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University of North Alabama Procurement. Director of Procurement: Cindy Conlon. Procurement Office Responsibilities. Reporting into the Vice President of Business and Financial Affairs The Office of Procurement is responsible for services in the following areas:

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University of north alabama procurement

UniversityofNorth Alabama Procurement

Director of Procurement: Cindy Conlon


Procurement office responsibilities
Procurement Office Responsibilities

Reporting into the

Vice President of Business and Financial Affairs

The Office of Procurement is responsible for services in the following areas:

  • Purchasing of goods & services (bids, contracts, etc)

  • Inventory Control

  • University Printing Services & Central Store

  • University Mane Card (Campus Debit & ID Card)


University printing services central supply
University Printing Services / Central Supply

Printing

  • Letterhead Stationary

  • Large volume B/W Duplication

  • Color printing options: single page, invitations, brochures, booklets and posters

  • Color paper printing

  • Binding options: Saddle-stitch, Plastic Spiral, Plastic Comb, Metal-back Book style

    Central Supply

  • Paper, toner, inkjet cartridges, CD’s, envelopes

    Located in the Basement of Bibb Graves

    Mr. Chuck Montgomery


Mane card services
Mane Card Services

  • Identification Card

  • Building Access

  • Library

  • Copier Usage

  • Student Athletic Admission

  • Debit Card Capabilities

  • Discount Services

  • Vending Services

    Located in GUC Lobby Area

    Manager: Mrs. Karen Kennedy


Procurement team
Procurement Team

Zethelyn Johnson x4206

Jack Belew x4335

Cindy Conlon x4293

Located in Bibb Graves Rm21


Una procurement policy basics
UNA Procurement Policy Basics

  • All expenditures greater than $200.00 require a purchase order.

  • Only the University Procurement Office has authority to create a purchase order or change a purchase order.

  • Only a few individuals are approved to sign contracts and obligate University funds.

  • UNA is subject to the AL Bid Law 41.16.2.

    It is the responsibility of the Procurement Department to ensure compliance with this law through policies and guidance to the UNA community.


Bid laws
bid laws

  • Code of Alabama Title 41 Chapter 16 Article 2: Competitive Bidding on Public Contracts Generally

  • Code of Alabama Title 39:

    Public Works

    http://purchasing.alabama.gov/rulesreg.htm

    http://www.legislature.state.al.us/CodeofAlabama/1975/coatoc.htm


Bid law requirements
Bid law requirements

Any purchase of goods or services exceeding $7500.00 within one fiscal year must be formally bid using a sealed bid process.

Examples:

  • Any item that independently costs $7500.00 or more.

  • Service or Maintenance contract that will exceed $7500.00 over life of agreement.

  • Common items bought across campus that fall subject to the bid law: computers, printers, office supplies, furniture, printing, t-shirts, etc.


Bid process
BID PROCESS

  • Submit desired requirements to Procurement office (preferably electronically)

  • Procurement will create bid & send invitations for sealed bid responses. Bid award factors may be set to ensure adequate needs are met.

  • Bids are opened & tabulated in public

  • The tabulation results will be forwarded back to the Requisitioner with an Award Recommendation.

  • Upon agreement the Bid Award is posted

  • At this time the Requisitioner is free to submit a requisition for purchase.

    2 Week Minimum/ 4 weeks Preferred


Methods of procurement
Methods of procurement

  • Online Requisition

    Requesting a Purchase Order

  • Staples online

  • Purchasing Credit Card

    ******************************************

  • Disbursement /Payment Request(or Reimbursement)


Requisition process flow
Requisition Process Flow

  • Create Requisition On-Line (Una Portal)

  • Forward Signed Requisition Copy to Procurement Office (include 2 copies of documents that detail item(s) needed)

  • Mailed orders are printed in 3 copies: White Copy – Vendor Blue Copy – Requisitioner Pink Copy – Accounts Payable

  • E-Mailed orders are sent directly to the Supplier and the Requisitioner

  • Upon receipt of goods/services sign the Blue copy (or print e-mailed copy)& forward to Accounts Payable to authorize payment.

    Time Required – 1 Week


Purchase requisition
Purchase requisition

Requisition Purchase Order

A Requisition is a Request for approval to order; the Purchase Order is the commitment of the UNA Funds.

An invoice cannot pre-date a purchase order


Local businesses that accept una purchase orders
Local Businesses that accept una Purchase orders

  • Office Depot (O.D. Card with P.O.)

  • Hobby Lobby (H.L. Card with P.O.)

  • Michael’s

  • Sam’s Club (Sam’s ID Card with P.O.)

  • Southern Family Market

  • Lowes (Commercial Service Desk)

  • Target (Target Card with P.O.)

  • Goodman Sporting Goods

  • Local Hotels

  • Most Hardware Stores

    Submit Itemized List of Required items with Requisition


Staples on line
Staples on-line

  • Must have a User ID tied to Department Index code. (set up in Procurement Office)

  • All orders are reviewed for compliance to policies & then approved for shipment or removed.

  • Minimum Order placement $30.00

  • Orders that exceed $200.00 require a UNA Purchase Order (follow the requisition process & include the Staples order # >$200)

  • Orders normally arrive within 24 to 48 hours.

  • Send signed Receipt (and Blue copy of purchase order if applicable) to Accounts payable to confirm receipt of items.


Using the una purchasing card or p card
Using the UNA Purchasing Card or “P-Card”

  • Walmart(get tax id card at customer service desk)

  • On-line Airfare

  • Registration

  • Institutional Memberships

  • Subscriptions

  • Unique On-Line Purchases

  • Student Group Travel

  • Other approved purchases <$200.00


Signature requirements
SIGNATURE requirements

  • Department Funds -> Cost Center Head

  • Travel (including registration for travel) -> Supervisor of the individual traveling

  • Contracts –> consult the Business Office

  • Student Travel -> Department Chair and Dean

  • Grants -> P.I. and Grants Accountant


Disbursement request or payment requisition
Disbursement Request/or Payment Requisition

  • Reimbursement of Small Purchases made <$200.00

  • Payment Request of Institutional Memberships, Dues, Subscriptions, etc.

  • Payment of Invoices not tied to a University Purchase Order.


Guidelines to remember
Guidelines to remember

  • Do not commit to a supplier until you have an official purchase order.

  • Do not change a purchase order without approval from procurement.

  • Remember to return the “blue” copy of the purchase order to Accounts Payable.

  • Remember to submit a Credit Card Usage form with original receipts for any P-Card use immediately.

  • Try to Plan ahead & avoid Impulse buying!

    If you have any doubts regarding Procurement Please Call us  (x4206)


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