Local Policy Development (CH, CHE, CI, CV, etc.)...(CH, CHE, CI, CV, etc.) ©2017 Region One...

Purchasing Advisory CouncilJanuary 20, 2017

Local Policy Development

(CH, CHE, CI, CV, etc.)

©2017 Region One Education Service Center

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

What is a policy?A clear statement by the board requiring and/or authorizing action, used to guide and determine present and future decisions.

(LOCAL)• To respond to a legal requirement• To reduce potential legal risk• To declare a choice among legal options• To clarify administrative authority

Policies

Individual Policy

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

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.

What is the purpose of administrative regulations?

How is the manual kept up-to-date?• There are two kinds of policy updates.

TASB initiated – Numbered updates

Local Manual Updates

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.

CH (LOCAL)

Two kinds of policy updates

Proposed Revisions

Important things to remember• Read (LEGAL) and (LOCAL) policies together• Focus on governance issues.• The Superintendent or designee develops administrative regulations to implement policy.

Delegation of authority

Purchasing Authority and Method

Disclosure of interested parties

Method of purchasing

Electronic bids or proposals

Resolution Establishing Criteria for Accepting Electronic Bids

• CH (EXHIBIT)

Best Practices

Policy Code CV

Delegation of Authority

Project Delivery/Contract Award Method

CHE – Vendor Relations

Policy Code CI

Authority to Dispose of Property