402225 OP Buy Decision.pdf
PDF 188 KB Posted
- Attached to
- Agency Business Case Assessment
- Solicitation number
- S-69000-00005049
- Issued by
- Marion County, Oregon
About this file
This is a Buy Decision document from the State of Oregon outlining procurement sourcing methods and filing requirements for state and local contract opportunities. The document serves as a procedural guide for determining which procurement method must be used when making purchases, referencing the Oregon Revised Statutes (ORS) and Oregon Administrative Rules (OAR) that govern public procurement. The document presents a decision tree beginning with exemptions from standard sourcing requirements, such as purchases through price agreements, DAS contracts, and open market purchases. If exemptions do not apply, the document specifies seven mandatory sourcing methods: Invitations to Bid (ITB), Formal Request for Proposal (RFP), Small Procurement, Intermediate Procurement, Sole-Source procurement, Emergency Procurement, and Special Procurement. Each method is cross-referenced with specific statutory authority and administrative rule citations.
The Buy Decision document establishes filing requirements and documentation standards for all procurement methods, requiring submission of purchase orders, ORPIN postings, evaluation summaries, original solicitation documents, contract awards, addenda, notification lists, vendor bids organized from lowest to highest, insurance certificates, correspondence, and other relevant materials. The document also addresses alternative procurement methods, including purchases through federal programs under OAR 125-246-0360 and references to the Electronic Government Act of 2002. Additionally, the document notes COBID limitations on competition under ORS 279A.142, indicating that Oregon's procurement regulations prioritize fair competition and documented decision-making processes across all purchasing activities regardless of the selected sourcing method.
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| File | Type | Posted |
|---|---|---|
| RFP - Document Amendment I.docx | DOCX document | |
| RFP Document~1.zip | ZIP file |
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Text version
Surplus ORS 279A.260 and OAR 125-246-0110(170)
QRF ORS 279.835-830 and OAR 125-055-0045
I/M Labor Constitution, Article1, Section 41(11)
Price Agreement 279B.140; 125-247-0296
DAS PA ___________ DOC PA ___________
ORS 190 OAR 125-246-0365 *can be used at anytime
Open Market _IF ABOVE DO NOT APPLY - Use 1 of the 7 Sourcing Methods Below
Buy Decision 125-247-0200
Sourcing Methods: OAR 125-247-0200(5) One of the below must be used, unless sourcing method exemption applies.
ITB ORS279B.055, OAR 125-247-0255 Authority OAR 125-246-0170
Formal RFP ORS279B.060, OAR 125-247-0260;
Authority OAR 125-246-0170
Small Procurement ORS279B.065, OAR 125-247-0265; Authority OAR 125-246-0170
Intermediate Procurement ORS279B.070, OAR 125-247-0270;
Authority OAR 125-246-0170
Sole-Source ORS279B.075, OAR 125-247-0270; Authority OAR 125-246-0170
Brand name specification done (if needed)
ORS 279B.215 _________________________
Emergency Procurement ORS279B.080, Authority OAR 125-246-0170
Emerg. Log Order# ____________________ Special Procurement ORS279B.085 SP355-09, Authority OAR 125-246-0170
SP Name & # _________________________
Filing (front to back): check applicable Purchase Order
Blue Sheet
Email to vendor placing the order
ORPIN Evaluation & Summary
Original ITB
ORPIN Contract (Award Document)
Addenda
ORPIN Opportunity Posting
Notification list
Vendor Bids in order, lowest to highest
Insurance Certificate
Correspondence Emails
Other Alternatives
Purchases through federal programs: OAR 125-246-0360; 279A.180 NOTE: ORS 279B.050-085 not required provided:
1. Proc. made in accord. w/rules adopted by contracting agency
2. Made under the Elect. Govt. Act of 2002
COBID - Limitation of competition ORS279A.142; <100k Authority 279A.050, Alternative Procurement Methods ORS291-164-0140 Opportunity Buy ORS421.438
Direct Award under Disabled Veterans preference OAR 125-246-0314
ODOC PROCUREMENT
BEST PRACTICE CHECKLIST
Notes:
ORS 279A050(6)(i) authority to procure goods, services, & personal services under ORS
179.040 for its institutions. 421.438
Contains DOJ comments/review
Procurement Rule Used
DAS Rule OAR 125-246/247
DOJ Rule OAR 137-046/047
ODOC Rule OAR 291-163/164
Updated: 7.12.17 P://Purchasing/Forms/Procurement Checklist file:///P:/Purchasing/Forms/Procurement Checklist.pdf
David Gillies 11.0.0.20130303.1.892433 Surplus ORS 279A.260 and OAR 125-246-0110(170) QRF ORS 279.835-830 and OAR 125-055-0045 I/M Labor Constitution, Article1, Section 41(11) Price Agreement 279B.140; 125-247-0296
DAS PA ___________ DOC PA ___________
ORS 190 OAR 125-246-0365 *can be used at anytime Open Market _IF ABOVE DO NOT APPLY - Use 1 of the 7 Sourcing Methods Below Buy Decision 125-247-0200 Sourcing Methods: OAR 125-247-0200(5) One of the below must be used, unless sourcing method exemption applies.
ITB ORS279B.055, OAR 125-247-0255 Authority OAR 125-246-0170 Formal RFP ORS279B.060, OAR 125-247-0260;
Authority OAR 125-246-0170 Small Procurement ORS279B.065, OAR 125-247-0265; Authority OAR 125-246-0170 Intermediate Procurement ORS279B.070, OAR 125-247-0270; Authority OAR 125-246-0170 Sole-Source ORS279B.075, OAR 125-247-0270; Authority OAR 125-246-0170 Brand name specification done (if needed)
ORS 279B.215 _________________________
Emergency Procurement ORS279B.080, Authority OAR 125-246-0170 Emerg. Log Order# ____________________ Special Procurement ORS279B.085 SP355-09, Authority OAR 125-246-0170 SP Name & # _________________________ Filing (front to back): check applicable Purchase Order Blue Sheet Email to vendor placing the order ORPIN Evaluation & Summary Original ITB ORPIN Contract (Award Document) Addenda ORPIN Opportunity Posting Notification list Vendor Bids in order, lowest to highest Insurance Certificate Correspondence Emails Other Alternatives Purchases through federal programs: OAR 125-246-0360; 279A.180 NOTE: ORS 279B.050-085 not required provided:
1. Proc. made in accord. w/rules adopted by contracting agency
2. Made under the Elect. Govt. Act of 2002 COBID - Limitation of competition ORS279A.142; <100k Authority 279A.050, Alternative Procurement Methods ORS291-164-0140 Opportunity Buy ORS421.438 Direct Award under Disabled Veterans preference OAR 125-246-0314
ODOC PROCUREMENT
BEST PRACTICE CHECKLIST
Notes:
ORS 279A050(6)(i) authority to procure goods, services, & personal services under ORS 179.040 for its institutions. 421.438 Contains DOJ comments/review Procurement Rule Used DAS Rule OAR 125-246/247 DOJ Rule OAR 137-046/047 ODOC Rule OAR 291-163/164 Updated: 7.12.17 P://Purchasing/Forms/Procurement Checklist
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