Page 5 - CONTRACT POLICY MANUAL

COUNTY OF ORANGE
CONTRACT POLICY MANUAL
TABLE OF CONTENTS

SECTION 1 – GENERAL RESPONSIBILITIES ..................................................................... 3
OFFICE OF THE COUNTY PROCUREMENT OFFICER ..................................................................................... 5
DEPUTY PURCHASING AGENTS ........................................................................................................................ 9
PROCUREMENT COUNCIL ................................................................................................................................. 10
PROTEST ................................................................................................................................................................ 11
PROCUREMENT APPEALS BOARD .................................................................................................................. 13
COMPLIANCE MONITORING ............................................................................................................................. 15
SURPLUS COUNTY PROPERTY ......................................................................................................................... 16
PURCHASING CARDS ......................................................................................................................................... 18

SECTION 2 – GENERAL RULES AND PROCEDURES ..................................................... 21
ETHICS IN PUBLIC CONTRACTING - COUNTY EMPLOYEES ..................................................................... 23
ETHICS IN PUBLIC CONTRACTING - CONTRACTORS ................................................................................. 26
SURETY AND INDEMNIFICATION ................................................................................................................... 27
ENFORCEMENT OF CHILD SUPPORT OBLIGATIONS .................................................................................. 29
PURCHASING REQUISITIONS ........................................................................................................................... 32

SECTION 3 - TYPES OF CONTRACTS ................................................................................. 33
COMMODITIES ..................................................................................................................................................... 35
CAPITAL ASSETS ................................................................................................................................................. 41
SERVICE CONTRACTS ........................................................................................................................................ 45
HUMAN SERVICES CONTRACTS ...................................................................................................................... 54
UNILATERAL AND HYBRID CONTRACTS ..................................................................................................... 60
SECTION 4 – METHODS OF SOLICITATION .................................................................... 63
REQUEST FOR INFORMATION (RFI) ................................................................................................................ 65
INVITATION FOR BID (IFB) ............................................................................................................................... 66
REQUEST FOR PROPOSAL (RFP) ...................................................................................................................... 71
TWO-STEP SEALED BIDDING ........................................................................................................................... 78
SOLE SOURCE AND PROPRIETARY REQUESTS ............................................................................................ 81

SMALL DOLLAR PURCHASES........................................................................................................................... 84
COOPERATIVE PURCHASING ........................................................................................................................... 85
SECTION 5 – GLOSSARY ....................................................................................................... 89

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