What’s new in Procurement Law ?

1. What’s new in Procurement Law? Are you in compliance?

2. Presenters Brian C. O’Donnell Senior Counsel/Director Regulatory and Compliance Division Office of the Inspector General Mary A. Delaney, MCPPO Director of Purchasing and Civil Enforcement City of Gardner President, MAPPO Mary Ellen Dunn, MCPPO Assistant Superintendent for Finance and Business Operations Chief Procurement Officer for the School Committee (appointed & delegated) Lexington Public Schools

3. Supplies and Services • Use of sound business practices for contracts under $5,000 $10,000. • Solicitation of three quotes for contracts in the amount of $5,000$10,000 up to $24,999. • Competitive sealed bids or proposals for contracts in the amount of $25,000 or more. • Town/City Charters can be more strict than state statute. • Know the procedures for your community.

4. Disposition of Surplus Property Chapter 30B prescribes procedures for the disposition of surplus supplies with a value of $5,000 $10,000 or more and requires that the procurement officer dispose of surplus supplies with an estimated net value of less than $5,000 $10,000using written procedures approved by the governmental body. • Town/City Charters can be more strict than state statute. • Know the procedures for your community.

5. Acquisition of Real Property Chapter 30B prescribes procedures for the acquisition of an interest in real property by purchase or rental with a cost of more than $25,000, and for the disposition of an interest in real property by sale or rental with a value greater than $25,000. If you are leasing public property that has a market value over $25,000 per year for over a year you must publically bid the space. You do not have to publicly bid if you maintain tenants on a year to year lease. However, they must be publicly voted each year.

6. Who is the Chief Procurement Officer? • Did you know that every city and town only has one Chief Procurement Officer(CPO)? • Did you know that the CPO then may, but is not required to, delegate procurement powers and duties to SBA/Superintendent/School Committee as the representative of the school district if the local bylaws/ordinances are silent? • Did you know that it is recommended and sometimes required for you to have an active MCPPO certification to receive the delegation from the CPO or perform procurement duties for your department?

7. Chief Procurement Officer Delegation Forms http://www.mass.gov/ig/publications/forms/cpoform.pdf

8. What does Autonomy really mean? • School Committee’s have line item autonomy • They are not autonomous from state statutes

9. Sole Source- Does it exist anymore? Publishers no longer have a lock on distribution of textbooks and instructional materials. Software is not sole source when there are multiple providers of similar solutions. Require documentation of sole source and conduct your own “Google” search.

10. Sole Source: M.G.L. c.30B, §7(a) Software maintenance, library books, and educational materials: You may make noncompetitive purchases in any amount for software maintenance, library books, school textbooks, or educational programs, courses, or curricula in any media, including educational software, newspapers, serials, periodicals, and audiovisual materials, if you determine in writing, after reasonable investigation, that there is only one practicable source for the items.

11. Exemptions- Do they really exist? #8. An agreement for the provision of special education pursuant to M.G.L. c.71B and regulations promulgated pursuant thereto. [M.G.L. c.30B, §1(b)(8).] This exemption applies to direct services delivered to children with special needs, such as transportation, counseling or education under an individual education program, as well as to any supplies used by children with special needs as part of an individual educational program. Other supplies and services, however, are not exempt simply because they are procured by the special education department.

12. Exemptions- Do they really exist? #9. A contract to purchase supplies or services from, or to dispose of supplies to, any agency or instrumentality of the federal government, the commonwealth or any of its political subdivisions or any other state or political subdivision thereof. [M.G.L. c.30B, §1(b)(9).]

13. Exemptions- Do they really exist? #15. Contracts with labor relations representatives, lawyers, or certified public accountants. [M.G.L. c.30B, §1(b)(15).] This exemption applies only to services that could reasonably be restricted exclusively to labor relations representatives, lawyers, or certified public accountants. Service contracts are not exempt from Chapter 30B simply because you select a labor relations representative, lawyer, or certified public accountant to perform the service.

14. Exemptions- Do they really exist? #16. Contracts with physicians, dentists, and other health care individuals or persons including nurses, nurses’ assistants, medical and laboratory technicians, health care providers including diagnosticians, social workers, psychiatric workers, and veterinarians. [M.G.L. c.30B, §1(b)(16).] This exemption applies only to services that could reasonably be restricted exclusively to physicians, dentists, and other health care individuals or entities. Other health care-related service contracts are not exempt from Chapter 30B simply because you select a physician, dentist or other health care individual to perform the service. #17. A contract for snow plowing services. [M.G.L. c.30B, §1(b)(17).]

15. Exemptions- Do they really exist? #22. A contract to provide job-related training, educational or career development services to the employees of a governmental body. [M.G.L. c.30B, §1(b)(22).]

16. Resources • Chief Procurement Officer’s Delegation of Procurement Powers and Duties Form.http://www.mass.gov/ig/publications/forms/cpoform.pdf • Inspector General's 30B manual: http://www.mass.gov/ig/publications/manuals/30bmanl.pdf • Inspector General’s Office: http://www.mass.gov/ig/

18. Procurement Records SECTION 46. Section 3 of chapter 30B of the General Laws, as appearing in the 2010 Official Edition, is hereby amended by striking out, in line 2, the words “five thousand dollars” and inserting in place thereof the following figure:- $10,000.

19. Sound Business Practice SECTION 47. Section 4 of said chapter 30B, as so appearing, is hereby amended by striking out, in lines 3 and 14, the figure “$5,000” and inserting in place thereof, in each instance, the following figure:- $10,000.

20. Dollar Thresholds for Surplus Items SECTION 48. Section 15 of said chapter 30B, as so appearing, is hereby amended by striking out, in line 20, the figure “$5,000” and inserting in place thereof the following figure:- $10,000.

21. Execution of Contracts SECTION 49. Section 17 of said chapter 30B, as so appearing, is hereby amended by striking out, in line 1, the words “five thousand dollars” and inserting in place thereof the following figure:- $10,000.