benefits to the donor related to the event as a part of the sponsorship.

(m).  Temporary Use of City-Owned Property.  The PCO may negotiate and enter into a license, permit or other contract for the temporary use of city-owned property without using a competitive selection process if:

            (i).            The contract results from an unsolicited proposal to the City based on the unique attributes of the property or the unique needs of the proposer;

            (ii).            The proposed use of the property is consistent with the City’s use of the property and the public interest; and

            (iii).             The City reserves the right to terminate the contract without penalty, in the event that the PCO determines that the contract is no longer consistent with the City’s present or planned use of the property or the public interest.

(n).  Federal Purchasing Programs. (ORS 279A.180).  Goods and services may be purchased without competitive bidding procedures under the local government purchasing program administered by the United States General Services Administration (GSA) as provided in this subsection:

            (i).            The procurement must be made in accordance with procedures established by GSA for procurements by local governments, and under purchase orders or contracts submitted to and approved by the PCO. 

            (ii).            The price of goods or services must be established under price agreements between the federally approved vendor and GSA.

            (iii).            The price of goods or services must be less than the price at which such goods or services are available under state or local cooperative purchasing programs that are available to the City.

            (iv).            If a single purchase of goods or services exceeds $150,000, the PCO must obtain informal written quotes or proposals from at least two additional vendors (if reasonably available) and find, in writing, that the goods or services offered by GSA represent the best value for the City.  This subsection does not apply to the purchase of equipment manufactured or sold solely for military or law enforcement purposes.

(o).  Personal Use Items.  An item (or indivisible set) of specialized and personal use, other than police officer’s handguns, with current value of less than $100 may be sold to the employee or retired or terminated employee for whose use it was purchased.  These items may be sold for fair market value without bid and by a process deemed most efficient by the PCO.

 

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(2)             PUBLIC IMPROVEMENT

(a)  Donated Public Improvement.  The PCO may authorize a person to construct a public improvement without competitive bidding or other competitive process and regardless of dollar amount, if:

(i)            The person has agreed to donate all or a significant portion of the materials or services necessary to construct the public improvement or perform the service; and

(ii)            The person enters into a Contract with the City whereby the person agrees to comply with the public contract requirements applicable to the particular project and any requirements that the PCO deems necessary or beneficial to protect the City.

 

(3)             GOODS AND SERVICES and/or PUBLIC IMPROVEMENT

(a).             Additional Capacity or Shared Purchase Contracts[1].  The Awarding Authority may enter into a Contract with an Owner or Developer to construct or improve a public improvement or public work, or acquire and/or install goods without competitive bidding in the following circumstances: 

    (i). An Owner or Developer:

    1. Elects to construct or improve a public improvement or public work, or acquire and/or install goods to improve or enhance private property,

    2. Has been required to construct or improve a public improvement, or public work, or acquire and/or install goods as a condition of development, or

    3. Is otherwise modifying or effecting a public improvement, public work, or goods as a result of development; and

(ii). The PCO makes written findings that it would be likely to result in a cost savings to the City and is in the best interests of the City to enter into an agreement with the Owner or Developer to add to, extend, expand or increase the capacity of the improvement beyond what is otherwise required to serve the purposes of the Owner or Developer, or to contribute a portion of the cost of construction, improvement, or acquisition and/or installation, and the findings are retained in the PCO’s project file; and

(iii). The agreement between the City and the Owner or Developer shall require the Owner’s or Developer’s contract with the contractor or vendor for the construction, improvement, or acquisition and/or installation to comply with any applicable mandatory public contract provisions, including payment of prevailing wage.

 

101-0140  Awarding Authority for Contracts, Amendments and Intergovernmental Agreements

The Lake Oswego City Council, as the governing body of the City and LORA, hereby delegates authority to the PCO to Award Contracts and Amendments to Contracts, and to enter into Intergovernmental Agreements and Amendments to Intergovernmental Agreement as follows, and the PCO is hereby designated as the Awarding Authority and Change Order Authority, for the following classes of Contracts:

 

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Contract Awardable By PCO

Special Limitations

Maximum Amount / Scope

Goods or services (excepting personal service contracts), Public Improvements, and Public Works

Generally

$100,000

Donated Public Improvement

None

Personal services -

Generally

$100,000

Contract expense fully offset by fees, charges, donations, or funds raised for services or programs offered through City

$100,000

Concession and Franchise

Annual Gross Sales expected to exceed $ 100,000.

Donated Goods and Services

None

Contract Amendments Awardable by PCO

 

 

Contracts for goods or services (excepting personal service contracts), Public Improvements, and Public Works:

Amendment of Contract Amount

$100,000

Amendment to alter scope of work or time for performance

None

Personal Service

Amendment of Contract Amount

$100,000

Intergovernmental Agreements Authorized to be Executed by PCO

 

 

Purchase of Goods and Services (materials, supplies, equipment, vehicles, services), Public Improvements, and Public Works

Generally

$100,000

Donated Public Improvement

None

Personal services -

Generally

$50100,000

Contract expense fully offset by fees, charges, donations, or funds raised for services or programs offered through City

$100,000

Donated Goods and Services

None

Allocation of existing equipment and personnel, such as mutual aid agreements or involvement in dedicated task forces.

 

Agreement does not significantly affect the City’s ability to provide services within its own boundaries.

None

 

(3) Contracts, Amendments to Contracts, and Intergovernmental Agreements exceeding the above amounts shall be awarded or rejected by the City Council, following an evaluation and recommendation by the PCO, and the City Council is hereby designated as the Awarding Authority and Change Order Authority for such classes of contracts.

 

 

101-0200 (Reserved)Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.050, ORS 279A.055, 279A.065 & 279A.180

 

MINORITIES, WOMEN AND EMERGING SMALL BUSINESSES

 

137-046-0200

Affirmative Action; Limited Competition Permitted

(1) Pursuant to ORS 279A.100, a Contracting Agency may limit competition on Public Contracts for Goods and Services, or on other Public Contracts with an estimated cost of $50,000 or less to carry out affirmative action policies, in accordance with policies and procedures established by the Public Contracting Agency.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.100

 

137-046-0210

Subcontracting to and Contracting with Emerging Small Businesses; DBE Disqualification

(1) As set forth in ORS 279A.105, a Contracting Agency may require a contractor to subcontract some part of a Contract to, or to obtain materials to be used in performing the Contract from:

(a) A business enterprise that is certified under ORS 200.055 as an emerging small business; or

(b) A business enterprise that is:

(A) Certified under ORS 200.055 as an emerging small business; and

(B) Is located in or draws its workforce from economically distressed areas, as designated by the Oregon Economic and Community Development Department.

(2) A subcontractor certified under ORS 200.055 as an emerging small business is located in or draws its workforce from economically distressed areas if:

(a) Its principal place of business is located in an area designated as economically distressed by the Oregon Economic and Community Development Department pursuant to administrative rules adopted by the Oregon Economic and Community Development Department; or

(b) The contractor certifies in writing to the Contracting Agency that a substantial number of the subcontractor’s employees or subcontractors that will manufacture the goods or complete the services under the contract reside in an area designated as economically distressed by the Oregon Economic and Community Development Department pursuant to administrative rules adopted by the Oregon Economic and Community Development Department. For the purposes of making the foregoing determination, the Contracting Agency shall determine in each particular instance what proportion of a contractor’s subcontractor’s employees or subcontractors constitute a substantial number.

(3) Contracting Agencies shall include in each Solicitation Document a requirement that Offerors certify in their Offers in a form prescribed by the Contracting Agency, that the Offeror has not and will not discriminate against a subcontractor in the awarding of a subcontract because the subcontractor is a minority, women or emerging small business enterprise certified under ORS 200.055.

(4) DBE Disqualification.

(a) A Contracting Agency may disqualify a Person from consideration of Award of the Contracting Agency's Contracts under ORS 200.065(5), or suspend a Person’s right to bid on or participate in any public contract pursuant to ORS 200.075(1) after providing the Person with notice and a reasonable opportunity to be heard in accordance with sections (d) and (e) of this section.

(b) As provided in ORS 200.065 and 200.075 a Contracting Agency may disqualify or suspend a Person's right to submit an Offer or to participate in a Contract (e.g. act as a subcontractor) as follows:

(A) For a DBE Disqualification under ORS 200.065, the Contracting Agency may disqualify a Person upon finding that the Person engaged in any of the activities made unlawful by ORS 200.065(1) or (2), or if the Person has been disqualified by another Contracting Agency pursuant to ORS 200.065.

(B) For a DBE Disqualification under ORS 200.075, the Contracting Agency may suspend a Person upon finding that the Person engaged in any of the acts prohibited by ORS 200.075(a) through (c). 

(c) A Contracting Agency may disqualify or suspend a Person’s right to submit Offers or participate in Public Contracts only for the length of time permitted by ORS 200.065 or ORS 200.075, as applicable.

(d) The Contracting Agency shall notify the Person in Writing of a proposed DBE Disqualification pursuant to this section, served personally or by registered or certified mail, return receipt requested. This notice shall:

(A) State that the Contracting Agency intends to disqualify or suspend the Person;

(B) Set forth the reasons for the DBE Disqualification;

(C) Include a statement of the Person's right to a hearing if requested in Writing within the time stated in the notice and that if the Contracting Agency does not receive the Person's Written request for a hearing within the time stated, the Person shall have waived its right to a hearing;

(D) Include a statement of the authority and jurisdiction under which the hearing will be held;

(E) Include a reference to the particular sections of the statutes and rules involved;

(F) State the proposed DBE Disqualification period; and

(G) State that the Person may be represented by legal counsel.

(e) Hearing. The Contracting Agency shall schedule a hearing upon the Contracting Agency’s receipt of the Person's timely request. The Contracting Agency shall notify the Person of the time and place of the hearing and provide information on the procedures, right of representation and other rights related to the conduct of the hearing prior to hearing.

(f) Notice of DBE Disqualification. The Contracting Agency will notify the Person in Writing of its DBE Disqualification, served personally or by registered or certified mail, return receipt requested. The notice shall contain:

(A) The effective date and period of DBE Disqualification;

(B) The grounds for DBE Disqualification; and

(C) A statement of the Person's appeal rights and applicable appeal deadlines.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 200.065, ORS 200.075, ORS 279A.065, ORS 279A.105 &ORS 279A.110

 

CONTRACT PREFERENCES

 

137-046101-0300 

Preference for Oregon Goods and Services; Nonresident Bidders

(1) Award When Offers Identical. When a Contracting Agencythe PCO receives Offers identical in price, fitness, availability and quality, and the Awarding Authority chooses to award a Contract, the Contracting Agency shall award of the Contract shall be based on the following order of precedence:

(a) The Agency shall award the Contract shall be awarded to the Offeror among those submitting identical offers that is offering Goods or Services or Personal Services that have been manufactured or produced in Oregon.

 

(b) If two or more Offerors submit identical Offers, and both offer Goods or Services or Personal Services manufactured or produced in Oregon, the Contracting Agency shall award the Contract shall be awarded by drawing lots among the identical Offers offering Goods or Services or Personal Services that have been manufactured or produced in Oregon.  The Offerors that submitted the identical Offers subject to the drawing of lots shall be given notice and an opportunity to be present when the lots are drawn.

 

(c) If the Contracting AgencyPCO receives identical Offers, and none of the identical Offers offer Goods or Services or Personal Services manufactured or produced in Oregon, then the Award of Contracting Agency shall award the Contract shall be determined by drawing lots among the identical Offers. The Offerors that submitted the identical Offers subject to the drawing of lots shall be given notice and an opportunity to be present when the lots are drawn.

 

(2) Determining if Offers are Identical. A Contracting Agency shall consider Offers shall be considered identical in price, fitness, availability and quality as follows:

 

(a) Bids received in response to an Invitation to Bid are identical in price, fitness, availability and quality if the Bids are Responsive, and offer the Goods or Services or Personal Services described in the Invitation to Bid at the same price.

 

(b) Proposals received in response to a Request for Proposals are identical in price, fitness, availability and quality if they are Responsive and achieve equal scores when scored in accordance with the evaluation criteria set forth in the Request for Proposals.

 

(c) Proposals received in response to a Special Procurement conducted pursuant to ORS 279B.085 are identical in price, fitness, availability and quality if, after completing the contracting procedure approved by the Contract Review AuthorityBoard, the Contracting AgencyAwarding Authority determines, in writing, that two or more Proposals are equally advantageous to the Contracting AgencyCity.

 

(3) Determining if Goods or Services or Personal Services are Manufactured or Produced in Oregon. For the purposes of complying with section 1 of this Rule, Contracting Agenciesthe PCO may request, either in a Solicitation Document, following Closing, or at any other time determined appropriate by the Contracting AgencyPCO, any information the Contracting AgencyPCO determines is appropriate and necessary to allow the Contracting AgencyAwarding Authority to determine if the Goods or Services or Personal Services are manufactured or produced in Oregon.  A Contracting AgencyThe Awarding Authority may use any reasonable criteria to determine if Goods or Services or Personal Services are manufactured or produced in Oregon, provided that the criteria reasonably relate to that determination, and provided that the Contracting AgencyAwarding Authority applies those criteria equally to each Bidder or Proposer.

(4) Procedure for Drawing Lots. In any instance when this Section calls for the drawing of lots, the Contracting AgencyPCO shall draw lots by a procedure that affords each Offeror subject to the drawing a substantially equal probability of being selected, and that does not allow the person making the selection the opportunity to manipulate the drawing of lots to increase the probability of selecting one Offeror over another.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 &ORS 279A.120

 

137-046101-0310 

Reciprocal Preferences

(1) When evaluating Bids pursuant to Sections OAR 137-047102-0255, OAR 137-047102-0257 or OAR 137-049103-0390, the Contracting AgenciesPCO shall add a percentage increase to the Bid of a Nonresident Bidder equal to the percentage, if any, of the preference that would be given to that Bidder in the state in which the Bidder resides. AThe Contracting AgencyPCO may rely on the list prepared and maintained by the Oregon Department of Administrative Services pursuant to ORS 279A.120(4) to determine both (i) whether the Nonresident Bidder’s state gives preference to in-state bidders, and (ii) the amount of such preference.

(a)  Example 1: If the PCO requests a price offer, multiply the price offered by the nonresident bidder by the percentage preference the bidder receives in its home state and add that sum to the price offered by the nonresident bidder.  Resident (Oregon) bidder's price is $103. Nonresident bidder's price is $100. Percentage preference is five (5) percent.  Multiply. 05 x $100 = $5. Add $5 to $100 = $105, which becomes the nonresident bidder's evaluated bid price. Award is made to the low bid ($103) of the resident bidder.

(b)  Example 2: If the PCO requests a percentage off list price offer from bidders with the award to be made to the bidder offering the greatest percentage discount, reduce the amount of the nonresident bidder's percentage offer.   The resident (Oregon) bidder offers nine percent (9%) discount (.90 multiplier). The nonresident bidder offers ten percent (10%) discount (.90 multiplier). The percentage preference is five percent (5%). Adjust the nonresident bidder's offer as follows: Multiply 1.05 X .90 (nonresident's multiplier after subtracting discount) = .945 (nonresident's adjusted multiplier, after applying the reciprocal preference). The nonresident bidder's bid is now 0.055 or 5.5% discount from price list. Award is made to the low bid, in this case the greatest percentage discount, 9% discount offered by the resident Oregon bidder. 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.120

 

137-046101-0320

 Preference for Recycled Materials

(1) Notwithstanding provisions of law requiring a the Contracting Agency City to award a Contract to the lowest responsible bidder or best proposer or provider of a quotation, and in accordance with subsection (2) of this section, athe Contracting AgencyAwarding Authority  charged with the procurement of goods for any public use shall give preference to the procurement of goods manufactured from recycled materials.

(2) In comparing goods from two or more Bidders or Proposers, if at least one Bidder or Proposer offers goods manufactured from recycled materials, and at least one Bidder or Proposer does not, a Contracting Agencythe Awarding Authority shall select the Bidder or Proposer offering goods manufactured from recycled materials if each of the following four conditions exists:

(a) The recycled product is available;

(b) The recycled product meets applicable standards;

(c) The recycled product can be substituted for a comparable non-recycled product; and

(d) The recycled product's costs do not exceed the costs of non-recycled products by more than five percent, or a higher percentage if a written determination is made by the Contracting AgencyPCO and set forth in the Solicitation Document. For purposes of making the foregoing determination, the Contracting AgencyPCO shall consider the costs of the goods following any adjustments the Contracting AgencyPCO makes to the price of the goods for purposes of evaluation pursuant to OAR 137-046Section 101-0310.

(3) For the purposes of this Section, athe Contracting AgencyPCO shall determine if goods are manufactured from recycled materials in accordance with standards established by the Contracting AgencyCity Manager of the City or Executive Director of LORA, as applicable.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.125

 

COOPERATIVE PROCUREMENT

 

137-046101-0400 

Authority for Cooperative Procurements

(1) Agencies City may participate in, sponsor, conduct or administer Cooperative Procurements as follows:

(a) Contracting AgenciesCity may participate in, sponsor, conduct or administer Joint Cooperative Procurements to establish Contracts or Price Agreements for Goods or Services or Personal Services, that use source selection methods substantially equivalent to those set forth in ORS 279B.055, 279B.060, or 279B.085 or to establish Contracts for Public Improvements that use a competitive bidding process substantially equivalent to that set forth in ORS 279C.005 through 279C.870.

 

(b) Contracting AgenciesCity may participate in, sponsor, conduct or administer Permissive Cooperative Procurements to establish contracts or Price Agreements for the acquisition of Goods or Services or Personal Services that use source selection methods substantially equivalent to those set forth in ORS 279B.055 or 279B.060.

 

(c) Contracting AgenciesCity may participate in, sponsor, conduct or administer Interstate Cooperative Procurements to establish contracts or Price Agreements for the acquisition of Goods or Services or Personal Services that use source selection methods substantially equivalent to those set forth in ORS 279B.055 or 279B.060.

(2) A solicitation and award process uses source selection methods substantially equivalent to those identified in ORS 279B.055, ORS 279B.060 or ORS 279B.085 when it has the characteristics set forth in ORS 279A.200(2).  Each Participating Contracting AgencyThe PCO shall determine, in writing, whether the solicitation and award process for an Original Contract arising out of a Cooperative Procurement is substantially equivalent to those identified in ORS 279B.055, ORS 279B.060 or ORS 279B.085 in accordance with ORS 279A.200(2).

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.205

 

137-046101-0410 

Responsibilities of Administering Contracting Agencies and Purchasing Contracting Agencies

(1) If a Contracting Agencythe City is an Administering Contracting AgencyCity of a Cooperative Procurement, the Contracting AgencyCity may establish the conditions under which Persons may participate in the Cooperative Procurements administered by the Administering Contracting AgencyCity. Such conditions may include, without limitation, whether each Person that participates in the Cooperative Procurement must pay administrative fees to the Administering Contracting AgencyCity, whether the participants must enter into a written agreement with the Administering Contracting AgencyCity, or any other matters related to the administration of the Cooperative Procurement and the resulting Original Contract. A Contracting Agency that acts as an Administering Contracting Agency The PCO may, but is not required to, include provisions in the Solicitation Document for a Cooperative Procurement or advertise the Solicitation Document in a manner to assist Purchasing Contracting Agencies’ compliance with the Code or these Model Rules.

(2) If athe Contracting AgencyCity, acting as a Purchasing Contracting AgencyCity, enters into a Contract or Price Agreement based on a Cooperative Procurement, the Contracting AgencyCity shall comply with the Code and these Model Rules, including without limitation those sections of the Code and these Model Rules that govern:

(a) The extent to which the Purchasing Contracting AgencyCity may participate in the Cooperative Procurement,

(b) The advertisement of the solicitation document related to the Cooperative Procurement, and

(c) Public notice of the Purchasing Contracting AgencyCity’s intent to establish Contracts or Price Agreements based on a Cooperative Procurement.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.205

 

137-046101-0420  

Joint Cooperative Procurements

A If Contracting AgencyCity that chooses to participate in, sponsor, conduct or administer a Joint Cooperative Procurement, it may do so only in accordance with ORS 279A.210.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.210

 

137-046101-0430 

Permissive Cooperative Procurements

A Contracting Agency thatIf City chooses to participate in, sponsor, conduct or administer a Permissive Cooperative Procurement, it may do so only in accordance with ORS 279A.215.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.215

 

137-046101-0440 

Advertisements of Intent to Establish Contracts or Price Agreements through a Permissive Cooperative Procurement

(1) A Purchasing Contracting Agency that wishes Tto enter into a Contract or Price Agreement arising out of a Permissive Cooperative Procurement, PCO must publish notice of its intent to do so if the Purchasing Contracting AgencyPCO estimates that it City will spend in excess of $250,000 on Goods and Services or Personal Services acquired under the Contract or Price Agreement.

(2) For purposes of determining whether a Purchasing Contracting AgencyPCO must give the notice required by OAR 137-046-0440subsection (1), a Purchasing Contracting AgencyCity will spend in excess of $250,000 for Goods and Services or Personal Services acquired under a Contract or Price Agreement arising out of a Permissive Cooperative Procurement if:

 

(a) The Purchasing Contracting AgencyCity’s Contract or Price Agreement arising out of the Permissive Cooperative Procurement expressly provides that the Purchasing Contracting AgencyCity will make payments over the term of the Contract or Price Agreement that will, in aggregate, exceed $250,000, whether or not the total amount or value of the payments is expressly stated;

 

(b) The Purchasing Contracting AgencyCity’s Contract or Price Agreement arising out of the Permissive Cooperative Procurement expressly provides for a guaranteed maximum price, or a maximum not to exceed amount in excess of $250,000; or

 

(c) At the time the Purchasing Contracting AgencyAwarding Authority enters intoawards the Contract or Price Agreement, the Purchasing Contracting AgencyAwarding Authority  reasonably contemplates, based on historical or other data available to the Purchasing Contracting AgencyAwarding Authority, that the total payments it will make for Goods or Services or Personal Services under the Contract or Price Agreement will, in aggregate, exceed $250,000 over the anticipated duration of the Contract or Price Agreement.

 

(3) The notice of intent required by SubsOAR 137-046-ection 0440(1) shall contain the information required by ORS 279A.215(2)(b), and Agency PCO shall advertise the notice in the same manner as provided in ORS 279B.055(4)(b) and (c).  Unless the Purchasing Contracting Agency has adopted rules that set forth a different time period, tThe Purchasing Contracting Agency PCO shall give the notice required by this Section no fewer than 7 days before the deadline for submitting comments regarding the Purchasing Contracting Agency’s intent to establish a Contract or Price Agreement through a Permissive Cooperative Procurement.

(4) If City intends to be Aan Administering Contracting AgencyCity and that intends to establish a Contract or Price Agreement arising out of the Permissive Cooperative Procurement it administers, the PCO may satisfy the notice requirements set forth in OAR 137-046-0440Subsections (1) and (3) by including the information required by ORS 279A.215(2)(b) in the Solicitation Document related to the Permissive Cooperative Procurement, and including instructions in the Solicitation Document to potential Offerors describing how they may submit comments in response to the Administering Contracting AgencyCity’s intent to establish a Contract or Price Agreement through the Permissive Cooperative Procurement.  The content and timing of such notice shall comply in all respects with ORS 279A.215(2), ORS 279A.215(3) and these Model Rules.

(5) The Purchasing Contracting AgencyPCO shall respond to any comments on its intent to establish a Contract or Price Agreement through a Permissive Cooperative Procurement as set forth in ORS 279A.215(3)(c).

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.215

 

137-046101-0450 

Interstate Cooperative Procurements

A If Contracting AgencyCity that chooses to participate in, sponsor, conduct or administer an Interstate Cooperative Procurement Procurement, it may do so only in accordance with ORS 279A.220.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.220

 

137-046101-0460 

Advertisements of Interstate Cooperative Procurements

A Purchasing Contracting AgencyCity may only participate in an Interstate Cooperative Procurement as a Purchasing City if at least one of the following occurs:

(1) The Solicitation Document for the Interstate Cooperative Procurement lists the Purchasing Contracting AgencyCity or the Cooperative Procurement Group of which the Purchasing Contracting AgencyCity is a member as a party that may enter into Contracts or Price Agreements under the terms and conditions of the Original Contract, and the Solicitation Document is advertised in Oregon in compliance with ORS 279B.055(4) or ORS 279B.060(4) by either:

(a) The Purchasing Contracting AgencyCity; or

(b) The Cooperative Procurement Group, or a member of the Cooperative Procurement Group, of which the Purchasing Contracting AgencyCity is a member; or

(c) Another Purchasing Contracting AgencyCity that is subject to the Code, so long as such advertisement would, if given by the Purchasing Contracting AgencyCity, comply with ORS 279B.055(4) or ORS 279B.060(4) with respect to the Purchasing Contracting AgencyCity; or

(2) If the Solicitation Document issued by the an Administering Contracting AgencyCity was not advertised in accordance with OAR 137-046Section 101-0460(1), the Purchasing Contracting AgencyPCO shall  gives notice of its intent to enter into a Public Contract or Price Agreement based on the terms of the Interstate Cooperative Procurement.  The notice of intent shall contain the information required by ORS 279A.220 (2)(b)(B), and the Purchasing Contracting AgencyPCO shall advertise the notice in the same manner as provided in ORS 279B.055(4)(b) and (c).  Unless the Purchasing Contracting Agency has adopted rules that set forth a different time period, tThe Purchasing Contracting Agency PCO shall give the notice required by this Section no fewer than 7 days before the deadline for submitting comments regarding the Purchasing Contracting Agency’s intent to establish a contract or price agreement through a Permissive Cooperative Procurement.

(3) The Purchasing Contracting AgencyPCO shall respond to any comments on its intent to establish a contract or price agreement through a Permissive Cooperative Procurement as set forth in ORS 279A.220(3)(c).

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.220

 

137-046-101-0470 

Protests and Disputes

(1) If a bidder or proposer wishes to protest the procurement process, the contents of a solicitation document related to a Cooperative Procurement, or the award or proposed award of an Original Contract, the bidder or proposer shall direct the protest to the Administering Contracting AgencyPCO, if the City is the Administering City, and the bidder or proposer shall make such protest in accordance with ORS 279B.400 through ORS 279B.425. If the Administering Contracting Agency is not subject to the Code, then bidders or proposers shall make such protests in accordance with the processes and procedures established by the Administering Contracting Agencythese Rules.

(2) The failure of a Purchasing Contracting AgencyCity to exercise any rights or remedies it has under a Contract or Price Agreement entered into through a Cooperative Procurement shall not affect the rights or remedies of any other Contracting Agencycity that participates in the Cooperative Procurement, including the City, if it is the Administering Contracting AgencyCity, and shall not prevent any other Purchasing Contracting AgencyCity from exercising any rights or seeking any remedies that may be available to it under its own Contract or Price Agreement arising out of the Cooperative Procurement.

(3) Any other protests related to a Cooperative Procurement, or disputes related to a Contract or Price Agreement arising out of a Cooperative Procurement, shall be made and resolved as set forth in ORS 279A.225.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065 & ORS 279A.225

 

137-046101-0480           

Contract Amendments

A purchasing Contracting AgencyCity may amend a Contract entered into as a Purchasing City pursuant to a Cooperative Procurement as set forth in OAR 137-047Section 102-0800.

 

Stat. Auth.: ORS 279A.065

Stats. Implemented: ORS 279A.065

 

REPEALED RULES

 

137-046-0500

Repealed Rules

As required by Or Laws 2003, chapter 794, section 334, OAR 137-030-0000, 137-030-0005, 137-030-0006, 137-030-0008, 137-030-0010, 137-030-0011, 137-030-0012, 137-030-0013, 137-030-0014, 137-030-0015, 137-030-0020, 137-030-0030, 137-030-0035, 137-030-0040,137-030-0050, 137-030-0055, 137-030-0060, 137-030-0065, 137-030-0070, 137-030-0075, 137-030-0080,137-030-0085, 137-030-0090, 137-030-0095, 137-030-0100, 137-030-0102, 137-030-0104, 137-030-0105,  137-030-0110, 137-030-0115, 137-030-0120, 137-030-0125, 137-030-0130, 137-030-0135, 137-030-0140, 137-030-0145, 137-030-0155, 137-035-0000, 137-035-0010, 137-035-0020, 137-035-0030, 137-035-0040,137-035-0050, 137-035-0060, 137-035-0065, 137-035-0070, 137-035-0080, 137-040-0000, 137-040-0005,137-040-0010, 137-040-0015, 137-040-0017, 137-040-0020, 137-040-0021, 137-040-0025, 137-040-0030,137-040-0031, 137-040-0035, 137-040-0045, 137-040-0500, 137-040-0510, 137-040-0520, 137-040-0530, 137-040-0540, 137-040-0550, 137-040-0560, 137-040-0565, 137-040-0570, 137-040-0590 are repealed effective March 1, 2005. The repealed rules will continue to apply to the solicitation of Public Contracts first advertised, but if not advertised then entered into, before March 1, 2005.

 

 

 



[1]Projects for which SDC credit may be given are not, by the giving of a credit, a project that has received direct or indirect public funding and therefore would not be subject to the Oregon Public Contracting Code.  BOLI holds that waiver of fees does not trigger the requirement for payment of prevailing wages.  (EB 2/05).