Finding Summary: Under the Legal Services Corporation grant terms and conditions and
the Coronavirus State and Local Fiscal Recovery requirements the
organization should establish and follow procurement policies and
procedures. The procurement policies established by CLS require 2
informal quotes fo...
Finding Summary: Under the Legal Services Corporation grant terms and conditions and
the Coronavirus State and Local Fiscal Recovery requirements the
organization should establish and follow procurement policies and
procedures. The procurement policies established by CLS require 2
informal quotes for purchases exceeding $2,000, but less than $10,000.
For 2 of 25 transactions that exceeded $2,000 selected for testwork
there was no informal quotes obtained as required by the organization’s
policies.
Responsible Individuals: Leesa Bowman, Finance Director; Timothy Finn, Deputy Director; Sharon
Sergent, Executive Director
Corrective Action Plan: Per Community Legal Services’ procurement policy, purchaser will
obtain at least two (2) informal quotations for purchases or leases of
personal property, or contracting for services between $2,000 and
$10,000, and two (2) formal quotations for purchases greater than
$10,000. The results of the procurement will be recorded on a
bid/quotation form by the purchaser with supporting documentation
attached. The Executive Director or Deputy Director will then review
the results of the procurement and approve if all procurement criteria
are met.
To ensure that staff involved in the procurement process aware of CLS’
procurement policies, the Finance Director will conduct a refresher
training for both the Administrative Unit and Office/Department
Managers. The purpose of the training will be to review procurement
policies and procedures so that staff understand the process and are
able to implement the steps.
Anticipated Completion Date: May 30, 2025