1 / 12

Update on Purchasing Issues

Update on Purchasing Issues. Bloomington CATS 9/22/2004 Jennifer Foutty, Purchasing Contract Mgr. Agenda. The Competitive Process Revenue Producing Activities Contract PO’s Upcoming: Temporary Services Herald-Times. The Competitive Process.

dexter
Télécharger la présentation

Update on Purchasing Issues

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. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Update on Purchasing Issues Bloomington CATS 9/22/2004 Jennifer Foutty, Purchasing Contract Mgr

  2. Agenda • The Competitive Process • Revenue Producing Activities • Contract PO’s • Upcoming: • Temporary Services • Herald-Times

  3. The Competitive Process • Required for any purchase over $5,000 if there isn’t a contract already in place • May be required for some purchases over $2,500 (hospitality and promotional items) • Quotes from departments are NOT acceptable; the request MUST come from Purchasing

  4. The Competitive Process • Why? • To ensure that IU gets a fair price, through competition • To ensure we give vendors a “fair chance” to work with IU • To provide MBE/WBE vendors opportunities • How? • Submit a Purchase Requisition to begin the quote process OR • Call the Purchasing Contract Manager who is responsible for that commodity

  5. The Competitive Process • RFI • Used if we need more information before we can ask for a quote • Cannot result in a Purchase Order or contract • RFP • Used when we need qualitative information as well as a price • May result in a Purchase Order or contract • RFQ • Used when we know the “part” or “product” and can ask for a price • Usually results in a Purchase Order

  6. Revenue Producing Activities • Any activity that will produce income through the sale of products or services (does not include sponsored programs) • Policy I-450 – Rationale is to manage risk and ensure no conflict of interest • Requires approval through Campus Budget Office • For further details, see: www.indiana.edu/~vpcfo/policies/accounting/i-450.html

  7. Contract PO’s • Set up by Purchasing with special pricing • This is how we really save $$ for the institution • Allows departments to spend up to a certain threshold without Purchasing approval • Basically, it increases the “APO” threshold for that purchase • You can be assured you are getting the BEST pricing and the BEST service

  8. Contract PO’s • How to make purchases using existing contracts: • Find out about the contracts we currently have on the Purchasing Web page • www.indiana.edu/~purchase • Then select “contracts” • Use TOPS Web for those in the “B2B” environment • OR • In IUIS TOPS, use contract ID on 052 screen, or type ? to get a list

  9. Upcoming – Temporary Services • New way of contracting with Preferred Providers • Committee on campus worked with Purchasing to issue RFP and select vendors • Soon, information will be on web, and departments can request through TOPS Web • BETTER pricing, MORE efficient!

  10. Upcoming – Temporary Services • First choose the appropriate vendor from the list of preferred providers. This information will be on the contracts page, in some format such as this: • Link to prototype here • Then go to TOPS Web and place the order • Implementation date to be announced soon

  11. Upcoming – Herald Times • Campus-wide agreement and pricing • New web interface to make requests, (optional) • Purchase Requisition still required to authorize the Purchase • http://www.indiana.edu/~purchase/advertising/ht-ads.shtml

  12. Q&A Jennifer Foutty Purchasing Contract Mgr jfoutty@indiana.edu 855.5037

More Related