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HomeMy WebLinkAboutCST 16-12 cal, o0 Report to Executive Committee PICKERING Report Number: CST 16-12 Date: May 14, 2012 From: Gillis A. Paterson Director, Corporate Services and Treasurer Subject: Purchasing Policy - Revision Recommendation: 1. That Report CST 16-12 of the Director, Corporate Services & Treasurer, regarding revision to the Purchasing Policy be received, and, 2. That Council approve the revised wording to the Purchasing Policy, Section 17, as presented in Attachment 1 to this report. Executive Summary: Council approved the Purchasing Policy in Report CST 31-11 on October 11, 2011 by Resolution #166/11. The Policy has been in use for a six month period and some minor housekeeping amendments have been identified which are recommended for Council's consideration and approval. Financial Implications: There are no financial implications associated with the recommendations. Discussion: Section 17 of the Purchasing Policy was originally intended to'address real and potential conflicts of interest. Subsequent reviews of the wording reveal that this Section appears to be overly restrictive in that it has the potential to be too far reaching in what it prohibits. It is in the City's best interest to simplify the intent of this Section while the Policy is still fairly new and avoid any confusion should a situation arise. It should be noted that no issues related to this Section have arisen to date. However, providing additional clarity in Section 17 - Conflict of Interest - as is contained in Attachment 1 will be beneficial. The general intent of having a conflict of interest declared with a vendor is to protect the City and the employee declaring the conflict. Once a conflict is declared, steps such as removing the employee from the decision making or from authorizing payments to the vendor'are two examples of creating distance in the administrative process. The current clause can be interpreted as being very prohibitive with the wording "...this applies to relatives and former employees as well." It is simply too far reaching in its potential restrictions pertaining to relatives and former employees and businesses they may be directly or indirectly related to. RPnnrt CST 16-12 May 14, 2012 206 Subject: Purchasing Policy - Revision Page 2 The wording pertaining to relatives and former employees has been removed and replaced with revised wording that clarifies the role of employees to declare a conflict of interest with respect to their involvement in a procurement process and for vendors to declare any potential conflict of interest in all bids or tenders. The City can then undertake whatever measures necessary to minimize or remove a conflict of interest. Attachments: 1. Purchasing Policy - Section 17 - Amended Prepare By: Approved/Endorsed By: Vera A. Feld acher Gillis A. Paterson, CMA CSCMP, CP O, CPPB, C.P.M, CMM III Director, Corporate Services & Treasurer Manager, Supply & Services Recommended for the consideration of Pickering City ouncil 2, 2 o <Z Tony Prevedel, P. Eng. Chief Administrative Officer l ATTACHMENT# TO REPORT#12 L J Amendment to Purchasing Policy Section 17 Current Working - to be removed. 17 Conflict of Interest 17.01 Subject to the Municipal Conflict of Interest Act, no member of City Council, Committee or Board, employee of the City is or will become interested directly or indirectly as a contracting party or otherwise in the performance of the contract or in the provision of goods or services or in any portion of the profits thereof, or in any of the monies to be derived therefrom. This applies to relatives and former employees as well. 17.02 A vendor will be required to declare any potential conflict of interest in writing to the Manager. 17.03 The City reserves the right to disqualify from further consideration any proposals which demonstrate a conflict of interest. 17.04 A conflict of interest arising during the term of a contract must be reported immediately to the City and failure to advise may result in termination of the contract. Revised Wording - to replace current wording: 17 Conflict of Interest 17.01 All members of City Council, Committee or Board must comply with the Municipal Conflict of Interest Act. 17.02 With respect to all City purchasing, City employees must declare and disclose to the Manager any actual or potential direct or indirect conflicts of interest with respect to their involvement in a procurement process, including all evaluation processes, and, where necessary, not participate in a procurement process where there is a conflict of interest. 17.03 Vendors will be required to declare any real or potential conflict of interest in all instances involving the procurement of goods and services. 17.04 The City, through the Manager, reserves the right to disqualify the vendor from further consideration in any instance involving the procurement of goods and services which demonstrates a conflict of interest. 17.05 A conflict of interest arising during the term of a contract must be reported immediately to the Manager. If the Manager and the vendor are unable to rectify the conflict of interest to the Manager's satisfaction, the City may terminate the contract. Failure to disclose a potential conflict of interest during the term of a contract may result in termination of the contract by the City. I