SCHEDULE 13 - PURCHASING RECORDS

Similar documents
GENERAL RECORDS SCHEDULE 1.1: Financial Management and Reporting Records

SCHEDULE NO. 30 FINANCIAL RECORDS

RECORDS MANAGEMENT MANUAL STATE GOVERNMENT AGENCIES

FIVE MANAGEMENT SYSTEM Policies and Procedures Checklist

INTER-PARLIAMENTARY UNION

IV. Orders, Quotations, Bids and Request for Proposal (RFP) Requirements

DOCUMENT RETENTION POLICY TEMPLATE LOYAL ORDER OF MOOSE ENTITIES

An organization which employs, or is about to employ, any of the above, has a financial or other interest in the firm selected for award.

Luzerne County Purchasing Manual. Approved May 2014

24 CFR PART Procurement. States. Procurement standards.

Within the context of this policy, the following definitions apply:

DISTRICT RECORDS RETENTION POLICY August 20, 2009June 20, 2013

TOWN OF LINCOLN INVITATION TO BID EMERGENCY PLANNING, DISASTER RECOVERY AND HAZARD MITIGATION GRANT PROGRAM SERVICES RFP #

Administration Department. {Insert Name of Organization} Operating Policy Record Retention and Destruction

Project Management Procedures

CONTRACTOR PERFORMANCE SYSTEM PROCEDURAL DOCUMENT. Revision date: May 25, 2015

Brief Description: Reorganizing and streamlining central service functions, powers, and duties of state government.

RECORDS RETENTION SCHEDULE LG16

THE TOWN OF NORTH SMITHFIELD

CUNY SCHOOL OF PROFESSIONAL STUDIES: DEPARTMENTAL RETENTION SCHEDULE 4/7/2014 OFFICE OF INFORMATION TECHNOLOGY

Corporate Purchasing. Manual: Organizational Approved By: President & C.E.O. Section: Finance Original Date Issued: March 2011

Procedures for Tenders and Contracts. October Huon Valley Council Procedures for Tenders and Contracts October 2014 Page 1 of 14

PUBLIC NOTICE REGIONAL TRANSIT AUTHORITY CEMETERIES TRANSIT CENTER (CANAL BLVD BUS AND STREETCAR TERMINAL) INVITATION FOR BID (IFB) #

CDO WORKFORCE INVESTMENT BOARD. REPLACES CDO Workforce Investment Board Procurement Policy, dated 9/30/05

TABLE OF CONTENTS. Purchasing and Contracts Division Purchasing Policies and Procedures The Competitive Process... 2

4) Suspension of Record Disposal In Event of Litigation or Claims

DATE ISSUED: 12/23/ of 5 LDU CI1(REGULATION)-X

39C-1 Records Management Program 39C-3

PROCUREMENT POLICY CHAPTER

Minority and Women. Business Enterprise Plan. for the. Greenville Utilities Commission

UNIT 20: SOLICITATION PREPARATION

SUMMER FOOD SERVICE PROGRAM Procurement Standards

Connecticut Sports Foundation, Inc. (CSF) RECORD RETENTION AND DESTRUCTION POLICY

NASH ROCKY MOUNT PUBLIC SCHOOLS PURCHASING PROCEDURES

Procurement practices of school districts and charter schools; definitions

CHAPTER 7 PUBLIC PURCHASES, PURCHASE OF LAND OR STRUCTURES AND INVENTORY OF FIXED ASSETS

RRC STAFF OPINION PERIODIC REVIEW AND EXPIRATION OF EXISTING RULES REPORT

Final Procurement Contract and Vendor Rules Arkansas Health Insurance Marketplace

PURCHASING POLICY INTRODUCTION

TABLE OF CONTENTS I. PURPOSE... 3 II. GOALS...3 III. DEFINITIONS

4.0 Receiving Process

CENTRAL KY RIDING FOR HOPE, INC.

Records Disposal Schedule. NT Fleet Management. Department of Corporate and Information Services. Disposal Schedule No. 2004/2

The supply of materials and services for the University must be undertaken as follows:

LONG ISLAND UNIVERSITY RECORDS RETENTION POLICY

RECORD RETENTION & DESTRUCTION POLICY

Food Service Management Companies Table of Contents

CHARTER TOWNSHIP OF WASHINGTON PURCHASING & BID POLICY

State of Ohio Model Bid/Quote Template for General Goods & Services (Non-IT)

RELOCATION ASSISTANCE SERVICES SPECIFICATIONS (LUMP SUM)

PROCUREMENT STANDARD OPERATING PROCEDURES (SOP)

Electronic Contract Forms

WASHINGTON COUNTY, BOARD OF COUNTY COMMISSIONERS

Construction Services Procedure

CHAPTER 11 APPEALS AND DISPUTES

Idaho Records Center A Program of the Idaho State Archives

Draft Model Social Infrastructure PPP Bill

Procedure Manual. Title: Small Disadvantaged Business Program. A6Hx Page: Page 1 of 5. Policy Number: 6Hx2-6.36

SMART SUBURBAN MOBILITY AUTHORITY FOR REGIONAL TRANSPORTATION REQUEST FOR QUOTES QUANTITY UNIT DESCRIPTION UNIT EXTENSION PRICE

Records Disposal Schedule Construction Management Department of Construction and Infrastructure

HOW TO DO BUSINESS WITH THE CITY OF WICHITA KANSAS FINANCE DEPARTMENT PURCHASING

COMPANY, INC. Corporate Policies and Procedures. Policy Number: 3.5 Date Issued/Revised: May 16, 2003 May 25, Person, CEO

Director of Procurement Contact Officer

Public Procurement Position Descriptions

Updated 02/12/07. The information presented here is not intended to supersede the counsel of professionals within an Arkansas agency

REQUEST FOR PROPOSALS FOR DISASTER RECOVERY ADMINISTRATIVE SERVICES

4. Chief Financial Officer (CFO). The employee designated by the OJA Executive Director as Division Director of Financial Services.

For assistance and advice in applying this records retention schedule, please contact Washington State Archives at:

!J ~ a_i J 62' Request for Records Disposition Authority. Leave Blank (NARA Use Only) Pension Benefit Guaranty Corporation (PBGC)

COLUMBUS STATE COMMUNITY COLLEGE POLICY AND PROCEDURES MANUAL. PURCHASING PROCEDURES Effective July 1, 2013 Procedure 9-03 (H) Page 1 of 7

CHAPTER 7 PUBLIC WORKS LAW

General Retention and Disposal Schedule for Administrative Records

Request For Information. Telecom System Management and Billing Software

Agreement Number: F.E.I.D. Number: Procurement Number: D.M.S. Catalog Class Number:

TOWN OF AVON POLICY MEMORANDUM

GENERAL SCHEDULE FOR STATE AGENCY RECORDS

PALM BEACH COUNTY BOARD OF COUNTY COMMISSIONERS Purchasing Department VENDOR'S GUIDE TO DOING BUSINESS WITH PALM BEACH COUNTY

Table of Contents. 1 P a g e

PROCEDURE FS 1 PROCUREMENT POLICY

Subvented Social Welfare Non-Governmental Organisations Procurement Procedures

Policy Number: Policy Name: Bidding and Source Selection Procedures

SMALL BUSINESS ENTERPRISE (SBE) CERTIFICATION APPLICATION

CITY OF LUDINGTON RENTAL REHABILITATION PROGRAM PROGRAM GUIDELINES 2009 GENERAL

DeKalb County Purchasing Policy. August 6, 2014

Office of Economic Development Records Retention Schedule

UNIT 34: COST ACCOUNTING STANDARDS

RECORDS RETENTION POLICY

Purchases from $750 $1,500 requires 3 Verbal Quotes. Purchases from $1,501 $24,999 requires 3 Written Quotes

GALVESTON COUNTY HEALTH DISTRICT. Request For Proposal Health Insurance Broker Services RFP

Local Government Guide to Procurement with Federal Grant Funding

SUBCHAPTER G CONTRACT MANAGEMENT PART 842 CONTRACT ADMINISTRATION AND AUDIT SERVICES

State of Florida GENERAL RECORDS SCHEDULE GS1-L FOR LOCAL GOVERNMENT AGENCIES. Department of State. Division of Library and Information Services

Record Retention and Document Destruction Procedure

TABLE OF CONTENTS PURCHASING QUICK REFERENCE GUIDE ARTICLE 1 - GENERAL PROVISIONS

RURAL UTILITIES SERVICE

USDA ARS NPA Files Management and Retention/Disposition Guide Mar 2011

IIT Purchasing Manual

Middlesex County Purchasing Policies & Procedures Manual

Request for Quote. LETTERING REPLACEMENT At Tulsa International Airport

ALLEGANY COUNTY DEPARTMENT OF PUBLIC WORKS 7 Court Street, Room 210 Belmont, NY Telephone: Fax: NOTICE TO BIDDERS

Transcription:

- PURCHASING RECORDS 13-1 Bidders List or Card Files 13-2 Canceled Solicitation Files 13-3 Contract Appeals Case Files 13-4 Contract Purchasing Files 13-5 Contract Purchasing Files for High-Value Transaction 13-6 Contractors Payroll Files 13-7 Leasing Contract Files 13-8 Professional Contractual Agreement Files 13-9 Purchase Orders 13-10 Purchase Requisition Files 13-11 Real Property Acquisition Files 13-12 Successful Bids and Proposals Files 13-13 Supply Management Files 13-14 Tax Exemption Files 13-15 Unopened Bids and Proposals 13-16 Unsuccessful Bids and Proposals Files

13-1 Bidders List or Card Files Lists of acceptable bidders who are eligible for contracting with the State to provide products or services. Retain by Purchasing Office until superseded or revised plus 1 year and then Duplicate copies: Retain until superseded or obsolete and then 13-2 Canceled Solicitation Files Formal solicitations of offers to provide products or services (e.g., Invitations for Bids, Requests for Proposals, Requests for Quotations) which were canceled prior to the awarding of a contract. Information includes pre-solicitation documentation on the requirements, offers opened prior to cancellation, documentation on government action up to the time of cancellation, and evidence of cancellation. Retain for 4 years after cancellation and then Duplicate copies: Retain for 2 years after cancellation and then 13-3 Contract Appeals Case Files Case files consisting of notices of appeal and acknowledgments, correspondence between parties, contracts copies, plans, specifications, exhibits, change orders and amendments, transcripts of hearings, documents received from parties concerned, final decisions, and other related records. Retain by Purchasing Office for 3 years after settlement provided all rights of appeal have expired. Duplicate copies: Retain for 2 years after final action or decision and then 13-4 Contract Purchasing Files Files which document transactions of $10,000 or less and construction contracts exceeding $2,000. They include contract, requisition, purchase order and lease records, correspondence, related records pertaining to award, administration, receipts, inspection, and payments. Retain by Accounts and Control for 6 years after final payment and then Duplicate copies: Retain until contract completion or termination and then 13-5 Contract Purchasing Files for High-Value Transactions Files which document transactions of more than $10,000 and construction contracts exceeding $2,000. They include contract, requisition, purchase order and lease records, correspondence, related records pertaining to award, administration, receipt, inspection, and payments. 13-1

Retain by Accounts and Control for 6 years after final payment and then Duplicate copies: Retain until contract termination or completion and then 13-6 Contractors Payroll Files Contractors payrolls (construction contracts) with related certifications, anti-kickback affidavits, and other related records. Retain for 3 years after completion of contract or until final audit and then Duplicate copies: Retain for 1 year after last payment and then 13-7 Leasing Contract Files Building or equipment leases and related records documenting agreements, services, and payments. Retain for 6 years after contract expires and then Duplicate copies: Retain for 1 year after last payment and then 13-8 Professional Contractual Agreement Files Files documenting the professional contractual agreements between an agency and a professional individual, or between agencies for temporary services. The files include contract, requisition, purchase order, correspondence, and related records. Retain for 6 years after last payment and then Duplicate copies: Retain for 3 years after last payment and then 13-9 Purchase Orders Orders used to document the purchase transaction and to notify the agency of purchase approval. Retain by Division of Purchasing or delegated agent for 5 years and then Duplicate copies: Retain by agency for 1 year and then 13-10 Purchase Requisition Files Requisitions for supplies and equipment for current inventory. Retain by the Purchasing Office or delegated agent for 5 years and then Duplicate copies: Retain for 1 year and then 13-2

13-11 Real Property Acquisition Files Title papers documenting the acquisition of real property by purchase, condemnation, donation, exchange, or otherwise. Retain for 10 years after unconditional sale of property and then Duplicate copies: Retain until administrative need ends and then 13-12 Successful Bids and Proposals Files Solicited and unsolicited successful bids and proposals to provide products or services to an agency by a private contractor. Retain by Purchasing Office or delegated agent for 7 years and then Duplicate copies: Retain until no longer needed and then 13-13 Supply Management Files Files of reports on supply requirements and procurement matters submitted for supply management purposes (other than those incorporated in case files or other files of a general nature. Retain by agency for 2 years and then Duplicate copies: Retain for 1 year and then 13-14 Tax Exemption Files Tax exemption certificates and related records. Retain for 3 years after period covered by related account and then Duplicate copies: Retain for 1 year after period covered by related account and then 13-15 Unopened Bids and Proposals Solicited and unsolicited bids and proposals to provide products or services which, due to funding or administrative reevaluation, are no longer required by the agency or will not be open to the bidding process. Retain for 1 year and then Duplicate copies: Retain until returned to bidder. 13-3

13-16 Unsuccessful Bids and Proposals Files Solicited and unsolicited unsuccessful bids and proposals to provide products or services to an agency by a private contractor. Retain by Purchasing Office or delegated agent for 3 years and then Duplicate copies: Retain until related contractual case files have met retention and can be destroyed. 13-4