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HomeMy WebLinkAboutReso 92-342 - Adopting the August 1992 purchasing manual for the COR purchasing Department I � • RESOLUTION NO. i A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF REDDING ADOPTING THE AUGUST 1992 PURCHASING MANUAL FOR THE CITY OF REDDING PURCHASING DEPARTMENT. IT IS HEREBY RESOLVED that the City Council of the City of Redding, pursuant to Redding Municipal Code Section 4. 20. 040 A. , hereby adopts the attached CITY OF REDDING PURCHASING DEPARTMENT PURCHASING MANUAL, AUGUST 1992 REVISION, as the current Purchasing Manual for the City of Redding. I HEREBY CERTIFY that the foregoing Resolution was introduced and read at a regular meeting of the City Council of the City of Redding on the 4th day of August 1992, and was adopted at said meeting by the following vote: AYES: COUNCIL MEMBERS: Anderson, Arness, Dahl, Kehoe & Moss NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None ABSTAIN: COUNCIL MEMBERS: None CHARLIE MOSS, Ma or City of Redding 1 AT ST: CONNIE STROHMAYER, C y Clerk 'FORK-APPROVED: AL DALL A. HAYS, ity Attorney �)j CITY OF REDDING PURCHASING DEPARTMENT j PURCHASING MANUAL i CONTENTS PAGE GENERAL PURCHASING INFORMATION. . . . . . . . . . . . . . . . . . . . . . . . . 1 . 1 i SELECTION OF TECHNICAL CONSULTANTS . . . . . . . . . . . . . . . . . . . . . 2 . 1 REQUISITIONS - ITEMS LISTING. . . . . . . . . . . . . . . . . . . . . . . . . . . 3 . 1 REQUISITIONS (Paper Transmission) . . . . . . . . . . . . . . . . . . . . . . 4 . 1 REQUISITION FOR MATERIALS AND SUPPLIES (Sample Form) . . .5 . 1 INSURANCE - GENERAL REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . 6 . 1 CONTRACT ADMINISTRATION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 . 1 Under $25 , 000 (7 . 1) Over $25 ,000 (7 . 2) QUOTATION REQUEST. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 1 QUOTATION REQUEST (Sample Form) . . . . . . . . . . . . . . . . . . . . . . . . 9 . 1 PURCHASE ORDERS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . 1 PURCHASE ORDER (Sample Form) . . . . . . . . . . . . . . . . . . . . . . . . . . 11 . 1 INVOICES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 1 BLANKET PURCHASE ORDERS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 . 1 BLANKET VENDORS LISTING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 . 1 I ! SURPLUS AND OBSOLETE MATERIAL. . . . . . . . . . . . . . . . . . . . . . . . . 15. 1 r NOTICE OF FIXED ASSET ACTIVITY (Sample Form) . . . . . . . . . . 16 . 1 ABBREVIATION OF STATES. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 . 1 FREIGHT (GUIDELINES FOR RECEIVING) . . . . . . . . . . . . . . . . . . . . 18 . 1 REQUISITION DATA ENTRY/CHANGE/ADD/APPROVE PROGRAM. . . . . 19 . 1 DELIVERY CODES AND ADDRESSES . . . . . . . . . . . . . . . . . . . . . 19 . 7 REQUEST FOR DEMAND - ITEMS LISTING. . . . . . . . . . . . . . . . . . . . 20 . 1 INDEX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 . 1 REVISED 08/92 CPURMANI GENERAL PURCHASING INFORMATION In general terms , the following classes of purchases are made for the City: i 1 . Regular Purchase Orders: Issued for all purchases of equipment, repairs, supplies and services in or out of town upon receipt of requisition from requesting departments . This is the proper procedure. Consulting - see "Selection of Technical Consultants - 2 . 1 2 . Confirming Purchase Orders: If a purchase is made, or an order is placed, prior to the issuance of a purchase order, it should be only in the event of an emergency and the requisition covering the confirming order will show an explanation of the emergency. Any department head or V division superintendent who orders materials or services on a confirming purchase order basis without prior approval of the Purchasing Department may be responsible i for the payment of the material themselves , unless they can establish to the satisfaction of the Purchasing Officer that this was of an emergency nature, or, a reason acceptable to the Purchasing Officer. This type of purchasing must be kept to a bare minimum. 3 . Blanket Purchase Orders: A. Blanket purchase orders are issued to concerns in the immediate vicinity from whom we make incidental purchases with a considerable frequency. The dollar limit of an individual purchase is $750 . 00 with few exceptions. (These exceptions are known to the departments or divisions directly concerned. ) Blanket purchase orders are designed for convenience purposes and are not to be used without care and caution. They should be used for small, repetitious orders approved by the department or division head. Blanket purchases in excess of $350 . 00 should be based on a minimum of three quotes. B. Blanket purchases in excess of $750 .00 are not allowed. Invoices originating under the blanket purchase order procedure will not be accepted in the Purchasing Department unless countersigned by the superintendent or department head responsible for the purchase. The following procedure also will be followed: Each department or division will accumulate their invoices on a daily basis, enter the appropriate job order number for charge and submit them to the Purchasing Department on the day following the purchases. �i 1 . 1 A list of concerns having blanket orders is available in this manual. (See page 14 . 1) 4 . Cash: These are for purchases made locally for items with a value of $25 .00 or less , for non-stocked items , from concerns with whom we do not have a blanket order. Department or division heads should approve all purchases whether by requisition, blanket order, warehouse withdrawal or cash purchase. It is equally important that the correct account number, or job order number, be given on all requisitions , invoices , etc. This is particularly important not only to save time for Purchasing, but it properly distributes your budget allocations to correct accounts and jobs. Purchases between $350 . 00 and $750 . 00 shall have three verbal quotes and shall be listed on the requisition form when presented to Purchasing for a purchase order. Purchases between $750 .00 and $25 , 000 .00 shall have a quotation request form sent to a minimum of three vendors. The Purchasing Department prepares all written quotation requests upon receipt of a requisition from the requesting department. If other than the low bidder is selected, an explanation and/or justification must accompany the requisition and be approved by the department head and the Purchasing Officer before purchase. Competitive quotes are strongly recommended and encouraged on all blanket purchases . If item/items to be purchased are single vendor items , include a note on the requisition "Single Vendor" and provide a written single source justification, outlining in some detail why only one product will meet the required specifications . Purchases between $5 ,000 .00 and $25 ,000 .00 shall be: 1) approved by the City Manager or in his absence the Assistant City Manager and/or where consistent with budget limitations the Finance Director; and 2) reported to the City Council on a transaction listing as soon as practicable. 1 .2 - s � Transaction listing shall note the following: 1 . Purchase Order Number 2 . Vendor Name i 3 . Amount 4 . Division Number i Purchases in excess of $25 , 000 . 00 must go out to formal bid unless it is a single vendor item. Purchases in excess of $25 , 000 . 00 that bypass the formal bidding process must be approved by the City Council by resolution. LIABILITY AND WORKERS COMPENSATION INSURANCE--Requesting departments are responsible for securing all required certificates of insurance prior to the purchase order being issued. Insurance certificates shall be maintained by the Risk Management Department. The Risk Management Department will assist the Purchasing Department and the requesting department in determining the adequate dollar level of coverage. A minimum of ten days should be allowed for obtaining certificates of insurance from contractors. (See Insurance Requirements - Page 6 . 1) Plan ahead for your needs - bear in mind that it takes varying lead times to receive merchandise after the issuance of a requisition. If the purchase is an authorized one of over $25 ,000 , for instance, this requires a formal bid. From the time of advertising, bid opening and Council award, 45 days or more could elapse. The importance of proper planning is obvious in order to insure some degree of service to you. EMERGENCY PURCHASES IN EXCESS OF $5 ,000 . 00 MUST BE APPROVED BY THE CITY MANAGER, OR, IN HIS ABSENCE, THE ASSISTANT CITY MANAGER. EMERGENCY PURCHASES IN EXCESS OF $25 ,000 . 00 MUST BE APPROVED BY THE CITY MANAGER, OR, IN HIS ABSENCE, THE ASSISTANT CITY MANAGER AND SHALL BE REPORTED TO COUNCIL ON A TRANSACTION LISTING. IF YOU NEED HELP OR INFORMATION - CALL PURCHASING - Ext. 4135 or Ext. 4137 1 .3 CITY OF REDDING "SELECTION OF TECHNICAL CONSULTANTS" PURPOSE The purpose of this policy is to establish general guidelines for the selection of technical consultants and, by so doing, obtain the services of highly qualified and competent firms and/or individuals to do work at a competitive cost. It is not the intention of the city to make a selection solely on the basis of cost for the technical services offered; rather the goal is to select a consultant who will produce an acceptable, completed program or a project as outlined below. Except as otherwise provided, the City of Redding will solicit competitive proposals by releasing, when practicable , Requests ;i for Proposal (RFP' s) to perform work for which the City does not have staff available or lacks the technical expertise 7 required to perform a project/program. Consultants will be individually selected for specific projects with due regard for the cost or fees for the service to. be performed, and with particular regard for the consultant' s experience; special knowledge of the subject matter; ability to perform the services within the time allowed; record of success on similar work; and ability to perform effectively in the necessary discussion, presentation, coordination, and cooperation realms of the project. Deviation from an RFP selection process (i.e. Negotiated Contracts) shall only be employed in unusual circumstances as requested by the department head and determined by the City Manager and/or City Council as appropriate. APPLICATION The policy shall apply to the selection of technical consulting firms for services in connection with public improvement projects and/or governmental operations for the City of Redding. For purposes of this policy, consulting services include, but are not limited to, professional services which may be contracted for by the City in the following fields: Planning (City and regional, airports, electric, potable water, and waste water utilities , solid waste disposal etc. ) 2 . 1 Building and Landscape Architecture Engineering - (All disciplines) Financial Rates & Fees f ' Recreation i Risk Management Medical Property Appraisal Human Resources (Key employee recruitment, training, etc. ) Contract Management (Construction management, inspection, etc. ) i Administrative Services The term "consultant" may include individuals , partnerships, a corporation, joint ventures, or any other combination of firms or persons deemed by the City to be qualified to perform the required services. CRITERIA FOR SELECTION The following general selection factors shall be considered, to the extent that each may apply, in selecting a consultant for a particular study or project: 1 . Educational and experience background of the consultant' s key staff that will be assigned to each of the primary elements of the project work as well as the individual within the consultant' s organization who will be in overall charge of the work. 2 . Necessary license or other professional credential (s) of the consultant to perform the particular study, project, ,I or work. 3 . Demonstrated recent record of success of the consultant on work previously performed for the City or others of a similar nature and magnitude. Key areas to consider are the consultant' s ability to deliver the required work or services in acceptable form and detail, on schedule and within budget. 2 . 2 I 4 . The consultant' s documented record in delivering completed design, estimating, construction management services, etc. , of proven reliability as evidenced by the completion costs of previous projects of similar scope and magnitude. ! 5 . The adequacy of the consultant' s staff to perform the work within the time allowance. 6 . The method (s) proposed by the consultant for the work required; the primary elements of the work shall be identified. 7 . The ability of the consultant to make effective written reports and public presentations of the work or design as may be required. 8 . The ability of the consultant to work effectively with City staff, other public agencies, and related parties as may be required during the course of the design, study, 'I or other technical services . 9 . New or innovative ideas that are presented by the consultant in the proposal which demonstrate clear or advanced understanding of the work, its problems and possible solutions. 10 . Consultant has adequate knowledge of local conditions. 11 . The consultant' s past record of continued interest in the success, efficiency, and workability of the program or services previously delivered. 12 . The ability of the consultant to furnish effective construction supervision services, where such services are an inherent part of a "package" of services for which the consultant is employed. 13. The ability of the consultant to provide errors and omission insurance and other insurance as may be required by the City Attorney and/or the Risk Manager. II Each of the above listed general selection criteria factors may typically be employed in the evaluation of any proposal. To this list may be added any specific or unusual evaluation criteria necessary because of any special work, process or service required. Each selection criteria factor may be weighted according to its overall, perceived importance against the project whole. ,I 1 2 . 3 While price may not be the singular guiding issue in selecting a consultant, the consultant' s proposal shall include the "fixed" or "not to exceed" cost (whichever is required by the (RFP) . The proposal should also include any required supporting data in the form of cost/ manhour of each employee I classification to be used, anticipated total project manhours for each classification, overhead costs , expenses , etc. (Note: If a "not to exceed" cost is required by the RFP, the j final cost of the service (s) shall be the consultant' s actual cost incurred or the agreed upon "not to exceed cost" whichever is less . ) The consultant' s proposal will be reviewed for any deviations and exceptions taken, work not included, or any other inconsistency between the City' s RFP which details the "work required" and the consultant' s proposal which details the "work offered" . The consultant shall explain the reasons for the deviations and exceptions in the proposal . Deviations and exceptions which demonstrate clear benefit or advantage to the City may receive special consideration. SELECTION PROCESS - GENERAL GUIDELINES Firms that have been determined, by the requesting department director as most familiar with the project or program, to be actively in the business of providing the required service will be invited to submit proposals . Whenever possible, the minimum number of firms requested to submit a proposal in response to an RFP shall be three (3) for services estimated to cost from $5 ,000 to $200 , 000 and five (5) for services estimated to cost more than $200 , 000 . When appropriate, qualified local firms (within Shasta County) will be sent RFPs. For unusual or extraordinary consulting services, Request for Qualifications (RFQ' s) will be sent to selected firms. The RFQ' s will be reviewed and evaluated to narrow and finalize the field of qualified firms to be sent RFP' s. Recognizing that the development and presentation of a professional proposal is often expensive, it is the City' s position to request a proposal from a firm only when the firm will be seriously considered for the program, project or work. SELECTION The review procedure for the selection of professional service contracts shall be as follows: 2 .4 SHORT-TERM SUPPLEMENTAL SERVICE CONTRACTS COSTING LESS THAN $25 ,000 : Requests for professional services shall be initiated by the requesting department head. The department head may waive the formal RFP process and interview one or more consultants which the department head believes is/are qualified to perform the work. The department head will then select a consultant and forward a recommendation to the City Manager for issuance of a contract/purchase order. Where consistent with budget limitations , the Finance Director may approve the professional service request and enter into a contract with the consultant on behalf of the City. PROFESSIONAL SERVICE CONTRACT COSTING MORE THAN $25 ,000 : The responses received to an RFP will be evaluated by a review/selection team which shall provide a recommendation of a specific consultant for Council ' s consideration. The review/selection team shall normally consist of five (5) members; requesting department staff members appointed by the requesting department director, one Finance Department staff member, and one Purchasing Department staff member. For projects of particular interest, complexity, or controversy, the City Manager may designate additional staff from other departments or request Council or others to participate as part of the review/selection team. Final recommendation will then be presented to Council for its consideration of contract award. EMERGENCY PROCEDURES: When conditions arise requiring immediate action, the City Manager, with concurrence of the City Council, may retain the services of a consultant on a time and material basis for the duration or portion of the duration of the emergency situation. All of the above is to be in accordance with the Government Code requirements. FINAL SCOPE OF WORK: The final contract scope of work may vary somewhat from that originally contemplated in the RFP, if the review/selection team determines that additions, deletions, or corrections are necessary to properly describe the work. I, 1 i 2 . 5 REQUISITION - ITEMS LISTING The following items are to be entered on a "Requisition for Materials and Supplies" and forwarded to the Purchasing Department for processing: 1) Hard copy/paper requisition 2) Via computer entry Appraisals Attorneys Fees Books Dues Equipment Instructor Fees (Other than Recreation) Labor License Fees Materials Parts Permits (Annual) Product Purchases Services Subscriptions Supplies Transportation Charges (Freight Charges) B i 3 . 1 e e REQUISITIONS (PAPER TRANSMISSION) iThe purchase requisition is the means used to correctly define the requirements of the requesting department and shall be forwarded to the Purchasing Department. Purchase requisitions cannot be processed unless they contain the following information: Number, Deliver Location (see Division um Date, Division Name, , Y delivery code - page 19 . 7) , Quantity, Article Description, Job Order Number, Unit Price , Requested By, and Approved By. 1 . DATE 2 . DIVISION NUMBER Insert the number of the requesting division. 3 . DIVISION NAME i Insert the name of the requesting division. 4 . DELIVERY LOCATION If material is to be delivered to a location other than the 760 Parkview Avenue, Receiving Department, insert the desired deliver to code number (see page 19 . 7) . 5 . REQUESTOR NAME Signature of the individual requisitioning the material/service. 6 . DIVISION APPROVAL SIGNATURE Signature of the department/division head or other approved/authorized person. 7 . VENDOR NAME I' 8 . VENDOR ADDRESS 9 . ITEM NO. j 10 . DATE REQUIRED Date product is needed, if date not given, Purchasing will assume you are not in a hurry. i 11 . QUANTITY Insert the number required. 4 .1 � s 12 . DESCRIPTION Adequate description of the item requisitioned by catalog number or specifications is necessary for obtaining the best quality, service and price. In a case where specifications or catalog numbers are not available , consult the Purchasing Department for suggestions . Insert manufacturer name if a specialized item is required. i� 13 . CITY PART NUMBER (i.e. warehouse/inventory number) . 14 . UNIT PRICE Insert unit price or estimated purchase price. If you do not have this information, a quotation request will need to be issued to obtain the current price. In this event, allow extra time before actual purchase order is written. 15 . UNIT N It is helpful if the unit price per quantity is shown, such as: each, dozen, c (hundred) , m (thousand) , etc. 16 . TOTAL PRICE Insert subtotal, sales tax (if applicable) , and total. 17 . JOB ORDER NUMBER The requesting department is responsible for inserting the correct job order number against which the item is to be charged and that sufficient funds are available to cover the cost. Departments that use another departments job order number must provide a command note with a statement, per sample: Sample Statement: i "This has the approval of Tom Riley, Parks Department. " OVERBUDGET CONDITION--Requisitions found to be overbudget will be returned to the requesting department. Requesting department shall contact the Budget Services Officer for a possible transfer of funds to correct the overbudget condition. No purchase order shall be issued until the overbudget condition is corrected. 4 .2 - s • If it is important to inform a particular individual upon receiving the item requisitioned, insert the individual ' s name. State a definite delivery date if necessary. Do not use such substitutions as: "Rush" , "Immediately" , "As soon as possible" . Constant requests for "Rush" orders is indicative of poor planning on the part of the requesting department. i I 4 . 3 To l c� o o z CD E: CD 3 3 ° 3 CL k N. i� y 3 3 0 o I� o m m f = C Z 3 r c l cn O o '� I' o- 3 I r_: o < I m l cTj CD 10 � j CL I\ a < o ! 4 =CD a I � � aim I IV CL j w C o l(n oc c m _ N C I? O m I { c $ 3 n SL j a i CD o q? CD 3 03 I' a 3 m j N A 0 �I x ID{ m (� CL j l a ( j z C7 m j o z h � Ilk CD J a `G ^. `. Z CD 0 3 w \ co co wa CL � p CD w CL ! m a Tc ° III f z awl L' p c V c cr m 5. 1 • i INSURANCE - GENERAL REQUIREMENTS LIABILITY AND WORKERS COMPENSATION INSURANCE---Requesting departments are responsible for securing all required certificates of insurance prior to the purchase order being issued. Insurance certificates shall be maintained by the Risk Management Department. The Risk Management Department will assist the Purchasing Department and the requesting department in determining the adequate dollar level of coverage. i General requirements are as follows: INSURANCE REQUIREMENTS FOR SERVICE CONTRACTS PAGE 1 A. Evidence of Maintenance Required. The Contractor shall , at all times, maintain in full force and effect the insurance required by this section. Certificates of insurance and necessary endorsements evidencing required coverages or i policies shall be filed with the Risk Management Office at least ten (10) days prior to the beginning of work. The certificate shall provide that at least thirty (30) days prior written notice of any material change in or cancellations of the coverages or policies shall be given to the City of Redding as certificate holder. B. Qualifying Insurers. All required insurance policies shall be issued by companies which hold a current policy holders alphabetic and financial size category rating of not less than A:VII according to the most recent issue of Best' s Insurance Reports. C. Insurance Required. General liability, automobile liability (if applicable) and workers ' compensation insurance shall be maintained as follows: 1 . General Liability Insurance. Either (a) comprehensive general or (b) commercial general liability. a. Comprehensive General Liability Insurance for bodily injury (including death) , personal injury, and property damage which provides limits of at least one million ($1 , 000, 000) dollars combined single limit per occurrence. OR b. Commercial General Liability Insurance for bodily injury (including death) , personal injury, and property damage which provides limits of at least one million ($1 ,000 , 000) dollars general limit per occurrence and two million ($2 , 000 , 000) dollars general aggregate limit. 6 . 1 INSURANCE REQUIREMENTS In either case, the comprehensive general or commercial general liability policies shall include coverage or endorsements for: a. Premises and operations; b. Contractual liability; C. Products/Completed Operations with limits of one million ($1 , 000 , 000) dollars per occurrence/aggregate. d. Independent contractors; and e. Personal injury liability. The personal i injury endorsement shall not contain the so-called "a" (liability assumed under the contract) or "c" (suits brought by employees) exclusions. The comprehensive general or commercial general liability 'I insurance shall also include the following endorsements, copies of which shall be provided: a. Inclusion of the City of Redding, its ' officers , agents , employees and volunteers as additional insureds as respects services or operations under the contract. b. Cross liability and severability of interest clauses providing that the insurance applies separately to each insured except with respect to the limits of liability. C. Stipulation that the insurance is primary insurance and that neither the City nor its insurers will be called upon to contribute to a loss. 2 . Comprehensive Automobile Liability (if applicable) for bodily injury (including death) and property damage which provides total limits of not less than one million ($1 ,000 ,000) dollars combined single limits per occurrence, applicable to all owned, non-owned, and hired vehicles. 3 . Statutory Workers' Compensation and Employer' s Liability Insurance for all employees engaged in services or operations under the contract. The employer' s liability insurance shall provide limits of not less than one million ($1 ,000 ,000) dollars per occurrence. Both the Workers ' Compensation and employer' s liability policies shall contain the Insurer' s waiver of subrogation in favor of the City its officers , agents , employees and volunteers. 6 . 2 INSURANCE REQUIREMENTS D. Claims Made Coverage. If general liability insurance is written on a "claims made" basis , the certificate of insurance must clearly so state , and the following additional information must be provided: 1 . Whether defense coverage is included in the policy limit (yes or no) ; 2 . All aggregate limitations including i) General aggregate, and ii) Products/Completed Operations Aggregate; 3 . The retroactive date. 4 . The length of time for extended reporting period. 5 . Any limitations on invoking the reporting period (other than nonpayment) . d 6 . Whether a "Notice of Circumstances" is allowed (yes or no) . E. Other Insurance Provisions 1 . The requirements of these Standard Specifications as to types and limits of insurance coverage to be maintained by the Contractor, and any approval of insurance by the City, are not intended to, and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Contractor pursuant to the contract, including, but not limited to, the provisions concerning indemnifications, nor preclude the City from taking any other action available to it under any other provisions of the contract or law. 2 . The City acknowledges that some insurance requirements contained in these Standard Specifications may be fulfilled by self-insurance or other combinations of insurance on the part of the Contractor. However, this shall not in any way limit liabilities assumed by Contractor under the contract. Any self-insurance or other combinations of insurance must be approved in writing by the City, at its sole discretion. 3 . If the "acord form" is used as the certificate of insurance, the cancellation clause must be modified as follows: i 6 . 3 INSURANCE REQUIREMENTS "Should any of the above-described policies be cancelled before the expiration date thereof, the issuing company will endeavor--te mail 30 days written notice to the certificate holder named to the left, Htit--fa€lure--te eta€I-sir-rtc+-iee--the II--imV&Se--n -obi ga rr-er I€ability---&€--a3ty---k-iti 1--epen--tYt&- o r ,--€ts agents-e�-�e}��esentat€*aes. " i i ti I INSSC 6 .4 CONTRACT ADMINISTRATION A. Under $25 ,000 Typical written contract under $25 ,000--Does not go to Council . Steps may vary between Departments and with contract complexity. 1 . The Department clears budget funds with the Budget Services Officer and receives a job order number. i 2 . (a) The Department obtains two signed contract originals from the contractor and gives to the City Attorney for form approval. (Estimated one week for form approval) , or (b) The Department requests the City Attorney to write the contract. (Estimate one month) . Then the Department sends two originals to the contractor for signing and returning, or ! (c) May use a purchase order for agreement, if only a few payments . See the Purchasing Manual and Purchasing Officer for details. 3 . Simultaneously with step #2 , the Department requests the contractor to provide specified insurance certificates to the Risk Manager for approval. 4 . The City Manager signs the contracts and sends them to the Clerk' s office. 5 . The Clerk' s office assigns a Contract Number and sends to the Department. 6 . The Department confirms all insurance and bonds are received and approved, then distributes on original to the contractor with a "Notice to Proceed" letter, one original to the Clerk' s office, one copy to Finance, an one copy to the Department. 7 . Progress Payments: The Department signs to approve monthly progress payments and sends to Finance with Reference to the Contract Number. 8 . (a) Contract Modifications: Changes, of less than 25% of a line item require justification approval by the Department and Finance and subject to funds available , or (b) Major contract changes require following the same process noted above for the original contract. 9 . The Contract is closed when the final authorized payment is made by Finance, or when the Department files a "Notice of Completion" . 7 . 1 i • B. Over $25 ,000 Typical contracts over $25 , 000--Require Council approval by resolution. Usually requires formal bidding. Steps may vary between Departments and with contract i complexity. 1 . (a) The Department clears budget funds with the Budget Services Officer, and receives a job order number, or (b) If funds are not budgeted, then the Department reports to the Council requesting a supplemental ' appropriation. 2 . May require formal bidding: If equipment or service, see the Purchasing Officer for details. If a Public Works Construction Project, see the Public. Works Department. 3 . (a) After the bid opening, have the contractor prepare the contract and send four signed originals through ,i the Department to the City Attorney for form approval and to prepare resolution (estimated one week) . The Department relays any changes back to the contractor for modification, or (b) Simultaneously with Step #2 , the Department requests the City Attorney to write the contract (estimated four weeks) and prepare the resolution. Then the Department sends four originals to the contractor for signing and then returns to the Department. 4 . Simultaneously with Step #3 , the Department requests the Contractor to provide insurance certificates to the Risk Manager for approval. 5 . The Department reports to the Council to adopt the budget resolution, if needed, award the bid, adopt the contract, and the resolution. The Mayor signs the agreement. 6 . (a) If an equipment purchase, then a purchase order is issued by Purchasing if all the insurance is approved, or (b) If a written contract, then the Clerk attests to the Mayor, assigns a Contract Number and distributes one original to the file, one original to the contractor, one original to the City Attorney, one original to Finance, and one copy to the Department (estimated three weeks) . 7 . The Department confirms all insurance and bond requirements are approved, and then sends a "Notice to Proceed" to the contractor. 7 . 2 • • 8 . Progress Payments : The Department signs to approve monthly progress payments and then sends to Finance with the Contract Number reference. 9 . (a) Contract Modifications: Changes of less than 25% of i a line item and less than $25,000 require j justification approval by the Department, Finance , City Manager, and subject to funds available, or (b) Changes over $25 , 000 require Council action and is similar to the process for original agreement. 10 . The contract is closed when the final authorized payment is made by Finance or when the Department files a "Notice of Completion" . i i ;i a jl 7 . 3 QUOTATION REQUEST The quotation request is a standard form used for all informal quotations and may be varied only when special detail is required. Information requested from the bidder is as follows: 1 . Terms t 2 . Delivery i 3 . Unit price 4 . Discount 5 . Net Price I 6 . Extended price ' 7 . Subtotal 8 . Sales Tax 9 . Total Information given to the bidder is as follows: 1 . FOB Redding, CA 2 . Quantity desired 3 . Full description of material desired 4. No charges of any kind will be allowed unless same as specified on quotation 5 . General Conditions The purpose of the quotation request is to obtain competitive bids. Open market purchases should, when practical, be based on at least three quotations and the order awarded to the lowest responsible bidder. 'i I 8 . 1 t Purchasing will complete the "Quotation Request" form upon receipt of a requisition and any required attachments (detailed specifications and drawings) from the requesting department. The form is then mailed to potential vendors. Upon return of the Quotation Request, Purchasing forwards to the requesting department for review. The requesting department signs the Quotation Request form of the selected vendor and returns it to Purchasing for the processing of a purchase order. Quotations selected which are not from the low bidder requires a detailed explanation/justification with approved department signature. i :I i 8 . 2 • QUOTATION NO. QUOTATION REQUEST DEPARTMENT OF PURCHASES NOT A PURCHASE ORDE 760 PARKVIEW AVE. P.O.BOX 496071 REDDING,CA 96049-6071 (916)225-4138 FAX(916)225-4434 BIDSWILL 9E RECEIVED IN THE-: PURCHASING OFFICE UNTIL TO: F.O.B. POINT: PAGE TODAY'S DATE OF VENDOR NUMBER DIVISION QUANTITY COMMODITY DESCRIPTION OF ARTICLES VENDOR UNIT PRICE TOTAL CODE PART NUMBER LIST PRICE DISCOUNT NET PRICE I '.i I i 1 'i I QUOTATIONS ARE REQUESTED FOR FURNISHING ITEMS DESCRIBED ABOVE IN YOUR MDSE. ACCORDANCE WITH TERMS SET FORTH HEREIN. ALL QUOTATIONS MUST BE TERMS TOTAL F.O.B.DESTINATION AND INCLUDE COST OF BOXING AND CARTAGE TO DELIVERY POINT STATED ABOVE. UNIT PRICES WILL GOVERN QUOTATION. YOUR SALES OUR TERMS-SEE REVERSE SIDE. SHIP DATE TAX PLEASE SIGN AND RETURN THIS COPY OF THE QUOTATION REQUEST. { TOTAL$ IN SUBMITTING THE ABOVE, THE VENDOR AGREES THAT ACCEPTANCE OF ANY OR ALL QUOTATIONS BY THE PURCHASING OFFICE WITHIN A REASONABLE PER CONSTITUTES A CONTRACT: PER TITLE TELEPHONE( ) DATE SIGNATURE PRINT RETURN THIS COPY TO THE PURCHASING DEPARTMENT,CITY OF REDDING,760 PARKVIEW AVE.,P.O.BOX 496071,REDDING,CA 96049.6071 PURCHASING DEPARTMENT COPY 9. 1 • GENERAL CONDITIONS 1. PREPARATION OF QUOTES: 6. RIGHT TO AUDIT: A. All information requested of the vendor shall be entered in the The City of Redding reserves the right to verify, by examinations c appropriate space on the form.Failure to do so may disqualify your order. vendor's records,all invoiced amounts when firm prices are not set forth i- Please print or type all entries in black ink. the purchase agreement. 9. The time andlor date at or prior to which quotes will be accepted may 7. LIABILITIES: be extended or reduced without notifying all bidders in advance. if it is in the best interest of the City of Redoing to do so. The vendor shall hold the City of Redding,its officers,agents.servants ani employees, harmless from liability of any nature or kind because of use c C. Quotes received after the time and-or date specified may be accepted any copyrighted,or uncopyrighted composition,secret process,patented c at the discretion of the City Purchasing Department. unpatented invention, articles or appliances furnished or used under thi bid. and agrees to defend. at its own expense any and all actions brough D. Time of delivery shall be stated as the number of calendar days against the City of Redding or themselves because of the unauthorized us( I foilowing receipt of the order by the vendor to receipt of the goods or of such articles. services by the City. • 8. CASH DISCOUNTS: E.Time of delivery may be a consideration in the award. In connection with any cash discount specified on this bid. time will be F. Prices will be cons tiered as net 30 if no cash discount is shown. computed from the date of complete delivery of the supplies or equipmen as specified. or from date correct invoices are received in the Cite. G. All quotes shall be signed by an authorized party and title shall be Accounting Office,if the latter date is later than the date of delivery. For the 1 clearly indicated. purpose of earning the discount. payment is deemed to be made on the date of mailing of the City warrant or check. 2. SPECIFICATION COMPLIANCE: 9. DEFAULT BY BIDDER: A.Quotations must comply in ail respects with specifications. In case of default by the bidder, the City of Redding may procure the B. If the vendor has indicated that the product offered does not comply in articles or services from other sources and may deduct from any moniee all respects with the specifications. the vendor is to list in detail any and due. or that may thereafter become due to the vendor. the differencE all deviations. between the price named in the contract or purchase order and actual cos thereof to the City of Redding. Prices paid by the City shall be consideree BRAND NAMES: the prevailing market price at the time such purchase is made. Periods o performance may be extended if the facts as to the cause of delay justif} A Unless otherwise indicated. brand names and numbers. when used. such extension in the opinion of the City. are for reference to indicate the character or quality desired. 10. EQUIPMENT: l B. Equal items will be considered. provided ,your offer clearly describes the article. Offers for equal items shall state the brand and number, or All equipment is to be new and latest model in current production. Used evel of quality. remanufactured, shopworn. demonstrator, prototype or discontinuec models are not acceptable unless otherwise stipulated. When brand.number,or levet of quality is not stated by the bidder,it is understood the offer is exactly as specified. 11. MATERIAL SAFETY DATA SHEET: D. If bidding on a manufacturer's product other than that specified.bidder It is mandatory for a manufacturer. supplier or distributor to supply air must attach descriptive literature and specifications with the proposal. MSDS with the first shipment of a hazardous material,also at any time the content of an MSDS is revised the vendor is required to provide new E. if necessary, the burden of proot and cost of analysis to determine information relevant to the specific material. ecua)ity shall be that of the bidder. 12. HARZARDOUS MATERIALS: 1. SAMPLES: Suppliers handling and disposing of hazardous materials shall be in Samples of articles. when required. shall be furnished free of cost of compliance with all federal. state. and local requirements regulating anv son to the City of Redding. hazardous material and may be required to submit proof of compliance. B. Samples of articles selectea may be retained for future comparison. 13. LOCAL PREFERENCE: C.Samples which are not destrcved by testing.or which are not retained The City of Redding provides a one percent (1%) preference for local 'or future comparison vriii be returned upon request at your expense. vendors on all qualifying purchases. To qualify for this preference the purchase for portion of purchase) must be subject to sales tax collection. 5., A YARDS: Also the purchase order or contract must be issued to a business holding a current and valid City of Redding business license and said business must A. The City of Redding reserves the right. (1)to award bids received on be located within the city limits. t the basis of individual items, or groups of items, or on the entire list of nems unless this riaht is denied by bidder:(2)to reject any or all bids.or anv part thereof:131 to waive any informality in the bids:and 141 to accept the bid that is in the best interest of the City. The City s decision shall be final. B. Casn discounts offered for payment in less than 20 days will not be considered as basis for award. I 9. 2 PURCHASE ORDER I I The purchase order is prepared in three parts by the Purchasing Department. DISTRIBUTION Part 1 - WHITE - Vendor copy. Mailed to vendor. Part 2 - YELLOW - Department copy. This copy will i be used as a receiving record and will be sent to the requesting �i department for their files. Part 3 - GREEN - Receiving Report. This copy goes to the requesting department and is notification that the material has been ordered. Upon receipt of material, the department or division head will show quantity received, date received, will sign copy and forward to the Purchasing Department immediately for processing of payment. The Purchasing Department will check the Receiving Report - green copy - against the vendor' s invoice. The green copy and attached invoice is then processed for payment by Purchasing and is kept as a permanent record until microfilmed. i i I 10 . 1 ell, �' , , PURCHASE ORDER NO. i / THE ABOVE NUMBER MUST BE SHOWN ON DELIVERY ' PAPERS,INVOICES,AND ALL CORRESPONDENCE. I INVOICES MUST BE FORWARDED IN DUPLICATE TO: DEPARTMENT OF PURCHASES 760 PARKVIEW AVE. P.O.BOX 496071 TERMS: REDDING,CA 96049-6071 PAGE DATE (916)225-4135 FAX(916)225-4434 TO: DELIVER TO: OF QUOTEBID i VENDOR NUMBER DIVISION FSA I QUANTITY COMMODITY DESCRIPTION OF ARTICLESUNIT CODE RCE UN R DISC. AMOUNT i i i i 1 'I DO NOT FILL THIS ORDER IF UNABLE TO FILL EXACTLY AS WRITTEN, PURCHASING OFFICER NO. INCLUDING PRICE.WITHOUT PRIOR APPROVAL BY PURCHASING OFFICER.ALL TRANSPORTATION CHARGES MUST BE PREPAID.NO PAYMENT WILL BE MADE UNTIL THE ENTIRE ORDER HAS BEEN DELIVERED AND ACCEPTED. BY TERMS AND CONDITIONS:SEE THE RESERVE SIDE. THIS ORDER NOT VALID UNLESS SIGNED BY THE PURCHASING OFFICER. 11. 1 . TERMS AND CONDITIONS 1. DELIVERY: If delivery of the commodity or service cannot be 11. VARIATION IN QUANTITY: No variation in the quantity of ar made exactly as specified and at the time and price shown,notify the item called for by this contract will be accepted unless such variatie City Purchasing Dept. immediately, phone 1916) 225-4135. Do not has been caused by conditions of loading, shipping, or packing, c make delivery without approval. allowances in manufacturing processes. and then only to the exten if any,specified elsewhere in this contract. 2. MISCELLANEOUS CHARGES: No charges for transportation. containers. packing. etc.. will be allowed unless so specified in this 12. PAYMENTS: Invoices shall be submitted in duplicate (one coc order. shall be marked "Orginal") unless otherwise specified, and sha contain the following information: Vendor's Federal Tax I.D. numbe 3. FREIGHT CHARGES: On shipments sold f.o.b. point of origin. contract or order number. item number. contract description c prepay charges and add to invoice. Original copy of paid express or supplies or services, sizes, quantities. unit prices and extende freigtit bill must be attached to invoice. totals. Bill of lading number and weight of shipment will be shown fc shipments on Government Bills of Lading. 4. HOLD HARMLESS: The vendor shall indemnity and hold the City of Reading, its officers, agents and employees. harmless from ail 13. COMMERCIAL WARRANTY: The Contractor agrees that th ' claims, actions. proceedings. clauses, damages. and liabilities. supplies or services furnished under this contract shall be covere including attorney fees. caused by defect(s) in the itemsts) by the most favorable commercial warranties the Contractor gives t purchased hereunder,or resulting from the use of any copyrighted or any customer for such supplies or services and that the rights an; uncopyrighted composition. secret process. patented or unpatented remedies provided herein are in addition to and do not limit an ' invention,article or appliance furnished or used under this order. rights afforded to the City by any other clause of this contact. 5. EXCISE TAX: If federal excise tax is applicable to the transaction. 14. ASSIGNMENT OF CLAIMS: Claims for monies due or t( ! it must be so stated and excluded from the price of the article. The become due under this contract shall be assigned only pursuant t( City of Redding, as a governmental agency, is exempt from the prior written consent of the City Purchasing Officer or designate( payment of said tax and will issue an exemption certificate. representative. 6. SALES AND USE TAXES: Sales tax must be shown on the 15. MATERIAL SAFETY DATA SHEET: It is mandatory for invoice as a separate iterq:..On out-of-state purchases. the vendor manufacturer.supplier,or distributor to supply an MSDS with the firs must show his Use Tax Permit Number issued by the California shipment of hazardous material. Also, at any time the content of ar State Board of Equalization. which authorizes him to charge and MSDS is revised. the vendor is required to provide new information collect California sales tax. relevant to the specific material. 7. PURCHASE AGREEMENT DOCUMENTS. A copy of the Notice 16: LOCAL PREFERENCE: The City of Redding provides a on( Inviting Bids. the Bid and copy of these General Conditions and the percent (1%) preference for local vendors on all qualifyinc Specifications and Bid will remain on fife in the Office of the City purchases. To qualify for this preference the purchase (or portion o II Purchasing Officer and it is understood will form the purchase purchase) must be subject to sales tax collection.Also the purchasE agreement.All materials or services supplied by the Contractor shall order or contract must be issued to a business holding a current anc conform to the applicable requirements of the City Ordinances, and valid City of Redding business license and said business must bE all applicable State and Federal Laws. as well as conforming to the located within the city limits. 1 specifications contained herein. 17. HAZARDOUS MATERIALS: Suppliers handling and disposinc 8. DEFAULT BY SUPPLIER: in case of default by supplier. the City of hazardous materials shall be in compliance with all federal state reserves the right to procure the articles or services from other and local requirements regulating hazardous material and may be 'd sources and to hold the supplier responsible for any excess costs required to submit proof of compliance. occasioned to the City thereby. 9. PAYMENTS: Payment terms are NET,30 unless bidder otherwise J quotes. All Cash Discounts shall be taken and computed from the date of delivery or completion and acceptance of the material, or ! from date of receipt of invoice.whichever is latest. 10.INSPECTION AND ACCEPTANCE: Inspection and acceptance will be at destination, unless otherwise provided. Until delivery and acceptance. and after any rejections. risk of loss will be on the Contractor unless loss results from the negligence of the City of Redding. Notwithstanding the requirements for any City inspection and test contained in specifications applicable to this contract. except where specialized ;nspections or tests are specified for performance solely by the City. the contractor shall perform or have performed the inspections and tests required to substantiate that the supplies and services provided under the contract conform to the drawings, specifications and contract requirements listed herein. including if applicable the technical requirements for the manufacturers part numbers specified herein. i 11. 2 AM ' P CHASE ORDER NO. / 1 T ABOVE NUMBER MUST BE SHOWN ON DELIVER PAPERS,INVOICES,AND ALL CORRESPONDENCE. DEPARTMENT OF PURCHASES 760 PARKVIEW AVE. RECEIVING REPOR' P.O.BOX 496071 TERMS: REDDING,CA 96049-6071 PAGE DATE (916)225-4135 FAX(916)225-4434 TO: DELIVER TO: OF QUOTE BID VENDOR NUMBER DIVISION F/A COMMODITY UNIT TRADE COST CENTER RECEIVED QUANTITY CODE DESCRIPTION OF ARTICLES PRICE UNIT DISC. AMOUNT NO AMOUN- T t C 0 i 'I l ; ESTIMATE I hereby certify that I have received, carefully weighed, measured or counted the items indicated NO above,that quantities and qualities are correctly stated and are as ordered,that they were received PURCHASING OFFICER in good condition,except as noted hereon. i By j DATE GOODS RECEIVED AUTHORIZED SIGNATURE I i 11. 3 �'aSWaPCHASE ORDER NO. VXT ABOVE NUMBER MUST BE SHOWN ON DELIVER' PAPERS,INVOICES,AND ALL CORRESPONDENCE. DEPARTMENT OF PURCHASES 760 PARKVIEW AVE. P.O.BOX 496071 TERMS: j REDDING,CA 96049-6071 PAGE DATE (916)225-4135 FAX(916)225-4434 TO: DELIVER TO: OF 'I QUOTE BID VENDOR NUMBER DIVISION F/A 4 RECEIVED QUANTITY COMMODITY DESCRIPTION OF ARTICLES UNIT UNIT TRADE AMOUNT COST CENTER CODE PRICE DISC. NO. AMOUNT i COPY d i i i ,f I I �j i ,I i i ,I ESTIMATE Reoon Date Received Report Date Received Report Date Received PURCHASING OFFICER NO. 1 St 4th 7th 2nd 5th 8th By 3rd 6th 9th 11. 4 ' INVOICES 1 ` ! An invoice is the vendor' s statement of his charges against the City for materials or services rendered, based upon the purchase order. All invoices shall be processed for payment by the Purchasing Department without delay. The invoice, receiving report (green sheet) and check copy are kept together as a permanent record until microfilmed. IT IS IMPERATIVE THAT THE RECEIVING REPORT - GREEN SHEET - BE FORWARDED TO THE PURCHASING DEPARTMENT IMMEDIATELY UPON RECEIPT OF MATERIALS SHOWING QUANTITY ACTUALLY RECEIVED IN "RECEIVED" COLUMN, DATE RECEIVED, SIGNATURE OF EMPLOYEE WHO ACTUALLY PICKED UP OR RECEIVED THE MATERIAL 'i AND SIGNATURE OF DEPARTMENT OR DIVISION HEAD. All questions regarding invoices shall be referred to the '! Purchasing Department for clearance or adjustment. The Purchasing Department shall make every effort to price all purchase orders in the amount to be reflected by the invoice. Invoices charged to a blanket purchase order will be forwarded from requesting department to the Purchasing Department daily, no later than the day following the purchase. Each invoice will bear the proper account or job order number, equipment number (if applicable) , signature of employee making the purchase, and counter signature of the department head or division superintendent. No employee will make a purchase on the blanket purchase order without the approval of the department head or division superintendent. All City invoices will be billed to the CITY OF REDDING, and not to any specific department. 12 . 1 BLANKET PURCHASE ORDER This purchase order will be identical to the standard . purchase order except that it will be issued semiannual/annually to cover situations where a number of minor purchases are made during a specified period, and up to a specified amount. Date of issue and expiration will be definitely stated on all blanket purchase orders. This information will be typed on the order: EXAMPLE: Expires (month-day-year) Any merchandise or services purchased after the expiration date of the blanket purchase order, will not be covered, or recognized for payment on that specific purchase order. All employees authorized to make blanket purchases must present a City identification card to the vendor before completing the purchase. I .D. cards are issued by the Purchasing -Department. All invoices will be signed by the employee making the purchase and countersigned by the department or division head, will show the proper account or job order number, and will be forwarded to the Purchasing Department immediately. Invoices bearing initials only will not be accepted by Purchasing. Invoices for purchases made for the City will be charged to the CITY OF REDDING and not to a particular department or division. PLEASE - MAKE SIGNATURES READABLE 'i 13 . 1 BLANKET VENDORS LISTING July 27 , 1992 A-1 Security Safe &Lock. . . . . . 222-6262 . . . . . . . . . . . . . $750 841 Hartnell Avenue WORK TO BE DONE AT VENDOR'S FACILITY ONLY- Advance Petroleum . . . . . . . . . . . . 222-3031 . . . . . . . . . . . . . 750 2940 Arcade Way Aggregate Products . . . . . . . . . . . . 241-7100 . . . . . . . . . . . . . 750 17400 Clear Creek Road All Wheel Alignment . . . . . . . . . . 241-1010 . . . . . . . . . . . . . 750 5700 Old Oasis Road American Feed. . . . . . . . . . . . . . . . . 243-3201 . . . . . . . . . . . . . 750 7031 Eastside Road Analysts, Inc . . . . . . . . . . . . . . 415-536-5914 . . . . . . . . . . . 750 Anderson-Cottonwood Concrete. . 347-3716 . . . . . . . . . . . . . 750 Williams Lane, Anderson Aratex Services, Inc. . . . . . . . . . 241-6433 . . . . . . . . . . . . . 750 755 Butte Street i Arrow Pest Control . . . . . . . . . . . . 246-8695 . . . . . . . . . . . . . 750 964 Twin Towers Drive Ashby Auto Wreckers. . . . . . . . . . . 275-5700 . . . . . . . . . . . . . 750 2060 Ashby Road, Central Valley Auto Accessories . . . . . . . . . . . . . 243-1142 . . . . . . . . . . . . . 750 1264 California Street Auto Lube. . . . . . . . . . . . . . . . . . . . . 243-4118 . . . . . . . . . . . . . 750 195 Locust Auto Lube. . . . . . . . . . . . . . . . . . . . . 222-1946 . . . . . . . . . . . . . 750 133 Parkview Avenue Barnett Supply Company. . . . . . . . 243-5536 . . . . . . . . . . . . . 750 6872 Banigan Road, Anderson Basic Laboratory . . . . . . . . . . . . . 243-7234 . . . . . . . . . . . . . 750 2218 Railroad Avenue Bauer Compressor of S F. . . . . 415-887-1927 . . . . . . . . . . . . 750 Bell & Howell . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 750 Beller Equipment. . . . . . . . . . . . . . 241-0281 . . . . . . . . . . . . . 750 1609 Kenyon Drive Biggins Lighting & Electric. . . 241-4567 . . . . . . . . . . . . . 750 :I 2146 Pine Street Boyer & Sons . . . . . . . . . . . . . . . . . 243-1624 . . . . . . . . . . . . . 750 d 937 Grange Bragg Gregory B & Assoc. . . . . 343-4699 . . . . . . . . . . . . . N/A Breman Welding . . . . . . . . . . . . . . . 222-6343 . . . . . . . . . . . . . 750 5621 Eastside Road WORK TO BE DONE AT VENDOR'S FACILITY ONLY- Budget Towing. . . . . . . . . . . . . . . . . 246-0524 . . . . . . . . . . . . . 750 Burger King (O/T crews only) . . 221-5133 . . . . . . . . . . . . . N/A 802 E Cypress Burger King (O/T crews only) . . 243-1402 . . . . . . . . . . . . . N/A 2055 Eureka Way 14 . 1 Burketts Engine Shop. . . . . . . . . . 244-4226 . . . . . . . . . . . . . 750 5602 Cedar Road California Windshield Repair. . 221-9322 . . . . . . . . . . . . . 750 Work to be done on site Campora . . . . . . . . . . . . . . . . . . . . . . 241-1770 . . . . . . . . . . . . . 750 5562 S Highway 99 Camps Surplus Sales . . . . . . . . . . 241-4530 . . . . . . . . . . . . . 750 3495 S Market Carols Lock & Key . . . . . . . . . . . . 244-1001 . . . . . . . . . . . . . 750 2525 S Market Cascade Industrial Supply. . . . . 241-1262 . . . . . . . . . . . . . 750 4900 S Highway 99 Casino Club (O/T crews only) . . 221-5015 . . . . . . . . . . . . . N/A 1885 Hilltop Drive Certified Laboratories . . . . . . . 222-8557 . . . . . . . . . . . . . 750 1664 Lacy Lane (Jeanette Voss) Chemical Works (Janitorial Sup) 223-038.7 . . . . . . . . . . . . . 750 1357 Hartnell Avenue Churn Creek Mobil Service . . . . 221-3599 . . . . . . . . . . . . . 750 'I 5101 Churn Creek Road CH2M Hill. . . . . . . . . . . . . . . . . . . . . 243-5831 . . . . . . . . . . . . . 750 2525 Airpark Drive CH2M Hill (Laboratory) . . . . . . . . 244-5227 . . . . . . . . . . . . . 750 5090 Caterpillar Road Clyde ' s TV . . . . . . . . . . . . . . . . . . . . 223-3244 . . . . . . . . . . . . . 750 1768 Churn Creek Road Comsco . . . . . . . . . . . . . . . . . . . . . . . 243-3952 . . . . . . . . . . . . . 750 ,i 939 Butte Street Consolidated Elec. Dist. . . . . . 221-5233 . . . . . . . . . . . . . 750 2300 Larkspur Lane Cook Concrete Products . . . . . . . 243-2562 . . . . . . . . . . . . . 750 5461 Eastside Road Corning Truck & Radiator . . . . . 824-5134 . . . . . . . . . . . . . 750 Crown Camera. . . . . . . . . . . . . . . . . . 243-8333 . . . . . . . . . . . . . 750 1365 Market Street Crown Motors. . . . . . . . . . . . . . . . . . 241-4321 . . . . . . . . . . . . . 750 555 W Cypress Avenue Cues Inc. . . . . . . . . . . . . . . . . . . 1-800-544-8695 . . . . . . . . . . 750 Rancho Cordova, CA Cummins West. . . . . . . . . . . . . . . . . . 241-2154 . . . . . . . . . . . . . 750 2725 Favretto Avenue Data Type . . . . . . . . . . . . . . . . . . . . 222-2606 . . . . . . . . . . . . . 750 1244 Hartnell Avenue Don Davis Towing Service . . . . . 243-2563 . . . . . . . . . . . . . 750 Davis Jim A Enterprises . . . . . . 243-3734 . . . . . . . . . . . . . 750 : 5601 Cedars Road #D WORK TO BE DONE AT VENDOR'S FACILITY ONLY- Days Inn . . . . . . . . . . . . . . . . . . . . . 221-8200 . . . . . . . . . . . . . N/A 2180 Hilltop Drive Denham S .J. Inc. . . . . . . . . . . . . . . 241-1756 . . . . . . . . . . . . . 750 772 N Market Street Droscher Equipment Sales . . . . . 241-0505 . . . . . . . . . . . . . 750 6479 Eastside Road Dura-Crane , Inc. . . . . . . . . . . . . . . 365-2525 . . . . . . . . . . . . . 750 2233 Alexander Avenue, Anderson 14 . 2 Dyna Systems . . . . . . . . . . . . . . . . . 222-8557 . . . . . . . . . . . . . 750 1664 Lacey Lane Eastman Office Products . . . . . . 927-0171 . . . . . . . . . . . . . 750 Ellis . . . . . . . . . . . . . . . . . . . . . . . . 244-4417 . . . . . . . . . . . . . 750 1545 Placer Street Familian Northern Cal. . . . . . . . . 221-4890 . . . . . . . . . . . . . 750 3985 Old Forty Four Drive Federal Express . . . . . . . . . . . 1-800-238-5355 . . . . . . . . . . . 750 Fidelity Title Insurance. . . . . . 243-8250 . . . . . . . . . . . . . 750 1505 Court Street Fleet Truck Supply . . . . . . . . . . . 244-4880 . . . . . . . . . . . . . 750 2637 Angelo Avenue FLT Engineering . . . . . . . . . . . . . . . . . . . . . . . . . . . N/A i Franklin Engine & Parts . . . . . . 223-1561 . . . . . . . . . . . . . 750 I 2304 Churn Creek Road i Gallaghers #1 Foto . . . . . . . . . . . 243-3686 . . . . . . . . . . . . . 750 2390 Athens Avenue Gallino, Donald F. Inc. . . . . . . 246-7671 . . . . . . . . . . . . . 750 i 5601 Cedars Road Georges Equipment Co. Inc. . . . . 243-4112 . . . . . . . . . . . . . 750 2431 Radio Lane Gerlinger' s . . . . . . . . . . . . . . . . . . 243-1053 . . . . . . . . . . . . . 750 1527 Sacramento Gimblin Automotive Service. . . . 243-2136 . . . . . . . . . . . . . 750 I 1541 Continental Ginger' s Garden Terrace. . . . . . . 244-6437 . . . . . . . . . . . . . N/A 820 Butte Street Goehring Forensic Laboratory. . 241-6244 . . . . . . . . . . . . . 750 2170 Market Street Gold Leaf Nursery. . . . . . . . . . . . . 365-5383 . . . . . . . . . . . . . 750 11526 Churn Creek Road ' Grainger, W.W. Inc. . . . . . . . . . . 246-9112 . . . . . . . . . . . . . 750 5080 Caterpillar Road Great Northern Sanitary. . . . . . . 221-7378 . . . . . . . . . . . . . 750 H & H Electric . . . . . . . . . . . . . . . 221-5421 . . . . . . . . . . . . . 750 2150 Marlene Avenue Harmon Glass . . . . . . . . . . . . . . . . 243-4431 . . . . . . . . . . . . . . 750 '! 1933 California Street Harrys Restr (O/T Crews only) . 221-7600 . . . . . . . . . . . . . . N/A 763 E Cypress Avenue Hart F.B. . . . . . . . . . . . . . . . . . . . . 246-2460 . . . . . . . . . . . . . 750 2535 Ellis Hegge Services. . . . . . . . . . . . . . . . 243-8341 . . . . . . . . . . . . . 750 4554 Caterpillar Road Hemsted' s Van & Storage . . . . . . 241-3456 . . . . . . . . . . . . . 750 5125 Caterpillar Road Hogue Equipment Co. . . . . . . . . . . . 241-1863 . . . . . . . . . . . . . 750 5050 Westside Road Holt Enterprises. . . . . . . . . . . . . . 222-8135 . . . . . . . . . . . . . 750 1849 Keystone Court House of Steno. . . . . . . . . . . . . . . . 241-6051 . . . . . . . . . . . . . 750 1708 Placer Street Howell Paint Store . . . . . . . . . . . 241-1571 . . . . . . . . . . . . . 750 1426 Eureka Way 14 . 3 I Hughs Tire Service . . . . . . . . . . . 241-3417 . . . . . . . . . . . . . 750 2843 Favretto Street Industrial Electric Service . . . 365-3381 . . . . . . . . . . . . . 750 2180 Ox Yoke Lane, Anderson Industrial Saw & Knife . . . . . . . 241-3864 . . . . . . . . . . . . . 750 6890 S Highway 99 Industrial Welding . . . . . . . . . . . 246-7843 . . . . . . . . . . . . . 750 2725 Favretto Avenue J & K Muffler . . . . . . . . . . . . . . . . 241-9001 . . . . . . . . . . . . . 750 299 Boulder Drive J & L Towing . . . . . . . . . . . . . . . . . 243-9009 . . . . . . . . . . . . . 750 Jack ' s Small Engine Repair. . . . 246-1275 . . . . . . . . . . . . . 750 5700 Westside Road i Jerry' s Mobile Radio Repair . . 246-4162 . . . . . . . . . . . . . 750 Kamco Equip & Survey Supply . . 223-3981 . . . . . . . . . . . . . 750 930-A Merchant Street Keefer' s Radiator Service . . . . 243-2502 . . . . . . . . . . . . . 750 3208 S Market Street i Keith' s Towing Service . . . . . . . 243-1874 . . . . . . . . . . . . . 750 King Bearing, Inc. . . . . . . . . . . . 244-4050 . . . . . . . . . . . . . 750 5110 Caterpillar Road Kite' s Electric . . . . . . . . . . . . . . 241-1326 . . . . . . . . . . . . . 750 'i 4055 Eastside Road j Kleinfelder J H & Assoc . . . . . . . 221-1873 . . . . . . . . . . . . . 750 930 Merchant Knights of the Road Towing. . . . 222-8697 . . . . . . . . . . . . . 750 Kwik Kopy . . . . . . . . . . . . . . . . . . . . 244-2286 . . . . . . . . . . . . . 750 1300 Court Street Lake Blvd Hardware. . . . . . . . . . . . 244-2101 or 244-2104 . . 750 'j 983 Lake Blvd Lassen Tach & Speedometer. . . . . 243-5599 . . . . . . . . . . . . . 750 1125 Sutter Street Lassen Tractor. . . . . . . . . . . . . . . . 895-0112 . . . . . . . . . . . . . 750 13514 Hwy 99 , Chico Lee' s Honda-Kawasaki . . . . . . . . . 221-6788 . . . . . . . . . . . . . 750 2230 Larkspur Lane Liddell Construction Supply . . 222-5111 . . . . . . . . . . . . . 750 2610 Churn Creek Road Lumberjack . . . . . . . . . . . . . . . . . . . 223-1882 . . . . . . . . . . . . . 750 i 3625 Old Forty Four Drive Lyons Restr. (O/T crews only) . 223-2820 . . . . . . . . . . . . . N/A 501 E Cypress Avenue 'j Mac Tools . . . . . . . . . 221-7718/Mobile phone 225-9196 . . . 750 Mailroom, The . . . . . . . . . . . . . . . . 243-0206 . . . . . . . . . . . . . 750 1305 Sacramento Marie Callender. . (O/T crews) . . 223-4310 . . . . . . . . . . . . . 750 'r 1987 Hilltop Drive Martin' s Diesel Service. . . . . . . 241-4555 . . . . . . . . . . . . . 750 5065 Caterpillar Road Meek C.C. Lumber Co. . . . . . . . . . . 243-0312 . . . . . . . . . . . . . 750 1045 Twin View Blvd Meek C.C . Lumber Co. (Cypress) 221-6400 . . . . . . . . . . . . . 750 905 E Cypress Avenue Miller New Holland Ford. . . . . . . 378-1116 . . . . . . . . . . . . . 750 2025 Barney Rd. Anderson 14 . 4 I MMP, Inc. . . . . . . . . . . . . . . . . . . . . . 223-1701 . . . . . . . . . . . . . 750 4483 Airport Road Morgan Emultech Inc . . . . . . . . . . . 241-1364 . . . . . . . . . . . . . N/A Pit Road Moss Lumber. . . . . . . . . . . . . . . . . . . 244-0700 . . . . . . . . . . . . . 750 i 5321 Eastside Road Motor Supply . . . . . . . . . . . . . . . . . 243-0306 . . . . . . . . . . . . . 750 1701 California Street Mt Shasta Spring Water Co . . . . 221-2158 . . . . . . . . . . . . . 750 4660 Airport Road i MTI Testing Laboratory. . . . . . . . 243-1837 . . . . . . . . . . . . . 750 4396 Airport Road Munnell & Sherrill . . . . . . . . . . . 246-7022 . . . . . . . . . . . . . 750 2199 Branstetter Lane Murray Mike Plumbing . . . . . . . . . 241-6915 . . . . . . . . . . . . . 750 2455 Athens Avenue #G Nicolet Glass . . . . . . . . . . . . . . . . 222-3515 . . . . . . . . . . . . . 750 2525 Victor Norcal Electrical Supply. . . . . . 221-7200 . . . . . . . . . . . . . 750 935 Industrial Nor-Cal Garage Door . . . . . . . . . . 241-7329 . . . . . . . . . . . . . 750 1010 Locust NorMac Inc. . . . . . . . . . . . . . . . . . . . 222-0101 . . . . . . . . . . . . . 750 1359 Hartnell Norman Hardware. . . . . . . . . . . . . . . 221-6575 . . . . . . . . . . . . . 750 870 Commerce Northstate Asphalt . . . . . . . . . . . 243-3039 . . . . . . . . . . . . . 750 1701 Clear Creek Road City personnel must PICK UP ONLY - NO DELIVERIES from vendor. North State Ice . . . . . . . . . . . . . . 246-1833 . . . . . . . . . . . . . 750 1124 Continental North State Title Company . . . . 241-7511 750 1600 Court Street North Valley Bank . . . . . . . . . . . . 221-5211 . . . . . . . . . . . . . 750 North Valley Distributing . . . . 222-1500 . . . . . . . . . . . . . 750 945 Merchant Northern Calif Charging System 243-8810 . . . . . . . . . . . : . 750 1410 Belt Line Road Northern California Gloves. . . . 549-5234 . . . . . . . . . . . . . 750 NuLife Air Filter Service. . . . . 547-3521 . . . . . . . . . . . . . 750 . Office Planning Group . . . . .Carol x4138 . . . . . . . . . . . . . 750 O'Hair P.E. . . . . . . . . . . . . . . . . . . 244-2020 . . . . . . . . . . . . . 750 120 Lake Blvd E Open Sesamee Lock & Safe . . . . . 243-8859 . . . . . . . . . . . . . 750 2531 Victor Avenue Pace Engineering. . . . . . . . . . . . . . 244-0202 . . . . . . . . . . . . . 750 1730 South Street Paint Mart . . . . . . . . . . . . . . . . . . . 221-7688 . . . . . . . . . . . . . 750 2330 Larkspur Pat' s A.T.C. Tow . . . . . . . . . . . . . 221-8678 . . . . . . . . . . . . . 750 Patrick' s Phototypography . . . . 222-5599 . . . . . . . . . . . . . 750 2928 Churn Creek Road Payless (Downtown Mall-ONLY) . . 243-3511 . . . . . . . . . . . . . 750 1400 Market Street 14 . 5 Peterson Tractor . . . . . . . . . . . . . 243-5410 . . . . . . . . . . . . . 750 5100 Caterpillar Photo Fast. . . . . . . . . . . . . . . . . . . . 223-0558 . . . . . . . . . . . . . 750 290 Hartnell Photo Fast. . . . . . . . . . . . . . . . . . . . 221-3686 . . . . . . . . . . . . . 750 1770 Churn Creek ' Photo Supply . . . . . . . . . . . . . . . . . 241-0345 . . . . . . . . . . . . . 750 1340 Butte Street PIP Printing . . . . . . . . . . . . . . . . . 223-6405 . . . . . . . . . . . 750 2650 Bechelli Lane Platt Electric Supply . . . . . . . . 241-1989 . . . . . . . . . . . . . 750 862 Butte Street Power Draulics . . . . . . . . . . . . . . . 241-2253 . . . . . . . . . . . 750 3210 S Market Professional Towing . . . . . . . . . . 244-7869 . . . . . . . . . . . . . 750 Quality Fire & Safety. . . . . . . . . 275-0511 . . . . . . . . . . . . . 750 Radio Mart . . . . . . . . . . . . . . . . . . . 241-3000 . . . . . . . . . . . . . 750 843 N Market Rapid Package Delivery . . . . . . . 221-6606 . . . . . . . . . . . . . 750 J Record Searchlight . . . . . . . . . . . 243-2424 . . . . . . . . . . . . . 750 1101 Twin View Blvd Redding Industrial Electric . . 243-1834 . . . . . . . . . . . . . 750 3990 S Highway 99 Redding Indust. Ocup. Health 246-7464 . . . . . . . . . . . . . 750 1920 California Redding Instrument Co. , Inc. . . 221-0618 . . . . . . . . . . . . . 750 859 Mistletoe Lane Redding Kenworth . . . . . . . . . . . . . 222-1212 . . . . . . . . . . . . . 750 4601 Churn Creek Lane Redding Lumber Transport . . . . . 241-1893 . . . . . . . . . . . . . 750 4301 Eastside Road Redding Machine & Engineering. 549-4812 . . . . . . . . . . . . . 750 21542 Anron Lane Redding Printing . . . . . . . . . . . . . 243-0525 . . . . . . . . . . . . . 750 1130 Continental Redding 76 Auto Truck Plaza . . 221-6821 . . . . . . . . . . . . . 750 1901 Knighton Road Redding Toyota . . . . . . . . . . . . . . . 223-2600 . . . . . . . . . . . . . 750 250 E Cypress Redding Truck Center . . . . . . . . . 241-4412 . . . . . . . . . . . . . 750 4991 Caterpillar Road Redding Truck Stop . . . . . . . . . . . 243-1374 . . . . . . . . . . . . . 750 2731 S Market Street River City Printing . . . . . . . . . . 241-1660 . . . . . . . . . . . . . 750 2842 S Market Street Rochlitz Don Inc . . . . . . . . . . . . 243-0767 . . . . . . . . . . . . . 750 4580 Cedars Road Rodway Chevrolet . . . . . . . . . . . . . 223-1132 . . . . . . . . . . . . . 750 200 E Cypress Ruston Towing . . . . . . . . . . . . . . . . 222-8335 . . . . . . . . . . . . . 750 Ryan & Associates . . . . . . . . . . . . 246-1635 . . . . . . . . . . . . . 750 1724 West Street Shack, The (O/T crews only) . . . 241-5126 . . . . . . . . . . . . . N/A 1325 Eureka Way 14 . 6 Shasta Auto Upholstery . . . . . . . 241-3878 . . . . . . . . . . . . . 750 1921 California Street Shasta Fasteners . . . . . . . . . . . . . . 365-3707 . . . . . . . . . . . . . 750 j 3777D Meadow View Drive Shasta Laboratory . . . . . . . . . . . . 241-2058 . . . . . . . . . . . . . 750 1824 Shasta Street Shasta Redi-Mix. . . . . . . . . . . . . . . 246-2200 . . . . . . . . . . . . . N/A 876 Clear Creek Road Shasta Tire & Service. . . . . . . . . 241-0262 . . . . . . . . . . . . . 750 4550 Caterpillar Road Shasta Towing. . . . . . . . . . . . . . . . . 223-6575 . . . . . . . . . . . . . 750 Shasta Welding . . . . . . . . . . 223-0891 & 246-3370 . . . . . . . . . 750 2728 Hartnell Ave. & 6873 Eastside Road Shea J.F. . . . . . . . . . . . . . . . . . . . . . 246-4292 . . . . . . . . . . . . . N/A 17400 Clear Creek Road Sherwood Labs . . . . . . . . . . . . . . 209-667-5258 . . . . . . . . . . . 750 Sierra Springs Water Co. . . . . 1-800-952-5454 . . . . . . . . . . . 750 Simart Machine Works . . . . . . . . 243-2715 . . . . . . . . . . . . . 750 4871 Eastside Road SMA Equipment Co . . . . . . . . . . . . . 222-1522 . . . . . . . . . . . . . 750 1331 Commerical Way Smith R P. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 750 Snap On Tools . . . . . . . . . . . . . . . . 222-8665 . . . . . . . . . . . . . 750 602 Gary Court i Southerland Battery Center. . . . .241-4230 . . . . . . . . . . . . . 750 2850 Favretto Ave Squad Room. . . . . . . . . . . . . . . . . . . . 221-6596 . . . . . . . . . . . . . 750 2647 Bechelli Lane SSP Jet Wash. . . . . . . . . . . . . . . . . . 547-3711 . . . . . . . . . . . . . 750 Strange & Son Lumber Co. . . . . . 243-5131 . . . . . . . . . . . . . 750 3705 Eastside Road Stroup' s Chain Saw . . . . . . . . . . . 221-5155 . . . . . . . . . . . . . 750 2236 Churn Creek Road Tab Products . . . . . . . . . . . . . . .Carol x4138 . . . . . . . . . . . . . 750 Taylor Motors . . . . . . . . . . . . . . . . 222-1200 . . . . . . . . . . . . . 750 2525 Churn Creek Road Ticor Title Company. . . . . . . . . . . 241-4531 . . . . . . . . . . . . . 750 1647 Court Street Tisco of Redding, Inc . . . . . . . . 246-7073 . . . . . . . . . . . . . 750 5756-A Westside Road TopStitch Unlimited. . . . . . . . . . . 244-2220 . . . . . . . . . . . . . 750 2231 El Reno Lane ' Tri-County Towing. . . . . . . . . . . . . 222-8026 . . . . . . . . . . . . . 750 TTT Towing . . . . . . . . . . . . . . . . . . . 222-2234 . . . . . . . . . . . . . 750 Twinview Towing. . . . . . . . . . . . . . . 243-1010 . . . . . . . . . . . . . 750 Unisource. . . . . . . . . . . . . . . . . . . . . 223-3740 . . . . . . . . . . . . . 350 United Parcel Service . . . . . . . . 243-9520 . . . . . . . . . . . . . N/A 5601 Eastside Road U S Rentals . . . . . . . . . . . . . . . . . . 221-8851 . . . . . . . . . . . . . 750 3040 Crosswoods Drive Valley Ace Hardware. . . . . . . . . . . 222-6461 . . . . . . . . . . . . . 750 1350 Hartnell Valley Indust. Communications. 241-6025 . . . . . . . . . . . . . 750 300 Lake Blvd 14 . 7 Valley Supply. . . . . . . . . . . . . . . . . 243-2381 . . . . . . . . . . . . . 750 4490 S Highway 99 i Walt' s Safety & Const Supply. . 241-5551 . . . . . . . . . . . . . 750 5156 Caterpillar Road WecoIndustries. . . . . . . . . . . . . . . . . . . . . . . . . . . . 750 West Coast Paper. . . . . . . . . . . . . . . . . . . . . . . . . . . 350 Western Business Products . . . . 221-2566 . . . . . . . . . . . . . 750 2269 Hartnell Western Home Oxygen & Medical. 243-6976 . . . . . . . . . . . . . 750 i 1725 Yuba Whirlwind Car Wash. . . . . . . . . . . . 244-9000 . . . . . . . . . . . . . 750 570 W Cypress 'I White House Sales . . . . . . . . . . . . 241-2087 . . . . . . . . . . . . . 750 6971 Eastside Road Wiener, Myrt. . . . . . . . . . . . . . . . . . 275-2557 . . . . . . . . . . . . . 750 Wilbur-Ellis. . . . . . . . . . . . . . . . 209-442-1220 . . . . . . . . . . . . 750 Wood, J.W . . . . . . . . . . . . . . . . . . . . 222-0423 . . . . . . . . . . . . . 750 Zellerbach. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350 16 Towing. . . . . . . . . . . . . . . . . . . . . 222-1611 . . . . . . . . . . . . . N/A i i 'I 14 . 8 j SURPLUS AND OBSOLETE MATERIAL i I i Disposal of surplus and obsolete materials is another important function of the Purchasing Department. i I The disposition of these materials may be handled in any of the following ways: �j 1 . By transferring to other City departments. �I 2. By returning to the manufacturer or supplier. Ij 3 . By trading in on new equipment. +, 4 . By advertising for sale. 5 . By selling as scrap. 6 . By utilizing contracted auctioneer. Each department or division shall report its surplus and obsolete material to the Purchasing Department. Purchasing will prepare a surplus equipment listing. i Each department and division will have the opportunity to acquire these items before disposal through other channels. When operating conditions change, the existing stock items made obsolete should, if practical, be used before acquiring stock of new material. In disposing of equipment, all spare parts held for that equipment should be listed. The Finance Department must receive notification on a "Notice of Fixed Asset Activity" form of all transfers of fixed assets. Transfers include transfers to or from surplus or between departments . All surplus item sales will clear through the Purchasing Department before sales finalization. 15 . 1 'I CITY OF REDDING Notice of Fixed Asset Activity TO: Finance Department Date: Attn: Fixed Assets a FROM: Employee Name Department Number and Name NEW PURCHASE Date Purchased: Purchase Order No.: i TRANSFER DepartmenUDivision Number and Name Employee Name. (If applicable) Telephone From: Department/Division Number and Name Employee Name (If known) Telephone To: i DISPOSAL Salvage: Trade-in: Other: TransferiDisposal Date: 'i OTHER INFORMATION Quantity: City ID Number: Serial Number: (Transfers/Disposals Only) ITEM DESCRIPTION (Include brand names and model numbers) F/A Number Processed 6y Qate Authorized 1 F 0009 16. 1 i ABBREVIATIONS OF STATES I i Alabama AL Missouri MO Alaska AK Montana MT Arizona AZ Nebraska NE Arkansas AR Nevada NV California CA New Hampshire NH Canal Zone CZ New Jersey NJ I� Colorado CO New Mexico NM Connecticut CT New York NY Delaware DE North Carolina NC District of North Dakota ND Columbia DC Ohio OH Florida FL Oklahoma OK Georgia GA Oregon OR Guam GU Pennsylvania PA Hawaii HI Puerto Rico PR Idaho ID Rhode Island RI Illinois IL South Carolina SC Indiana IN South Dakota SD Iowa IA Tennessee TN Kansas KS Texas TX Kentucky KY Utah UT Louisiana LA Vermont VT Maine ME Virgin Islands VI Maryland MD Virginia VA ' Massachusetts MA Washington WA Michigan MI West Virginia WV Minnesota MN Wisconsin WI Mississippi MS Wyoming WY To find zip code, use computer screen: 1 . Zip Code Last Line (Look) 2 . Zip + 4 (Search and Look) i 1 1 17 . 1 FREIGHT GUIDELINES FOR RECEIVING INCOMING SHIPMENTS 1 . Examine incoming shipments paperwork (freight bill or packing list) for correct address and any special information. 2 . Check shipment quickly before unloading. 3 . Inspect each container for address and any apparent damage. 4 . While unloading or handling the shipment be aware of any rattles or loose items in the cartons. 5 . Count the number of containers in the shipment and if possible physically count all material. 6 . Please note any damages, shortages or exceptions on the packing slip or freight bill. Describe in detail the damage or problem. Have the delivery person sign the packing slip or freight bill acknowledging the exceptions . 7 . After shipment is unloaded and inspected sign the delivery documents . Date the document and indicate the number of cartons received. It is a good idea to note "Received subject to count and inspection" on the document. Please make your signature legible. 8 . The shipment should be unpacked and checked for any damages. Be sure to save all packaging materials on damaged shipments. These are needed to process freight claims. 9 . Count all items in the shipment accurately at this time. If there are any shortages or overages please contact the Purchasing Department. When there is a problem it is a good idea to send a copy of the packing slip and freight bill to the Purchasing Department. It will help responsible City staff to resolve any problems more quickly. 10 . Do not refuse any shipment unless coordinated with the Purchasing Department. 11 . Please contact the Purchasing Department if you have any questions or require assistance with any shipment. 18 . 1 1 •PURCHASE ORDER SYSTEM a PU02 - Requisition Data Entry/Change/Add/Approve Program ;j Instructions For Use GENERAL This requisition program is designed to allow a City division to: 1 . Key in a requisition; 2 . Add to, change, or review a requisition; 3 . Give departmental approval to a requisition; 4 . Check the approval status of the requisition. The Purchasing Division may: 1 . Key a requisition; a 2 . Add to, change, review a requisition; 3 . Audit a requisition; 4 . Give Purchasing Division approval to a requisition; 5 . Delete a requisition. ROLL KEYS n Roll keys may be used to roll ahead to the next requisition or back to the previous one. Anyone may look at a requisition anytime prior to the purchase order being issued. After the Purchase Order has been issued, use the Purchase Order Menu option "Requisition - Lookup History" . A division may "ADD TO" or "CHANGE" its own requisitions only until department approval is given. In this case, the roll key will take you to the next/previous requisition you are allowed to "ADD TO" or "CHANGE. " COMMAND KEYS Command Key 1 This will allow you to read or enter notes concern- ing this requisition. These notes will not appear on the Purchase Order. When the "CF1-NOTES" nota- tion at the bottom of the screen is highlighted, it means there are existing notes related to the current requisition. Command Key 3 This will return you to Screen One where you may end the processing run or select a new option. Command Key 5 This will cause the computer to print a copy of the current requisition. This command key may only be used by the Purchasing/Finance Department. DPPU0052/ISTXLIB/ISTXDO 19. 1 05/12/92 *URCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use NEXT SCREEN 'I Six different screen displays are necessary to key in/display all the information related to a requisition. These screens, num- bered Two through Seven, are defined as follows: 2 . HEADER 3 . VENDOR ' 4 . DETAIL 5 . TOTALS '! 6 . JOB ORDER ALLOCATION 7 . COMMENTS You may use the "NEXT SCREEN" feature to jump ahead or back within a requisition to a screen showing information you want to see or change. Key in the number of the screen you wish to see K and press ENTER. If you are in a "CHANGE" or "NEW ADD" mode, the screen requested will be displayed. If the data for this screen has not been keyed, the data fields on the screen will be blank. You may key data into these fields . If you are in the "LOOK ONLY" mode, the screen requested will be displayed only if the data has previously been keyed; otherwise, the first screen after the one requested will be displayed. NEXT ITEM Only one detail item is displayed at a time on the detail screen (Screen Four) . Multiple detail items on a requisition require multiple displays of the detail screen. If you want to display a specific detail item and you know its detail number, you may key a "4" into NEXT SCREEN (see instructions above) and the detail item number into NEXT ITEM. That detail item will be displayed if it exists. If you leave NEXT ITEM blank, the first detail item will be displayed. You may continue to press ENTER to skip through the detail items until you get the one you want. NOTE: The computer processes the data on the current screen BEFORE processing the next screen/next item request. If hard errors are found on the current screen, the computer will require you to correct them or press CMD key 3 before it will do anything else. ti 'I DPPU0052/ISTXLIB/ISTXDO 19' 2 05/12/92 *URCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use I . SCREEN 1 - OPTIONS A. OPTION SELECTED - Screen One gives you a list of processing options you can execute. Select the option that best de- scribes what you want to do. Key the option number into the OPTION SELECTED box. The processing options you may select are: i 1 . ENTER A NEW REQUISITION - allows you to create a new requisi- tion for materials and supplies; 2 . DISPLAY AN EXISTING REQUISITION - you may look at a requisi- tion, but you may not change, add to, or approve it; 3 . ADD-TO/CHANGE AN EXISTING REQUISITION - you may change, add '! to, or approve an existing requisition; NOTE: Purchasing Division staff may change any requisition in the pre-purchase order stage. Other users of the program may only change their own division' s requisitions, and then only until their department has .approved the requisi- tion. 4 . SEARCH FOR A REQUISITION - allows you to search for a requisi- tion. You may search by: i VENDOR NUMBER VENDOR NAME DIVISION NUMBER REQUESTOR NAME REQUISITION DATE REQUISITION NUMBER 5 . DELETE A REQUISITION - The Purchasing Division may delete a requisition before the Purchase Order is created. AUTOMATIC SEARCH If you select option 2 (Look Only) or option 3 (Add-To/Change) and you do not key in the requisition number, the system will automatically give you a Search Screen. You may search for the requisition number as described in option 4 above. If you selected option 2 or 3 above and you use the automatic search-screen feature, . you may select the requisition number you want. When you end the search (press CMD key 3) , the requisition you selected will automatically be displayed. �' DPPU0052/ISTXLIB/ISTXDO 19. 3 05/12/92 IRURCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use SELECT REQUISITIONS BY GROUP CLASSIFICATION (Purchasing Division ONLY) You may select requisitions by one or more group classifications. The group classifications are: 1 . Requisitions requiring bids; 4 2 . Requisitions requiring written quotes; 3 . Requisitions requiring telephone quotes; 4 . Requisitions requesting a purchase order be issued with no further action. To select by group classification: 1 . Key in the "OPTION SELECTED" number; i 2 . Key in your "APPROVAL PASSWORD" or "DIVISION NUMBER" as i described below; 3 . Leave the "REQUISITION NUMBER" blank. You will not get the automatic search-screen described above if you select at least one requisition group classification; 4 . Key a "Y" for every requisition group classification you want to see. When you press ENTER, the first requisition found for any group classification you selected will be displayed. You may use the roll key to see other requisitions in the group classifications) you selected. APPROVAL PASSWORD ' Key in your approval password if the computer asks for it. If you are authorized to use more than one approval password, use the one for the approval level (eg. Auditor or Purchasing Offi- cer) you want. DIVISION NUMBER All users of this program are divided into two groups. Group One consists of Purchasing, Finance, and users with departmental approval authority. Everyone not in Group One is in Group Two. Group Two users will be required to key in their division number; and they do not have any approval authority. DPPU0052/ISTXLIB/ISTXDO 19. 4 05/12/92 •PURCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use CHANGES TO A REQUISITION Purchasing Division staff may change any requisition prior to creation of the purchase order. Other users may change only their own division' s requisitions, and these changes must be made prior to department approval of the requisition. REQUISITION TOTAL AMOUNT ADDED/CHANGED THIS RUN This is the total dollar new amount f all m o n requisitions keyed, plus the net dollar amount of all changes made during this execution of the program. ERROR MESSAGES 1 . ENTER YOUR DIVISION NUMBER - Key your division number into the "YOUR DIVISION NO. " box. 2 . REQUISITION NOT FOUND - The requisition number you have asked for is not a valid requisition number; or the purchase order has been printed, and the requisition is no longer available to this program. 3 . INVALID OPTION SELECTED - You asked for an option not avail- able for you to use. Key in an option from the list on the screen and try again. 4 . KEY IN YOUR APPROVAL PASSWORD - Key your requisition approval code/password into the entry field on the screen. 5 . INVALID APPROVAL PASSWORD - You are not authorized to use the requisition approval password you have keyed, or it is ' not a valid approval password. Key in the correct password you are allowed to use. 6 . NO REQUISITIONS IN THE GROUP (S) SELECTED - There are no requisitions in the group classifications) you have select- ed. If the Purchase Order has been printed, then the requisi- tion is no longer available to this program. DPPU0052/ISTXLIB/ISTXDO 19. 5 05/12/92 OURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program i Instructions For Use i II . SCREEN 2 - REQUISITION HEADER Screen Two contains general information about the requisition. Some of the data must be keyed when the requisition is added to the system, and some may be keyed later. The system will error check the data fields on this screen and notify you of the errors if any are found. i A. Data Fields on this screen are: 1 . REQUISITION NUMBER - Assigned by the system automatically when you key in a new requisition. 2 . VENDOR - The name and identification number of the vendor selected by the PURCHASING DIVISION to fill the requisi- tion. This information will not be displayed until the Purchasing Division selects a vendor on the next screen. ii 3 . DATE - The date the requisition was entered into the system. This date is automatically assigned by the system. 4 . DIVISION - (Required entry) . Key in your division number. 5 . DELIVERY CODE - The two-digit code identifying the delivery address for the materials and supplies specified on this requisition. If no entry is keyed, the system will automati- cally assign code "01" . i I 'I 19. 6 DPPU0052/ISTXLIB/ISTXDO 05/12/92 OPURCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use Delivery codes and their addresses are: Code Code 1 City of Redding 10 Redding Museum of Art & History Receiving Dept. 56 Quartz Hill Rd. 760 Parkview Ave Redding, CA 96003-3620 Redding, CA 96001-3396 2 Civic Auditorium 11 Utility Customer Service 700 Auditorium Dr. 1550 California St. Redding, CA 96001-0919 Redding. CA 96001-1003 3 Convention/Visit. Bureau 12 Carter House Science Museum 777 Auditorium Drive 48 Quartz Hill Rd. Redding, CA 96001-0920 Redding, CA 96003-3622 4 Electric Corp. Yard 13 Police Investigations 2556 Heather Lane 1530 California Street Redding, CA 96002-1234 Redding, Ca. 96001-1003 5 Municipal Airport 14 Redding Community Access-CH 28 6751 Woodrum Ct. #200 5831 Eastside Rd. Redding, CA 96002-9427 Redding, CA 96001-4547 'i 6 Police Department 15 Stillwater Treatment Facility 1313 California St. 9001 Airport Rd. Redding, CA 96001-0698 Anderson, CA 96007-9765 7 Wastewater Treatment 16 Moore Road Pole Yard 2220 Metz Road 2163 Fleet Court Anderson, CA 96007-9478 Redding, CA 96001 8 Water Treatment Plant 17 Redding Power 3100 Foothill 17120 Clear Creek Rd. Redding, Ca 96001-1361 Redding, CA 96001-5106 9 Information Systems 18 "SEE DELIVERY ADDRESS NOTED BELOW" 1313 California St. Redding, Ca 96001-0698 , 'I 8 DPPU0052/ISTXLIB/ISTXDO 19. 7 05/12/92 •PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use 6 . REQUESTOR NAME - (Required Entry) . Key in the last name of the person initiating this requisition. f 7. DEPARTMENT APPROVAL NAME - If the requisition has department approval , key in the last name of the person granting it. The requisition must be approved by the requesting department before the Purchasing Division will process it. 8 . BLANKET P/O - The Purchasing Division will key in a: "B" for open blanket P/O "C" for closed blanket P/O Leave blank for all others 9 . VOID PRIOR PURCHASING APPROVAL (Y) - The Purchasing Division may void their approval of a previously approved requisition by entering a 'Y' . 10 . ACTION REQUESTED OF PURCHASING DIVISION - (Required Entry) . Key in a "Y" to indicate what action you want the Purchasing Division to take on this requisition. Only one action may be selected per requisition. 11 . BUDGETED ITEM - If the requisition is for a budgeted item, key in an"Y" ; otherwise, leave blank. 12 . BUDGETED AMOUNT - If the requisition is for a budgeted item, key in the budgeted amount; otherwise, leave blank. ,i 13 . BID SCHEDULE - The Bid Schedule Number will be assigned by the Purchasing Division and keyed in by them. If this requisition is for an item covered by an annual bid that has already had a bid schedule number assigned, the requesting division must key it. 14 . BID OPEN DATE - The Purchasing Division will key in the date of the bid opening for all requisitions requiring bids or written quotes. The date is keyed in month-day-year sequence . 15 . BID OPEN TIME - The Purchasing Division will key in the time I of the bid opening for all requisitions requiring bids or written quotes. The time is keyed as it will appear on the quotation documents (e.g. "12 : 30 pm") . Leave blank if a bid open time is not needed or has not been determined. 16 . APPROVAL STATUS - Shows the approval level of the requisition. DPPU0052/ISTXLIB/ISTXDO 19. 8 05/12/92 kRCHASE ORDER SYSTEM I PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use !i B. ERROR MESSAGES If a required entry is missing or invalid, the word "MISSING" , "INVALID" , OR "ERROR**" will appear adjacent to the field (s) in error. Correct the error and press ENTER to retry. 1 . HARD/SOFT ERRORS - Most errors are hard errors, and you may not continue to process this requisition until . they are corrected. Some errors are soft errors , and you may continue i to process the requisition without changing anything. Soft errors are POSSIBLE error conditions. 2 . HARD ERRORS - FIX OR PRESS CMD key 3 will be displayed in addition to other error messages when hard errors are found. You must either fix the error or press CMD key 3 to return to the option screen. 3 . DATA OK - PRESS 'ENTER' TO ADD TO FILE will be displayed when no errors or soft errors only are found. Press ENTER to continue processing. 4 . DIVISION NUMBER NOT VALID - The division number entered is not a valid division number. Key in your division number. 5 . (BUDGET AMOUNT) AMT ZERO - Budgeted item contains a 'Y ' but budgeted amount is zero. 6 . NO PURCHASING DIVISION ACTION REQUESTED - You must select one (and ONLY ONE) "Action Requested" by placing a 'Y' in the box opposite the action you want. 7. MULTIPLE PURCHASING DIVISION ACTION REQUEST - You must select one (and ONLY ONE) "Action Requested" by placing a ' Y' in the box opposite the action you want. 8 . NO VENDOR SELECTED - No vendor has been selected to fill this requisition. This error is displayed when the Purchasing Division is processing a requisition that does not have a vendor designated to fill it, and the Purchasing Division has been asked to "ISSUE A P/O. " It is a soft error and may be corrected on this screen or the vendor screen (Screen Three) . 9 . Name Not in Vendor File *** - The vendor selected by Purchas- ing to fill this requisition is not a valid vendor. DPPU0052/ISTXLIB/ISTXDO 19. 9 05/12/92 SPURCHASE ORDER SYSTEM e PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use i III . SCREEN 3 - VENDOR INFORMATION This screen is used for vendor information about the requisi- tion. Up to 999 vendors can be related to the requisition for the purpose of obtaining bids or quotes, but only one vendor can be selected to fill the requisition. The vendors related to the requisition do not have to be set up on the City of Redding Vendor Master. This means that you can use new vendors for the purpose of getting quotes without the Purchasing Division first setting them up on the Vendor Master. The requesting division or the Purchasing Division must supply name and address information for any vendor used that is not set up in the Vendor Master File. The Purchasing Division must set that vendor up in the Vendor Master File and enter the vendor number on this screen opposite the name and address information for that vendor before a quote can be sent out. ' Screen Three has room for three vendors, plus their related information. Press ENTER to display the next three vendors or get a blank screen to key new vendors. Continue until all vendors have been displayed or added. The system will automatically advance you to Screen Four (Detail Items) when you press ENTER the last time. DELETE A VENDOR - To delete a vendor previously added to this requisition, simply blank out the vendor number, name, and address fields, and press ENTER. VENDOR NUMBER SEARCH OR SETUP - Anyone may search for a vendor number at anytime during this job. The requestor should search for the vendor number of each vendor he/she wishes to buy from or solicit for bids or quotes. Key in the vendor number on this screen and press ENTER; the computer will fill in the name and address. i If you cannot find the vendor you want with the exact address you want, leave the vendor number blank and key in the name and address information. The Purchasing Division will set up new vendors in the Vendor Master File. To suspend this job while you search for the vendor number, do the following: 1 . Press "ATTN" to suspend this job and transfer to the Requisi- tion Group Job Menu; 2 . Select the option for vendor search or vendor set up; 3 . Press ENTER. i 19. 10. 10 05/12/92 SPURCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use i ' 4 . Perform the desired vendor Search/Setup; I I 5 . To return to the suspended Requisition Job, press CMD key 3 repeatedly until the Requisition Job reappears on your screen. A. DATA FIELDS ON THIS SCREEN ARE: 1 . VENDOR NUMBER - (OPTIONAL) Always key the City of Redding vendor number if you know it. 1 2 . VENDOR ADDRESS - (OPTIONAL) The system will automatically enter the vendor address if you keyed in the vendor number above. If you did not key in the vendor number, you should supply the address if you know it. i NOTE: THE SECOND LINE OF THE ADDRESS IS OPTIONAL. THE THIRD LINE IS THE STREET NUMBER OR PO BOX ADDRESS . 3 . Responded (Y/N) - If you solicited a bid or quote from a vendor and they did not respond, type a 'N' in this field. If they responded, but declined to give a bid or quote , type a 'Y' in this field. If they responded with a bid or quote, leave this field blank; but be sure to type the bid or quote amount in the quote amount field. 4. QUOTE AMOUNT - If telephone quotes were obtained from this vendor, key in amount. Fields 1-4 are repeated three times for keying/displaying up to three vendors per screen. 5 . TO SELECT A VENDOR KEY IN VENDOR NUMBER — (PURCHASING DIVI- SION) Key in the City of Redding vendor number for the vendor selected to fill this requisition. Leave blank if no vendor has been selected. 6 . BID AWARD DATE - (PURCHASING DIVISION) Key the date ' (Month/Day/Year) the vendor was awarded the job. Leave blank until then. 9' DPPU0052/ISTXLIB/ISTXDO 19. 11 05/12/92 I SPURCHASE ORDER SYSTEM i PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use I B . COMMAND KEYS : See instructions above for a description of Command Keys and the ') Roll Key options . C. ERROR MESSAGES: If a required entry is missing or invalid, the word "MISSING, " "INVALID, " or "ERROR**" will appear adjacent to the field (s) in error. Correct the error and press ENTER to retry. 1 . VENDOR NO. ALREADY USED THIS REQUISITION - You are attempting to add a vendor that is already part of this requisition. 2 . SALVAGE VENDOR NUMBER--DO NOT USE - The vendor number used is for a "Salvage Vendor" and may not be used as an "Order From" vendor. This same vendor may have another "Order From" i number in the City of Redding Vendor Master File. 3 . VENDOR SELECTED NOT IN MASTER FILE - The vendor selected to fill the requisition is not set up in the Vendor Master File, or the vendor number entered is not the correct one. 4 . NO VENDOR NAME - This message appears under a vendor name and address group that is missing a vendor name. Either key in the correct vendor name or blank out the vendor ID number and address to delete the vendor. 5 . AMOUNT ZERO - When associated with a quote amount, it means the Purchasing Division action requested (Screen Two) was "Request Telephone Quotes" but no amount has been entered. It is a soft error and may be ignored. 6 . NO VENDOR INFORMATION SPECIFIED - No vendor information has been supplied for this requisition. This may be a hard or soft error depending upon the approval status of the requisi- tion. Additional error messages will indicate hard or soft error. j 7 . NO VENDOR SELECTED - No vendor has been selected by the Purchasing Division to fill this requisition. This is a hard error that will occur if the Purchasing Division auditor approves a requisition before a vendor has been selected. DPPU0052/ISTXLIB/ISTXDO 19 . 12 05/12/92 46CHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use 8 . BAD DATE - An invalid bid award date has been entered by the Purchasing Division. 9 . NO REQUISITION RECORD FOR THIS VENDOR - The vendor selected to fill this requisition does not have a name/address record associated with this requisition. This error usually occurs when the vendor' s name and address have been typed for this requisition, but no vendor number has been typed in the vendor number field opposite the name/address. The select- ed vendor must have a vendor name/address record for this �Irequisition. 'I IV SCREEN 4 - DETAIL ITEM SCREEN Screen Four allows you to Key/Display information about the detail items that make up the requisition. Many of the fields i are optional. You may key up to 999 detail items, and 1-999 lines of description for each detail item. DELETE A DETAIL - If the description field is entirely blank, the detail item record will be deleted. Also, you can delete an item by pressing CMD key 7 . A. DATA FIELDS: 1 . DATE REQUIRED - Type in the date that you, the requestor, need the item. Purchasing will make every attempt to have the item delivered by this date so be careful about this date because speedy delivery could be very expensive. Type this date in month-day-year sequence. 2. DATE DUE - Purchasing will type in the delivery date promised by the vendor. This date is typed in month-day-year sequence. 3 . ITEM HEADER - You may key in up to 80 characters of Header comments related to this detail item. These comments will be printed on the Purchase Order immediately above the first description line for the item. 4 . QUANTITY - Key in the quantity wanted if applicable. Quanti- ty is 6 integers plus three decimal places long. DPPU0052/ISTXLIB/ISTXDO 19 . .13 05/12/92 •PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program i Instructions For Use 5 . DESCRIPTION - (REQUIRED) Key in the detail description. You may use up to 999 characters to describe the item. If you i leave this field blank, the detail record will be deleted. This screen has room for five lines of description. If you use all five lines , the program will continue to give you five more (after you press ENTER) until you have typed in all the description. If you finished your description on the last description line on the screen, after you press ENTER the computer will give you five more blank description lines. Press ENTER again to go on to the next item or next screen. 6 . VENDOR PART NO. - Key in the Vendor' s Part Number if known; ! otherwise, leave this field blank. 7 . COMMODITY CODE - (future use) ' 8 . CITY PART NUMBER - The City Part Number is used for warehouse items. The City Part Number consists of a one character letter code designating the warehouse. Warehouse codes are: A - Auto G - General R - Reproduction E - Electric M - Meters (Electric) F - Forms P - Print Shop W - Water The rest of the City Part Number is a five-digit number (3 integers plus two decimal places) identifying the part. 9 . UNIT PRICE - Key in unit price if known; otherwise, leave it blank. 10 . UNIT - This is the unit of issue (e.g. , each, dozen, box, etc. ) . Key in if known and applicable. NOTE: IF YOU LET THE SYSTEM CALCULATE EXTENDED PRICE AND THE UNIT IS "DZ" , "C" , "M" , "X" , "L" , OR "D" , THE QUANTITY WILL BE DIVIDED BY A UNIT CONVERSION FACTOR AND MULTIPLIED BY UNIT PRICE TO GIVE EXTENDED PRICE. 11 . SALES TAX - You can key in sales tax for this item. It will be added to the detail total price. 12 . FREIGHT - If applicable, key in freight for this item. It will be added to the detail total price. DPPU0052/ISTXLIB/ISTXDO 19. 14 05/12/92 *URCHASE ORDER SYSTEM 0 PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use i 13 . JOB ORDER - All costs of this requisition must be allocated to a job order. I i If you plan to allocate by cost on Screen Six later, do not key in a job-order number on this screen. If you are request- ing more than one item, use Screen Six to allocate the 'cost by job order. 14 . DISTRIBUTION - (DISPLAY ONLY) The division/activity and object account number associated with the job order entered on this screen. If this distribution account is over budget, the words "over budget" will appear beneath the distribution i account. Purchasing will not process a requisition that is over budget. 15 . EXTENDED PRICE - Enter an extended price or let the system calculate it. If quantity is zero or unit price is zero, the 'I system will not calculate extended price. If nothing is typed in extended price, the computer will attempt to calcu- late it. 16 . LABOR - If applicable, key in labor, for this item. It will be added to the detail total price. 17 . EQUIP NO. - If applicable, key in the City of Redding Equip- ment Number related to this requisition. 18 . DISCOUNT o - The percentage discount allowed on the item by the vendor. Discount is expressed "02 .25" for a two and one quarter percent discount. 19 . TOTAL PRICE - (DISPLAY ONLY) The total cost of this detail item as keyed on this screen. B. COMMAND KEYS COMMAND KEY 1 Allows you to read or enter notes concerning this requisition. These notes will not appear on the purchase order. When the "CF1-Notes" notation at the bottom of the screen is highlighted, it means there are existing notes related to the current requisition. COMMAND KEY 2 Allows you to search for or look up a commodity code. The commodity code is used to classify items or services into groups. (Future Use) COMMAND KEY 3 Allows you to return to the first screen to either exit the program or select a new processing option. DPPU0052/ISTXLIB/ISTXDO 19. 15 05/12/92 •PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program f Instructions For Use I COMMAND KEY 4 Allows you to display the three year expenditure j history for the distribution account of the job order you typed for this item. This function will only display expenditure history if you typed a job order for this item and that job order has an expenditure distribution account. COMMAND KEY 5 This will cause the computer to print a copy of the current requisition. This command key may only be used by the Purchasing/Finance Department. COMMAND KEY 7 Press the command key to delete the current item from the requisition. After pressing CMD key 7 you will be instructed to press ENTER to complete the delete process , or press CF12 to nullify the delete request and return to the detail screen. C. ERROR MESSAGES: 1 . AMT NEGATIVE - Either the extended price or detail total price is a credit amount. SOFT ERROR. i ;i 2 . ALLOCATE ALL COSTS AT END OF REQUISITION - You may not allocate costs to a job order on this screen because prior i detail items were, or will be, allocated by totals on Screen Six. Remove the job order from this screen. HARD ERROR. 3 . REQUISITION COST ALLOCATED AT TOTAL TIME - Requisition costs were previously allocated by totals on Screen Six. You are now trying to allocate the first detail item of the requisi- tion by detail job order. The system will let you change from allocating by detail to allocating by totals or vice I versa, but you must change all detail items in the requisi- tion. If you allocate by detail item, ALL costs of the requisi- tion must be allocated by detail item, including tax, freight, and discount. 4 . PRESS ENTER - Not finished updating - Because you can type in more description lines than will fit on one screen, the system updates/writes the description for the item before it updates/writes the item itself to the disk. You get this error if you press CMD key 3 after it has updated/written the description but before it has updated/written the detail item. Press ENTER to finish the update. 5 . WAREHOUSES ARE A, E, F, G, M, P, R, W - You typed in a city part number in an invalid warehouse code. Type in the correct code or blank out the City Part Number. DPPU0052/ISTXLIB/ISTXDO 19.16 05/12/92 •PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use I V. SCREEN 5 - REQUISITION TOTALS This screen gives requisition totals and allows for additional iinformation related to the Purchase Order that will result from i this requisition. The costs of .the requisition must be allocated to a job order by detail item or by requisition totals. If the costs are allocated by detail item, all costs must be keyed on the detail item screen (Screen Four) and may not be keyed on this screen. If you are allocating costs by requisition totals, you may key costs such as estimated amounts, sales tax, freight, etc. on this screen. PRE-ISSUED PURCHASE ORDER NUMBERS - The Purchase Order System assigns purchase order numbers and prints the Purchase Orders . Sometimes the Purchasing Department must issue Purchase Orders or purchase order numbers in advance. Screen Five allows for input of the actual purchase order number used. (PURCHASING USE ONLY) A. DATA FIELDS : 1 . SALES TAX - If applicable you may key in the requisition sales tax if it was not included with the detail items. 2 . REQUISITION SUBTOTAL - (DISPLAY ONLY) The sum of all the detail item total costs . 3 . ESTIMATED AMOUNT - (OPTIONAL) You may key in an estimate of the total requisition cost. This estimate will be used if the requisition subtotal is zero; otherwise, it will be ignored. f 4 . FREIGHT - Same as sales tax above. 5 . DISCOUNT AMOUNT - If applicable, type in the amount of the discount to be taken if the invoice is paid on time. Include ,i this amount with the detail items if the costs of this requisition were allocated by detail item. 6 . REQUISITION TOTAL - (DISPLAY ONLY) The total cost or estimated total cost of this requisition. 7 . TERMS - Purchasing will type in the terms for this purchase. 8 . P/O NUMBER - Key the actual purchase order number issued in advance. Leave blank if no purchase order number was issued in advance. (PURCHASING DIVISION USE ONLY) i DPPU0052/ISTXLIB/ISTXDO 19. .17 05/12/92 •PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program i Instructions For Use 9 . REQUISITION APPROVAL GIVEN - When you are satisfied that the requisition information is as complete as you can make it, key in A "Y" . Approval is given by the department, j Purchasing Division Auditor, Purchasing Officer, and Director of Finance . j B. ERROR MESSAGES: 1 . NO DETAIL ITEM AMOUNTS ENTERED - Since there were no detail item amounts entered,. there should be no amount entered on this screen for sales tax, freight, and discount. These fields should be blank. 2 . REQUISITION COST ALLOCATED BY DETAIL - This requisition' s costs are being allocated to job orders by detail item rather than by requisition totals. You may not key any requisition total amounts on this screen. All costs of this requisition must be entered on the detail item screen. 3 . P/0 NUMBER ALREADY EXISTS - You told . the system that you pre-issued a purchase order number for this requisition, and the system is telling you that the purchase order number you keyed has already been used. VI . SCREEN 6 - JOB ORDER ALLOCATION This screen is used to allocate requisition costs by totals to one or more job orders. All requisition costs must be allocated. These costs may be allocated by detail item on the detail item screen, or they may be allocated by total on this screen. You must allocate all costs by one method or the other, but not both. If more than one item, allocate on Screen Six. You may allocate costs on this screen by dollar amount or by a percentage of the total, but you must allocate all costs by the same method. You may not allocate some costs by percentage and some by dollars. This screen also shows you the total cost to be allocated and the total costs that have been allocated. If the two totals do not match, all the costs of this requisition have not been allocated to a job order. If this requisition is for an unbudgeted capital outlay and the job order or job orders have not been set up, the system will allow you to allocate the costs later. DPPU0052/ISTXLIB/ISTXDO 19' 18 05/12/92 • •PURCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use i This screen will allow up to 999 job orders for allocation. Ten j job orders fit on one view of this screen. If you need more than ten job orders , type in the first ten with their allocated amount j and press ENTER. After the computer processes those job orders, it will allow you to type in ten more. Follow this process until you have typed in all your allocation information. A. DATA FIELDS : 1 . JOB ORDER - Key in the job orders for cost allocation. These job orders must exist as primary job order numbers in the Job Order Master File. 2 . AMOUNT - The dollars and cents to be allocated to the job order. You may key up to ten amounts to correspond to the job orders keyed above, or you may use the percentage method to calculate the amount. If you use the percentage method to calculate one amount, you must use it to calculate all amounts for this requisition. 3 . PERCENTAGE - If you elect to use the percentage method to calculate the amounts to be allocated, leave the amount field blank and key in the two-digit percentage (no deci- mal) , such as 10% , 33% , etc. all the percentages used must total to 100 percent. Press ENTER and the computer will calculate the amounts for you. 'i 4 . DISTRIBUTION ACCOUNT (DISPLAY ONLY) - The department activity and object account number associated with each job order entered on this screen. If the account is over budget, the words "Over Budget" will appear to the left of the distribution account. B. ERROR MESSAGES: 1 . REQUISITION COST ALLOCATED BY DETAIL - Costs for this requisi- tion were allocated by detail item on Screen Four. They may not be allocated on this screen. ,i 2 . ALLOCATED COSTS NOT = REQUISITION COSTS - The total costs allocated on this screen do not equal the total cost of this ' requisition. 3 . NOT 100% - You are using the percentage method to' calculate the amounts to allocate to each job order, but the total of all percentages entered does not equal 100 percent. DPPU0052/ISTXLIB/ISTXDO 19. 19 05/12/92 i PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use .i VII . SCREEN 7 - COMMENTS This screen allows you to enter up to 999 lines of comments pertaining to this requisition. These comments will appear on i the Purchase Order. Type in your comment lines for this requisition. Press enter to write them to the disk. If you used all 18 lines , the computer will automatically give you another 18 lines. Continue until you have typed in all your comments . Use CMD key 1 to record comments or notes about this requisition that you do not want to appear on the Purchase Order. 1 . REQUISITION APPROVAL GIVEN - Same as described for Screen Five. GENERAL This program has many uses for many different users with varied needs. These instructions will be limited to how a person authorized to give departmental approval reviews and approves a requisition. i ROLL KEYS Roll keys may be used to roll ahead to the next requisition or J back to the previous one. Anyone may use this program to LOOK at a requisition anytime prior to the Purchase Order being issued. A division may "ADD TO" or "CHANGE" its own requisitions only until department approval is given. In this case, the roll key will take you to the next/previous requisition you are allowed to approve. " COMMAND KEYS Command Key 1 Press this key to read or enter notes concerning this requisition. These notes will not appear on the Purchase Order. When the "CF1 - NOTES" notation at the bottom of the screen is highlight- ed, it means there are existing notes related to the current requisition. Command Key 3 Press this key to return to Screen One. Press this key again to end the approval run. DPPU0052/ISTXLIB/ISTXDO 19 . 20 05/12/92 .PURCHASE ORDER SYSTEM • PU02 - Requisition Data Entry/Change/Add/Approve Program j Instructions For Use NEXT SCREEN Six different screen displays are necessary to display all the different information related to a requisition. These screens, numbered Two through Seven, are defined as follows: 2 . HEADER 3 . VENDOR 4 . DETAIL 5 . TOTALS 6 . JOB ORDER ALLOCATION 7 . COMMENTS You may use the "NEXT SCREEN" feature to jump ahead or back within a requisition to a screen showing information you want to see or change. Key in the number of the screen you wish to see and press ENTER. If you request a particular screen and it is displayed with blank data fields, it means that the data for that screen was not keyed. Simply press ENTER and you will get the next screen. i NEXT ITEM Only one detail item is displayed at a time on the detail screen (Screen Four) . Multiple detail items on a requisition require multiple displays of the detail screen. If you want to display a specific detail item and you know its detail number, you may key in "4" in NEXT SCREEN (see instructions above) and the detail item number in NEXT ITEM. I . SCREEN 1 - OPTIONS A. OPTION SELECTED - Screen One gives you a list of processing options you can execute. To review and approve a requisi- tion, select option 3 (ADD TO/CHANGE an existing requisition) . B. KEY APPROVAL PASSWORD - Key in your six-character approval code. This is your authorization to approve requisitions for your department. C. AUTOMATIC SEARCH - If you do not key in the requisition number of the requisition you want to review/approve, the system will automatically give you a search screen. You may search by division number for your division' s requisitions. DPPU0052/ISTXLIB/ISTXDO 19' 21 05/12/92 *URCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program i Instructions For Use i Scan the list of requisitions for your division. Select the lowest requisition number you want to review/approve and key it into the " . . .Requisition Number Selected" box at the bottom of the screen. The requisition you selected will now be displayed. Press CMD key 3 to end the search. ERROR MESSAGES 1 . REQUISITION NOT FOUND - The requisition number you have asked for is not a valid requisition number; or the Purchase d Order has been printed, and the requisition is no longer available to this program. 2 . INVALID OPTION SELECTED - You asked for an option not avail- able for you to use. Key in an option from the list on the screen and try again. You must use option 3 to approve a requisition. 3 . KEY IN YOUR APPROVAL PASSWORD - Key your requisition approv- al code/password into the entry field on the screen. 4 . INVALID APPROVAL PASSWORD - You are not authorized to use the requisition approval password you have keyed, or it is not a valid approval password. Key in the correct password you are allowed to use. If you want to review the requisition prior to approving it, simply press the "ENTER" key after reviewing a screen; and the computer will display the next screen. You may give your departmental approval on Screen Five - TOTALS or Screen Seven - COMMENTS as described below. If you want to approve the requisition without skipping through all of the screens, use the NEXT SCREEN feature. Key a "5" into the "NEXT SCREEN" data area at the bottom of the screen. Press ENTER and the TOTALS screen (Screen Five) will be displayed. You may give your approval to this requisi- tion by keying a "Y" into the "REQUISITION APPROVAL GIVEN" i data area. II y Press ENTER and the computer will do an error check on the requisition. It will redisplay this screen with the message, "Data OK - Press ENTER to add to file" . Press ENTER again and the requisition will be approved. If you get an error message, "HARD ERRORS - Fix or press CMD key 3" , it means that there are data errors on this screen which must be fixed before the computer will let you approve the requisition or go on to another screen. DPPU0052/ISTXLIB/ISTXDO 19. 22 05/12/92 (PURCHASE ORDER SYSTEM PU02 - Requisition Data Entry/Change/Add/Approve Program Instructions For Use iOther error messages on this screen will tell you what the i errors are. If you cannot fix the errors , press CMD key 3 to return to Screen One. Call the Purchasing Division for help. i NEXT REQUISITION - When you are finished with the requisition, you may get the next one by using the ROLL KEY. If you do not want to approve a given requisition then use the ROLL KEY to get to the next requisition. If you want to return to a requisition you skipped over, use the ROLL-BACK key to redisplay it. Remember, once you approve the requisition, you may not roll back or forward to it again. DISPLAYING A REQUISITION THAT HAS BEEN APPROVED - You may look at a requisition which has been approved, but you may not change it. To do this, press CMD key 3 to return to Screen One. Use option 2 "DISPLAY AN EXISTING REQUISITION" . Also, key in the requisi- tion number desired or leave the number blank and use the automat- ic search option described above. You may use the roll keys to display other requisition after you are finished with the one you requested. i ,i DPPU0052/ISTXLIB/ISTXDO 19. 23 05/12/92 REQUEST FOR DEMAND ITEMS LISTING The "Request for Demand" form shall be completed for the following items and forwarded to the FINANCE DEPARTMENT for processing. Items between $5 , 000 .00 and $25 , 000 .00 requires City Manager approval or in his absence the Assistant City Manager approval and/or where consistent with budget limitations , the Finance Director may approve the request. Items exceeding $25, 000 . 00 requires City Council approval. Request for Demand Annexation Fees, Additions, and Betterments Auto Allowance Bond Interest Cardroom Fees Catering 1) Dept Dir. Meeting 2) Special Promo Collection Agency Commissions Concealed Weapons Permit Concerts/Promoters Contract Payments Employee Reimbursements Escrow Deposits Filing Fees Fingerprint I.D. Fees Forfeited Assets Franchise Fees Fuel Tax Hotel Accommodation 1) Special Promo 2) Board Participants (Oral Boards) 3) Consultants Immunizations Instructor Fees/Recreation Programs Insurance Premiums Land Purchases Levy Fees Meals 1) Special Promo 2) Board Participants 3) Consultants Meeting Compensation (Council Members) Mileage 1) Special Promo 2) Board Part. 3) Consultants 20 . 1 Personal Service Fees 7 Physicals Policy Fees Post Office Box Rentals i Postage By Phone Public Construction Contract Payments Refunds Rehab Grants 1) Homeowner 2) Rental Social Security Tax Service Fees Toll Allowance Trailer Renewals Transportation 1) Board Participants 2) Consultants Travel Expense Trust Fees Underground Tank Fees Uniform Allowance Utilities Vendor-Sales Tax/Shipping/Freight - When omitted from P.O. Volunteer Services RFD Writ Fees 20 . 2 SUBJECT INDEX PAGE ABBREVIATION OF STATES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 . 1 BLANKET PURCHASE ORDERS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 . 1 BLANKET VENDORS LISTING. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 . 1 I CONTRACT ADMINISTRATION. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7 . 1 Under $25 , 000 (7 . 1) Over $25 ,000 (7 . 2) DELIVERY CODES AND ADDRESSES . . . . . . . . . . . . . . . . . . . . . . . . . . 19 . 7 FREIGHT (GUIDELINES FOR RECEIVING) . . . . . . . . . . . . . . . . . . . . 18 . 1 GENERAL PURCHASING INFORMATION. . . . . . . . . . . . . . . . . . . . . . . . . 1 . 1 INSURANCE - GENERAL REQUIREMENTS. . . . . . . . . . . . . . . . . . . . . . .6 . 1 INVOICES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 . 1 NOTICE OF FIXED ASSET ACTIVITY (Sample Form) . . . . . . . . . . 16 . 1 PURCHASE ORDERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 . 1 PURCHASE ORDER (Sample Form) . . . . . . . . . . . . . . . . . . . . . . . . . .11 . 1 QUOTATION REQUEST. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 . 1 QUOTATION REQUEST (Sample Form) . . . . . . . . . . . . . . . . . . . . . . . .9 . 1 REQUEST FOR DEMAND - ITEMS LISTING. . . . . . . . . . . . . . . . . . . . 20 . 1 REQUISITION DATA ENTRY/CHANGE/ADD/APPROVE PROGRAM. . . . . 19 . 1 REQUISITIONS - ITEMS LISTING. . . . . . . . . . . . . . . . . . . . . . . . . . . 3 .1 REQUISITION FOR MATERIALS AND SUPPLIES (Sample Form) . . .5 . 1 REQUISITIONS (Paper Transmission) . . . . . . . . . . . . . . . . . . . . . . 4 .1 SELECTION OF TECHNICAL CONSULTANTS. . . . . . . . . . . . . . . . . . . . .2 . 1 SURPLUS AND OBSOLETE MATERIAL. . . . . . . . . . . . . . . . . . . . . . . 15 . 1 REVISED 08/92 CPURMANI 'I 21. 1