Supplier Orientation

Transcription

1 Supplier Orientation

2 Introduction The University strives to create relationships with the supplier community which results in: maximizing pricing & efficiency benefits to our campus departments meeting the University s goals of environmental stewardship the creation of opportunities for small, diverse and local suppliers The University seeks to conduct a fair and open purchasing process for all suppliers while also striving to: right size our supplier base encourage use of existing contracts Purchasing processes are based on state purchasing statutes, which require competition where possible 2

3 UW Buying Methods eprocurement Ariba Web-based ordering system. Catalogs Contract Suppliers Non-catalog Order Purchases over the direct buy limit or that require a written (electronic) purchase order. Blanket Purchase Order - Open order for a fix period of time. Non-PO invoice Method to pay for orders under the direct buy limit Currently up to $10,000 including shipping and handling, but excluding tax. ProCurement Card: Credit card purchases. Suggested option for small dollar items that are not available in eprocurement. Please note that the UW Capital Projects Office handles construction/public works projects and architectural / engineering related services. For more information, visit the UW Capital Projects office website at: 3

4 UW Payment Methods The University of Washington's required payment method is an electronic payment method via a corporate Payment Card account known as epayables. For more information about how this works or frequently asked questions, please see the getting paid page. Benefits to the supplier include: Faster payments-- suppliers can receive funds on the day the payment is due Reduced exposure to check fraud Fewer credit approvals and collection activities Reduced administrative costs Complete visibility of the payment detail and remittance information 4

5 UW Supplier Registration A current UW Supplier Registration must be on file in order to do business through UW eprocurement (Ariba). All suppliers must complete a UW Supplier Registration Form online* When Supplier Registration is Needed New suppliers that need to be paid through eprocurement Suppliers that were previously registered with UW but have had their information deleted due to lack of use (inactive for 2 years) When a business's name and /or tax payer information or ID number changes or is missing Supplier Registration is required as a prerequisite for doing business through UW eprocurement (Ariba), and should not be interpreted as a method of becoming a preferred vendor. *UW Supplier Registration is distinct and separate from the WEBS registration requirement and is not required for orders placed by departments using their department ProCurement Card. 5

6 Register for Ariba Supplier Network The University is transitioning from its legacy purchasing system to the Ariba ecommerce platform for its procurement transactions. Since this is a managed transition, the University will contact its suppliers and provide instructions on how to enroll in the program. Registering for the Ariba Supplier Network (ASN) and completing the UW Supplier Registration process will allow you to: Receive purchase orders electronically from the University Create and transmit invoices electronically to the University Receive payments electronically Receive notice of competitive solicitations (this feature coming soon) Expand business opportunities through exposure to other potential customers using the Ariba network Note: There is no commitment or guaranteed business as a result of becoming a registered Ariba or University supplier. 6

7 UW Sourcing Process How UW Buys The spending patterns of the University are analyzed to determine the best contracting approach to meet institutional needs. Preferred supplier relationships may be established through the contracting process. Many of the preferred supplier contracts are enabled in our UW eprocurement system, which allows campus departments to place orders through electronic catalogs. Preferred UW Suppliers Such preferred supplier contracts are closely managed to ensure compliance with University goals and requirements. The University will work with preferred suppliers, to ensure that the supplier remains a supplier of choice for the University and the University is a customer of choice for the supplier, resulting in the delivery of excellent service to our customers, and a beneficial relationship for both parties. 7

8 UW Sourcing Process What UW Buys The University purchases many different types of goods and services, ranging from one-off equipment purchases, to consulting services, to purchases that require University-wide (master) contracts. Centralized Teams of Buyers & Contract Managers With dedicated buyers for: Housing & Food Services UW IT UW Medical Center IT UW Medical Center equipment Lab Medicine Tacoma Campus 8

9 The Solicitation Process Solicitation Process Direct Buy Informal Competition Description of Process Competition or justification for vendor selection not required. Departments may place orders with suppliers of choice within the direct buy limits without prior approval of Purchasing Services. Some exceptions may apply. Purchasing Services Buyer will issue a Request for Quotations (RFQ) to qualified suppliers. Quotations may be provided by telephone or in writing ( , fax, or U.S. mail), depending on instructions from UW Buyer. Solicitations are required to include one minority and one women owned business certified by OMWBE. Goods and Services less than $10,000 (excluding shipping, handling and tax) $10,000 to less than $100,000 Formal Competition Purchasing Services Buyer will issue a solicitation and advertise via Washington Electronic Business Solutions (WEBS). Formal receipt process required. $100,000 and greater 9

10 Solicitation Opportunities In General, the University solicitations over $10,000 are advertised via Washington Electronic Business Solutions (WEBS). Occasionally purchasing staff will issue solicitations between $10,000 and $100,000 that are not advertised in WEBS and the buyer is required to include one minority and one women owned business certified by State of Washington Office of Minority and Women Owned Business (OMWBE) in the solicitation process. Suppliers must register with WEBS, to receive free notices of University of Washington bid opportunities via . Please note that registration with WEBS is distinct and separate from the UW Supplier Registration requirement. 10

11 Submitting a Bid Read all requirements in a bid thoroughly and refer questions to the UW Buyer named in the document, prior to the deadlines specified in the bid document. Bid Openings: Most Procurement Services solicitations do not include a public bid opening, Public Works bids are managed by the Capital Projects Office. Contact for information about their bid process. Bids must be received by the date and time indicated in the solicitation. Responses to Requests for Proposals and Requests for Information will not be read at a public opening. Request a debrief with the Buyer following the award 11

12 Sustainable Supplier Commitments Responsible delivery and transportation plan to reduce campus deliveries Waste reduction Packing material reduction, reusable, refillable packaging Reduced paper use via e-procurement or electronic payment vouchering Recycled content, including EPA requirements Energy efficiency, such as Energy Star and EPEAT ratings Green Seal, Ecologo certified or other independent eco-labeling certifications Low VOC and Greenguard indoor quality pollution certifications Trade-ins supplier take back programs Reclamation services Forest Stewardship Council (FSC) certification Credit requirements set forth by LEED into product and service sourcing and procurement Contract suppliers will be required to provide a corporate sustainability plan with annual reports Products shall meet or exceed the efficiency standards identified in Chapter RCW Bidders are required to complete a Green Profile questionnaire and report any citations for non compliance with environmental or safety issues Where environmentally preferable products and services do not exist, the University will work with suppliers to identify and develop opportunities Certification that sweat shop labor not be used 12

13 Tax Status The University of Washington must pay sales tax on most merchandise purchased for operations of the University. Sales tax applies to tangible personal property for those vendors subject to collect Washington State sales tax University of Washington sales/use tax policy The operations of the University of Washington are very diverse with a number of departments placing orders for goods and services. You should include sales tax on all invoices unless the items ordered: are indicated as being purchased for resale, are indicated as being purchased for use in doctor prescribed treatment of medical patients, are indicated as being delivered (shipped) directly to an out-of-state address; or, are otherwise specifically exempted from sales tax by the Revised Code of Washington Under Washington state law, it is generally the seller s duty to collect and remit sales tax where required unless there is a provision in Washington state law specifically exempting you from doing so. Therefore, it is the University s expectation that you will appropriately assess Washington State retail sales tax when required. However, if this does not occur, it is the University s policy to pay use tax. 13

14 UW Policies Gifts/Gratuities UNIVERSITY EMPLOYEES MAY NOT ACCEPT ITEMS FOR PERSONAL USE (free lunch, coffee cards, gift certificates, T-shirts, etc.) Giveaways for office use, pens, portfolios, lab products are acceptable when used in the office (UW Medicine restricts these items) The University would prefer that suppliers offer special product promotions Trademarks/UW Logo Use The Trademarks and Licensing Office administers the University's licensing program to control the commercial use of the University's name and registered trademarks Manufacturers of emblematic merchandise must obtain a licensing agreement to secure the rights to print the University's name or identifying marks on their products The licensing agreement requires products are manufactured in compliance to the University's Code of Conduct For more information about trademarks or logo use, please contact: Kathy D Hoggan (206) khoggan@uw.edu 14

15 UW Business Diversity Program Mission: Proactively engage with and support the University of Washington s commitment to creating a diverse business environment. Vision: The University of Washington will utilize businesses whose ownership is representative of our diverse & local community. 15

16 Contacts eprocurement Contracts Managed by buying staff Customer Service Procurement Services Communications Outreach Business Diversity Program Invoice Issues Foster School of Business Contractual issues Business Reviews Marketing material/review/approval Event sponsor Reviews required reports Contact extension/modifications/notifications Responds to general questions about orders, delivery status and eprocurement process Procurement Services eprocurement migration Maintains list of diverse suppliers Coordinates/schedules Diversity events OMWBE Get Certified Campaign Flyer: Status, etc: inquiry Business and Economic Development Center Business Growth Collaborative Flyer Claudia Christensen, Procurement Manager Federal Small Business Contact Kyle Richard, Director, Tax Office Corporate Social Responsibility Procurement Customer Service (PCS) Team David Wright, Director of Communications, Procurement Services Angela Battle, Director, Business Diversity Katherine Wu, Business Diversity Specialist Wilfredo T. Tutol Jr., Associate Director

17 Additional University Contacts UW Sustainability Office Claudia Frere Procurement Services - Consulting Services Dawn Lake dawnlake@uw.edu Sophia Meyering sophiam@uw.edu Procurement Services - Goods and Services Susan Malysiak smaly@uw.edu Kassy Ellefson Ellefson@uw.edu UW Medical Center IT Purchases John Lowdon jlowdon@uw.edu UW Medical Center Equipment and Services Marion Benner bennem2@uw.edu

18 Additional Resources Washington s Electronic Business Solution (WEBS ): The University posts solicitations on this site. System for Award Management (SAM): Register to do business with the Federal Government the University uses this site to identify potential suppliers State of Washington Office of Minority and Women Business Enterprises (OMWBE) Small Business Administration: Register to receive news, information and tools to help your business. Washington State PTAC: The Procurement Technical Assistance Center's (PTAC) mission is to maximize the number of capable U.S. companies participating in the government marketplace. 18

19 THANK YOU 19

20 Appendix 20

21 Department of Enterprise Services (DES) Introduction Josh Klika Procurement Supervisor

22 Discussion Points Who we are (DES) Where to find Statewide & DES Opportunities How to Receive Notice of Statewide Opportunities Resources 22

23 Department of Enterprise Services (DES) Who are we? In 2011, the Washington State Legislature passed Senate Bill 5931, which eliminated the departments of Information Services, General Administration, Personnel, and the State Printer, and created two new agencies: Consolidated Technology Services (CTS) Department of Enterprise Services (DES) 23

24 Department of Enterprise Services (DES) Who are we? DES consolidates the departments of General Administration (GA), Printing (PRT), and parts of the departments of Information Services (DIS), Personnel (DOP), and the Office of Financial Management (OFM). DES employs nearly 1,100 staff and is tasked with a diverse set of responsibilities everything from negotiating building leases and maintaining the Capitol grounds, to recruiting and training the state's workforce and designing and printing complex publications. 24

25 Department of Enterprise Services (DES) Contracting & Purchasing Oversees more than 1,200 vendors supplying goods and services through state master contracts. Offers contractors and vendors access to open, competitive business opportunities. Our website: 25

26 How to see opportunities 26

27 How to see opportunities 27

28 Where to find Statewide Opportunities Where to find the opportunities? Statewide view: x 28

29 Where to find Statewide Opportunities Where to find the opportunities? Statewide view: 29

30 Where to find DES Contracts Where to find the opportunities? DES view PlannedProcurement.aspx 30

31 How to sign up: Washington Electronic Business Solutions (WEBS) 31

32 Resources Procurement Technical Assistance Center (PTAC) PTAC s mission is to maximize the number of capable U.S. companies participating in the government marketplace. 32

33 Resources Office of Minority & Women s Business Enterprises (OMWBE) 33

34 Discussion/Questions Ask Away!! 34

35 Thank you Thank you! 35