Issue Date: 5/8/14 Updated: 12/13/18 CBE
A small purchase procurement may be made according to the requirements of this policy for purchases that fall within the thresholds set forth in this policy. The District may use the small purchase procurement process for a purchase in excess of the thresholds only if the Board or its designee gives written authorization to do so and that written authorization sets forth the reasons for exceeding the threshold. The District may not use the small purchase process for ongoing, continuous, and regularly scheduled procurements that exceed the annual cumulative threshold. Rather, ongoing, continuous, and regularly scheduled procurements in excess of the annual cumulative threshold shall be made through a contract awarded through another standard procurement process or an applicable exception to another standard procurement process set forth in Section 2.0430. (However, this limitation does not apply to regularly scheduled payments for a procurement item obtained under another procurement policy.) Utah Code § 63G-6a-506 (3), (6), (7) (2017) Thresholds The individual procurement threshold for goods and general services is $1,000, for professional services is $80,000, for design professional services is $80,000, and for construction projects is $80,000, as set forth in Policy CCA. The single procurement aggregate threshold is $5,000 for goods and general services and $80,000 for professional services and for construction projects. The annual cumulative threshold is $50,000 for goods and general services and $80,000 for professional services and construction projects. Therefore, the small purchase procurement process set forth in this Policy may be used in obtaining goods or general services if the amount of an individual procurement item is $1,000 or less, or if multiple items obtained from the same source at the same time is estimated to be less than $5,000 for goods and general services. The small purchase procurement process may be used for purchases up to $80,000 of professional services or construction. However, if the contemplated purchase would cause any of these thresholds to be exceeded, the small purchase procurement method may not be used. Utah Code § 63G-6a-506(1), (2) (201) Utah Admin. Rules R33-5-104 (June 21, 2017)
1.1016.03 GENERAL SMALL PURCHASE PROCESS Issue Date: 5/8/14 Updated: 12/13/18 CBE The Quote Process
The quote process is an informal purchasing process which solicits pricing from several sources. A “quotation” is a statement of price, terms of sale, and description of services offered by a vendor to the District. An electronic quotation is a quotation provided by a vendor through electronic means such as the internet, online sources, email, an interactive web-based market center, or other technology. A quotation is not binding and does not obligate the District to purchase (or the vendor to sell) the item. To use the quote process, the District must obtain quotations which are for the same procurement item (including the same terms of sale, description, and quantity of goods or services). The District must disclose to the vendor that the quotation is for a government entity and inquire whether the vendor is willing to provide a discount to a government entity. The District must also
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