local policy development (ch, che, ci, cv, etc.)...(ch, che, ci, cv, etc.) ©2017 region one...
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Purchasing Advisory CouncilJanuary 20, 2017
Local Policy Development
(CH, CHE, CI, CV, etc.)
©2017 Region One Education Service Center
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What are the Board’s responsibilities?
Hire the Superintendent Canvass elections
Evaluate the Superintendent Establish the tax rate
Adopt the District vision statement Adopt the budget
Collaborate with the Superintendent Adopt Policy
©2017 Region One Education Service Center
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What is a policy?A clear statement by the board requiring and/or authorizing action, used to guide and determine present and future decisions.
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(LOCAL)• To respond to a legal requirement• To reduce potential legal risk• To declare a choice among legal options• To clarify administrative authority
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Policies
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Individual Policy
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What are the Superintendent’s duties?
Manage district operations Collaborate with the Board
Organize the central administration Prepare a budget
Make employment recommendations
Recommend Policy Develop regulations
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What is a regulation?• A procedure or plan, based on district policy, but left to administrative
discretion in design and implementation; the action steps to implement policy.
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What is the purpose of administrative regulations?
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How is the manual kept up-to-date?• There are two kinds of policy updates.
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TASB initiated – Numbered updates
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Local Manual Updates
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Explanatory NotesTASB Localized Policy Manual Update #
CH (LOCAL) PURCHASING AND ACQUISITION• References to board‐adopted rules for electronic bids and proposals have also been added at COMPETITIVE BIDDING so it is clear that any board rules on electronic submissions will apply to electronic bids or proposals.
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CH (LOCAL)
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Two kinds of policy updates
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Proposed Revisions
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Important things to remember• Read (LEGAL) and (LOCAL) policies together• Focus on governance issues.• The Superintendent or designee develops administrative regulations to implement policy.
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Delegation of authority
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Purchasing Authority and Method
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Disclosure of interested parties
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Method of purchasing
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Electronic bids or proposals
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Resolution Establishing Criteria for Accepting Electronic Bids
• CH (EXHIBIT)
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Best Practices
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Policy Code CV
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Delegation of Authority
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Project Delivery/Contract Award Method
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CHE – Vendor Relations
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Policy Code CI
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Authority to Dispose of Property