Purchasing Advisory CouncilJanuary 20, 2017
Local Policy Development
(CH, CHE, CI, CV, etc.)
©2017 Region One Education Service Center
What are the Board’s responsibilities?
Hire the Superintendent Canvass elections
Evaluate the Superintendent Establish the tax rate
Adopt the District vision statement Adopt the budget
Collaborate with the Superintendent Adopt Policy
©2017 Region One Education Service Center
What is a policy?A clear statement by the board requiring and/or authorizing action, used to guide and determine present and future decisions.
(LOCAL)• To respond to a legal requirement• To reduce potential legal risk• To declare a choice among legal options• To clarify administrative authority
Policies
Individual Policy
What are the Superintendent’s duties?
Manage district operations Collaborate with the Board
Organize the central administration Prepare a budget
Make employment recommendations
Recommend Policy Develop regulations
What is a regulation?• A procedure or plan, based on district policy, but left to administrative
discretion in design and implementation; the action steps to implement policy.
What is the purpose of administrative regulations?
How is the manual kept up-to-date?• There are two kinds of policy updates.
TASB initiated – Numbered updates
Local Manual Updates
Explanatory NotesTASB Localized Policy Manual Update #
CH (LOCAL) PURCHASING AND ACQUISITION• References to board‐adopted rules for electronic bids and proposals have also been added at COMPETITIVE BIDDING so it is clear that any board rules on electronic submissions will apply to electronic bids or proposals.
CH (LOCAL)
Two kinds of policy updates
Proposed Revisions
Important things to remember• Read (LEGAL) and (LOCAL) policies together• Focus on governance issues.• The Superintendent or designee develops administrative regulations to implement policy.
Delegation of authority
Purchasing Authority and Method
Disclosure of interested parties
Method of purchasing
Electronic bids or proposals
Resolution Establishing Criteria for Accepting Electronic Bids
• CH (EXHIBIT)
Best Practices
Policy Code CV
Delegation of Authority
Project Delivery/Contract Award Method
CHE – Vendor Relations
Policy Code CI
Authority to Dispose of Property
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