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Report ID: 24-404   
Type: Consent
Meeting Body: Board of Directors - Regular Meeting
Meeting Date: 8/7/2024 Final action: 8/7/2024
Recommended Action: Consider receiving a report on the Status of Active Contracts and Spending amounts over $250,000 for Fiscal Year 2023-2024. Staff Contact: Chris Andrichak, Chief Financial Officer
Attachments: 1. STAFF REPORT, 2. Att.1 Active Contracts Over $250K Spend Report FY23-24, 3. Master Minute Order

TO:                     AC Transit Board of Directors                                          

FROM:                                             Michael A. Hursh, General Manager/Chief Executive Officer

SUBJECT:                     Active Contracts Spend Report                     

 

ACTION ITEM

AGENDA PLANNING REQUEST:   


RECOMMENDED ACTION(S):

 

Title

Consider receiving a report on the Status of Active Contracts and Spending amounts over $250,000 for Fiscal Year 2023-2024.

 

Staff Contact:

Chris Andrichak, Chief Financial Officer

Body                                          

STRATEGIC IMPORTANCE:

 

Goal - Financial Stability and Resiliency

Initiative - Financial Efficiency and Revenue Maximization

 

This report provides a detailed accounting of contract spending for all active contracts throughout the District, over $250,000. Additionally, it provides an effective tool for staff and the Board to monitor contract activity.

 

BUDGETARY/FISCAL IMPACT:

 

There is no budgetary impact associated with this report. Any budget impact was previously addressed at the time of each contract award or purchase order issuance.

 

BACKGROUND/RATIONALE:

 

Board Policy 465 requires that the Board of Directors review the status of all contracts over $250,000 administered by the District. This point-in-time report contains accounting information of all active contracts during Fiscal Year 2023-24 including the purpose, effective date, expiration date, contract value, and the amounts paid through June 30, 2024.

 

ADVANTAGES/DISADVANTAGES:

 

This report allows Executives, Department Directors and Project Managers to effectively monitor spending and to take steps to improve their contract administration activities where appropriate.

 

ALTERNATIVES ANALYSIS:

 

This report is provided for informational purposes and fulfills the reporting requirements established under Board Policy 465.

 

PRIOR RELEVANT BOARD ACTION/POLICIES:

 

Board Policy 465- Procurement Policy

 

ATTACHMENTS:

 

1.                     Active Contract Spend Report FY 2023-2024

 

Prepared by:

Michael Silk, Assistant Director

 

Approved/Reviewed by:

Fred Walls, Director of Procurement and Materials

Chris Andrichak, Chief Financial Officer

Shayna van Hoften, Interim General Counsel/Chief Legal Officer