procurement services fall forum
Download
Skip this Video
Download Presentation
Procurement Services Fall Forum

Loading in 2 Seconds...

play fullscreen
1 / 39

Procurement Services Fall Forum - PowerPoint PPT Presentation


  • 83 Views
  • Uploaded on

Procurement Services Fall Forum. September 2011. Overview of Today’s Topics.  The new UW Contracts database; an interactive search tool that allows you find contracts available to all UW departments

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' Procurement Services Fall Forum' - keaton-nolan


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
overview of today s topics
Overview of Today’s Topics
  •  The new UW Contracts database; an interactive search tool that allows you find contracts available to all UW departments
  • Procurement Desktop Reports: a web-based reporting tool that draws data nightly from the PAS data warehouse and JP Morgan Chase PaymentNet. This suite of reports allows for better tracking of invoice and payment status, budget and PO management, budget reconciliation, procard compliance and more…
  • A new Supplier Registration portal that will replace the need for the paper Vendor Registration Form
  • Updates :
      • tax legislation
      • UW’s Paper Reduction Project,
      • an economic look at the Business Diversity Program,
      • and other projects in the works
  • Supplier Showcase : CDW-G
  • New Systems Coming Specifically to UW Bothell
supplier registration
Supplier Registration

The online portal was released on July 18th and replaces the PDF registration form.

Like the form, only for new suppliers being paid through purchase order number in PAS -Less paper, reduces lost information -Paper form will be removed from the website at a determined time.

  • See the Supplier Registration online at:
      • https://f2.washington.edu/fm/ps/info-for-suppliers/registration-form
tools templates
Tools & Templates

Coming Soon !!

Sole Source Justification Web Forms for:

  • Goods & Purchased Services
  • IT Equipment & IT Purchased Services
  • Personal Services & IT Personal Services

Coming Soon !!

tools templates1
Tools & Templates

BENEFITS of using the New

Sole Source Justification Web Forms

Coming Soon !!

uw contracts on the web
UW Contracts On the WEB

http://f2.washington.edu/fm/ps/how-to-buy/uw-contracts

easy search tool
Easy Search Tool

Displays preferred method

procurement desktop reports pdr
Procurement Desktop Reports (PDR)
  • AP reports to view the status and image of your invoices for online PAS Purchase Orders
  • ProCardreports to view department and cardholder spend data, including high risk transactions
  • CTA reports to view detailed spend data by category and CTA account  

Access the reports and Register for a class at:

http://f2.washington.edu/fm/ps/tools-for-reconciling/pdr

changes to the nonrip reports
Changes to the NonRIP Reports
  • AP will discontinue mailing copies of invoices to departments on 12/31/11
  • PDR reports available to view pending invoices
    • Can set subscriptions to have reminders emailed to view reports
  • This does not change our other processes!
    • Continue to notify [email protected] if an invoice should not be paid
    • Continue to notify [email protected] when a pending NonRIP invoice is approved (or not) for payment
    • Continue to submit invoices to AP with invoice vouchers to specify approval or special handling
multiplier effect
Multiplier Effect
  • Estimates the ripple effect in the state economy where spending occurs
  • UW Spending with local suppliers provides these suppliers with addt’l dollars that they re-spend in the local economy  “multiplier effect.”
  • For every $1 of direct UW spending, $1.275 of indirect spending is generated for the state economy via employment, tax revenue, and business spending

MULTIPLIER EFFECT (1.275)

Source: The Economic and Societal Impact of the University of Washington

role of the business diversity program1
Role of the Business Diversity Program

Contact: Chesca Ward, Business Diversity ManagerEmail: [email protected] Phone: 206-543-0847 Website: f2.washington.edu/bdp

non po invoice payments
Non PO Invoice Payments

In January, Procurement Services developed a lean team to streamline Purchases. The team learned that there are times when a PO is created in PAS simply to make a payment to a supplier when a physical PO copy is not required. We set out to provide a flexible, less expensive alternative to meet campus’s payment needs. What resulted is the Non-PO Invoice module in Ariba.

non po invoice payments1
Non PO Invoice Payments

What is a Non-PO Invoice?

ANSWER: An online tool used to make a payment to a supplier when a PO is not required.

Ex: Items purchased under the UW’S Direct Buy limit (currently $3500) when the supplier is not in eProcurement, registrations, memberships, etc.

non po invoice payments2
Non PO Invoice Payments

How will this help departments?

Cuts down the groups involved in making a payment (less touches to the process)

Invoices are retained in the department which reduces the amount “lost”

Greater flexibility with budgets, account codes and PCA codes on a line item basis (previously unavailable in PAS)

Complete transparency of the invoice process from beginning to end

Links between MyFD andinvoices in Ariba

non po invoice payments3
Non PO Invoice Payments

When will Non-PO Invoice be available?

Soon! The project is projected to go live in November 2011

Beta testing is September 28th from 9 am to noon.

Look for upcoming training dates as we get close to project completion!!

procard what s ahead
Procard – What’s ahead?

$75 Waiver

UW received permission from the State to waive receipt requirements for purchases up to $75.This applies to all transactions:

- Travel - Procard - PO’s - Ariba

Guidelines and exemptions:

Some type of transaction will still require documentation regardless of cost. More details and guidance will come soon

ProCard online application

  • Using Ariba eForm
  • Astra approval process
  • Departments can track card applications and approvers online
federal legislative update
Federal Legislative Update
  • 1099 Expanded Reporting– REPEALED
  • 3% withholding – Delayed to Jan 1st 2013
stumped by sales tax
Stumped by sales tax?
  • Come to a Tax Training http://f2.washington.edu/fm/tax/training
  • Check out the taxability grid http://f2.washington.edu/fm/tax/taxability
what object code should i use
What object code should I use?
  • Object codes don’t drive tax, tax law drives tax
  • Departments decide
  • Used to help determine where money is being spent within department
  • Think about using sub-sub object codes for greater detail
updated form 1631
Updated Form 1631
  • Attempt to simplify process
  • Use for invited speakers only
  • Lecturers and other independent contractors use Form 1632
tax issues
Tax Issues?

Contact us @ [email protected]

-or-

Julia Shanahan at [email protected]

-or-

Rachel Pitt at [email protected]

paper reduction
Paper Reduction

Washington State law (HB 2287) requires all state agencies to reduce consumption by 30% and purchase 100% recycled paper for copiers and printers.

Paper Conservation committee membership

  • UWMC & HMC Purchasing
  • Finance & Facilities (Recycling & Solid Waste, C+C, Strategy Management, ESS)
  • Bothell and Tacoma
  • Faculty, Mechanical Engineering
  • Educational Outreach

UW Paper Conservation Programhttp://green.washington.edu/oess/paper-conserve

paper reduction1
Paper Reduction

UW’s best practices for paper reduction

  • UWEO, UWIT, School of Forest Resources, Mechanical Engineering Professor, Finance & Facilities Strategy Management

What are the resources?

  • Printopia (Shared Services)
  • Printer upgrade program through HP PurchaseEdge Program
  • Green Office Certification
  • Questions? Email [email protected]
paper reduction2
Paper Reduction

How are we performing?

  • Check out the UW Sustainability Dashboard: http://green.washington.edu/oess/profile/SustainabilityMetrics
supplier presentations
Supplier Presentations

South Lake Union &

Seattle South Campus

UW Bothell

UW Tacoma

UW Seattle Upper / Central Campus

slide33

CDW-G: Contracts

  • Complete Product Catalogue
    • Complete access to everything CDW sells
    • 180,000+ products
    • More than 1,000 top level manufacturer partnerships
    • Multi-branded solution offering
  • Primary Software Provider
    • Microsoft
    • Adobe
    • Endnote
    • VMware,
    • Citrix
    • And many others
  • Primary Hardware Provider
    • Partnered with HP to provide the University with desktops, notebooks, workstations, monitors, ect
    • All contracts were competitively bid and are available on E-pro (via NJPA), no bidding necessary. (Also available WSCA / DIS)
slide35

CDW-G: ATS Office

  • We’re local with an Advanced Technology Services office serving the following areas:
slide37

APPENDIX: CDW-G: HP Announcement

  • HP Overview
    • Largest PC manufacturer by volume since 2007
    • “It is a strong brand, with solid channel partnerships, an efficient supply chain and balanced sales across regions” – Gartner report (ID Number: G00216865 )
    • HP – PSG as a stand alone company would be a Fortune 50 company
  • Road Maps
    • Desktops, notebooks, thin-clients, and all products remain unchanged. PSG operations, marketing, support operations are unchanged.
    • WebOS is the only current change in HP - PSG
  • Warranty Support
    • Hp is committed to honoring all warrant obligations regardless of the future of PSG.
  • Partnership commitment
    • We will ALWAYS provide the highest level of support to our customers.
    • Your business is important to CDWG, HP and us personally and we will make sure you are kept informed moving forward
slide38

APPENDIX: CDW-G: Configuration

  • 49,000 sq ft configuration center (Two Locations)
    • Buy and Hold
    • Customer Specific Skus
    • Asset Tagging & Online Management
    • Custom On-site Imaging services
    • Image maintenance and secure storage
    • Hardware and Software Configuration
    • 24 to 48 hour system burn in
    • Rigorous system testing to eliminate DOA
  • 3,500 systems configured per day
  • ISO 9001:2000 & ISO 14001:2004 Certified
  • Level 1, 24x7 tech support
and now
And now….

Jim Pilon will speak about some new systems coming specifically to UW Bothell

ad