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HomeMy WebLinkAboutA10 Authorization to Execute City Contracts and AgreementsCITY COUNCIL POLICY SUBTECT: AUTHORIZATION TO EXECUTE CITY CONTRACTS NO.: A-10 AND AGREEMENTS PURPOSE: To establish a policy for the authorization to execute City contracts and agreements when not approved by the City Council. POLICY: The schedule of authorization to execute City contracts and agreements is set forth in Exhibit A, attached. Exhibit A indicates categories of contracts and agreements commonly executed by the City. The schedule includes the specific City official authorized to execute that category of contract or agreement, depending on the dollar value of the contract or agreement (referred to herein as "authorization'). Exhibit A shall be interpreted and applied as set forth in this Policy. A. Type of Contract or Agreement The categories of contracts or agreements subject to this Council Policy are listed in Exhibit A and further defined therein. B. Dollar Amount 1. The dollar amounts enumerated in Exhibit A include the fair market value of in -kind exchanges and are determined as follows: a. For contracts or agreements with a total term of one year or less, the total dollar amount of the contract or agreement is used to determine the applicable authorization. Subsequent amendments to contracts and agreements will be included in the calculation to determine the applicable authorization. Amendments to contracts or agreements that increase the dollar value beyond the authorization provided in Exhibit A require City Council approval. b. For multi -year contracts or agreements, the highest annual maximum contract amount is used to determine the applicable authorization. Page 1 of 4 CITY COUNCIL POLICY SUBTECT: AUTHORIZATION TO EXECUTE CITY CONTRACTS NO.: A-10 AND AGREEMENTS c. For all contracts or agreements other than capital improvement projects, if the contract or agreement is paid for by multiple City departments, the highest amount to be paid by a department shall be used to determine the applicable authorization. d. Capital improvement project contracts or agreements are on a project - life basis. Regardless of the term, the total dollar value of the contract or agreement is used to determine the applicable authorization. Due to the nature of capital improvement projects, the dollar amount thresholds may require different signatory authorization throughout the life of the project. e. Contracts or agreements that do not involve an exchange of moneys or in -kind equivalents fall within the "No Funds" category. 2. Except for Leases of City Real Property to and from others, which shall be determined by the annual rent amount, all other real estate transactions listed in Exhibit A shall be based on the total value of the transaction. 3. The dollar amount values listed in Exhibit A shall increase annually at the beginning of each fiscal year, commencing with July 1, 2025, by the April Consumer Price Index for Urban Consumers (CPI-U) for San Francisco - Oakland -San Jose (or its successor index), as published by the U.S. Department of Labor (or its successor agency), and rounded up to the nearest thousand, but in no event shall the amount decrease. C. Authorized Citv Officials 1. The following key is used for Exhibit A: CC - City Council CM - City Manager CA - City Attorney DH - Department Head PWD - Public Works Director Page 2 of 4 CITY COUNCIL POLICY SUBTECT: AUTHORIZATION TO EXECUTE CITY CONTRACTS NO.: A-10 AND AGREEMENTS PA - Purchasing Agent 2. Approval of the City Council constitutes automatic authorization of the City Manager, or their designee, to sign the approved contract or agreement on behalf of the City. 3. City Manager, City Attorney, and Department Heads may designate their authority to a representative. The designation must be in writing and filed with the Purchasing Agent. 4. Department Heads include the City Attorney and City Clerk, or their designee, when they procure goods or services in their capacity as a department head. D. City Council Approval 1. Any contract or agreement not falling within any of the categories enumerated in Exhibit A must be approved by the City Council. 2. Where a proposed contract or agreement will require the expenditure of funds not yet budgeted by the City Council, the City Council must appropriate the necessary funds prior to the execution of the contract or agreement. 3. Amendments to contracts or agreements that were originally approved by the City Council require subsequent approval by the City Council if the dollar amount exceeds the applicable authorization in this Policy in effect at the time of the proposed amendment. Changes to extend the term of a contract or agreement, update contact or noticing information, correct clerical errors, or update standard administrative clauses that do not materially alter the agreement do not require subsequent approval by the City Council. 4. The City Council will receive a quarterly report as an informational item on all purchase orders issued in the previous quarter for agreements executed pursuant to this Policy. This quarterly report shall not include any purchase orders for contracts or agreements that qualify for protection as confidential Page 3 of 4 CITY COUNCIL POLICY SUBTECT: AUTHORIZATION TO EXECUTE CITY CONTRACTS NO.: A-10 AND AGREEMENTS attorney work -product or are otherwise considered confidential and protected from disclosure under Federal or State law. Revised: July 1, 2026 (Exhibit A) Revised: May 27, 2025, Resolution No. 18988 (Exhibit A) Revised: March 26, 2024, Resolution No. 18875 Revised: September 28, 2021, Resolution No.18602 (Exhibit A) Revised: December 4, 2018, Resolution Nos. 18280 and 18281 Revised: March 4, 2014, Resolution No. 17840 Revised: June 26, 2012, Resolution No. 17698 Revised: December 7, 2010, Resolution No. 17571 Revised: November 23, 2004, Resolution No.16945 Revised: April 9,1996, Resolution No. 15941 Revised: July 29,1992, Resolution No. 15443 Effective Date: April 26,1976, Resolution No. 10910 CNL POL A10-CP Page 4 of 4 EXHIBIT A SCHEDULE OF AUTHORIZATIONS TO SIGN CITY CONTRACTS AND AGREEMENTS Type of Contract $.01 to $64,000.01 Greater than or Agreement $64,000.00* to $264,000.00* $264,000.00* No Funds 1. Construction or Improvement of DH CM CC DH Public Buildings, Works, etc. Informal Bid Informal Bide Formal Bid (Charter Sec. 1107)X 2. Other Construction or Improve- PA PA CM PA ment of City Facilities Informal Bid Informal Bide Formal Bid 3. Lease of Equipment or Purchase PA PA CM PA of Supplies, Equipment, or Informal Bid Informal Bide Formal Bid Certain Services (cumulative value of lease term, not annual value) 4. Acquisition of Real Property 5. Leases of City Real Property to and from Others (value based on annual rent) 6. Acceptance of Deeds, Deeds of Reconveyance, Termination, and Release of Deeds of Trust, Easements, Dedications, or Other Conveyances to the City 7. All other Real Property transactions, including Deeds, Easements, Licenses, Escrow Instructions, etc. See Council See Council Policy H-1 for Policy H-1 for property property acquisition: acquisition: CM has CM has authority to authority to enter into enter into agreements for agreements for applicable applicable relocation relocation benefits benefits required by required by City policy or City policy or State or State or Federal law Federal law See Council See Council Policy H-1 for Policy H-1 for property property acquisition: acquisition: CM has CM has authority to authority to enter into enter into agreements agreements for applicable for applicable relocation relocation benefits benefits required by required by City policy or City policy or State or State or Federal law Federal law PWD CM CM up to $500,000; CC Greater than $500,000 CM CM CC CM CM CC Informal Bid Informal Bide Formal Bid CM CM CM CNL POL/A10-CP-Exh A Page 1 of 4 Exhibit A Type of Contract $.01 to $64,000.01 Greater than or Agreement $64,000.00* to $264,000.00* $264,000.00 No Funds 8. Professional or Specialized DH CM CC DH Services 9. Recreation Program Contracts DH CM CM DH 10. Contracts Required as a DH CM CM DH Condition of a City Approval 11. Intergovernmental Agencies Procurement of Goods and PA PA CM PA Services Contract for Professional or DH CM CC DH Specialized Services 12. Joint Powers Agreements CC CC CC CC 13. Other Intergovernmental CM CM CC CM Agreements Not Included in Categories 11 or 12 Above 14. Sponsorship Agreements DH CM CC - 15. Liability Claims See Council See Council See Council See Council Policy B-5 Policy B-5 Policy B-5 Policy B-5 16. Establish Litigation Budget See Council See Council See Council See Council Policy B-5 Policy B-5 Policy B-5 Policy B-5 17. Professional, Specialized, or CA or DH CA or CM CC CA or DH Legal Services required for legal representation 18. Pass -Through Agreements (Non- DH CM CM DH City Funds) KEY: CC = CITY COUNCIL (Council approval constitutes authorization for the City Manager to sign on behalf of the City.) CM = CITY MANAGER or representative designated in writing. CA = CITY ATTORNEY or representative designated in writing. DH = DEPARTMENT HEAD or representative designated in writing. DH includes City Attorney and City Clerk when they procure goods or services in their capacity as department heads. PA = PURCHASING AGENT CNL POL/A10-CP-Exh A Page 2 of 4 Exhibit A DEFINITIONS Category 1: Construction or Improvement of Public Buildings, Works, etc. This category includes all Public Works construction listed in Section 1107 of the City Charter. The bid provisions of Section 1107 must be followed for work subject to the formal bidding process and the provisions of City Code Section 2.200 must be followed for work subject to the informal bidding process. Category 2: Other Construction or Improvement of City Facilities. This category includes all construction or improvement of City facilities not covered by Section 1107 of the City Charter. The necessity and process for bidding for such construction or improvement is covered by Sections 2.207 and 2.208 of the City Code. Category 3: Lease of Equipment or Purchase of Supplies, Equipment, or Certain Services. This category includes all acquisition of supplies or equipment and certain services, including purchases of and services for technology and hardware not included in Categories 6 and 10, whether by purchase or lease. The necessity and process for bidding such purchases is covered by Sections 2.207 and 2.208 of the City Code. Category 4: Acquisition of Real Property. This category includes the City's acquisition of any interest in real property and is also governed by Council Policy H-1, Acquisition of Real Property. Category 5: Leases of City Real Property to and from Others. This category includes all written leases in which the City is the lessor, landlord, lessee, or tenant. Category 6: Acceptance of Deeds, Deeds of Reconveyance, Termination, and Release of Deeds of Trust, Easements, Dedications, and Other Conveyances to the City. This category is to satisfy the legal requirements that the City certify the acceptance of any deeds, easements, dedications, or other grants or conveyances to the City prior to their recording. For Deeds of Reconveyance or Termination and Release of Deeds of Trust, FASD shall include an amortization and payment schedule reflecting that no obligations exist at the time of signature. Category 7: All Other Real Property transactions, including Deeds, Easements, Licenses, Escrow Instructions, etc. This category includes deeds, easements, and other conveyances and escrow instructions and other documents relating to the transfers of real property. It does not include leases. Informal and formal bidding is applicable to the sale of real property in accordance with Mountain View City Code Sections 2.207 and 2.208. Category 8: Professional or Specialized Services. This category involves obtaining professional or specialized services, including, but not limited to, services of engineers, architects, and specialized consultants. This category does not include professional or specialized services for legal representation, which are included in Category 17. Category 9: Recreation Program Contracts. This category includes the routine contracts for the recreation program, including contracts to teach City recreation classes, referee athletic events, etc. Category 10: Contracts Required as a Condition of CityApproval. This category includes all contracts and agreements required in order to satisfy a condition of a City approval. Examples include agreements required in order to satisfy conditions imposed as part of subdivision approvals, zoning/planning permits, building permits, and encroachment/excavation permits. CNL POL/A10-CP-Exh A Page 3 of 4 Exhibit A Category 11: Other Intergovernmental Agencies. .ncies. This category includes all agreements for the procurement of goods and services and contracts for professional or specialized services with another governmental agency. Category 12: Joint Powers Agreements. This category includes all joint powers agreements. Category 13: Other Intergovernmental Agreements Not Included in Categories 11 or 12 Above. This category includes other agreements not included in Categories 11 or 12 above. Examples include maintenance agreements, mutual indemnity or release of indemnity agreements, or intergovernmental joint projects whereby agencies are jointly contracting with an outside party for services. Category 14: Sponsorship Agreements. This category includes all sponsorship agreements. Category 15: Liability Claims. This category includes liability claims paid by the City governed by Council Policy B-5: Claims and Litigation. Category 16: Establish Litigation Budget. This category includes the establishment of a litigation budget, governed by Council Policy B-5: Claims and Litigation. Category 17: Professional, Specialized, or Legal Services required for legal representation. This category involves professional, special, or legal services that, in the judgment of the City Attorney, are required to preserve the City's legal interests. Category 18: Pass -Through Agreements (Non -Cie Funds). This category involves agreements between (a) the City and a third -party; and (b) the City and a consultant for professional or specialized services for the benefit of the third -party. The third -party will have advanced funds to the City in accordance with the then adopted Master Fee Schedule, and those funds are to be used by the City for professional or specialized services for the benefit of the third -party. No City funds are utilized in this category. The dollar amount values shall increase annually at the beginning of each fiscal year, commencing with July 1, 2025, by the April Consumer Price Index for Urban Consumers (CPI-U) for San Francisco -Oakland -San Jose (or its successor index), as published by the U.S. Department of Labor (or its successor agency), and rounded up to the nearest thousand, but in no event shall the amount decrease. x The Public Works Director may also have authority to execute construction contracts under City Code Section 2.200 exceeding Council Policy A-10 limits. xx Consistent with City Charter Section 1107 and City Code Sections 2.200, 2.207, and 2.208, the contract dollar value for using the alternate or informal bidding process for Categories 1, 2, 3, and 7 shall be no higher than the designated limit in Sections 22032(b) and 22034 of the California Public Contract Code (PCC). In 2025, the PCC limit for the informal bid process is $220,000. CNL POL/A10-CP-Exh A Page 4 of 4 Exhibit A