Page 37 - The Edge - Summer 2020

What Is the Proper Level of Due Diligence for Your District?
AWW GEE WHIZ! So in my next article, I will review ALL the procurement
CONTINUED FROM PAGE 35
CONTINUED FROM PAGE 31 exemptions, including those approved in the revision to the
State Board of Education School District Procurement Rules in
the past year and made the results of the review R7-2-1191 (D) of the Arizona Administrative Code
detail and give some great best practice recommendations to
available may not warrant the same amount or briefly talks about due diligence. It says that no matter if
with the cumulative requirements for written quotes if over make all your procurement dreams come true.
$10,000 and do a formal procurement if the amount exceeds Have a great school year and don’t hesitate to reach out to
complexity of due diligence as an entity that has the district procures or administers from a cooperative
$100,000. me with any procurement questions you may have. We are all
not undergone a review or for which the results are agreement this rule does not abrogate the responsibility
OK, so here is the cli hanger. e State Board of Education in this together!

at the time of the writing of this article is currently undergoing
unavailable” (USFR VI-G-13). An example would of each district to perform due diligence to make sure
rules revisions that will make our lives easier. ese changes Bill Munch, CPPO, CPPB is the Procurement Compliance and

be, if a district was looking at an Arizona Department the district is compliant with Articles 10 and 11.

have come at the recommendation of some very learned Training Of cer for Valley Schools Management Group, recipient
of Administration State Procurement Office (ADSPO) of the 2018 AASBO Bill Lovett Award and the 2016 NIGP National
school district procurement folks who are also members of
our own AASBO organization. Among these changes will be Purchasing Manager of the Year. He provides consultation on
contract, and ADSPO had a review published on Remember, use your best judgment in determining the

some proposed clari cations to the exemptions discussed public procurement matters for school districts and vendors across
their website: https://spo.az.gov/procurement-
appropriate amount and level of due diligence required
above and some appropriate and much-needed additional the state of Arizona and across the country. He may be reached at:
for each procurement you participate in. Always retain
services/cooperative-procurement, which is the
exemptions. bmunch@vsit.org.
FY18 Procurement Compliance Questionnaire your due diligence documentation and have it available
We all should be very aware that the procurement rules apply to all
Review, and if no significant findings were notated for when your auditors come to visit!
purchases of materials, services and construction and therefore the procurement
then you could utilize that document as part of your

thresholds apply to all purchases. There are exceptions, but they are specifically listed
due diligence as well as verifying that the contract Bobby Williams II, Procurement Specialist Supervisor, Mesa
in the procurement rules. If your proposed purchase is not listed in the exceptions,
pricing is a match and the service or commodity is Unified School District, can be reached at: (480) 472-6124
you must follow the procurement thresholds for quotes and bids.
covered by the contract. or blwilliamsii@mpsaz.org

THERE’S POWER IN THE
Partnership

National IPA and U.S. Communities are now OMNIA Partners, Public Sector – the nation’s
largest cooperative purchasing organization.
Together we connect thousands of educational institutions and public agencies for combined
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and awarded by a lead public agency.

VIEW OUR EXPANDED CONTRACT PORTFOLIO AT omniapartners.com/publicsector

POWER. ACCESS. TRUST.

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