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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

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Procurement services fall forum

Procurement ServicesFall Forum

September 2011


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


  • Procurement services fall forum

    Procurement Services Our New Org Structure


    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 !!


    You ve been asking and it s finally here

    You’ve Been Asking And It’s Finally Here!


    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


    Supplier diversity

    Supplier Diversity


    Contract summary available

    Contract Summary Available


    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


    Role of the business diversity program

    Role of the Business Diversity Program


    Economic benefits

    Economic Benefits


    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!!


    Direct deposits

    Direct Deposits


    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


    Procurement services fall forum

    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)


    Procurement services fall forum

    CDW-G: ATS Office

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


    Procurement services fall forum

    CDW-G: Contact Information

    (877) 466-0006

    (206) 954-8543

    (866) 339-7098

    [email protected]

    [email protected]

    [email protected]


    Procurement services fall forum

    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


    Procurement services fall forum

    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


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