Procurement Methods & Thresholds
This method is utilized to procure goods (e.g. widgets).
What is an Invitation to Bid (ITB)?
Every one-shot procurement starts with this in Munis?
What is a requisition
Staff must avoid this type of relationship with vendors
What is a conflict of interest
This is the City's ERP system utilized for procurement, accounting, and budget.
What is Munis?
This is the only time purchases can be made without a PO.
What is an Emergency?
What procurement method is used when seeking qualifications before pricing?
What is an RFQ
This group authorizes the General Manager to approve Exceptions to Policy (ETPs).
What is the Board of Utilities Commissioners?
What is transparent competition
This system replaced Planet Bids.
This should be reviewed to confirm if a purchase has been budgeted and is included on a requisition/PO in order to pay an invoice.
What is a GL string?
This is needed to prove that a vendor is the only one of its kind that can provide goods/services.
What is a Sole Source Letter?
A contract that has been fully reviewed and signed by the City Attorney's office and GM is called?
Accepting gifts, meals, or favors from vendors may violate this policy
What is the City's Ethics Policy
This reporting system has the ability to provide information on contract balances and POs.
What is Simpler?
This is the section of a Board letter that gets reviewed by Finance.
What is Fiscal Impact?
This is the range that AGMs can approve for ETPs and Sole Sources without going to Board.
$25,001 - $100,000
When a requisition or PO change order has errors and it is sent back to the initiator?
What is a rejection
Procurement staff must disclose this if they have family members that could benefit from a vendor relationship
What is a financial interest
When validating if the vendor is in good standing with State of California, you would check with this office?
What is the Secretary of State
This document formally authorizes a vendor to supply goods or services?
What is a Purchase Order (PO)
This procurement method is known as a "piggyback" which leverages an existing vendor agreement with another agency.
What is a cooperative agreement?
This division ensures funds are available and aligned with the budget?
What is Finance
A vendor offers you free Lakers tickets while their bid is under review, the correct response is
What is to decline the tickets and report it to your supervisor
This is Daniel Gutierrez's favorite program to present dashboards.
What is Air Table?
To fully close out the procure-to-pay cycle, three things must align: the PO, receiving the goods/services and this final document?
What is the vendor invoice