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An act relating to county purchasing, the official text

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1                    STATE OF OKLAHOMA

1

2                1st Session of the 60th Legislature (2025)

2

3 SENATE BILL 403              By: Stewart

3

4

4

5

5

6                    AS INTRODUCED

6

7   An Act relating to county purchasing; amending 19

7   O.S. 2021, Sections 1501, as amended by Section 1,

8   Chapter 94, O.S.L. 2022, and 1505, as amended by

8   Section 3, Chapter 94, O.S.L. 2022 (19 O.S. Supp.

9   2024, Sections 1501 and 1505), which relate to county

9   purchasing agents and procedures; modifying duties of

10  county purchasing agent related to bidders;

10  establishing exceptions to certain requisition or

11  purchase requirements; updating statutory language;

11  updating statutory references; and providing an

12  effective date.

12

13

13

1 4 BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA:

14

15  SECTION 1.     AMENDATORY  19 O.S. 2021, Section 1501, as

15

1 6 amended by Section 1, Chapter 94, O.S.L. 2022 (19 O.S. Supp. 2024,

16

1 7 Section 1501), is amended to read as follows:

17

18  Section 1501. A. The county purchasing agent:

18

19  1. Shall, within the amount of the unencumbered balance, make

19

2 0 all purchases that are paid from county funds for the various

20

2 1 institutions, departments, officers, and employees of the county,

21

2 2 except at public auctions and as otherwise provided for by law;

22

23

23

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24

    Req. No. 42                                              Page 1
1   2. May make purchases for political subdivisions of this state

1

2 within the county if authorized by appropriate action of the

2

3 governing board or body of the political subdivision affected;

3

4   3. Shall make purchases and rental or lease-purchase agreements

4

5 only after following the bidding procedures as provided for by law,

5

6 except:

6

7          a. when the purchase does not exceed Twenty-five Thousand

7

8                Dollars ($25,000.00) by department. All purchases

8

9                made pursuant to this subparagraph shall be by a

9

10               single purchase order. Splitting purchase orders

10

11               which would result in paying an amount in excess of

11

12               the limitations specified in this subparagraph is

12

13               expressly prohibited. Any person convicted of

13

14               violating the provisions of this subparagraph shall be

14

15               guilty of a misdemeanor and such person shall forfeit

15

16               the person's position or office,

16

17         b. when the total payments of a rental or lease-purchase

17

18               agreement do not exceed the current bid limit as

18

19               established in subparagraph a of this paragraph,

19

20         c. when articles and items are covered by single-source

20

21               contracts,

21

22         d. service or maintenance contracts on equipment or

22

23               machinery which are entered into at the time of the

23

24               purchase of the equipment or machinery,

24

    Req. No. 42                                           Page 2
1   e. purchases made pursuant to a blanket purchase order as

1

2                provided for in Section 310.8 of Title 62 of the

2

3                Oklahoma Statutes,

3

4   f. when materials for road or bridge improvements do not

4

5                exceed Seven Dollars ($7.00) per yard or per ton,

5

6   g. purchases of fuel if the county purchasing agent

6

7                obtains quotes from at least three vendors prior to

7

8                the purchase and the lowest and best quote is

8

9                selected. Documentation of these quotes shall be

9

10               recorded in the permanent records of the clerk,

10

11  h. purchases of tools, apparatus, machinery, or equipment

11

12               from a state agency or a political subdivision of the

12

13               state as provided for in subsection C of Section 421.1

13

14               of this title,

14

15  i. purchases of food for prisoners incarcerated in the

15

16               county jail; provided, in counties having a population

16

17               in excess of one hundred thousand (100,000) persons,

17

18               the county purchasing agent shall follow bidding

18

19               procedures as provided by law unless the county

19

20               purchasing agent obtains quotes pursuant to the whole

20

21               total of food items requisitioned prior to the

21

22               purchase and the lowest and best quote is selected.

22

23               Documentation of these quotes shall be recorded in the

23

24               permanent records of the county clerk,

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    Req. No. 42                                                 Page 3
1   j. when a county solicits bids for the purchase of

1

2                processed native materials for road and bridge

2

3                improvements, the county may accept all bids received,

3

4                with the lowest and best bid from those accepted to be

4

5                selected at the time of opening of any construction

5

6                project. The selection of the bid shall be based upon

6

7                availability, bid price, plus and transportation

7

8                costs,

8

9   k. when a vendor has been selected as the lowest and best

9

10               bidder to furnish a particular item or items to the

10

11               county during a specified time period and in the event

11

12               the vendor is unable to perform, the purchasing agent

12

13               may solicit telephone quotes for the item or items

13

14               needed select the next lowest and best bidder from the

14

15               list of qualified bidders and provide for the purchase

15

16               of the items at the lowest and best quote available.

16

17               All vendors submitting bids for the specific product

17

18               or service will be considered at or below the amount

18

19               they bid,

19

20  l. when considering the purchase of an item or items from

20

21               the state bid list as provided by the Office of

21

22               Management and Enterprise Services or the General

22

23               Services Administration, if the same exact item is

23

24               available from a local vendor at or below the price

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    Req. No. 42             Page 4
1                listed on the state bid list or the General Services

1

2                Administration list, the item may be obtained from the

2

3                vendor,

3

4   m. any item or items bid by the Office of Management and

4

5                Enterprise Services which may be purchased by the

5

6                county, provided the vendor is willing to supply the

6

7                item or items to the county at the bid price,

7

8   n. when a county obtains proceeds from the sale of its

8

9                property at a public auction, that county may use

9

10               those proceeds to acquire items previously identified

10

11               as needed by the county at the same public auction

11

12               pursuant to subsection D of Section 1505 of this

12

13               title,

13

14  o. when an item or items have been competitively bid by a

14

15               county, or on behalf of a group of counties, provided:

15

16               (1) the notice to bidders shall list each county

16

17               which may participate in the purchase of the item

17

18               or items being bid,

18

19               (2) the notice of bid is advertised, as provided by

19

20               law, in each of the counties which may

20

21               participate in the purchase of the item or items,

21

22               (3) all vendors on the list of qualified bidders of

22

23               each participating county who offer the item or

23

24

24

    Req. No. 42                                                 Page 5
1                items for sale received notice of the bid

1

2                request, and

2

3                (4) the vendor awarded the bid is willing and able to

3

4                provide the item or items at the bid price,

4

5   p. counties may participate in a nationwide purchasing

5

6                program sponsored by the national association

6

7                representing counties and local cooperative

7

8                procurement agreements entered into by the counties

8

9                and other local jurisdictions or any other

9

10               competitively bid nationwide purchasing program, or

10

11  q. when the Governor declares an emergency in a county,

11

12               the district attorney of that county shall have the

12

13               authority to temporarily waive competitive bidding

13

14               procedures for purchases that may expedite a response

14

15               to the emergency situation. This temporary waiver

15

16               shall be in addition to any powers exercised pursuant

16

17               to Section 683.11 of Title 63 of the Oklahoma

17

18               Statutes.

18

19  The purchases shall be paid by attaching properly itemized

19

2 0 invoices, as described in Section 1505 of this title, to a purchase

20

2 1 order which has been prepared by the county purchasing agent and

21

2 2 submitting both to the county clerk for filing, encumbering, and

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2 3 consideration for payment by the board of county commissioners;

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24

24

    Req. No. 42                                                 Page 6
1   4. Shall not furnish any supplies, materials, equipment, or

1

2 other articles, except upon receipt of a requisition signed by a

2

3 county officer. Written requisitions will not be required for

3

4 blanket purchase orders as provided for in Section 310.8 of Title 62

4

5 of the Oklahoma Statutes. Each county officer may designate not

5

6 more than two employees who also shall be authorized to sign

6

7 requisitions in the absence of the county officer. A written

7

8 designation of the employees shall be filed with the county clerk

8

9 and shall be entered in the minutes of the board of county

9

1 0 commissioners. The county may designate two individuals who are not

10

1 1 county employees for each of the following entities within the

11

1 2 county to act as receiving and requisitioning officers:

12

13  a. fire protection districts organized and operated

13

14               pursuant to the provisions of Sections 901.1 through

14

15               901.29 of this title,

15

16  b. fire protection services established pursuant to the

16

17               provisions of Section 351 of this title,

17

18  c. volunteer or full-time fire departments established

18

19               pursuant to Section 592 of Title 18 of the Oklahoma

19

20               Statutes, and

20

21  d. municipal fire departments organized and operated

21

22               pursuant to the provisions of Sections 29-101 through

22

23               29-108 and Sections 29-201 through 29-204 29-115 of

23

24               Title 11 of the Oklahoma Statutes.

24

    Req. No. 42                                               Page 7
1   A written designation of these individuals shall be filed with

1

2 the county clerk and shall be entered in the minutes of the board of

2

3 county commissioners meeting in which the designations are made.

3

4 Further, entities described in subparagraphs a, b, c, and d of this

4

5 paragraph, choosing to have any nonemployee of the county designated

5

6 as a receiving and requisitioning officer shall provide evidence of

6

7 blanket bond coverage or employee dishonesty liability insurance for

7

8 each such designee;

8

9   5. Shall make lease or lease-purchase agreements for road

9

1 0 machinery and equipment if the county has adequate funds

10

1 1 appropriated during any fiscal year for such purpose and only after

11

1 2 following the bidding procedures as provided for in Section 1505 of

12

1 3 this title. The term of any lease or lease-purchase agreement

13

1 4 authorized pursuant to this paragraph may be for any period up to

14

1 5 one (1) year; provided, the term shall not extend beyond the end of

15

1 6 any fiscal year, with an option to renew such agreement subject to

16

1 7 the requirement that adequate funds are appropriated during the

17

1 8 fiscal year by the county for such purpose. The Office of the State

18

1 9 Auditor and Inspector's Office Inspector shall be notified by the

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2 0 county of the terms and conditions of a lease or lease-purchase

20

2 1 agreement authorized pursuant to this paragraph before any such

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2 2 agreement is made by the county purchasing agent; and

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23  6. Shall perform such other duties as may be delegated by the

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2 4 appointing authority or as may be provided for by law.

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    Req. No. 42                                               Page 8
1   B. Each department of county government needing repairs to

1

2 equipment, machinery, or vehicles shall make estimates and

2

3 requisition a purchase order from the county purchasing agent for

3

4 repairs not in excess of Ten Thousand Dollars ($10,000.00). Repairs

4

5 in excess of Ten Thousand Dollars ($10,000.00) shall be submitted on

5

6 a blanket purchase order as provided in Section 310.8 of Title 62 of

6

7 the Oklahoma Statutes.

7

8   C. Each department of county government needing repairs to

8

9 heavy equipment, meaning equipment in excess of ten thousand

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1 0 (10,000) pounds, shall make estimates and requisition a purchase

10

1 1 order from the county purchasing agent for repairs not in excess of

11

1 2 Thirty Thousand Dollars ($30,000.00). Repairs in excess of Thirty

12

1 3 Thousand Dollars ($30,000.00) shall be submitted on a blanket

13

1 4 purchase order as provided in Section 310.8 of Title 62 of the

14

1 5 Oklahoma Statutes.

15

16  SECTION 2.          AMENDATORY  19 O.S. 2021, Section 1505, as

16

1 7 amended by Section 3, Chapter 94, O.S.L. 2022 (19 O.S. Supp. 2024,

17

1 8 Section 1505), is amended to read as follows:

18

19  Section 1505. The following procedures shall be used by

19

2 0 counties for the requisition, purchase, lease-purchase, rental, and

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2 1 receipt of supplies, materials, road and bridge construction

21

2 2 services, equipment and information technology and telecommunication

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2 3 goods, and other services, except for professional services as

23

2 4 defined in Section 803 of Title 18 of the Oklahoma Statutes, for the

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    Req. No. 42                                               Page 9
1 maintenance, operation, and capital expenditures of county

1

2 government unless otherwise provided for by law.

2

3   A. The procedure for requisitioning items for county offices

3

4 shall be as follows:

4

5   1. The requesting department shall prepare a requisition form

5

6 in triplicate. The requisition shall contain any specifications for

6

7 an item as deemed necessary by the requesting department. The form

7

8 shall be prescribed by the State Auditor and Inspector;

8

9   2. The requesting department shall retain a copy of the

9

1 0 requisition and forward the original requisition and a copy to the

10

1 1 county purchasing agent; and

11

12  3. Upon receipt of the requisition, the county purchasing

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1 3 agent, within two (2) working days, shall begin the bidding and

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1 4 purchasing process as provided for in this section. Nothing in this

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1 5 section shall prohibit the transfer of supplies, materials, or

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1 6 equipment between county departments upon a written agreement

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1 7 between county officers.

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18  B. The bid procedure for selecting a vendor for the purchase,

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1 9 lease-purchase, or rental of supplies, materials, equipment, and

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2 0 information technology and telecommunication goods and services used

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2 1 by a county shall be as follows:

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22  1. The county purchasing agent shall request written

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2 3 recommendations from all county officers pertaining to needed or

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2 4 commonly used supplies, materials, road and bridge construction

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    Req. No. 42                                            Page 10
 1 services, equipment, and information technology and

  1

 2 telecommunication goods and services. From such recommendations and

  2

 3 available requisition, purchase, or inventory records, the county

  3

 4 purchasing agent shall prepare a list of items needed or commonly

  4

 5 used by county officers. The county purchasing agent shall request

  5

 6 from the Purchasing Division or from the Information Services

  6

 7 Division in the case of information technology and telecommunication

  7

 8 goods and services of the Office of Management and Enterprise

  8

 9 Services all contracts quoting the price the state is paying for the

  9

1 0 items. The county purchasing agent shall either request the

10

1 1 Purchasing Division or the Information Services Division of the

11

1 2 Office of Management and Enterprise Services, as applicable, to make

12

1 3 the purchase for the county or the county purchasing agent shall

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1 4 solicit bids for unit prices on the items for periods of not to

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1 5 exceed twelve (12) months in the manner described in paragraph 2 of

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1 6 this subsection. If the county purchasing agent receives a

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1 7 requisition for an item for which the county purchasing agent does

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1 8 not have a current bid, the county purchasing agent shall request

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1 9 from the Purchasing Division or the Information Services Division of

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2 0 the Office of Management and Enterprise Services, as applicable, all

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2 1 contracts quoting the price the state is paying for the item. The

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2 2 county purchasing agent shall either request the Purchasing Division

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2 3 or the Information Services Division of the Office of Management and

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2 4 Enterprise Services, as applicable, to make the purchase for the

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Req. No. 42  Page 11
1 county or the county purchasing agent shall solicit bids in the

1

2 manner described in paragraph 2 of this subsection. Nothing in this

2

3 paragraph shall prohibit bids from being taken on an item currently

3

4 on a twelve-month bid list, at any time deemed necessary by the

4

5 county purchasing agent. Whenever the county purchasing agent deems

5

6 it necessary to take a bid on an item currently on a twelve-month

6

7 bid list, the reason for the bid shall be entered into the minutes

7

8 of the board of county commissioners;

8

9  2. Bids shall be solicited by mailing or emailing a notice to

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1 0 all persons or firms who have made a written request of the county

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1 1 purchasing agent that they be notified of such bid solicitation and

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1 2 to all other persons or firms who might reasonably be expected to

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1 3 submit bids. Notice of solicitation of bids shall also be published

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1 4 one time in a newspaper of general circulation in the county.

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1 5 Notices shall be mailed and published at least ten (10) days prior

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1 6 to the date on which the bids are opened. Proof of the mailing or

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1 7 emailing shall be made by the affidavit of the person mailing or

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1 8 emailing the request for bids and shall be made a part of the

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1 9 official records of the county purchasing agent. The notice shall

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2 0 specify whether the county will consider written bids, electronic

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2 1 bids, or both; the decision to exclusively consider either written

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2 2 bids or electronic bids shall be determined pursuant to an

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2 3 affirmative vote of the board of county commissioners. Whenever any

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2 4 prospective supplier or vendor dealing in or listing for sale any

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   Req. No. 42                                                  Page 12
1 particular item or article required to be purchased or acquired by

1

2 sealed bids fails to enter or offer a sealed bid for three

2

3 successive bid solicitations, the name of the supplier or vendor may

3

4 be dropped from the mailing lists of the board of county

4

5 commissioners;

5

6   3. The sealed bids received from vendors and the state contract

6

7 price received from the applicable Division division of the Office

7

8 of Management and Enterprise Services shall be given to the county

8

9 clerk by the county purchasing agent. The county clerk shall

9

1 0 forward the sealed bids and state contract price, if any, to the

10

1 1 board of county commissioners;

11

12  4. The board of county commissioners, in an open meeting, shall

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1 3 open the sealed bids and compare them to the state contract price.

13

1 4 The board of county commissioners shall select the lowest and best

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1 5 bid based upon, if applicable, the availability of material and

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1 6 transportation cost to the job site within thirty (30) days of the

16

1 7 meeting. For any special item not included on the list of needed or

17

1 8 commonly used items, the requisitioning official shall review the

18

1 9 bids and submit a written recommendation to the board before final

19

2 0 approval. The board of county commissioners shall keep a written

20

2 1 record of the meeting as required by law, and any time the lowest

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2 2 bid was not considered to be the lowest and best bid, the reason for

22

2 3 such conclusion shall be recorded. Whenever the board of county

23

2 4 commissioners rejects the written recommendation of the

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    Req. No. 42                                               Page 13
1 requisitioning official pertaining to a special item, the reasons

1

2 for the rejection shall be entered in their minutes and stated in a

2

3 letter to the requisitioning official and county purchasing agent;

3

4   5. The county purchasing agent shall notify the successful

4

5 bidders and shall maintain a copy of the notification. The county

5

6 purchasing agent shall prepare and maintain a vendors list

6

7 specifying the successful bidders and shall notify each county

7

8 officer of the list. The county purchasing agent may remove any

8

9 vendor from such list who refuses to provide goods or services as

9

1 0 provided by contract if the removal is authorized by the board of

10

1 1 county commissioners. The county purchasing agent may make

11

1 2 purchases from the successful remaining bidders for a price at or

12

1 3 below the bid price. If a vendor who is the low bidder cannot or

13

1 4 will not sell goods or services as required by a county bid

14

1 5 contract, the county purchasing agent may make a one-time purchase

15

1 6 from the next lowest or best quote or take quotations as provided in

16

1 7 paragraph 6 of this subsection; provided, however, such purchase

17

1 8 does not exceed Twenty-five Thousand Dollars ($25,000.00) as the

18

1 9 amount specified in subparagraph a of paragraph 3 of subsection A of

19

2 0 Section 1501 of this title; and

20

21  6. When bids have been solicited as provided for by law and no

21

2 2 bids have been received, the procedure shall be as follows:

22

23  a. the county purchasing agent shall determine if

23

24               potential vendors are willing to commit to a firm

24

    Req. No. 42                                               Page 14
1                price for a reduced period of time, and, if such is

1

2                the case, the bid procedure described in this

2

3                subsection shall be followed,

3

4   b. if vendors are not willing to commit to a firm price

4

5                for a reduced period, the purchasing agent shall

5

6                solicit and record at least three quotes of current

6

7                prices available to the county and authorize the

7

8                purchase of goods or services based on the lowest and

8

9                best quote as it becomes necessary to acquire such

9

10               goods or services. The quotes shall be recorded on a

10

11               form prescribed by the State Auditor and Inspector and

11

12               shall be attached to the purchase order and filed with

12

13               the county clerk's copy of the purchase order. Any

13

14               time the lowest quote was not considered to be the

14

15               lowest and best quote, the reason for this conclusion

15

16               shall be recorded by the county purchasing agent and

16

17               transmitted to the county clerk, or

17

18  c. if three quotes are not available, a memorandum to the

18

19               county clerk from the county purchasing agent shall

19

20               describe the basis upon which a purchase is

20

21               authorized. The memorandum shall state the reasons

21

22               why the price for such a purchase is the lowest and

22

23               best under the circumstances. The county clerk shall

23

24               then attach the memorandum to the county clerk's copy

24

    Req. No. 42                                               Page 15
1                  of the purchase order and file both in the office of

1

2                  the county clerk.

2

3   C. After selection of a vendor, the procedure for the purchase,

3

4 lease-purchase, or rental of supplies, materials, road and bridge

4

5 construction services, equipment, and information technology and

5

6 telecommunication goods and services used by a county shall be as

6

7 follows:

7

8   1. The county purchasing agent shall prepare a purchase order

8

9 in quadruplicate and submit it with a copy of the requisition to the

9

1 0 county clerk;

10

11  2. The county clerk shall then encumber the amount stated on

11

1 2 the purchase order and assign a sequential number to the purchase

12

1 3 order;

13

14  3. If there is an unencumbered balance in the appropriation

14

1 5 made for that purpose by the county excise board, the county clerk

15

1 6 shall so certify in the following form:

16

17  "I hereby certify that the amount of this encumbrance has been

17

1 8 entered against the designated appropriation accounts and that this

18

1 9 encumbrance is within the authorized available balance of the

19

2 0 appropriation.

20

21  Dated this ________ day of ________, 20__.

21

22                 ________________________________

22

23                 County Clerk/Deputy

23

24                 of _____________________ County.".

24

    Req. No. 42                                        Page 16
1 In instances where it is impossible to ascertain the exact amount of

1

2 the indebtedness sought to be incurred at the time of recording the

2

3 encumbrance, an estimated amount may be used. No purchase order

3

4 shall be valid unless signed by the county purchasing agent and

4

5 certified by the county clerk; and

5

6   4. The county clerk shall file the original purchase order and

6

7 return three copies to the county purchasing agent who shall file a

7

8 copy, retain a copy for the county road and bridge inventory officer

8

9 if the purchase order is for the purchase of equipment, supplies, or

9

1 0 materials for the construction or maintenance of roads and bridges,

10

1 1 and submit the other copy to the receiving officer of the requesting

11

1 2 department.

12

13  D. 1. The procedure for the purchase of supplies, materials,

13

1 4 equipment, and information technology and telecommunication goods

14

1 5 and services at public auction or by sealed bid to be used by a

15

1 6 county shall be as follows:

16

17  a. the county purchasing agent shall prepare a purchase

17

18               order in quadruplicate and submit it with a copy of

18

19               the requisition to the county clerk,

19

20  b. the county clerk shall then encumber the amount stated

20

21               on the purchase order and assign a sequential number

21

22               to the purchase order,

22

23  c. if there is an unencumbered balance in the

23

24               appropriation made for that purpose by the county

24

    Req. No. 42                                        Page 17
1                excise board, the county clerk shall so certify in the

1

2                following form:

2

3                "I hereby certify that the amount of this encumbrance

3

4                has been entered against the designated appropriation

4

5                accounts and that this encumbrance is within the

5

6                authorized available balance of the appropriation.

6

7                Dated this ________ day of ________, 20__.

7

8                ________________________________

8

9                County Clerk/Deputy

9

10               of _____________________ County.".

10

11               In instances where it is impossible to ascertain the

11

12               exact amount of the indebtedness sought to be incurred

12

13               at the time of recording the encumbrance, an estimated

13

14               amount may be used. No purchase order shall be valid

14

15               unless signed by the county purchasing agent and

15

16               certified by the county clerk, and

16

17  d. the county clerk shall file the original purchase

17

18               order and return three copies to the county purchasing

18

19               agent who shall file a copy, retain a copy for the

19

20               county road and bridge inventory officer if the

20

21               purchase order is for the purchase of equipment,

21

22               supplies, or materials for the construction or

22

23               maintenance of roads and bridges, and submit the other

23

24

24

    Req. No. 42                                              Page 18
1                copy to the receiving officer of the requesting

1

2                department.

2

3   2. The procedure for the purchase of supplies, materials, and

3

4 equipment at a public auction when the purchase will be made with

4

5 the proceeds from the sale of county property at the same public

5

6 auction are is as follows:

6

7   a. the purchasing agent shall cause such items being sold

7

8                to be appraised in the manner determined in Section

8

9                421.1 of this title,

9

10  b. the county purchasing agent shall prepare a purchase

10

11               order in quadruplicate and submit it with a copy of

11

12               the requisition to the county clerk,

12

13  c. the county clerk shall then encumber the amount of the

13

14               appraised value and any additional funds obligated by

14

15               the county on the purchase order and assign a

15

16               sequential number to the purchase order,

16

17  d. the county clerk shall certify that the amount of the

17

18               encumbrance is equal to the appraised value of the

18

19               item being sold plus any additional funds obligated by

19

20               the county. In effect, the recording of the

20

21               encumbrance is an estimate that is authorized by law.

21

22               No purchase order shall be valid unless signed by the

22

23               county purchasing agent and certified by the county

23

24               clerk,

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    Req. No. 42                                               Page 19
1   e. the county clerk shall file the original purchase

1

2                order and return three copies to the county purchasing

2

3                agent who shall file a copy, retain a copy for the

3

4                county road and bridge inventory officer if the

4

5                purchase order is for the purchase of equipment,

5

6                supplies, or materials for the construction or

6

7                maintenance of roads and bridges, and submit the other

7

8                copy to the receiving officer of the requesting

8

9                department, and

9

10  f. a purchase shall not be bid until such time that the

10

11               appraised item or items are sold. Any item or items

11

12               purchased shall not exceed the appraised value plus

12

13               any additional funds obligated by the county or the

13

14               actual selling price of the item or items, whichever

14

15               is the lesser amount.

15

16  E. The procedure for the receipt of items shall be as follows:

16

17  1. A receiving officer for the requesting department shall be

17

1 8 responsible for receiving all items delivered to that department;

18

19  2. Upon the delivery of an item, the receiving officer shall

19

2 0 determine if a purchase order exists for the item being delivered;

20

21  3. If no such purchase order has been provided, the receiving

21

2 2 officer shall refuse delivery of the item;

22

23  4. If a purchase order is on file, the receiving officer shall

23

2 4 obtain a delivery ticket, bill of lading, or other delivery document

24

    Req. No. 42                                 Page 20
1 and compare it with the purchase order. If any item is back-

1

2 ordered, the back order and estimated date of delivery shall be

2

3 noted in the receiving report;

3

4   5. The receiving officer shall complete a receiving report in

4

5 quadruplicate which shall state the quantity and quality of goods

5

6 delivered. The receiving report form shall be prescribed by the

6

7 State Auditor and Inspector. The person delivering the goods shall

7

8 acknowledge the delivery by signature, noting the date and time;

8

9   6. The receiving officer shall file the original receiving

9

1 0 report and submit:

10

11  a. a copy of the purchase order and a copy of the

11

12               receiving report to the county purchasing agent, and

12

13  b. a copy of the receiving report with the delivery

13

14               documentation to the county clerk;

14

15  7. The county purchasing agent shall file a copy of the

15

1 6 purchase order and a copy of the receiving report;

16

17  8. Upon receipt of the original receiving report and the

17

1 8 delivery documentation, the county clerk shall maintain a file until

18

1 9 such time as an invoice is received from the vendor;

19

20  9. The invoice shall state the name and address of the vendor

20

2 1 and must be sufficiently itemized to clearly describe each item

21

2 2 purchased, the unit price when applicable, the number or volume of

22

2 3 each item purchased, the total price, the total purchase price, and

23

2 4 the date of the purchase;

24

    Req. No. 42                                           Page 21
1   10. Upon receipt of an invoice, the county clerk shall compare

1

2 the following documents:

2

3            a. requisition,

3

4            b. purchase order,

4

5            c. invoice with noncollusion affidavit as required by

5

6                law,

6

7            d. receiving report, and

7

8            e. delivery document.

8

9 The documents shall be available for public inspection during

9

1 0 regular business hours; and

10

11  11. If the documents conform as to the quantity and quality of

11

1 2 the items, the county clerk shall prepare a warrant for payment

12

1 3 according to procedures provided for by law.

13

14  F. The following procedures are for the processing of purchase

14

1 5 orders:

15

16  1. The purchasing agent shall be allowed up to three (3) days

16

1 7 to process purchase orders to be presented to the board of county

17

1 8 commissioners for consideration and payment. Nothing herein shall

18

1 9 prevent the purchasing agent from processing or the board of county

19

2 0 commissioners from consideration and payment of utilities, travel

20

2 1 claims, and payroll claims;

21

22  2. The board of county commissioners shall consider the

22

2 3 purchase orders so presented and act upon the purchase orders, by

23

2 4 allowing in full or in part or by holding for further information or

24

    Req. No. 42                                   Page 22
1 disallowing the same. The disposition of purchase orders shall be

1

2 indicated by the board of county commissioners, showing the amounts

2

3 allowed or disallowed, and shall be signed by at least two members

3

4 of the board of county commissioners. Any claim held over for

4

5 further information shall be acted upon by allowing or disallowing

5

6 same at any future meeting of the board held within seventy-five

6

7 (75) days from the date of filing of the purchase order. Any

7

8 purchase order not acted upon within the seventy-five (75) days from

8

9 the date of filing shall be deemed to have been disallowed, but such

9

1 0 disallowance shall not prevent the refiling of the purchase order at

10

1 1 the proper time; and

11

12  3. Whenever any allowance, either in whole or in part, is made

12

1 3 upon any purchase order presented to the board of county

13

1 4 commissioners and is accepted by the person making the claim, such

14

1 5 allowance shall be a full settlement of the entire purchase order

15

1 6 and provided that the cashing of warrant shall be considered as

16

1 7 acceptance by the claimant.

17

18  G. The procedure upon consumption or disposal of supplies,

18

1 9 materials, or equipment shall be as follows:

19

20  1. For consumable road or bridge items or materials, a

20

2 1 quarterly report of the road and bridge projects completed during

21

2 2 such period shall be prepared and kept on file by the consuming

22

2 3 department. The quarterly report may be prepared and kept

23

2 4 electronically by the consuming department. The report shall

24

    Req. No. 42                                                Page 23
1 contain a record of the date, the place, and the purpose for the use

1

2 of the road or bridge items or materials. For purposes of

2

3 identifying county bridges, the board of county commissioners shall

3

4 number each bridge subject to its jurisdiction; and

4

5   2. For disposal of all equipment and information technology and

5

6 telecommunication goods which originally cost more than Five Hundred

6

7 Dollars ($500.00), resolution of disposal shall be submitted by the

7

8 officer on a form prescribed by the Office of the State Auditor and

8

9 Inspector's Office Inspector to the board of county commissioners.

9

1 0 The approval of the resolution of disposal shall be entered into the

10

1 1 minutes of the board.

11

12  H. Inventory forms and reports shall be retained for not less

12

1 3 than two (2) years after all audit requirements for the state and

13

1 4 federal government have been fulfilled and after any pending

14

1 5 litigation involving the forms and reports has been resolved.

15

16  I. The procedures provided for in this section shall not apply

16

1 7 when a county officer certifies that an emergency exists requiring

17

1 8 an immediate expenditure of funds. Such an expenditure of funds

18

1 9 shall not exceed Five Thousand Dollars ($5,000.00). The county

19

2 0 officer shall give the county purchasing agent a written explanation

20

2 1 of the emergency. The county purchasing agent shall attach the

21

2 2 written explanation to the purchase order. The purchases shall be

22

2 3 paid by attaching a properly itemized invoice, as described in this

23

2 4 section, to a purchase order which has been prepared by the county

24

    Req. No. 42                                              Page 24
1 purchasing agent and submitting them to the county clerk for filing,

1

2 encumbering, and consideration for payment by the board of county

2

3 commissioners.

3

4   J. The county purchasing agent may authorize county purchasing

4

5 officers to make acquisitions through the state purchase card

5

6 program as authorized by the State Purchasing Director in accordance

6

7 with Section 85.5 of Title 74 of the Oklahoma Statutes and defined

7

8 in Section 85.2 of Title 74 of the Oklahoma Statutes. Purchase

8

9 cardholders A purchase cardholder shall sign a purchase card

9

1 0 agreement prior to becoming a cardholder and attend purchase card

10

1 1 procedure training as required by the State Purchasing Director.

11

1 2 Complete descriptions of purchases made by county government

12

1 3 entities shall be published through the state transparency portal

13

1 4 pursuant to Section 85.33B of Title 74 of the Oklahoma Statutes, and

14

1 5 as warrants required to be published pursuant to Sections 444 and

15

1 6 445 of this title.

16

17  K. Nothing in this section shall prohibit counties from

17

1 8 providing material and/or services bids on the twelve-month bid list

18

1 9 to all road and bridge projects and contracts. All non-road and

19

2 0 bridge related construction contracts shall refer to subsection A of

20

2 1 Section 103 of Title 61 of the Oklahoma Statutes.

21

22  SECTION 3. This act shall become effective November 1, 2025.

22

23

23

24  60-1-42             MSBB  1/14/2025 3:51:02 PM

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    Req. No. 42                                        Page 25
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