HomeMy WebLinkAbout11/25/2013
B A K E R S F I E L D
/s/ Steven Teglia Committee Members:
Staff: Steven Teglia Willie Rivera, Chair
Assistant to the City Manager Ken Weir
Terry Maxwell
AGENDA SUMMARY REPORT
REGULAR MEETING OF THE
BUDGET AND FINANCE COMMITTEE
Friday, November 25, 2013
12:00 p.m.
City Hall North – Conference Room A
1600 Truxtun Avenue
Bakersfield, CA 93301
The meeting was called to order at 12:04 p.m.
1. ROLL CALL
Committee members: Councilmember Willie Rivera, Chair
Vice Mayor Ken Weir
Councilmember Terry Maxwell
City Staff: Alan Tandy, City Manager
Rhonda Smiley, Assistant to the City Manager
Steven Teglia, Assistant to the City Manager
Chris Huot, Assistant to the City Manager
Caleb Blaschke, Management Assistant-City Manager’s Office
Virginia Gennaro, City Attorney
Josh Rudnick, Deputy City Attorney
Nelson Smith, Finance Director
Raul Rojas, Public Works Director
Nick Fidler, Assistant Public Works Director
Kim Berrigan, Purchasing Officer
Others present: Members of the Media
AGENDA SUMMARY REPORT
Budget and Finance Committee Meeting
Monday, November 25, 2013
Page 2
ADOPT AUGUST 30, 2012 AGENDA SUMMARY REPORT
Adopted as submitted.
2. PUBLIC STATEMENTS
None
3. DEFERRED BUSINESS
A. Discussion regarding Local Vendor Preference Ordinance
Assistant to the City Manager Teglia stated that the item was referred to the Budget
and Finance Committee by Councilmember Johnson.
Finance Director Smith produced a report that had been included in the packet for
the Committee meeting. As background, he said that in September of this year, 11
bids were received on an item to purchase pickup trucks. A local vendor was the
third lowest bidder, and the current policy applies when the local vendor is the
second lowest bidder.
City Manager Tandy said that it is Councilmember Johnson’s belief that if the
monetary difference does not change between the second and third lowest bids,
that the local vendor should be afforded the preference.
City Attorney Gennaro indicated that there had originally been some legal concerns
about possible collusion with bidders. To address those concerns, three requirements
were included in the policy: 1) The second lowest bid amount should fall within 3% of
the lowest bid; 2) The monetary preference amount should not exceed $9,000; and 3)
The local vendor should be the second lowest bidder. These conditions were
intended to ensure that the integrity of process would be maintained. It was the
opinion of some that if the local vendor was always given preference, it would
discourage competitive bidding.
Committee member Weir was a member of the Budget and Finance Committee
when the policy was discussed and recommended to the City Council. While the
goal is to contract with local vendors, the members did not want to discourage out-
of-town vendors from bidding. He also said that the policy only applies to goods.
Committee member Maxwell stated his agreement with the current policy, and his
preference to leave it unchanged. He made a motion for no action.
Committee Chair Rivera asked how close the third bid on the specific item being
discussed was to the 3% threshold.
AGENDA SUMMARY REPORT
Budget and Finance Committee Meeting
Monday, November 25, 2013
Page 3
Finance Director Smith said that if the local vendor had been the second lowest
bidder, the bid would have been awarded to them, as the bid amount was within 3%
of the lowest bid amount.
Committee Chair Rivera asked for additional clarification.
Finance Director Smith responded that out of the 11 bids received, the lowest and
second lowest bidders were from out-of-town. The third lowest bidder was local; and
if this local vendor had submitted the second lowest bid, the bid amount was within
3% of the lowest bid, so they would have been awarded the contract. The policy
states that the 3% preference applies when the local bidder is in the second position.
City Attorney Gennaro said that the local vendor had met the first and second
conditions of the policy; but they did not meet the third requirement, which was to be
the second lowest bidder.
Committee Chair Rivera said that he was unsure about the concept that including a
vendor outside of the second position decreases competition.
Committee member Weir responded that if out-of-town bidders are continually
excluded in favor of local vendors, the out-of-town vendors will eventually stop
bidding.
Committee Chair Rivera said that there could be an economic benefit by utilizing
local vendors only, and believes there may be a method to achieve that.
Committee member Weir responded that the Committee had previously discussed
that issue; and in doing so, recommended a change from a 1% difference to the
current 3%.
Committee Chair Rivera asked about the number of local vendors who submitted a
bid on the trucks, and if that was an average response.
Finance Director Smith responded that out of the 11 bids received, 2 were from local
vendors. The amount of bids received for the trucks was unusual, as typically there
are only 2 or 3.
Committee member Maxwell stated that at a subsequent Council meeting, this same
local vendor was awarded a contract for vehicles. It is a demonstration that the
policy does work. The rules are known up front. As a private business owner, the
policy is very reasonable.
Committee member Weir noted that other local vendors chose not to bid on the
product.
City Manager Tandy said that some vendors deem the paperwork to be
cumbersome, and the low profit margin, not worthy of their effort.
AGENDA SUMMARY REPORT
Budget and Finance Committee Meeting
Monday, November 25, 2013
Page 4
Public Works Director Rojas said that the local Dodge dealer has been approached
on many occasions, and they always elect not to submit a bid on vehicles.
Committee Chair Rivera said that he would not want a vendor landing as the third or
fourth lowest bidder to be disqualified by a minimal bid difference. However, since it
was the will of the majority of the Committee to maintain the policy in its current form,
he would entertain a motion for no action.
Committee member Maxwell made the motion, and it was unanimously approved.
4. COMMITTEE COMMENTS
None
5. ADJOURNMENT
The meeting adjourned at 12:26 p.m.