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The Portage Township School Corporation Administrative Procedure Of The Local Indiana Preference Claim Guide
I. Applicability:
Supplies: IC 5-22-15-20.9 permits local Indiana businesses to claim a preference when submitting a quote or bid to a political subdivision for the purchase of supplies, goods and materials, and equipment.
II. Definitions:
“Affected County” refers to a county:
1) In which the political subdivision awarding the contract is located; or
2) That is adjacent to the county described in subdivision (1).
“Local Indiana business” refers to any of the following:
1) A business whose principal place of business is located in an affected county.
2) A business that pays a majority of its payroll (in dollar volume) to residents of affected counties.
3) A business that employs residents of affected counties as a majority of its employees.
4) A business that makes significant capital investments in the affected counties a defined in rules adopted by the political subdivision.1
5) A business that has a substantial positive economic impact on the affected counties as defined by criteria in rules adopted by the political subdivision.
III. To qualify:
1. In order to qualify, a business must assert the claim of a local Indiana business preference at the time of submitting the quote or bid.
2. Documentation that would satisfactorily establish a principal place of business would include the following:
a. Registration with the Indiana Secretary of State, listing an affected county as the business’s primary place of business.
b. Registration of Business with County Recorder, listing an affected county as the business’s primary place of business.
c. Copies of Federal and State IRS filing statements, evidencing an affected county as the primary place of business.
3. Documentation that would satisfactorily establish that a business pays a majority (51% or greater) of its payroll to residents in an affected county would include evidence of the total payroll for the entire business and the amount of payroll attributable to the “affected county”, represented in dollar values for the twelve (12) months immediately preceding the bid date.
4. Evidence that a business employs residents of an “affected county” as a majority (51% or greater) of its employees must include the total number of employees and the number of employees who are residents of an affected county for the twelve (12) month immediately preceding the bid date.
5. The definitions under IC 5-22-15-20.9 (C )(4) & (5) are not applicable to claim a local Indiana business preference at this time as the Portage Township School Corporation and Porter County have not adopted rules or definitions upon which to make these determinations.
IV. How the preference will be calculated:
A. The following price preference percentages shall be applied for qualifying Local Indiana Businesses:
(1) Five percent (5%) for a purchase expected by the purchasing agency to be less than fifty thousand dollars ($50,000).
(2) Three percent (3%) for a purchase expected by the purchasing agency to be at least fifty thousand dollars ($50,000) but less than one hundred thousand dollars ($100,000).
(3) One percent (1%) for a purchase expected by the purchasing agency to be at least one hundred thousand dollars ($100,000).
B. The preference will be calculated by applying the appropriate percentage to the formula below:
STEP ONE: Determine the price preference percentage for the supply item under this chapter.
STEP TWO: Multiply the offeror’s offer for the supply item by the percentage determined under STEP ONE.
STEP THREE: Subtract the number determined under STEP TWO from the offeror’s offer for the supply item.
I. Applicability:
Supplies: IC 5-22-15-20.9 permits local Indiana businesses to claim a preference when submitting a quote or bid to a political subdivision for the purchase of supplies, goods and materials, and equipment.
II. Definitions:
“Affected County” refers to a county:
1) In which the political subdivision awarding the contract is located; or
2) That is adjacent to the county described in subdivision (1).
“Local Indiana business” refers to any of the following:
1) A business whose principal place of business is located in an affected county.
2) A business that pays a majority of its payroll (in dollar volume) to residents of affected counties.
3) A business that employs residents of affected counties as a majority of its employees.
4) A business that makes significant capital investments in the affected counties a defined in rules adopted by the political subdivision.1
5) A business that has a substantial positive economic impact on the affected counties as defined by criteria in rules adopted by the political subdivision.
III. To qualify:
1. In order to qualify, a business must assert the claim of a local Indiana business preference at the time of submitting the quote or bid.
2. Documentation that would satisfactorily establish a principal place of business would include the following:
a. Registration with the Indiana Secretary of State, listing an affected county as the business’s primary place of business.
b. Registration of Business with County Recorder, listing an affected county as the business’s primary place of business.
c. Copies of Federal and State IRS filing statements, evidencing an affected county as the primary place of business.
3. Documentation that would satisfactorily establish that a business pays a majority (51% or greater) of its payroll to residents in an affected county would include evidence of the total payroll for the entire business and the amount of payroll attributable to the “affected county”, represented in dollar values for the twelve (12) months immediately preceding the bid date.
4. Evidence that a business employs residents of an “affected county” as a majority (51% or greater) of its employees must include the total number of employees and the number of employees who are residents of an affected county for the twelve (12) month immediately preceding the bid date.
5. The definitions under IC 5-22-15-20.9 (C )(4) & (5) are not applicable to claim a local Indiana business preference at this time as the Portage Township School Corporation and Porter County have not adopted rules or definitions upon which to make these determinations.
IV. How the preference will be calculated:
A. The following price preference percentages shall be applied for qualifying Local Indiana Businesses:
(1) Five percent (5%) for a purchase expected by the purchasing agency to be less than fifty thousand dollars ($50,000).
(2) Three percent (3%) for a purchase expected by the purchasing agency to be at least fifty thousand dollars ($50,000) but less than one hundred thousand dollars ($100,000).
(3) One percent (1%) for a purchase expected by the purchasing agency to be at least one hundred thousand dollars ($100,000).
B. The preference will be calculated by applying the appropriate percentage to the formula below:
STEP ONE: Determine the price preference percentage for the supply item under this chapter.
STEP TWO: Multiply the offeror’s offer for the supply item by the percentage determined under STEP ONE.
STEP THREE: Subtract the number determined under STEP TWO from the offeror’s offer for the supply item.