報價和投標要求

• 单项采购金额等于或超过 $5,000 美元时，至少需要两个书面报价。
• 如果交易总额等于或超过 $10,000（不考虑单项成本），则在购买前必须进行两次书面报价。如果交易总额等于或超过 $10,000 美元，则必须在购买前输入 Linq。
• 单项采购金额等于或超过 $5,000 美元时，至少需要两份书面报价，并必须输入 Linq 供审批。如有必要，业务服务部门将提供协助。(儿童营养部除外，该部门必须对超过 $10,000 的任何物品进行报价）。
• 超过 $50,000 美元的新单项采购需要三份书面报价和董事会批准。董事会在预算过程中批准的超过 $50,000 美元的项目无需额外批准即可购买。在采购或签订合同之前，必须将报价和批准记录在案。如有必要，业务服务部门将协助获取报价。请购单必须输入 Linq 进行审批。
• 超过 $80,000 美元的采购需要密封投标/征求建议书，必须由商业服务部门处理并经董事会批准。
• 根据州采购守则和规则，不得人为分割采购，以违反采购政策或程序

关于需要签订合同的采购，请参见第 IV 部分。

供應商選擇/獎勵

• 猶他州採購法規要求合格/預選供應商以最低價格出價，除非有理由使用價格更高的供應商。採購法規的例外情況必須獲得業務服務部的批准。
• “Award” means the identification and selection of a vendor who may, upon satisfying the district’s due diligence inquiry, contract with the district as the result of a standard procurement process or permitted exception. Unless otherwise explicitly written in the solicitation documents or exception documentation, an award or notice of an award does not create or constitute a binding contract until the resulting contract has been fully executed by all parties and approving authorities, or the purchase order documentation has been signed and delivered to the awarded vendor.
• 学区可使用州合同选择各级供应商，无需额外投标。无论州合同情况如何，联邦儿童营养标准仍要求额外投标。
• 为普罗沃市教育局采购用品或服务的员工不得要求或接受供应商的任何付款或个人利益。
• 单一来源理由很少获得批准，必须以书面形式申请地区采购批准。必须填写唯一来源理由申请表 6210 F4。
• 普罗沃市教育局儿童营养计划的采购必须符合 "购买美国货 "规定要求。请参见以下内容
• Section 104(d) of the William F. Goodling Child Nutrition Reauthorization Act of 1998 (Public Law 105-336) added a provision, Section 12(n) to the NSLA (42 USC 1760(n)), requiring school food authorities (SFAs) to purchase, to the maximum extent practicable, domestic commodity or product. Section 12(n) of the NSLA defines “domestic commodity or product” as an agricultural commodity that is produced in the U.S. and a food product that is processed in the U.S. substantially using agricultural commodities produced in the U.S.
• “Substantially” means over 51% from American products. Therefore, over 51% of the final processed product (by weight or volume) must consist of agricultural commodities that were grown domestically. Thus, for foods that are unprocessed, agricultural commodities must be domestic, and for foods that are processed, they must be processed domestically using domestic agricultural food components that are comprised of over 51% domestically grown items, by weight or volume.
• The product’s food component is considered the agricultural commodity. “Food component” means one of the food groups which comprises reimbursable meals. The food components are: meats/meat alternates, grains, vegetables, fruits, and fluid milk. Processed products must contain over 51% of the product’s food component, by weight or volume, from U.S. origin. Products from Guam, American Samoa, Virgin Islands, Puerto Rico, and the Northern Mariana Islands are allowed under this provision as territories of the U.S.
• The Buy American provision (7 CFR 210.21(d)) is one of the procurement standards SFAs must comply with when purchasing commercial food products served in the school meals programs.
• For compliance and audition purposes, the SFA will require in writing from the supplier (i.e., manufacturer or distributor) specific information about the percentage of U.S. content in any processed end product in order to document domestic percentage (written certification describing domestic content of the agricultural food component of commodities and products is required), and delivery invoices and receipts identifying the country of origin as being the U.S. or its territories, and in the case of a non-domestic product, a limited exception.
• Limited exceptions are limited exceptions to the provision which allow for the purchase of products not meeting the “domestic” standard (non-domestic) in circumstances when use of domestic products is truly not practicable. Before utilizing an exception, alternatives to purchasing non-domestic food products will be considered. Limited exceptions will be used as a last resort. Exceptions to the provision are:

1. The product is not produced or manufactured in the U.S. in sufficient and reasonably available quantities of a satisfactory quality; or
2. Competitive bids reveal the costs of a U.S. product are significantly higher than the non-domestic product.

• The Buy American provision supports local and small businesses. Using food products from local sources supports local farmers and provides healthy choices for children in the school meal programs while supporting the local economy. Requiring compliance with the Buy American provision also supports SFAs working with local, or small, minority, and women-owned businesses as required by Federal regulations (2 CFR 200.321).
• Affirmative steps must be taken to assure that small and minority businesses, and women-owned businesses are used when possible. Affirmative steps include:

1. 1. Placing qualified small and minority businesses, and women-owned businesses on solicitation lists;
   2. Assuring that small and minority businesses, and women-owned businesses are solicited whenever they are potential sources; and
   3. Using the services and assistance, as appropriate, of such organizations as the Small Business Administration and the Minority Business Development Agency of the Department of Commerce.

利益冲突

Where a possible conflict of interest exists, all vendor selections must be made through Business Services and a Conflict of Interest Form 6210 F5 must be submitted.

預算考量

采购的批准取决于可用预算。超出可用预算的采购将退还申请者。

下訂單

以下项目需要投标书和/或批准书：

• Purchase request (can be submitted at any $ into Alio)
• Purchase Cards (p-cards) See policy/procedure 6215

禁運

• 如果有理由相信某人曾參與任何可能導致被取消資格的活動，採購官員可因故禁止該人考慮授予合同，最長期限為三年，或暫時禁止該人考慮授予合同。暫停期限不得超過三個月，除非已針對可能導致取消資格的違法行為提出起訴。
• 取消資格的原因包括
  • 因取得或企圖取得公共或私人合約或分包合約，或在履行公共或私人合約或分包合約的過程中，觸犯刑事罪行而被定罪
  • 根據州或聯邦法規被判犯有挪用公款、盜竊、偽造、賄賂、偽造或破壞記錄、收受贓物的罪行，或其他任何顯示缺乏商業誠信或商業誠實的罪行，而這些罪行目前會嚴重且直接地影響作為校區承包商的責任。
  • 根據州或聯邦反托拉斯法規被定罪
  • 無充分理由而未依合約條款履約
  • a violation of the Procurement Code or the district’s procurement policies
  • 採購官員認為非常嚴重且強烈，會影響作為地區承包商的責任的任何其他原因，包括被其他政府實體取消資格
• 區域可考慮任何取消資格的原因，作為判定對邀請作出回應的人不負責任的依據，而不受任何取消其資格或暫停其職務的努力或程序所影響，即使區域未選擇尋求取消資格或暫停其職務。
• 從任何在接收投標、建議書或其他提交文件的到期日被暫停、禁止或因其他原因不符合資格的人士處收到的投標、建議書或其他提交文件，將被本區拒絕。
• A person with an outstanding tax lien in the state may not submit a quote, bid, or offer to the district, nor may such a person contract to provide a procurement item to the district. However, if the district Procurement Officer determines that it is in the best interests of the district to do so, the district may grant an exception to this prohibition for a specified and particular quote, bid, offer, or contract. The district may reject a quote, bid, or offer submitted in violation of this prohibition.

偏好設定

• 對於所有採購項目，猶他州區應對提供在猶他州生產、製造、開採、生長或執行的採購項目（「猶他州項目」）的投標人給予對等優惠，而對提供在任何州生產、製造、開採、生長或執行的採購項目（「州外優先項目」）的投標人給予或要求給予該州生產、製造、開採、生長或執行的採購項目優惠。對等優惠的金額應等同於其他州對該特定採購項目所實施的優惠金額。為了獲得本節規定的對等優惠，投標人必須在標書上證明所提供的採購項目是猶他州項目。若未在標書上證明，則放棄互惠優惠。
• If the responsible bidder submitting the lowest responsive bid offers out of state preferred items, and if another responsible bidder has submitted a responsive bid offering Utah items, and with the benefit of the reciprocal preference, the bid of the other bidder is equal to or less than the original lowest bid, the District shall:

1. notify the Utah items bidder that the bidder qualifies as a preferred bidder; and
2. make the purchase from the preferred bidder if the bidder agrees, in writing, to meet the low bid within 72 hours after the notice.

• The district shall include the exact price submitted by the lowest bidder in its notice to the preferred bidder. The district may not enter into a contract with any other bidder for the purchase until 72 hours have elapsed after notice to the preferred bidder. If there is more than one preferred bidder, the district shall award the contract to the willing preferred bidder who was the lowest preferred bidder originally. If there were two or more equally low preferred bidders, the district shall comply with the rules of the Procurement Policy Board to determine which bidder should be awarded the contract.
• 如果應用本節可能會危及聯邦資金的接收，則本節不適用。
• 居民承包商」是指個人、合夥企業、公司或其他商業實體，其主要營業地點位於猶他州，或其僱用的工人為猶他州居民，且在公共合約首次招標當日仍在經營業務。
• 在授予建築合約時，地區應給予居民承包商與來自任何州的非居民承包商互惠的優先權，該州給予或要求給予來自該州的承包商優先權。互惠優惠的金額應等同於非居民承包商所在州的優惠金額。要獲得本節規定的互惠優惠，投標人應在標書上證明其符合居民承包商資格。如果沒有在標書上證明，則放棄互惠優惠。
• 如果提交最低回應性出價的負責承包商是非居民承包商，且其主要營業地點在給予或要求優待來自該州承包商的州，而如果一個負責任的居民承包商也提交了回應性出價，且在互惠優待的利益下，居民承包商的出價等於或少於原始最低出價、該居民承包商的出價等於或低於原來的最低出價，如果該承包商在收到優先居民承包商資格通知後 72 小時內書面同意滿足低價出價，則區應通知該居民承包商該居民承包商符合優先居民承包商資格，並將合同簽發給該居民承包商。校區通知應包括最低投標者提交的確切價格。在向優先居民承包商發出通知後 72 小時內，校區不得與任何其他投標者簽訂建築合約。如果有一個以上的首選居民承包商，校區應將合同授予願意的首選居民承包商，該承包商最初是最低的首選居民承包商。如果有兩個或兩個以上同樣低價的優先居民承包商，校區應遵守採購政策委員會的規則來決定應將合同授予哪個投標者。
• 如果應用本節可能會危及聯邦資金的接收，則本節不適用。
• 如果猶他州產品優惠或猶他州居民承包商優惠與涉及聯邦援助、聯邦合約資金或聯邦財務參與資金支出的採購的聯邦要求相衝突，則均不適用。

• 補充採購程序可用於協助標準採購程序。在學區政策範圍內，當物品或專案的採購金額超過 $80,000 元時，一般會使用 RFP、RFI 或 RFQ。個人服務不受這些規定的限制，但可用於選擇新的供應商。
• 校區人員將向商業服務部提供有關所提交的任何請求的資訊和規格。草擬每項規格時，應以清楚說明校區需求及鼓勵競爭為目標，並應強調滿足校區需求所需的功能或效能標準。
• 有利益衝突的人，或預期會對提案做出回應的人，不得參與撰寫規格書，也不得受雇於任何對本徵求提出回應的組織。
• 猶他州招標網站將用於張貼、收集和審查潛在供應商提交的資訊。公告亦應包含在校區的主網站上。公告應在提交回應截止日期前至少七 (7) 天提供。
• 校區可在公開張貼開始後，向潛在供應商提供個別通知。
• 如果符合校區的最佳利益，校區可取消招標或全部或部分拒絕投標和建議書。取消或拒絕的理由應作為合約檔案的一部分，並應提供給公眾查閱。在取消之後，校區應重新徵求回應或撤回該採購項目的請購單。
• The district may reject a solicitation response if it violates a solicitation requirement, is submitted after the deadline, or it does not meet response criteria. The district may reject solicitation responses if the submitting vendor is not responsible, is in violation of the procurement code or regulations, has engaged in unethical conduct, is subject to an outstanding tax lien, or a change in the vendor’s circumstances would have caused the district to reject the response. Vendors failing to sign applicable purchasing documents can also be rejected after 90 days. If vendor is rejected, the district will provide a written statement of reasons to the vendor.
• 在開啟回覆之後，但在授標之前，當區域以書面方式判定存在下列情況之一時，可以取消招標：
  • • 任何人未符合招標文件中的工作範圍或其他要求，且所有招標回覆均被確定為不符合要求或不負責任。
    • 發生違反守則、規則或政策的情況
    • 在招標中引用了不完整、錯誤或含糊不清的規格或要求
    • 已經或必須修改招標中的規格
    • 所徵求的採購項目已不再需要
    • 該邀請未規定考慮地區成本的所有因素，例如運輸成本、保固、服務和維護
    • 所收到的招標回覆顯示，該地區的需求可由不同於招標中的較便宜採購項目滿足。
    • All otherwise acceptable solicitation responses received are at unreasonable prices, or only one solicitation response is received and the procurement official cannot determine the reasonableness of the bid price or cost proposal
    • 州法（猶他州採購法第 63G 篇第 6a 章）或行政規則中規定的其他原因
    • 採購官員認為構成合理理由的其他情況
    • Cancellation cannot be used to steer a contract to a favored vendor or make a vendor who was previously disqualified or rejected in a solicitation eligible for a contract award for the same procurement item.
• 校區可允許更正具回應性的邀請書中的非重要錯誤，包括簽名缺失、附錄確認、專業執照副本缺失、排版錯誤、邀請書不準確造成的錯誤，以及其他非重要錯誤。校區應要求以書面形式作出更正，並規定作出更正的截止期限。
• The district may make a written request to a vendor to clarify information in a responsive solicitation or to provide additional information that the district determines is needed to determine viability of response. The district shall establish and enforce a deadline for submitting the information.
• Best and final offers are only allowable in the RFP process.
• 資訊索取可尋求廣泛的資訊，包括可用性、時間表、標準與實踐、規格、訓練、新技術、供應商的能力以及替代解決方案。RFI 並非採購程序，不得用於議價、簽訂合約或決定採購的允許性。
• 根據猶他州政府記錄存取與管理法案 (Utah Government Records Access and Management Act) 的規定，隨「索取資料通知」提交的資訊被視為「受保護」資訊。潛在回應者必須提供書面的商業機密聲明及支持該聲明的簡明理由聲明。

所有采购/付款均需两名学区员工批准。所有供应商请购单必须输入 Linq。

• 單一項目低於 $5,000，且交易總額不超過 $9,999
  • No bids required. (Child Nutrition must obtain two quotes for anything above $3,500).
• 單一項目購買金額等於或高於 $5,000 或總交易金額等於或高於 $10,000
  • Two written quotes are required.
  • Requisitions must be entered into Linq for approval.
  • Purchases from vendors who do not accept purchase orders must be made by Business Services after quotes are obtained. (With the exception of the Child Nutrition Department which must obtain quotes on anything above $3,500).
• $50,000+
  • 新的单项采购或项目
  • 必须提交教育委员会批准，除非在预算过程中已获得批准。
  • 相关校长、主任、区委委员或总监或其缺席时的代理签字。
  • 业务管理员事先签字。
  • 总监事先签字。
  • 单项采购或超过 $50,000 美元的项目需要至少三份书面报价，并必须在董事会批准后输入 Linq。必要时，业务服务部门将协助招标。
  • 单项采购或超过 $80,000 美元的项目需要密封投标/征求建议书，必须由企业服务 处处理。
• 建築物增建、改良及修改
  • 事先获得基建设施委员会的批准
  • 总费用超过 $50,000 美元的所有项目均需事先获得董事会批准。
  • 不得人为地划分项目以违反采购政策或程序。
• See Construction Procurement Policy 6212 Approval Thresholds
  • 超过 $20,000 美元的请购单需经主管和业务主管批准。
  • 超过 $50,000 美元的单项物品请购单需经董事会批准。

A.选择供应商（见第一部分）

• 如果供应商不在 Linq 中，则必须向学区商业服务部门提交 W-9 表格，以便输入 Linq。

B. Placing an Order

• Requisition must be entered into Linq.
• Required bids must be kept with purchase documentation and scanned into Archive when purchase order is created.
• 学校/部门工作人员将向供应商提交订购单。

C.接收采购订单

接收器将

1. 收到包裹和箱子时要打开。
2. 检查所装物品的数量是否正确、有无损坏以及装运物品是否正确。
3. 将短缺、超额、不正确或损坏的物品通知供应商。
4. 在 Linq 中接收采购订单。
5. 在发票上加盖 "应付账款印章 "或写上所需信息（采购订单、收货日期、供应商编号）。
6. Scan the invoice and drop in Linq Archive in the Unfiled folder.
7. 除非通过学校支票账户付款，否则应付账款部将处理发票付款。

V.合約

• If the purpose of the purchase requires a contract, lease agreement, or other legally binding agreement to be entered into, a copy of the contract MUST be signed by the Business Administrator, including addendums.
• ALL software contracts MUST have a Non-Disclosure Agreement signed by the vendor attached as part of the contract, see 6210 F10.

参见政策 6220 个人服务/顾问合同。

VI.變更訂單

Any change to purchase orders or contracts that increases the cost must be approved and processed by Business Services prior to any change in the contract, delivery or acceptance of additional goods, or commencement of additional work.

VII.地區付款方式

A.应付账款

• School or District Accounts Payable is the preferred payment method for any purchase with an invoice.
• Accounts Payable pays all district purchase order items and invoiced amounts.
• All invoices received related to a District Purchase Order:
  1. 在 Linq 中验证和接收项目。
  2. 在发票上加盖 "应付账款印章 "或写上所需信息。
  3. 扫描发票和任何投标文件，并将其附在 Linq Archive 的未归档文件夹中。
  4. 应付账款部门将处理发票付款。
• 每周三进行检查。周五前收到的发票将在下周处理。
• Employee Reimbursement:
  • All employee reimbursements should have documented preapproval for the reimbursement.
  • Requisitions must be entered into Linq for appropriate approval and payment with the regular check run.
  • Payment will be deposited in the employee’s primary account used for payroll.

B. Purchase Cards (US Bank p-cards)

See 6211 P1 for detailed procedures.

C. Change Boxes

• 地区变更箱
  • 校区出纳处备有零钱箱，用于支付图书展启动资金和学校的其他需要。小学必须从商业服务处获得启动资金。
  • 零钱盒应存放在安全的地方。
  • Employee reimbursements must be done through Accounts Payable.
• 中学零钱箱
  • 零用金可由中学总办公室保管，以备不时之需，但必须遵守以下规定：
    1. 所有零用金资金和金额都必须经业务服务部门批准。
    2. 零钱箱中的零钱不得超过当前活动所需的金额。
    3. 不得用于收取所提供服务的款项或进行采购。
    4. 应在定额备用金基础上进行核算，并每月进行对账。
    5. 应存放在安全/上锁的地方。
    6. 检查零钱箱的员工应核实期初现金数额，并在归还时提供对账单。超过期初总额的金额必须存入适当的账户，并将原始总额放回保险柜。

• 从学校筹款活动、学生费用等处收到的所有资金均应存入经授权的学校支票账户。
• 学校只有权设立一个学校支票账户，业务主管必须是该账户的签字人。
• 可发行从学校支票账户提取的学校借记卡。学校借记卡遵循校区采购程序和政策。
• 学校不得设立其他支票账户、收费账户或财务账户。
• 学校支票账户只能用于支付由学校账户预算支付的学校采购费用。必须遵守校区付款和供应商选择程序。
• 购买前必须获得预先批准。
• 请购单可输入 Linq 进行审批和付款。

• Employee Compensation
  • 所有以现金支付的员工报酬都必须通过工资系统进行处理。因额外工作或表彰而赠送的礼品卡，无论金额多少，都将在赠送后的当月通过工资系统纳税。
  • Employee Reimbursements (not including travel) With the additional purchase cards provided, employee reimbursements should not be necessary. In the event that a purchase card did not work or other situations arise, employee reimbursements should be small and infrequent in nature (around $50). Anyexceptions must be approved by Business Services.
  •  购买物品并申请报销的员工必须在购买前事先获得其主管的书面授权。报销申请必须附有授权证明。
  • 必須在購買後 30 天內完成報銷。不符合健康政策（請參閱政策 3401）的物品將不予報銷。
  • 在教师用品费全部用完之前，教师不得要求报销。在报销之前，应向秘书提交已用教师用品费的收据。