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2.4. ERMUSR 07/09/2019 Elk River Municipal Utilities UTILITIES COMMISSION MEETING TO: FROM: ERMU Commission Michelle Canterbury—Executive Administrative Assistant MEETING DATE: AGENDA ITEM NUMBER: July 9, 2019 2.4 SUBJECT: Procurement Policy ACTION REQUESTED: Approve the revised Procurement Policy. BACKGROUND: On December 12, 2017, the Commission adopted a Governance Policy on Procurement.The policy, which sets forth its expectations for the General Manager concerning procurement of supplies and services for ERMU, requires that management policies, procedures, and practices for procurement are consistent with the most current version of or successor to Minnesota Statute 471.345 Uniform Municipal Contracting Law. DISCUSSION: Since the adoption of the policy, the State Statute has increased the$100,000 threshold, which is outlined in the governance procurement policy, from $100,000 to $175,000. At the May 12, 2019 Commission meeting, the Commission discussed updating the governance policy to reflect the change, and expressed an interest in doing so. For ease of not having to make any future changes to the dollar thresholds, staff initially planned to revise the policy in such a way that the dollar amounts would not be included in the policy. But after further consideration, staff determined that for the sake of transparency and clarity, the dollar amounts should be included. Also, as any future changes to the State Statue thresholds would have a reporting requirement to the Commission, it makes sense to bring the policy back and make the updates at that time. The redlined copy of the policy is attached for review. FINANCIAL IMPACT: None ATTACHMENTS: • Revised - ERMU Policy—G.4i4—Procurement Policy Page 1 of 1 42 Elk River Municipal Utilities COMMISSION POLICY Section: Category: Governance Delegation to Management Policies Policy Reference: Policy Title: G.4i4 Procurement PURPOSE: With this policy,the Commission sets forth its expectations for the General Manager concerning procurement of supplies and services for ERMU. POLICY: The General Manager shall establish management policies,procedures, and practices for procurement that are consistent with the requirements of the most current version of or successor to Minnesota Statute 471.345 Uniform Municipal Contracting Law, and which implement and comply with the following: 1. Contracts for procurement which are estimated to exceed$17540,000 in value shall be presented to the Commission for specific approval. 12. Contracts for procurement with a value of less than$17500,000 do not require specific Commission approval,but the General Manager shall report on the procurement to the Commission at the next regular Commission meeting if the contract amount exceeds$25,000 and the item has not been previously approved by the Commission as part of the Business Plan/Budget. 3. Contracts for procurement with a value of less than$25,000 may be entered into by the General Manager or his/her designee without approval or reporting to the Commission,but shall be reflected in ERMU's financial records. In addition,the General Manager shall: 1. Designate specific delegated procurement authorities for selected ERMU managers and employees,by position title,based on type of procurement,dollar value, or other appropriate criteria. Page 1 of 2 43 ERMU CommissionManagement Policy—G.4i.4 Procurement Policy 2. Keep complete and accurate records of all procurement contracts demonstrating compliance with applicable legal and regulatory requirements,this Commission policy, and established management policies,procedures and practices. 3. Inform the Commission, as soon as practical after discovery, of any material violations of this policy,Minnesota law, or the conditions of a Commission contract approval. POLICY HISTORY: Adopted December 12, 2017 Revised July 9, 2019 Page 2 of 2 44