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Req-to-Check: Deconstructing the Procurement Process

Req-to-Check: Deconstructing the Procurement Process. March 17, 2009. Workshop Presenters. Jim Martinie Director, University Payables martini1@uillinois.edu 217-333-0780 Jason McArthur Purchasing Officer jamcrthr@uillinois.edu 217-333-3766

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Req-to-Check: Deconstructing the Procurement Process

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  1. Req-to-Check: Deconstructing the Procurement Process March 17, 2009

  2. Workshop Presenters • Jim MartinieDirector, University Payablesmartini1@uillinois.edu 217-333-0780 • Jason McArthurPurchasing Officerjamcrthr@uillinois.edu 217-333-3766 • Barb RoemerAssociate Director, Procurement Systemsroemer@uillinois.edu 217-333-8201 • Brad SheriffDirector, Strategic Procurementsheriff@uillinois.edu 217-333-3840

  3. Please … • Turn off cell phones. • Avoid side conversations. • Ask clarifying questions at any time. Please hold other questions for the Q&A period. • Sign the attendance roster. • Complete the evaluation at the end of the workshop.

  4. Workshop Objectives • Understand purchasing and payables options, especially purchase order / invoice processes. • Recognize the efficiencies that Payables, Purchasing, and Strategic Procurement are working to effect and the role that customers are invited to play in those efforts. • Understand the benefits available to units/departments when the University takes a process approach to procurement.

  5. Settle Request Procuring goods and services Receive Order

  6. Request Settle Recognition / Articulation of Need Vendor Add Requisition Regulatory Environment Procuring goods and services Receive Order

  7. Settle Request Regulatory Environment Procuring goods and services Competitive Process Contract Development / Execution Purchase Order Receive Order

  8. Settle Request Procuring goods and services Invoice Presentment Alternatives Current Issues Current Process Order Receive

  9. Settle Process Imperatives Request E-Settlement Status E-Settlement Justification Procuring goods and services Invoice Presentment Receive Order

  10. Settle Process Imperatives Request Recognition / Articulation of Need E-Settlement Status Vendor Add E-Settlement Justification Requisition Invoice Presentment Regulatory Environment Procuring goods and services Competitive Process Alternatives Contract Development / Execution Current Issues Purchase Order Current Process Receive Order

  11. Resources • OBFS Website http://www.obfs.uillinois.edu/ • iBuy http://www.ibuy.uillinois.edu/ • The $ource http://www.source.uillinois.edu/ • IPHEC Bulletin http://www.procure.stateuniv.state.il.us/

  12. Workshop Summary Understand purchasing and payables options, especially purchase order / invoice processes. Recognize the efficiencies that Payables, Purchasing, and Strategic Procurement are working to effect and the role that customers are invited to play in those efforts. Understand the benefits available to units/departments when the University takes a process approach to procurement. 12

  13. Questions / Concerns?

  14. Have a great day and enjoy the conference. Thank you!! 14

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