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S. B. No. 268 As IntroducedAs Introduced
127th General Assembly | Regular Session | 2007-2008 |
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Cosponsors:
Senators Niehaus, Gardner, Schuler, Schuring
A BILL
To amend section 307.86 and to enact section 307.862
of the Revised Code to allow a county contracting
authority to use competitive sealed proposals
instead of competitive sealed bidding when doing
so would be advantageous to the county.
BE IT ENACTED BY THE GENERAL ASSEMBLY OF THE STATE OF OHIO:
Section 1. That section 307.86 be amended and section 307.862
of the Revised Code be enacted to read as follows:
Sec. 307.86. Anything to be purchased, leased, leased with
an option or agreement to purchase, or constructed, including,
but
not limited to, any product, structure, construction,
reconstruction, improvement, maintenance, repair, or service,
except the services of an accountant, architect, attorney at law,
physician, professional engineer, construction project manager,
consultant, surveyor, or appraiser, by or on behalf of the county
or contracting authority, as defined in section 307.92 of the
Revised Code, at a cost in excess of twenty-five thousand dollars,
except
as otherwise provided in division (D) of section 713.23 and
in
sections 125.04, 125.60 to 125.6012, 307.022, 307.041, 307.861,
339.05, 340.03,
340.033,
4115.31 to 4115.35, 5119.16, 5513.01,
5543.19, 5713.01,
and
6137.05 of the Revised Code, shall be
obtained through
competitive bidding. However, competitive bidding
is not
required
when any of the following applies:
(A) The board of county commissioners, by a unanimous vote
of
its members, makes a determination that a real and present
emergency exists, and that determination and the
reasons for it
are entered in the minutes of the proceedings of the board, when
either of
the following applies:
(1) The estimated cost is less than fifty thousand
dollars.
(2) There is actual physical disaster to structures, radio
communications
equipment, or computers.
For purposes of this division, "unanimous vote" means all
three members of
a board of county commissioners when all three
members are present, or two
members of the board if only two
members, constituting a quorum, are present.
Whenever a contract of purchase, lease, or construction is
exempted from competitive bidding under division (A)(1) of this
section because the estimated cost is less than fifty thousand
dollars, but the estimated cost is twenty-five thousand dollars or
more,
the county or contracting authority shall solicit informal
estimates from no fewer than three persons who could perform the
contract, before awarding the contract. With regard to each such
contract, the county or contracting authority shall maintain a
record of such estimates, including the name of each person from
whom an estimate is solicited. The county or contracting
authority
shall maintain the record for the longer
of at least one
year
after
the contract is awarded or the amount of time the
federal
government
requires.
(B)(1) The purchase consists of supplies or a replacement or
supplemental part or parts for a product or equipment owned or
leased by the county, and the only source of supply for the
supplies, part, or parts is limited to a single supplier.
(2) The purchase consists of services related to information
technology, such as programming services, that are proprietary or
limited to a single source.
(C) The purchase is from the federal government, the state,
another county or contracting authority of another county, or a
board of
education, township, or municipal corporation.
(D) The purchase is made by a county department of job and
family services under section 329.04 of the Revised Code and
consists of family services duties or workforce development
activities
or is made by a county board of mental retardation and
developmental disabilities under section 5126.05 of the Revised
Code and consists of program services, such as direct and
ancillary client services,
child care, case management
services,
residential services,
and family resource services.
(E) The purchase consists of
criminal justice services,
social services programs, family services,
or workforce
development activities by
the board of county commissioners from
nonprofit corporations or
associations under programs
funded
by
the
federal government
or by state grants.
(F) The purchase consists of any form of an insurance
policy
or contract authorized to be issued under Title XXXIX of
the
Revised Code or any form of health care plan
authorized to be
issued under Chapter 1751. of the Revised Code, or any
combination
of such policies,
contracts, or plans that the contracting
authority is authorized
to purchase, and the contracting authority
does all of the
following:
(1) Determines that compliance with the requirements of
this
section would increase, rather than decrease, the cost of
the
purchase;
(2) Employs a competent consultant to assist the
contracting
authority in procuring appropriate coverages at the
best and
lowest prices;
(3) Requests issuers of
the policies, contracts, or
plans
to
submit proposals to the contracting authority, in a form
prescribed by the contracting authority, setting forth the
coverage and cost of
the policies, contracts, or plans as the
contracting authority desires to purchase;
(4) Negotiates with
the issuers for the purpose of
purchasing
the policies, contracts, or plans at the best and
lowest price
reasonably possible.
(G) The purchase consists of computer hardware, software,
or
consulting services that are necessary to implement a
computerized
case management automation project administered by
the Ohio
prosecuting attorneys association and funded by a grant
from the
federal government.
(H) Child care services are purchased for provision to
county
employees.
(I)(1) Property, including land, buildings, and other real
property, is leased for offices, storage, parking, or other
purposes, and all of the following apply:
(a) The contracting authority is authorized by the Revised
Code to lease the
property.
(b) The contracting authority develops requests for
proposals
for leasing the property, specifying the criteria that
will be
considered prior to leasing the property, including the
desired
size and geographic location of the property.
(c) The contracting authority receives responses from
prospective lessors with property meeting the criteria specified
in the requests for proposals by giving notice in a manner
substantially similar to the procedures established for giving
notice under section 307.87 of the Revised Code.
(d) The contracting authority negotiates with the
prospective
lessors to obtain a lease at the best and lowest
price
reasonably
possible considering the fair market value of
the
property and any
relocation and operational costs that may be
incurred
during the
period the lease is in effect.
(2) The contracting authority may use the services of a
real
estate appraiser to obtain advice, consultations, or other
recommendations regarding the lease of property under this
division.
(J) The purchase is made pursuant to section 5139.34 or
sections
5139.41 to 5139.46 of the Revised Code and is of programs
or services that
provide case
management, treatment, or prevention
services to any felony or misdemeanant
delinquent, unruly youth,
or status offender under the supervision of the
juvenile court,
including, but not limited to, community
residential care, day
treatment, services to children in their home, or
electronic
monitoring.
(K) The purchase is made by a public children services
agency
pursuant to
section 307.92 or 5153.16 of the Revised Code
and
consists of
family services,
programs, or ancillary services
that
provide case management, prevention, or
treatment services
for
children at risk of being or alleged to be abused,
neglected,
or
dependent children.
(L) The purchase is to obtain the services of emergency
medical service organizations under a contract made by the board
of county commissioners pursuant to section 307.05 of the Revised
Code with a joint emergency medical services district.
(M) The county contracting authority determines that the use
of competitive sealed proposals would be advantageous to the
county and the contracting authority complies with section 307.862
of the Revised Code.
Any issuer of policies, contracts, or plans listed in
division (F) of this section and any prospective lessor under
division (I) of
this section may have the issuer's or prospective
lessor's
name and address, or the name and address
of an agent,
placed on a special
notification list to be kept by the
contracting authority, by
sending the contracting authority
that
name and address. The
contracting authority shall send
notice to
all persons listed on
the special notification list.
Notices shall
state the deadline
and place for submitting
proposals. The
contracting authority
shall mail the notices at
least six weeks
prior to the deadline
set by the contracting
authority for
submitting proposals.
Every five years the
contracting authority
may review this list
and remove any person
from the list after
mailing the person
notification of
that
action.
Any contracting authority that negotiates a contract under
division (F) of this section shall request proposals and
renegotiate with issuers in accordance with that division at
least
every three years from the date of the signing of such a
contract.
Any consultant employed pursuant to division (F) of this
section and any real estate appraiser employed pursuant to
division (I) of
this section shall disclose any fees or
compensation received from any
source in connection with that
employment.
Sec. 307.862. (A) When a county contracting authority uses
competitive sealed proposals pursuant to section 307.86 of the
Revised Code, the county contracting authority shall do all of the
following:
(1) Develop factors and criteria to evaluate each proposal,
specify the relative importance of each factor or criterion in
writing, and describe the evaluation procedures the contracting
authority shall follow when awarding a contract to an offeror.
(2) Solicit competitive sealed proposals through a request
for proposals;
(3) Include, at a minimum, all of the information described
in division (B) of this section in the request for proposals;
(4) Give notice
of the request for proposals in the same
manner that notice must be given for competitive bidding pursuant
to section 307.87 of the Revised Code;
(5) Open proposals that the contracting authority receives in
a manner that prevents the disclosure of contents of competing
offers to competing offerors;
(6) Rank each proposal using the factors and criteria the
contracting authority develops pursuant to division (A)(1) of this
section;
(7) If necessary, conduct discussions with offerors for the
purpose of ensuring full understanding of, and responsiveness to,
the requirements specified in the request for proposals, and
accord fair and equal treatment with respect to any opportunity
for discussion with offerors to provide any clarification,
correction, or revision of proposals;
(8) If the contracting authority determines that discussions
described in division (A)(7) of this section are necessary, avoid
disclosing any information derived from proposals submitted by
competing offerors during those discussions;
(9) Negotiate with the offeror who submits the proposal that
the contracting authority determines is the most advantageous to
the county based on the rankings performed by the contracting
authority pursuant to division (A)(6) of this section and
including any adjustment to those rankings based on discussions
conducted pursuant to division (A)(7) of this section;
(10) Conduct negotiations with only one offeror at a time;
(11) Except as provided in division (F) of this section,
award a contract in accordance with division (E) of this section.
(B)
A contracting authority shall include, at a minimum, all
of the following information in the contracting authority's
request for proposals:
(1) The name and address of the department, office,
institution, board, or commission that is requesting to purchase
supplies, services, or both;
(2) Instructions for offerors to follow when submitting
proposals;
(3) Instructions governing communications between an offeror
and the contracting authority, including, but not limited to, the
name, title, and telephone number of the person to whom questions
concerning the request for proposals should be directed;
(4) A description of the scope of work that the contracting
authority requests an offeror to perform or supplies the
contracting authority plans to purchase;
(5) To the extent possible, a description of the performance
criteria the contracting authority shall require an offeror to
satisfy, including but not limited to, the quantity of the
supplies, services, or both, to be purchased; the requirements the
contracting authority shall follow for inspection and acceptance
of the supplies, services, or both; and the delivery schedule for
each such supply or service;
(6) The factors and criteria the contracting authority shall
consider in evaluating proposals received;
(7) Any terms and conditions that the contracting authority
is required by law to include in the contract the contracting
authority awards, including any requirement for a bond and the
amount required for that bond;
(8) The date and time by which, and the place to which an
offeror must deliver the offeror's proposal to the contracting
authority in order to be considered for the contract;
(9) A list of any documents that the contracting authority
incorporates by reference in the request for proposals, provided
that the contracting authority specifies in the request for
proposals that the documents are readily available to all offerors
and the location where an offeror may obtain those documents;
(10) A statement that includes all of the following
information:
(a) That the contracting authority reserves the right to
reject any proposal in which the offeror takes exception to the
terms and conditions of the request for proposals; fails to meet
the terms and conditions of the request for proposals, including
but not limited to, the standards, specifications, and
requirements specified in the request for proposals; or submits
prices that the contracting authority considers to be excessive,
compared to existing market conditions, or determines exceed the
available funds of the contracting authority;
(b) That the contracting authority reserves the right to
reject, in whole or in part, any proposal that the county
contracting authority has determined, using the factors and
criteria the contracting authority develops pursuant to division
(A)(1) of this section, would not be in the best interest of the
county;
(c) That the contracting authority may conduct discussions
with offerors who submit proposals for the purpose of
clarifications or corrections regarding a proposal to ensure full
understanding of, and responsiveness to, the requirements
specified in the request for proposals.
(11) Information concerning any potential partial or multiple
party awards that the contracting authority may include in the
contract, and a description of the supplies, services, or both
that may be subject to a partial award or multiple awards;
(12) Any additional information the contracting authority
considers necessary for its purposes in determining to whom to
award the contract.
(C) In order to ensure fair and impartial evaluation,
proposals and any documents or other records related to a
subsequent negotiation for a final contract are not available for
public inspection and copying
under section 149.43 of the Revised
Code until after the award of
the contract, except that any
information included in a proposal or such negotiation
that is
considered confidential by, proprietary to, or a trade
secret of
an offeror shall remain confidential indefinitely.
(D) An offeror may withdraw the offeror's proposal at any
time prior to the award of a contract. A contracting authority may
terminate negotiations with an offeror at any time during the
negotiation process if the offeror fails to provide the necessary
information for negotiations in a timely manner or fails to
negotiate in good faith. If the contracting authority terminates
negotiations with an offeror, the contracting authority shall
negotiate with the offeror whose proposal is ranked the next most
advantageous to the county according to the factors and criteria
developed pursuant to division (A)(1) of this section.
(E) A county contracting authority may award a contract
to
the offeror whose proposal is determined to be the most
advantageous to the county, taking into consideration the
evaluation factors and criteria developed pursuant to division
(A)(1) of this section and set forth in the request for proposals.
A contracting authority may award a contract in whole or in part
to one or more offerors. The contracting authority shall include a
written statement in the contract file stating the basis on which
the award is made.
The contracting authority shall send a written notice to the
offeror to whom it wishes to award the contract and shall make
that notice available to the public. Within a reasonable time
period after the award is made, the contracting authority shall
notify all other offerors that the contract has been awarded to
another offeror.
(F) A contracting authority may cancel or reissue a request
for proposals if any of the following apply:
(1) The supplies or services offered through all of the
proposals submitted to the contracting authority are not in
compliance with the requirements, specifications, and terms and
conditions set forth in the request for proposals;
(2) The prices submitted by the offerors are excessive
compared to existing market conditions or exceed the available
funds of the contracting authority;
(3) The contracting authority determines that award of a
contract would not be in the best interest of the county.
(G) A county contracting authority shall not use competitive
sealed proposals for contracts for construction, demolition,
alteration, repair, or reconstruction of a building, highway,
drainage system, water system, road, street, alley, sewer, ditch,
sewage disposal plant, waterworks, and all other structures or
works of any nature by a county contracting authority.
Section 2. That existing section 307.86 of the Revised Code
is hereby repealed.
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