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Report ID: 23-119   
Type: Consent
Meeting Body: Board of Directors - Regular Meeting
Meeting Date: 2/22/2023 Final action: 2/22/2023
Recommended Action: Consider receiving the Semi-annual Report on the Status of Active Contracts and Spending Amounts over $250,000. Staff Contact: Chris Andrichak, Chief Financial Officer
Attachments: 1. STAFF REPORT, 2. att.1. Active Contracts Spend Over $250k Q2 FY2023, 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 the Semi-annual Report on the Status of Active Contracts and Spending Amounts over $250,000.

 

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 on the first half of Fiscal Year 2022-23 including the purpose, effective and expiration dates, contract value, and the amounts paid through the end of December 2022.

 

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.                     Contract Spend Report Q2 FY22-23

 

Prepared by:

Michael Silk, Procurement and Materials Assistant Director

Fred Walls, Procurement and Materials Director

 

Approved/Reviewed by:

William Tonis, Director of Business Sciences

Chris Andrichak, Chief Financial Officer

Jill A. Sprague, General Counsel/Chief Legal Officer