SCHEDULE AGOODS & SERVICES “EXEMPT” FROM PROVISIONS OF THE PROCUREMENT POLICY(Continued)7. Utilities/Other8. Advertisinga) Postageb) Water and sewer chargesc) Hydrod) Cable television chargese) Telephone, connectivity (excluding cellular services)f) Natural gas/propaneg) Refunds and rebates to ratepayersa. Classified advertising such as help wanted, for sales, etc.b. Display advertising such as event noticesc. Public tender advertisingTHE CORPORATION OF THE TOWN OF INNISFIL Page 26 <strong>of</strong> 28POLICY CP.19-07-05
SCHEDULE BSUMMARY OF THRESHOLDS FOR PURCHASINGPurchase Threshold Purchase Type Method Advertising APPROVAL PurchaseOne Time or Multiple PurchasesUp to $10,000Purchases made bydepartment staff at thediscretion <strong>of</strong> theDepartment HeadOVER $10,000 up to$25,000Purchases made bydepartment staff at thediscretion <strong>of</strong> DepartmentHeadOver $25,000 up to$75,000Purchases made bydepartment staff at thediscretion <strong>of</strong> theDepartment HeadOver $75,000Facilitated by<strong>Purchasing</strong> ServicesOver $25,000 up to$200,000Facilitated by<strong>Purchasing</strong> ServicesOVER $200,000facilitated by<strong>Purchasing</strong> ServicesLow CostPurchase (LCP)Informal RFQ orRFPRFP forConsulting &Pr<strong>of</strong>essionalServicesRFP forConsulting &Pr<strong>of</strong>essionalServicesFORMAL RFQ orRFPExcludingConsultingServicesRFT or RFPOfficial purchase order, petty cash,or corporate purchasing cardCompetitive bids must be solicitedfrom a minimum <strong>of</strong> three bidders.The bid solicitation and purchasecan be facilitated directly by therespective department or,facilitated by <strong>Purchasing</strong> Services;upon request.Proposal request may beadministered directly by thedepartment, based on statedterms <strong>of</strong> reference and for valuebased award. Alternatively, aformal RFP process can beadministered by <strong>Purchasing</strong>Services, upon request.Formal competitive bid processadministered by <strong>Purchasing</strong>Services on Behalf <strong>of</strong> therequesting department and basedon specifications or terms <strong>of</strong>reference as provided by thedepartmentFormal competitive bid processadministered by <strong>Purchasing</strong>Services on Behalf <strong>of</strong> therequesting department and basedon specifications or terms <strong>of</strong>reference as provided by thedepartmentFormal competitive bid processadministered by <strong>Purchasing</strong>Services on behalf <strong>of</strong> the userdepartment and based on thespecifications or terms <strong>of</strong>reference as provided by the userdepartmentAdvertisingDiscretionaryAdvertisingDiscretionaryAdvertisingDiscretionaryAdvertisingRequiredAdvertisingRequiredAdvertisingRequiredThe Department Head shallauthorize specific individualsto make (LCP) and assign alimit <strong>of</strong> spending authority thatis submitted to the TreasurerThe Department Head shallauthorize specific staff to makebid solicitations as warranted;however there must be priorauthorization obtained for thelevel <strong>of</strong> spendThe Department Head shallauthorize specific staff to makebid solicitations as warranted;however there must be priorauthorization obtained for thelevel <strong>of</strong> spendThe requesting departmentmust obtain spend approvalbefore the process beginsThe requesting departmentmust obtain spend approvalbefore the process beginsThe requesting departmentmust obtain spend approvalbefore the process beginsEither by petty cash, purchasingcard or a requisition issued toinitiate the purchase process –when using the latter option, apurchase order must be issued inadvance <strong>of</strong> the purchase transactionPurchase Requisition, PurchaseOrder and contract requiredPurchase Requisition, PurchaseOrder and contract requiredPurchase Requisition, PurchaseOrder and contract requiredPurchase Requisition, PurchaseOrder and contract requiredPurchase Requisition, PurchaseOrder and contract requiredTHE CORPORATION OF THE TOWN OF INNISFIL Page 27 <strong>of</strong> 28POLICY CP.19-07-05