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Agenda 02/12/2013 Item #10G 2/12/2013 10.G. EXECUTIVE SUMMARY Recommendation that the Board of County Commissioners ("Board") direct the County Attorney and the Clerk of Courts to jointly develop a county Purchasing Ordinance, to review the proposed Purchasing Ordinance with county staff, and to bring the final draft of the Purchasing Ordinance to the Board in the first meeting in March, 2013 for approval to advertise, and for final Board adoption at the second meeting in March, 2013. Ensuring that all county expenditures approved by the Board "shall" rather than "may" satisfy what is required by both legal and governmental accounting standards is an obligation, not an option of the Board. OBJECTIVE: That the Board of County Commissioners ("Board") direct the County Attorney and the Clerk of Courts to jointly develop a county Purchasing Ordinance, to review the proposed Purchasing Ordinance with county staff, and to bring the final draft of the Purchasing Ordinance to the Board in the first meeting in March, 2013 for approval to advertise, and for final Board adoption at the second meeting in March, 2013. Ensuring that all county expenditures approved by the Board "shall" rather than "may" satisfy what is required by both legal and governmental accounting standards is an obligation, not an option of the Board. CONSIDERATIONS: To avoid legal challenges with respect to county procurement practices, and to further ensure that the expenditures made by the Board are legally valid so as to allow the Clerk to make payment, it is necessary that the purchasing policies of the Board be formalized into an ordinance. Over the years, challenges have been raised ranging from bid protests based on local preference guidelines, noncompliance with RFP guidelines and conflicts in the selection processes, to claims that the Board improperly delegated discretionary spending authority, and that county expenditures approved by the Board were otherwise not legally valid. As such, it is recommended that the County Attorney and the Clerk of Courts work together to develop a county Purchasing Ordinance to satisfy both legal and governmental accounting standards to consider at a minimum that: the expenditures of public funds are made using fair bidding practices; elimination of conflicts of interest; avoiding the improper delegation of authority from the Board to staff and from within staff's own ranks; and providing for such other direction to avoid illegal expenditures from being Board approved. The County Attorney and the Clerk shall solicit input from staff to ensure that the provisions of the proposed ordinance can by practically implemented. It is of the utmost importance in the public's best interest that the current purchasing policies be amended as recommended and codified into law, rather than remain limited policy direction. Ensuring that all county expenditures approved by the Board "shall" rather than "may" satisfy what is required by both legal and governmental accounting standards is an obligation, not an option of the Board. FISCAL IMPACT: None LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney, is legally sufficient, and requires majority support for approval. Although this Office will endeavor in working with the Clerk and Staff to have a proposed Purchasing Ordinance to the Board at its first meeting in March, I believe that it is far more likely that this will take additional time. -JAK Packet Page -110- 2/12/2013 10.G. RECOMMENDATION: That the Board of County Commissioners ("Board") direct the County Attorney and the Clerk of Courts to jointly develop a county Purchasing Ordinance, to review the proposed Purchasing Ordinance with county staff, and to bring the final draft of the Purchasing Ordinance to the Board in the first meeting in March, 2013 for approval to advertise, and for final Board adoption at the second meeting in March, 2013. Ensuring that all county expenditures approved by the Board "shall" rather than "may" satisfy what is required by both legal and governmental accounting standards is an obligation, not an option of the Board. PREPARED BY: Commissioner Georgia Hiller, Chair Packet Page -111- 2/12/2013 10.G. COLLIER COUNTY Board of County Commissioners Item Number: 10.10.G. Item Summary: Recommendation that the Board of County Commissioners ("Board") direct the County Attorney and the Clerk of Courts to jointly develop a county Purchasing Ordinance,to review the proposed Purchasing Ordinance with county staff, and to bring the final draft of the Purchasing Ordinance to the Board in the first meeting in March, 2013 for approval to advertise, and for final Board adoption at the second meeting in March, 2013. Ensuring that all county expenditures approved by the Board "shall" rather than "may" satisfy what is required by both legal and governmental accounting standards is an obligation, not an option of the Board. (Commissioner Hiller) Meeting Date: 2/12/2013 Prepared By Name: BrockMaryJo Title:Executive Secretary to County Manager, CMO 2/6/2013 8:29:09 AM Submitted by Title:Executive Secretary to County Manager, CMO Name: BrockMaryJo 2/6/2013 8:29:10 AM Approved By Name: OchsLeo Title: County Manager Date: 2/6/2013 12:20:15 PM Packet Page-112-