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Specifications <br /> When goods and/or services are procured under the informal or formal bidding process, <br /> specifications must be prepared. All specifications should do at least four things: <br /> 1. Identify minimum requirements <br /> 2. Encourage competitive bids <br /> 3. Be capable of objective review <br /> 4. Provide for an equitable award at the lowest possible cost <br /> Specifications shall be as simple as possible while maintaining the degree of exactness required to <br /> prevent bidders from avoiding supplying the goods and/or services required or otherwise taking <br /> advantage of their competitors. <br /> All specifications utilizing a name brand must include the term "or approved equal" to avoid being <br /> restrictive and eliminating fair competition from the bidding process. <br /> Different methods of structuring specifications include: <br /> 1. Qualified products on acceptable vendor list <br /> 2. Specification by blueprint or dimension sheet <br /> 3. Specification by chemical analysis or physical properties <br /> 4. Specification by performance, purpose or use <br /> 5. Specification by identification with industry standards <br /> 6. Specification by samples <br /> Written Contracts <br /> Contracts range from written contracts described in this section to purchase orders incorporating <br /> specifications,which are also contracts. The following purchases will require contracts: <br /> 1. Supplies, equipment, apparatus, and material requiring an expenditure of $90,000 and <br /> more. Supplies, equipment, apparatus, materials, maintenance, and services requiring an <br /> expenditure of less than $90,000 do not require a written contract. However, a written <br /> contract may be used whenever it is deemed necessary and advisable. <br /> 2. All maintenance agreements. <br /> 3. All leases. <br /> 4. Construction and repair (including demolition and renovation) projects requiring an <br /> expenditure of $500,000 or more. Construction and repair (including demolition and <br /> renovation) projects requiring an expenditure of less than$500,000 do not require a written <br /> contract. However, a written contract may be used whenever it is deemed necessary and <br /> advisable. <br /> 5. If the entire cost of the project will exceed$500,000,separate written contracts are required <br /> for any of the following four items that are included: <br /> a. Heating, ventilating, air conditioning, and accessories and/or refrigeration for cold <br /> storage (when the cooling load is 15 tons or more of refrigeration); <br /> b. Plumbing and gas fittings and accessories; <br /> c. Electrical wiring and installations; and <br /> d. General work not included in the above. <br /> 6. Change Orders:Contracts for construction or repair projects can have change orders during <br /> the project prior to completion, without going through a new bid process, providing the <br /> bidding laws are not evaded.Cumulative change orders up to$20,000 per contract can be <br /> approved by the County Manager. Change orders of$20,000 or more require approval by <br /> the Board of Commissioners. <br /> Lee County Purchasing and Contracting Policy Page 11 <br /> Amended July 23, 2018 <br />