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HomeMy WebLinkAboutStaff Report 2608-6629CITY OF PALO ALTO CITY COUNCIL Special Meeting Monday, August 24, 2026 Council Chambers & Hybrid 5:30 PM     Agenda Item     8.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section 2.28.240 [Settlement of Claims and Actions] and Chapter 2.30 [Contracts and Purchasing Procedures] of the Palo Alto Municipal Code to increase the thresholds for solicitation of goods and services, increase contract approval and settlement authority, and to make other technical changes. (FIRST READING: August 10, 2026; PASSED: 7-0) City Council Staff Report Report Type: CONSENT CALENDAR Lead Department: City Clerk Meeting Date: August 24, 2026 Report #:2608-6629 TITLE SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section 2.28.240 [Settlement of Claims and Actions] and Chapter 2.30 [Contracts and Purchasing Procedures] of the Palo Alto Municipal Code to increase the thresholds for solicitation of goods and services, increase contract approval and settlement authority, and to make other technical changes. (FIRST READING: August 10, 2026; PASSED: 7-0) BACKGROUND The City Council heard this item on August 10, 2026, for a first reading and approved it on a 7-0 vote. No changes were made to the ordinance, and it is now before the City Council for a second reading. ATTACHMENTS Attachment A: Ordinance Amending PAMC Section 2.28.240 and Chapter 2.30 APPROVED BY: Mahealani Ah Yun, City Clerk 1 0015_20260720_mv30 *NOT YET APPROVED* Ordinance No. _____ Ordinance of the Council of the City of Palo Alto Amending Section 2.28.240 [Settlement of Claims and Actions] and Chapter 2.30 [Contracts and Purchasing Procedures] of the Palo Alto Municipal Code to increase the thresholds for solicitation of goods and services, increase contract approval and settlement authority, and to make other technical changes. The Council of the City of Palo Alto ORDAINS as follows: SECTION 1. Section 2.28.240 (Settlement of claims and actions) of Chapter 2.28 (Fiscal Procedures*) of Title 2 (Administrative Code*) of the Palo Alto Municipal Code is amended to read as follows (additions underlined; deletions struck-through; unchanged text omitted by bracketed ellipses): 2.28.240 Settlement of claims and actions. As provided in Section 935.4 of the Government Code of California, the city attorney is designated to perform the functions of the city council relative to claims and actions against the city or any of its officers or employees under the provisions of Division 3.6 of the Government Code, as follows: (a) Where the city has insured itself against liability for the claimed injury, the city attorney shall forward to the insurance carrier without prior council approval a written recommendation as to acceptance, settlement, or rejection of such claim, provided that the amount of any recommended allowance, compromise or settlement does not exceed $35,000.00; (b) Where the city is uninsured, the city attorney shall be authorized to accept, settle or reject without prior approval of the council, claims against the city, provided that no allowance, compromise or settlement shall exceed $35,000.0050,000.00. Upon the written order from the city attorney, the director of administrative services shall cause to be issued a warrant upon the treasury of the city in the amount for which a claim has been allowed, compromised or settled; (c) The city attorney is further authorized to compromise or settle, without prior approval of the council, except on a matter of policy, any actions which the city is either plaintiff or defendant and which are not covered by insurance, provided that the amount of such compromise or settlement shall not exceed $35,000.0050,000.00; (d) The city attorney shall make biannual reports to the council on action taken on claims and actions against the city; (e) A recommendation under subsection (a) above shall constitute "action" upon such claim within the meaning of Government Code Section 945.4. Attachment A A - 1 *NOT YET APPROVED* 2 0015_20260720_mv30 SECTION 2. Chapter 2.30 (Contracts and Purchasing Procedures*) of Title 2 (Administrative Code*) of the Palo Alto Municipal Code is amended to read as follows (additions underlined; deletions struck-through; unchanged text omitted by bracketed ellipses): Chapter 2.30 CONTRACTS AND PURCHASING PROCEDURES* Sections: […] PART 2 -- CONTRACT TYPES 2.30.100 Public works contract. 2.30.110 Contract for goods. 2.30.120 General services contract. 2.30.130 Professional services contract. 2.30.140 Contracts for wholesale utility commodities and services. 2.30.150 Contracts for dark fiber optics licensing services. 2.30.155 Information Technology services contracts. 2.30.160 Emergency contracts. PART 3 -- CONTRACTING AUTHORITY 2.30.200 Procurement officer contract award authority. 2.30.210 City Manager contract award authority. 2.30.220 City Attorney contract award authority. 2.30.221 Periodic automatic adjustments to contract award authority. 2.30.225 Wholesale utility commodity transactions. 2.30.230 Designated employee purchases of $10,000.0015,000.00 or less. 2.30.240 Designated employees’ use of petty cash, P-card or other credit card. 2.30.250 Council approval or award of contracts. 2.30.260 Contracts with terms exceeding one year — Appropriation. Attachment A A - 2 *NOT YET APPROVED* 3 0015_20260720_mv30 2.30.270 Delegations of authority to contract. 2.30.280 Authority to modify and terminate contracts not approved or awarded by the Council. 2.30.290 Authority to modify contracts awarded by the Council. 2.30.295 Limitations on contract authority; authority otherwise conferred. PART 4 — COMPETITIVE SOLICITATION REQUIREMENTS 2.30.300 Public works contracts. 2.30.310 Contracts for goods. 2.30.320 General services contracts. 2.30.330 Professional services contracts. 2.30.335 Information Technology services contracts. 2.30.340 Contracts for wholesale utility commodities and services. 2.30.345 Periodic automatic adjustments to solicitation thresholds. 2.30.350 Contract splitting prohibited. 2.30.360 Exemptions from competitive solicitation requirements. PART 5 – COMPETITIVE SOLICITATION PROCEDURES 2.30.400 Informal invitation for bids, request for quotes or requests for proposals. 2.30.410 Formal request for proposals. 2.30.420 Formal invitation for bids or request for quotes – Notice, submittal, opening. 2.30.430 Combined request for proposals and invitation for bids. 2.30.440 Determination of lowest responsive/responsible bidder. 2.30.450 Tie bids. 2.30.460 Correction or withdrawal of bids or proposals. 2.30.470 Cancellation of solicitations -- Rejections of bids/proposals. 2.30.480 Waiver of minor irregularities, defects and informalities. Attachment A A - 3 *NOT YET APPROVED* 4 0015_20260720_mv30 2.30.485 Delegation of awarding authority determinations. 2.30.490 Design-build contract procurement procedures. […] PART 1 — GENERAL […] 2.30.040 Centralized purchasing. All acquisitions and purchases shall be made by and through the Procurement Officer, except: (a) Purchases of goods and services made from petty cash funds made in conformance with this chapter and pursuant to control procedures approved by the City Manager and contained in the administrative policies and procedures manual maintained by the City Manager; (b) Emergency purchases made in conformance with this chapter and Federal Emergency Management Agency (“FEMA”) Public Assistance Program’s procurement orders, or other similar rules, regulations, guidelines and control procedures for cost reimbursement purposes approved by the City Manager and contained in the purchasing manual; (c) Contracts for legal services; (d) Purchases of goods and services, and payment of public works services, by city procurement card (“P-card”) or other credit card, made in conformance with this chapter and pursuant to control procedures approved by the City Manager and contained in the purchasing manual; (e) Purchases where the total expenditure by the city does not exceed $10,000.0015,000.00, made in conformance with this chapter and pursuant to control procedures approved by the City Manager and contained in the purchasing manual; (f) Transactions negotiated under master contracts for wholesale utility commodities and services, as described in Section 2.30.140 made in conformance with Section 2.30.340; (g) Mutual aid agreements; and (h) Delegations made according to Section 2.30.230. […] Attachment A A - 4 *NOT YET APPROVED* 5 0015_20260720_mv30 2.30.110 Contract for goods. (a) A contract for goods includes a contract or purchase order for the purchase of supplies, materials or equipment, including, without limitation, office supplies, janitorial supplies, furnishings, equipment, machinery, tools, vehicles, computer hardware and software and other personal property, materials, or goods. A contract for goods includes a blanket purchase order contract, where a specified quantity of units to be purchased is not established at the time the contract is executed. A blanket purchase order contract must establish a maximum dollar amount of expenditure for the contract and set forth pricing terms for the items to be purchased. A contract for goods may include labor incidental to the purchase of goods, including any set-up, installation, and testing services. (b) A contract for goods includes a contract or purchase order for the purchase of information technology equipment and computer hardware including, without limitation, desktop computers, laptops, mobile devices, tablets, peripherals, servers, and physical data storage infrastructure. This definition includes bundled service contracts that provide for the installation, support, and maintenance with the acquisition of computer hardware. Standalone maintenance and service agreements for computer hardware are excluded under this definition and are governed under Section 2.30.155. 2.30.120 General services contract. A general services contract includes a contract providing for work, labor or services not requiring specialized experience, knowledge or training with or without the furnishing of goods, materials, supplies or equipment, including, without limitation: (a) Maintenance of public buildings, streets, parks and playgrounds and other public improvements; (b) Repair, modification and maintenance of equipment or other goods; (c) Licensing, installation and maintenance of or relating to information technology property, goods and services, including, without limitation, computer hardware and software, and data storage services, unless the information technology services would require specialized certification, knowledge, expertise, or training are needed and provided; (dc) Janitorial services, uniform cleaning, tree trimming, street sweeping, power washing and landscape maintenance; (ed) Leasing or licensing of goods and other personal property for use by the city; and (fe) General class instruction, including, without limitation, recreation class instruction services. 2.30.130 Professional services contract. Attachment A A - 5 *NOT YET APPROVED* 6 0015_20260720_mv30 A professional services contract includes a contract for services which involves the exercise of professional discretion and independent judgment based on specialized certification, knowledge, expertise or training. These services may include, without limitation, those provided by accountants, actuaries, auditors, appraisers, architects, attorneys, engineers, financial advisors, information technology experts, instructors, and environmental and land use planners. […] 2.30.155 Information technology services contracts. (a) An information technology services contract includes a contract for information technology experts and the acquisition, licensing, installation, maintenance, or support of computer software. (b) For the purposes of this Section, computer software includes, without limitation: (1) cloud-based, hosted, or managed subscription software; (2) electronic data storage and processing services; (3) telecommunications and network services; (4) vendor-provided standard-form agreements for software purchase or licensing; and (5) standalone computer hardware maintenance or service contracts. (c) This Section does not apply to the purchase of computer hardware as defined under Section 2.30.110(b) or public works contract as defined under Section 2.30.100. (d) The contracts referred to herein shall be subject to the City's information security policies, terms, conditions and other requirements established by the chief information officer with the concurrence and approval of the City Attorney. […] PART 3 – CONTRACTING AUTHORITY 2.30.200 Procurement officer contract award authority. The Procurement Officer may award and sign the following contracts: (a) Public Works Contracts. Public works contracts, where the term does not exceed three years, and the contract price and any price contingency established for change orders, but excluding sales tax or use tax, do not exceed $85,000.00150,000.00 in the first contract year, and do not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. Attachment A A - 6 *NOT YET APPROVED* 7 0015_20260720_mv30 (b) Contracts for Goods. Contracts to purchase goods, where the term does not exceed three years, and the contract price and any price contingency established for change orders, but excluding sales tax or use tax, do not exceed $85,000.00150,000.00 in the first year, and do not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. (c) General Services Contracts. General services contracts, where the term does not exceed three years, and the contract price and any price contingency established for change orders or additional services, but excluding sales tax or use tax, do not exceed $85,000.00150,000.00 in the first contract year, and do not exceed $85,000.00150,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. (d) Professional Services Contracts. Professional services contracts, where the term does not exceed three years, and the contract price, and any price contingency established for additional services, but excluding sales tax or use tax, do not exceed the sum of $85,000.00150,000.00 in the first contract year, and do not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. (e) Software and Hardware Purchase, Licensing, Maintenance and Support Information Technology Services Contracts. Notwithstanding Subsection 2.30.200(c), the. The Procurement Officer may award and sign Information Technology services contracts other than general services agreements, including, without limitation, vendor-based standard form hardware and software purchase and licensing contracts, for the purchase of hardware and software, the licensing of software, and the maintenance and support of hardware and software where the term of licensing or maintenance and support services does not exceed five years and the contract price, excluding sales tax or use tax, does not exceed $85,000.00150,000.00 per year in the first contract year and does not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. The contracts referred to herein may include contracts for data storage services, which shall be subject to the city's information security policies, terms, conditions and other requirements established by the chief information officer with the concurrence and approval of the City Attorney. 2.30.210 City Manager contract award authority. The City Manager may award and sign the following contracts: (a) Public Works Contracts. Public works contracts, where the term does not exceed three years, and the contract price and any price contingency established for change orders, but excluding sales tax or use tax, do not exceed $250,000.00350,000.00 in the first contract year, and do not exceed the sum of $250,000.00350,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. Attachment A A - 7 *NOT YET APPROVED* 8 0015_20260720_mv30 (b) Contracts for Goods. Contracts to purchase goods, where the term does not exceed three years and the contract price and any contingency established for change orders, but excluding sales tax or use tax, do not exceed $250,000.00350,000.00 in the first contact year, and do not exceed the sum of $250,000.00350,000.00 and any unexpended monies carried forward from a prior contract year, in any subsequent contract year. (c) General Services Contracts. Contracts for services associated with the leasing or licensing of personal property other than hardware or software, where the term does not exceed seven years, and the contract price and any price contingency established for change orders, but excluding sales tax or use tax, do not exceed $85,000.00150,000.00 in the first contract year, and do not exceed the sum of $85,000.00150,000.00 plus any unexpended monies carried forward from a prior contract year, in any subsequent contract year. […] (g) Contracts to Rent, Lease, License, Acquire, Transfer or Purchase Interests in Real Property from Other Parties. Contracts for the rental, leasing, licensing, or purchase by installment interests in real property from other parties for a term of seven years or less, where the contract price does not exceed $85,000.00150,000.00 per year, or to encumber or transfer any interest in real property from other parties for any term of years. The City Manager may enter into and sign a contract to acquire or purchase an interest in real property, where the contract price does not exceed $85,000.00150,000.00. […] (l) Software and Hardware Purchase, Licensing, Maintenance and Support Information Technology Contracts Services Contracts. Notwithstanding Subsection 2.30.210(c), Information Technology service contracts the City Manager may award and sign contracts other than general services agreements, including, without limitation, vendor-based standard form hardware and software purchase and licensing contracts, for the purchase of hardware and software, the licensing of software, and the maintenance and support of hardware and software, where the term of licensing or maintenance and support services does not exceed seven years and the contract price, excluding sales tax or use tax, does not exceed $85,000.00150,000.00 per year in the first contract or fiscal year and does not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior fiscal year, in any subsequent contract or fiscal year. The contracts referred to herein may include contracts for data storage services, which shall be subject to the city's information security policies, terms, conditions and other requirements established by the chief information officer with the concurrence and approval of the City Attorney. (m) Contracts with a business operator implementing business tax offsets under Section 2.37.080. (n) Other Contracts. All other types of contracts for which the contract term does not exceed three years and the total expenditure by the city does not exceed $85,000.00150,000.00 Attachment A A - 8 *NOT YET APPROVED* 9 0015_20260720_mv30 in the first contract or fiscal year, and does not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior fiscal year, in any subsequent contract or fiscal year. (o) Fleet Vehicles. Contracts for the purchase or retrofitting of fleet vehicles within the amount appropriated for such purchases by the Council. 2.30.220 City Attorney contract award authority. The City Attorney may award and sign contracts for legal services, including, without limitation, services provided by outside counsel, investigators, consultants and other experts needed for litigation or other administrative and legal proceedings, to be provided to the city for any time period, where the contract price and any contingency established for additional services, but excluding sales tax or use tax, do not exceed the sum of $85,000.00150,000.00 in the first contract or fiscal year, and do not exceed the sum of $85,000.00150,000.00 and any unexpended monies carried forward from a prior fiscal year, in any subsequent contract or fiscal year. In addition to the authority described herein, the City Attorney may sign contracts, where the contract price exceeds the amounts set forth above, provided the Council has first approved the use of such services. (a) Notwithstanding the foregoing, the City Attorney may use any funds under a legal services contract when necessary to pay for services related to active litigation or administrative proceedings. (b) The City Attorney is authorized to enter into and execute on behalf of the city, without the prior approval of the Council, any amendment or change order to a contract, previously approved by the Council, that does not increase the compensation payable under the contract and to accomplish the following: (1) To extend the term of the contract for a period not to exceed twelve consecutive months from the last Council-approved contract expiration date; (2) To make minor revisions to the scope of services or delivery schedule; (3) To reduce the scope of services, the term, or the compensation of a contract; or (4) To make clerical corrections. 2.30.221. Periodic automatic adjustments to contract award authority. (a) For the purposes of this Section, "CPI" means the Consumer Price Index, All Urban Consumers, published by the U.S. Department of Labor, Bureau of Labor Statistics for the San Francisco-Oakland-Hayward area, with all items included. In the event the CPI is no longer published, the Procurement Officer shall use another index published by either the State of California or a federal department or agency that is charged with the Attachment A A - 9 *NOT YET APPROVED* 10 0015_20260720_mv30 responsibility of measuring the cost of living in the geographical area that includes the City of Palo Alto. (b) For the purposes of this Section, “Contract Award Authority Thresholds” means the monetary amounts set forth in Sections 2.30.200, 2.30.210, and 2.30.220. (c) Beginning on July 1, 2031, and continuing every five years thereafter on July 1st, the Contract Award Authority Thresholds will increase based on the percentage increase from the CPI published most recently preceding July 1st of the applicable adjustment year. The increase in the Contract Award Authority Thresholds shall be rounded to the nearest ten thousand and this amount will serve as the Contract Award Authority Thresholds for the next five years. If there is no increase in the CPI, then the Contract Award Authority Thresholds are unchanged. (d) The Procurement Officer shall perform the foregoing calculations and report the adjusted Contract Award Authority Thresholds to the Council as soon as practical. […] 2.30.230 Designated employee purchases of $10,000.0015,000.00 or less. Employees authorized, in writing, by their department heads may award and sign contracts for the purchase of goods and the procurement of general services, where the contract price does not exceed $10,000.0015,000.00 and the contract term does not exceed one year. All purchases and procurements shall be made in accordance with the contracting procedures and requirements contained in this chapter and in the purchasing manual. The written authorizations of department heads shall be kept on file by the Procurement Officer. […] 2.30.270 Delegations of authority to contract. This Section establishes the exclusive source of authority to delegate any authority to contract granted by this chapter. The authority to delegate contracting authority shall not be implied from any other provision of this municipal code. (a) Procurement Officer Delegations. The Procurement Officer may delegate the authority granted under Section 2.30.200, as follows: a city employee holding the position of contract manager administrator or senior buyer may be authorized to award and sign any contract in an amount of $50,000.0075,000.00 or less per year with a term not to exceed three years; and a city employee holding the position of buyer may be authorized to award and sign any contract in an amount of $25,000.00 or less per year with a term not to exceed three years. […] Attachment A A - 10 *NOT YET APPROVED* 11 0015_20260720_mv30 2.30.280 Authority to modify and terminate contracts not approved or awarded by the Council. (a) Each employee with contracting authority conferred by this chapter may authorize and sign amendments or change orders to contracts he or she they awarded under the authority granted in this chapter subject to the following: (1) All modifications to contracts, including, without limitation, changes to the scope of work, quantity of goods, price or term shall be made in writing and accomplished executed in accordance with the terms of the original contract; (2) The amendment or change order to a contract shall not cause the contract, as modified, to exceed the monetary or term limits of that city employee's contracting authority, as described in this chapter, except that the city employee may extend the term of a contract, with no increase in the compensation payable, for a period not to exceed six twelve consecutive months beyond the term limits of his or her contracting authority; and […] 2.30.290 Authority to modify contracts awarded by the Council. […] (b) The City Manager is authorized to enter into and execute on behalf of the city, without the prior approval of the Council, any amendment or change order to a contract, previously approved by the Council, that does not increase the compensation payable under the contract or and to accomplish the following: (1) To extend the term of the contract for a period not to exceed six twelve consecutive months from the last Council-approved contract expiration date; (2) To make minor revisions to the scope of services or delivery schedule; (3) To reduce the scope of services, the term, or the compensation of a contract; or (3 4) To make clerical corrections. (c) The City Manager may approve and sign assignments of contracts, including, without limitation, leases and licenses, previously approved by the Council when he or she the City Manager has determined that the proposed assignee has the ability, capacity, experience and skill and is otherwise qualified to perform the contract. (d) Notwithstanding any other provision in this Section, the City Manager is authorized to enter into and execute on behalf of the city, without prior approval of the Council, a one- Attachment A A - 11 *NOT YET APPROVED* 12 0015_20260720_mv30 time amendment or change order to a professional services, information technology services, or general services contract, previously approved by Council, provided that: (1) The change does not to exceed ten percent (10%) of the amount of the original contract amount or $100,000, whichever is lower; (2) the change is reasonably related to the scope of the work authorized under the original contract; and (3) funding is available and appropriated for the work. […] PART 4 – COMPETITIVE SOLICITATION REQUIREMENTS 2.30.300 Public works contracts. Public works contracts that are not exempt from the competitive solicitation requirements under Section 2.30.360 or by Council action shall be solicited, as follows: (a) In addition to any exemption under Section 2.30.360, public works contracts providing for an estimated expenditure less than the limit set forth in California Public Contract Code Section 22032(a), as may be amended, and not otherwise required to be formally bid by the Charter, may be performed without undergoing a competitive solicitation. (ab) Public works contracts, providing for an estimated expenditure less than the limit set forth in California Public Contract Code Section 22032(b), as may be amended of $85,000.00 or less, and not otherwise required to be formally bid by the Charter, shall be solicited by informal invitation for bids in accordance with Section 2.30.400. (1) In lieu of the solicitation requirements set forth in this subsection (b), public works contracts may be awarded from a list of qualified contractors, identified according to categories of work, to be created and maintained by the Procurement Officer, so long as the list is created and the award of contract to a contractor on the list is in compliance with procedures contained in this chapter and in the purchasing manual. (b c) Public works contracts, providing for an estimated expenditure exceeding the limit set forth in California Public Contract Code Section 22032(b), as may be amended $85,000.00, shall be solicited by formal invitation for bids in accordance with Section 2.30.420. (c d) Article VII, Section 6 of the City Charter requires formal bidding for public works contracts funded by bonded indebtedness of the city or by assessment against particular property in Palo Alto. Section 2.30.300 requires the formal bidding of all public works Attachment A A - 12 *NOT YET APPROVED* 13 0015_20260720_mv30 contracts exceeding $85,000.00, unless an exemption is provided by Section 2.30.360 or is otherwise authorized by Council under Section 2.30.300(d). (d e) Design-build contracts, to the extent debt financing limitations do not apply, that provide for an expenditure of more than the limit set forth in California Public Contract Code Section 22032(b), as may be amended $85,000.00, shall be solicited by requests for proposals in accordance with Section 2.30.490. Despite any law to the contrary, the design-build method of delivery may be used for any public works contract, including, without limitation, any design-build-operate contracts, where the City Manager determines, in writing, the delivery method will best fulfill the requirements of the public works project. (e f) The Council may determine that a particular public works project may be solicited and contracted for by using alternate project delivery methods, including, without limitation, construction manager at risk or competitive negotiation. Any Council action authorizing an alternate project delivery method shall set forth the reasons and factual basis supporting the use of the alternate project delivery method for the project and describe the solicitation method to be used and the criteria for determining the successful bidder, to whom the public works contract should be awarded. 2.30.310 Contracts for goods. Contracts for goods, not exempt from the competitive solicitation requirements under Section 2.30.360 or by Council action, shall be solicited, as follows: (a) Contracts for goods, providing for an estimated expenditure by the city of $50,000.00100,000.00 or less, shall be solicited by informal request for quotes informal invitation for bids in accordance with the provisions of Section 2.30.400; and (b) Contracts for goods, providing for an estimated expenditure by the city exceeding $50,000.00100,000.00, shall be solicited by formal request for quotes formal invitation for bids in accordance with the provision of Section 2.30.420. 2.30.320 General services contracts. General services contracts, not exempt from the competitive solicitation requirements under Section 2.30.360 or by Council action, shall be solicited, as follows: (a) General services contracts, providing for an estimated expenditure by the city not exceeding $50,000.00100,000.00, shall be solicited by informal request for quotes invitation for bids or informal request for proposals in accordance with Section 2.30.400. Attachment A A - 13 *NOT YET APPROVED* 14 0015_20260720_mv30 (b) General services contracts, providing for an estimated expenditure by the city exceeding $50,000.00100,000.00 shall be solicited by formal invitation for bids request for quotes in accordance with Section 2.30.420 or by formal request for proposals in accordance with Section 2.30.410. (c) The Procurement Officer shall determine, after consideration of whether the needs of the city or the circumstances require that a contract should be awarded based on significant factors in addition to price, whether the services subject to a general services contract shall be solicited by request for quotes bid or request for proposals. 2.30.330 Professional services contracts. Professional services contracts, not exempt from the competitive solicitation requirements under Section 2.30.360 or by Council action, shall be solicited, as follows: (a) Professional services contracts, providing for an estimated expenditure by the city not exceeding $85,000.00150,000.00, shall be solicited by informal request for proposals in accordance with Section 2.30.400. (b) Professional services contracts, providing for an estimated expenditure by the city exceeding $85,000.00150,000.00, shall be solicited by formal request for proposals in accordance with Section 2.30.410. […] 2.30.335 Information Technology services contracts. Information technology services contracts, not exempt from the competitive solicitation requirements under Section 2.30.360 or by Council action, shall be solicited as follows: (a) Information technology services contracts, providing for an estimated expenditure by the city not exceeding $150,000.00, shall be solicited by informal request for proposals in accordance with Section 2.30.400. (b) Information technology services contracts, providing for an estimated expenditure by the city exceeding $150,000.00, shall be solicited by formal request for proposals in accordance with Section 2.30.410. (c) In lieu of the solicitation requirements set forth in Subsections (a) and (b), Information Technology services contracts in any amount may be awarded from a list of qualified professionals to be created and maintained by the Procurement Officer, so long as the list is created and the award of contract to an entity on the list is in compliance with procedures contained in this chapter and in the purchasing manual. 2.30.340 Contracts for wholesale utility commodities and services. Attachment A A - 14 *NOT YET APPROVED* 15 0015_20260720_mv30 (a) Solicitation of Contracts. (1) Contracts for the purchase or sale-incidental-to-purchase of wholesale utility commodities and services, providing for an estimated expenditure not exceeding $85,000.00150,000.00, shall be solicited by informal invitation for bids or informal request for proposals in accordance with Section 2.30.400. Contracts for the purchase or sale-incidental-to-purchase of wholesale utility commodities and services, providing for an estimated expenditure exceeding $85,000.00150,000.00, shall be solicited by formal invitation for bids, formal request for proposals or combination thereof, in accordance with Section 2.30.410, 2.30.420 or 2.30.430 or through solicitation of counterparties enabled to transact under a Council-approved master agreement in accordance with Section 2.30.340(a)(3). […] 2.30.345 Periodic automatic adjustments to solicitation thresholds. (a) For the purposes of this Section, "CPI" means the Consumer Price Index, All Urban Consumers, published by the U.S. Department of Labor, Bureau of Labor Statistics for the San Francisco-Oakland-Hayward area, with all items included. In the event the CPI is no longer published, the Procurement Officer shall use another index published by either the State of California or a federal department or agency that is charged with the responsibility of measuring the cost of living in the geographical area that includes the City of Palo Alto. (b) For the purposes of this Section, “Solicitation Thresholds” means the monetary amounts set forth in Sections 2.30.310, 2.30.320, 2.30.330, 2.30.335, and 2.30.340. (c) Beginning on July 1, 2031 and continuing every five years thereafter on July 1st, the Solicitation Thresholds will increase based on the percentage increase from the CPI published most recently preceding July 1st of the applicable adjustment year. The increase in the Solicitation Thresholds shall be rounded to the nearest ten thousand and this amount will serve as the Solicitation Thresholds for the next five years. If there is no increase in the CPI, then the Solicitation Thresholds are unchanged. (d) The Procurement Officer shall perform the foregoing calculations and report the adjusted Solicitation Thresholds to the Council as soon as practical. […] 2.30.360 Exemptions from competitive solicitation requirements. […] Attachment A A - 15 *NOT YET APPROVED* 16 0015_20260720_mv30 (b) Whenever solicitations of bids or proposals would for any reason be impracticable, unavailing or impossible, provided that in the case of a public works project, the project is not otherwise required by the charter to be formally bid. These situations are those where solicitations of bids or proposals would not be useful or produce any operational or financial advantage for the city. Situations where solicitations of bids or proposals would be impracticable, unavailing or impossible, include, without limitation, the following: (1) Contract specifications cannot be drawn in a way that would enable more than one vendor, consultant or contractor to meet them; (2) Due to circumstances beyond the control of the city, the time necessary to use the competitive solicitation process, procedures and requirements would result in a substantial economic loss to the city or the substantial interference with a required city operation; (3) Special conditions attached to a grant, donation or gift requires the use of particular goods and/or services. (4) A vendor, consultant or contractor possesses specialized knowledge, experience or familiarity with a city project, operation, or ongoing matter such that a competitive solicitation would not produce a materially better result or would result in added cost, delay, or disruption to city operations. […] (e) Contracts for goods where, pursuant to Section 2.30.900, the City Manager has determined that standardization of the supplies, materials, services, or equipment is permissible. […] (i) Professional services and Information Technology services contracts, where the estimated total expenditure by the city, regardless of term, does not exceed $50,000.00100,000.00. The dollar threshold in this subsection shall be adjusted in accordance with Section 2.30.345. (j) Cooperative purchases, with one or more other public agencies or through a cooperative purchasing agency, provided: (i) the services are solicited using methods substantially similar to those required by this chapter, as determined by the Procurement Officer the underlying purchase was made through a competitive solicitation; and (ii) the contract is consistent with the requirements specified in this municipal code. (k) The use of another governmental or public agency's contract or substantially the same contract terms provided: (i) the agency uses a solicitation method substantially similar to the method required by this chapter the underlying purchase was made through a competitive solicitation ; (ii) the contract is consistent with the requirements specified in Attachment A A - 16 *NOT YET APPROVED* 17 0015_20260720_mv30 this municipal code; and (iii) the Procurement Officer determines that the city will realize overall value to utilizing the other agency's contract or contract terms compared to the city performing its own solicitation. […] (r) Contracts, where the estimated total expenditure by the city does not exceed $10,000.0050,000.00. The dollar threshold in this subsection shall be adjusted in accordance with Section 2.30.345. […] (u) Contracts for services where selection is based on a unique personal accomplishment or characteristic such as guest speakers, performers, artists, recreation instructors, trainers, and facilitators. (v) Contracts with another government agency, including a joint powers authority, to purchase goods or services. PART 5 – COMPETITIVE SOLICITATION PROCEDURES 2.30.400 Informal invitation for bids, request for quotes or requests for proposals. (a) An informal invitation for bids, request for quotes, or requests for proposals may be solicited by any reasonable means, including, without limitation, mail, telephone, facsimile transmission, e-mail or posting to the city's web site. Quotations shall be solicited from a minimum of three bidders or proposers; if quotations from three bidders or proposers cannot be obtained by the exercise of due diligence, quotations shall be solicited from less than three bidders or proposers, as practicable. The Procurement Officer shall maintain a record of all informal invitations for bids, informal request for quotes, and informal requests for proposals received by the city for a period of time in compliance with California law and the city's records retention schedule. (b) An informal invitation for bids and informal request for quotes shall be awarded to the lowest responsive and responsible bidders, as described in Section 2.30.440. […] 2.30.420 Formal invitation for bids or request for quotes – Notice, submittal, opening. (a) Advertising. Contracts that must be solicited by formal invitation for bids or request for quotes shall be solicited by notices inviting bids by advertising the notices inviting bids on the City's website for no fewer than five days prior to the date set for receiving bids. As practicable, bids shall be solicited from a minimum of three bidders. Attachment A A - 17 *NOT YET APPROVED* 18 0015_20260720_mv30 (b) Notice. The notices inviting bids shall generally describe the goods and/or services to be purchased or acquired or the public works to be constructed, identify the place where the bid proposal form, specifications and other contract documents may be obtained, and specify the date, time and place when and where bids will be opened. (c) Bid Submittal. All bids shall be sealed. All bids shall be submitted at the place, and at or before the date and time, specified in the notice inviting bids. Bids received after the specified date and time shall not be accepted and shall be returned to the bidder unopened unless the opening is necessary for identification purposes. (d) Bid Opening. Bids timely received shall be opened in public, at the date, time and place specified in the notice inviting bids, and the aggregate bid of each bidder shall be announced. […] PART 6 – CONTRACT TERMS AND CONDITIONS 2.30.500 Bid security, bonds and insurance. […] (b) Bid Security. Bid security shall be submitted with the bid and shall be in the form of a certified check, cashier’s check or surety bond. Any surety bond shall be issued by an admitted surety authorized to conduct business in the State of California and shall be in a form acceptable to the City Attorney and as specified in the solicitation for bids document. If a bidder fails to submit the required bid security with the bid, the bid shall be deemed nonresponsive. After bids are opened, bid security shall be irrevocable for the period specified in the invitation for bids. If the successful bidder fails to execute the contract within the time specified, the total amount of the bid security shall be forfeited to the city. The bid security of an unsuccessful bidder shall be returned to the bidder by no later than sixty days from the date of contract award. Bids for public works projects costing in excess of the limit set forth in California Public Contract Code Section 22032(b), as may be amended $85,000.00 shall require the submission of bid security in an amount equal to at least ten percent of the bid. On public works projects costing less than the limit set forth in California Public Contract Code Section 22032(b), as may be amended $85,000.00, and all other procurements of goods and services without regard to price, the Procurement Officer is authorized to determine whether any bid security in any amount shall be required on a project-by-project basis. […] PART 10 – STANDARDIZATION 2.30.900 Standardization. Attachment A A - 18 *NOT YET APPROVED* 19 0015_20260720_mv30 Where the City Manager has determined that it is required by the health, safety or welfare of the people or employees of the city, or that significant costs savings have been demonstrated, the standardization of supplies, materials, services, or equipment, including, without limitation, information technology property or services, for purchase or to be used in a public works project is permitted and the supplies, materials or equipment specifications may specify a single brand or trade name. The City Manager may consider the following factors in determining to standardize on a single brand or trade name: (a) Repair and maintenance costs would be minimized; (b) User personnel training would be facilitated thereby; (c) Supplies or spare parts would be minimized; (d) Modifications to existing equipment would not be necessary; (e) Training of repair and maintenance personnel would be minimized; and (f) Matching existing services, supplies, materials or equipment is required for proper operation of a function or program. SECTION 3. If any section, subsection, clause or phrase of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portion or sections of the Ordinance. The Council hereby declares that it should have adopted the Ordinance and each section, subsection, sentence, clause or phrase thereof irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases be declared invalid. SECTION 4. The Council finds that this project is exempt from the provisions of the California Environmental Quality Act (“CEQA”), pursuant to Section 15061 of the CEQA Guidelines, because it can be seen with certainty that there is no possibility that the ordinance will have a significant effect on the environment. // // // // // // Attachment A A - 19 *NOT YET APPROVED* 20 0015_20260720_mv30 SECTION 5. This ordinance shall be effective on the thirty-first day after the date of its adoption. INTRODUCED: PASSED: AYES: NOES: ABSENT: ABSTENTIONS: ATTEST: ____________________________ ____________________________ City Clerk Mayor APPROVED AS TO FORM: APPROVED: ____________________________ ____________________________ Assistant City Attorney City Manager ____________________________ Director of Administrative Services Attachment A A - 20