The New Procurement Review for School Nutrition Programs
|
|
- Whitney Walton
- 6 years ago
- Views:
Transcription
1 New Jersey Department of Agriculture 1 The New Procurement Review for School Nutrition Programs What New Jersey schools need to know August 2017 WEBINAR
2 LEARNING OBJECTIVES Participants should be able to: Understand federal, state and local requirements for procuring goods and services Enterprise Fund (60) Food Service account Understand the federal Procurement Review Process Understand the SFAs responsibilities regarding contract management Understand the differences between informal and formal procurements New Jersey Department of Agriculture 2
3 New Jersey Department of Agriculture 3 Procurement 101 School Nutrition Programs
4 School Nutrition Program Fundamentals Schools participating in the federally funded School Nutrition Programs must comply with: Federal regulations Government wide - 2 CFR 200 (THE SUPER CIRCULAR) EFFECTIVE OCTOBER 1, 2015 COST PRINCIPLES (allowable/unallowable costs) Subpart E PROCUREMENT Parts Program specific (7 CFR 210, 215, 220 & 250) ELIGIBILITY MEAL REQUIREMENTS FOOD SERVICE ACCOUNT New Jersey Department of Agriculture 4
5 School Nutrition Programs Fundamentals con t New Jersey School Law and Code Public School Contract Law - N.J.S.A. 18 A - 18 A -1 Administrative Code - N.J.A.C. 5:34-1 Applies to ALL public schools (including charter schools) Sections apply to school meal programs: REIMBURSEMENT PROCUREMENT New Jersey Department of Agriculture 5
6 What is PROCUREMENT? Procurement is the act of obtaining goods or services in exchange for money or value As recipients of federal dollars, all schools are expected to procure goods and services in the proper manner. ALL procurement, regardless of the dollar amount, must provide for full and open competition ALL procurement must adhere to federal requirements. In addition, when state and/or requirements are stricter, they must be followed too! New Jersey Department of Agriculture 6
7 New Jersey Department of Agriculture 7 What is Procurement? The purchase of goods and services Planning Drafting Specifications Advertising Procurement Awarding a Contract Managing a Contract
8 New Jersey Department of Agriculture 8 Procurement Methods Informal Formal Micro- Purchases < $3,500 Aggregate Single Purchase Distribute equitably among suppliers Small Purchases Federal Threshold = $150,000 NJ State Threshold = $29,000 (With a QPA = $40,000) Requires price quotes from at least 3 bidders Sealed Bids (IFBs), Competitive Proposals (RFPs) & Non-competitive Proposals * Requires public advertising
9 Procurement Procedures Must have documented procurement procedures that conform to federal requirements and reflect applicable state and local standards Must have written standards for Code of Conduct for Procurement Bid protest procedures must be available Documentation throughout the process is key for transparency. Build it into the procedure. New Jersey Department of Agriculture 9
10 Identify/Forecast Needs Conduct an independent cost analysis to determine what the anticipated cost may be (e.g. ask colleagues, check websites) The anticipated cost will determine method of procurement (e.g., formal vs informal) Gather information related to product or service (research, review market, discuss with colleagues, attend professional trainings, etc. in order to write a comprehensive solicitation New Jersey Department of Agriculture 10
11 New Jersey Department of Agriculture 11 Identify/Forecast Needs continued Contractors that develop or draft specifications, requirements, statements of work, solicitation documents must be excluded from competing for the procurement.
12 Procurement 101 Informal Procurement Process New Jersey Department of Agriculture 12
13 Procurement 101 Formal Procurement Process New Jersey Department of Agriculture 13
14 Use when aggregate single purchase value is less than $3500 What to do Procurement 101 Micro-purchase Threshold Write a product specification and any additional vendor requirements Make a purchase from responsive and responsible vendor at a reasonable price New Jersey Department of Agriculture 14
15 Procurement 101 Micro-purchase Threshold Requirements and Reminders Document the purchase (file product specifications/invoices) Do not arbitrarily split procurements Rotate purchases among qualified suppliers New Jersey Department of Agriculture 15
16 Develop a specification Apples, US No. 1, five 185-count boxes per week for September through December Solicit bids Procurement 101 Informal Procurement: Three Bids and a Buy Contact vendors (by phone, fax, or in person and provide them with specifications New Jersey Department of Agriculture 16
17 New Jersey Department of Agriculture 17 Procurement 101 Informal Procurement: Three Bids (Quotes) and a Buy Specifications/product description provide enough detail for vendor to respond adequately Telephone or written quotations from 3 qualified and responsible vendors (followed up by an /fax) Date of quote Name of vendor and representative Description of item being quoted Quantity Price of item Date item needed
18 Procurement 101 Informal Procurement: Three Bids (Quotes) and a Buy If less than three (3) vendors exist to provide product or service, thoroughly document how this determination was made, such as research conducted to reach this conclusion, etc. The lowest responsible bidder is awarded the contract (2 CFR (h)). Retain all documentation for three (3) years plus the current school year. New Jersey Department of Agriculture 18
19 Procurement by competitive sealed bidding by issuing an IFB Use when Procurement 101 Formal Procurement: Invitation for Bid (IFB) A complete, adequate and realistic specification is available The contract can be awarded solely on the basis of price New Jersey Department of Agriculture 19
20 Procurement by competitive proposal by issuing an RFP Use when Procurement 101 Formal Procurement: Request for Proposal (RFP) Conditions are not appropriate for a sealed bid Price won t be the sole basis for the award Typically used to procure a qualitative service New Jersey Department of Agriculture 20
21 Statement of work includes sufficient detail - General description of goods and services (specifications) There is a balance of providing enough information to obtain the quality of product/service that is desired, but not overly prescriptive that limits free and open competition Timeline and procedures Technical requirements Procurement 101 Sections of a Solicitation (RFP) Evaluation method, evaluation criteria and their importance must be identified (e.g., point scale, scoring matrix.etc.) New Jersey Department of Agriculture 21
22 Sections of a Solicitation (RFP) continued Cost is a major consideration of the award (primary factor), but not the sole factor Experience, past performance, approach, financial and technical resources, etc. are considered in the award through scoring Results in a fixed price or cost-reimbursable contract New Jersey Department of Agriculture 22
23 New Jersey Department of Agriculture 23 Procurement 101 Sections of a Solicitation (RFP) 7 CFR and CFR Contractual Responsibilities Written Code of Conduct for Procurement Buy American Provision Geographic Preference Documented Procurement Procedures Written Code of Conduct for Procuremenmt Full and Open Competition
24 New Jersey Department of Agriculture 24 Documented Procurement Procedures Reflect federal, state and local laws and regulations provided that the procurements conform to applicable federal law Maintain all records to detail procurement history Product specifications Ensuring responsive and responsible vendors Contract responsibilities, including evaluation, protests, disputes and claims
25 New Jersey Department of Agriculture 25 Written Code of Conduct for Procurement 2 CFR Part Governs performance of employees engaged in procurement for entities receiving federal funds
26 New Jersey Department of Agriculture 26 Written Code of Conduct for Procurement Prohibits employees from soliciting and/or accepting gifts, travel packages and other incentives from prospective contractors
27 New Jersey Department of Agriculture 27 Written Code of Conduct for Procurement Prohibits employees from participating in the selection, award, and administration of any contract to which an entity or certain persons connected to them, have financial interest
28 New Jersey Department of Agriculture 28 Written Code of Conduct for Procurement School food authorities (SFAs) must set standards when financial interest is not substantial or the gift is an unsolicited item of nominal value and may be accepted
29 New Jersey Department of Agriculture 29 Written Code of Conduct for Procurement Must provide for disciplinary action to be applied in the event the standards are violated Penalties need to be identified
30 New Jersey Department of Agriculture 30 Buy American SFAs must purchase, to the maximum extent practicable, domestic commodities or products {7 CFR Part (d)} An agricultural commodity produced in the United States A food product that is processed in the United States substantially using agricultural commodities that are produced in the United States
31 New Jersey Department of Agriculture 31 Buy American Applies to SFAs and entities purchasing on their behalf Food service management companies (FSMC), cooperatives, intergovernmental and inter-entity agreements and GPOs Use a specification of 100% domestically grown and processed Requires advance notice/documentation if an exception is required to be substituted
32 New Jersey Department of Agriculture 32 Buy American Limited exceptions A product is not produced or manufactured in the United States in sufficient and reasonable quantities of a satisfactory quality Competitive bid reveals the costs of United States product are significantly higher than the foreign product No dollar threshold to trigger exception Must document the exemption
33 New Jersey Department of Agriculture 33 SFAs may apply a geographic preference when procuring unprocessed locally grown or locally raised agricultural products Geographic Preference Unprocessed means agricultural products retain their inherent characteristics SFA has discretion to determine local area to which this option will be applied
34 New Jersey Department of Agriculture 34 Geographic Preference Solicitation must clearly outline how responses will be evaluated and scored, including geographic preference Application of preference option must leave an appropriate number of qualified firms, given the nature and size of the procurement
35 Lessons Learned from SY Procurement Reviews SFAs did not have a written Code of Conduct for Procurement that complied with the federal standards SFA Procurement documents did not include a reference to the use of small, minority and women s business enterprises and labor surplus firms whenever possible SFAs were not competitively procuring goods/services when required Unallowable costs were being charged to the Enterprise Fund (60) Food Service account SFAs did not have a FSMC Advisory Board composed of parents/teachers/students to assist in menu planning New Jersey Department of Agriculture 35
36 Lessons Learned from SY Procurement Reviews - con t SFAs were not monitoring all aspects of the FSMC operations and/or using an incorrect form to monitor only the on-site school s/site s meal counting or claiming procedures X (SA Form # 142 NSLP On-Site Accountability Review Form) Public and Charter SFAs were confused about the federal requirement to obtain competitive quotes above $3,500 More restrictive than NJ Public School Contract Law SFAs were not verifying that the proper value of USDA foods were returned to their non-profit food service account. New Jersey Department of Agriculture 36
37 New Jersey Department of Agriculture 37 Lessons Learned from SY Procurement Reviews con t SFAs with FSMC contracts, were not ensuring that the value of discounts, rebates and credits received by the FSMC were being reported and credited to the SFA nonprofit food service account Enterprise Fund (60)
38 PROCUREMENT 101 RESOURCES Institute of Child Nutrition (ICN) Procurement in the 21 st Century Online Courses USDA State Agency Guidance to Procurement (Topics 1, 2, and 3) First Choice : A Purchasing Systems Manual for School Food Service USDA Procuring Local Foods for Child Nutrition Programs Food Buying Guide for School Meals Programs New Jersey Department of Agriculture 38
39 The Procurement Review New Jersey Department of Agriculture 39
40 New Jersey Department of Agriculture 40 Purpose of Procurement Review Ensure program integrity Ensure SFA s compliance with federal government wide & USDA program specific regulations Ensure SFAs are good stewards of federal dollars received
41 Procurement Review Notification Procurement Reviews are on the same cycle as the Administrative Review. Reviews are for the previous school year. Reviews taking place in the SY will cover procurements during the SY. New Jersey Department of Agriculture 41
42 Procurement Review Notification Selected SFA s will be notified in the fall. The School Business Administrator will receive an notification of a review. Reviews may be done on-site or off-site. Initial Documentation will be submitted by e- mail. Exit Conferences will generally be done onsite. New Jersey Department of Agriculture 42
43 Procurement Review Documentation Initial documentation requested will be: 1. Vendor paid list (a detailed report of all expenditures by vendor for the non-profit food service account -fund 60) Excel Format preferred. 2. SFA Procurement Table (will be sent from State Agency) New Jersey Department of Agriculture 43
44 Initial Documentation Cont. 3. SFAs Code of Conduct for Procurement - 2 CFR (c) and 7 CFR (c) Form #327 - Sample Code of Conduct for procurement. The written code of conduct must define a conflict of interest and include disciplinary action for violations. 4. Procurement procedures/sfa Procurement Plan - 2 CFR (a) and 7 CFR (c) Form #326 Sample Procurement Procedures New Jersey Department of Agriculture 44
45 Procurement Tool USDA s Procurement Tool will be utilized to conduct the procurement review Tool is still in Draft format. The tool will have changes in the upcoming year. New Jersey Department of Agriculture 45
46 SFA Procurement Table This worksheet from the Procurement Tool includes questions to be answered and a table for SFAs to input the following: Dollar value of the SFA small purchase threshold Memberships at retail and/or wholesale club warehouses Use of group purchasing/buying organizations and/or cooperatives New Jersey Department of Agriculture 46
47 New Jersey Department of Agriculture 47 SFA Procurement Table Information regarding all purchases in Food Service Fund 60 such as: Vendors Total paid/vendor (Use drop-down box provided for amount ranges.) Goods/services purchased, and Competitive procurement method to procure the product (s) or service (s) Once the information in the table is complete, the SFA will save the Excel file and return the file to the State agency via .
48 SFA Procurement Table We will now go over the sections of the SFA Procurement Table that must be filled out by the SFA. Pay close attention to the columns with red arrows as these are drop down boxes select from one of the answers in the drop down box. After reviewing the sections, we will see how the information is then populated into the tool. New Jersey Department of Agriculture 48
49
50
51
52
53 The Next Step.. Next you will see how the State agency selects vendors to be reviewed. After the SFA Procurement Table information has been added to the full Procurement Tool, the SFA information is populated into the Procurement Selection Chart The vendors to be reviewed are prescribed and defined in the Procurement Selection Chart. New Jersey Department of Agriculture 53
54
55 New Jersey Department of Agriculture 55 Second Request for Information SFA s will receive a second request for documentation once vendors have been selected. We will provide you with a PROCUREMENT REVIEW CHECKLIST. This document will indicate what vendors were selected and what documentation is required. When returning documentation the SFA will indicate if item is attached, not applicable or not available. Please return the signed check list with documentation.
56 Documentation for Micro Purchases: Purchase Orders / Payment Vouchers Vendor Invoices Specifications ( if required by local purchasing policy ) Any other important information related to the purchase. New Jersey Department of Agriculture 56
57 Documentation for Small Purchases: Specifications List of Vendors requesting Specs Quotations received Scoring sheets and or evaluation of quotes Purchase Orders, Vendor Invoices and Payment Vouchers If multiple purchases you will be asked for 3 months documentation. New Jersey Department of Agriculture 57
58 Documentation for Formal Procurement (RFP/IFB): Specifications Advertisement of Bid Record of bid opening Scoring Sheets/evaluation of bid Documentation for rejecting the lowest bid (if applicable) Purchase Orders, Vendor Invoices and Payment Vouchers If multiple purchases you will be asked for 3 months documentation. New Jersey Department of Agriculture 58
59 Documentation for FSMC Contracts: All Information as requested in Formal Procurement and Names of FSMC Advisory Board members and minutes of one advisory board meeting. (The FSMC Advisory Board is required in all FSMC contracts) Copies of SFA on-site monitoring reports of the FSMC (State Agency Form # 330) Operating Statements for each of the 3 months requested and the final end of the year operating statement for the FSMC. New Jersey Department of Agriculture 59
60 FSMC Contracts continued SFA review of FSMC Health Inspection Reports as required by the contract with the FSMC Detailed record of Discounts, Rebates and Credits from commercial food and supply purchases. Monthly and annual reconciliation of FSMC credited value of all USDA foods received. This should include all processed and brown box commodities. New Jersey Department of Agriculture 60
61 Commodity Processing Solicitation Documents Specifications Evaluation Criteria All relevant documents for both Formal (RFP/IFB)and Informal Purchases (Micro and Small Purchases) for selected Commodity Vendors. New Jersey Department of Agriculture 61
62
63
64 New Jersey Department of Agriculture 64 Procurement Review Exit Conference After completing review of all required documentation (on-site or off-site), NJDA will conduct an exit conference with the Food Service Director and Business Administrator A CAP of any findings will be required.
65 New Jersey Department of Agriculture 65 Review of State Agency Forms The following forms can be found in SNEARS under - Resources Procurement Documents #325 Code of Conduct for Procurement and Procurement Checklist #326 Sample Procurement Procedures #327 Sample Code of Conduct for Procurement #330 SFA FSMC Monitoring Form #331 Informal Procurement Log and SAMPLE #358 Federal Funds Procurement Method Selection Chart
66
67
68
69
70
71
72
73
74 New Jersey Department of Agriculture 74 Procurement Review Webinar This webinar can count toward 2 hours of professional standards training: Key Area Operations Learning Topic Purchasing/Procurement Topic Code 2400 New Jersey Department of Agriculture School Nutrition Programs (609) USDA is an equal opportunity provider and employer
75 New Jersey Department of Agriculture 75 THANK YOU FOR PARTICIPATING Disclaimer: This presentation was provided as technical assistance to provide a general framework of the process of a procurement review. SFA s are advised to review all reference materials and applicable federal, state and local purchasing laws to ensure compliance.
76 Questions??? New Jersey Department of Agriculture 76
Definitions. Group Purchasing Services Private for-profit or not-for-profit organizations that purchase goods and services on behalf of members.
Definitions Competitive Proposal* - i.e., a Request for Proposal (RFP), means a method of procurement whereby a technical proposal is solicited that explains how the prospective contractor will meet the
More informationPROCUREMENT STANDARDS. Program Regulations found in: 7 CFR Parts 210, 215, 220, 225, and 226 and 2 CFR
Program Regulations found in: 7 CFR Parts 210, 215, 220, 225, and 226 and 2 CFR 200.318-.326 Procurement standards Program Regulations Government-wide Regulations Procurement Monitoring What to look for?
More informationProcurement Procedures for Food Service. PASBO December 15, 2016
Procurement Procedures for Food Service PASBO December 15, 2016 School Nutrition Program Fundamentals Schools participating in School Nutrition Programs receive federal and state funds. Federal regulations
More informationVirginia Webb, PhD, RD
Virginia Webb, PhD, RD Procurement Review Process First review cycle Review last school year 2017-18 SY review 2016-17 SY On-site vs Off-site reviews Consistency Summary of Findings (sof) Procurement Review
More informationPROCUREMENT REVIEW AND PROCEDURES
(Insert Name of School Food Authority Here) SFA Procurement Table Procurement Authority (List staff at the LEA/SFA level responsible for procurement) SFA Instructions: List name(s), position(s)/title(s)
More informationProcurement. Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs
Procurement Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs USDA Non-Discrimination Statement In accordance with Federal civil rights law and U.S. Department of
More informationProcurement Requirements under the Uniform Administrative Guidance
Procurement Requirements under the Uniform Administrative Guidance Purpose: This Technical Assistance Guide has been developed to assist Local Workforce Development Areas (LWDAs) in making informed decisions
More informationEdmore School District Policies
Recommended FOOD SERVICE PROCUREMENT POLICY Descriptor Code: HCAF The District shall adhere to the most restrictive of federal, state, and school district standards (see HCAA-E) for the procurement of
More informationPROCUREMENT REVIEW PROCESS. Virginia Webb, PhD, RD, SNS August 2018
PROCUREMENT REVIEW PROCESS Virginia Webb, PhD, RD, SNS August 2018 PROCUREMENT REGS AND ME! Contract for NSLP/SBP: follow Federal & State procurement regulations Most Stringent Procurement Regulations
More information6/15/2017. In SY 17-18, foodservice procurement records will be reviewed from SY How do I prepare? CSNA June 2017
How do I prepare? CDE OSN: Colorado Department of Education Office of School Nutrition. LEA (local education agency): your district or charter school. Procurement: multi-step competitive process to obtain
More informationProcurement (Purchasing) Roadmap
Procurement (Purchasing) Roadmap When you are using Federal Funds, all purchases must be competitively procured. The Federal Procurement regulations for Child Nutrition Programs can be found in 2 CFR-
More informationCompliance with and Enforcement of the Buy American Provision in the National School Lunch Program
Food and Nutrition Service Park Office Center 3101 Park Center Drive Alexandria VA 22302 DATE: June 30, 2017 MEMO CODE: SP 38-2017 SUBJECT: TO: Compliance with and Enforcement of the Buy American Provision
More informationFinding and Buying Local Foods Introduction to Procurement
Finding and Buying Local Foods Introduction to Procurement February 4, 2016 Welcome! Today s Speakers Bob Gorman MPRO Farm to School Lead USDA FNS Christina Conell Program Analyst USDA FNS Housekeeping
More informationPROCUREMENT: I GIVE UP!
PROCUREMENT: I GIVE UP! STEPHANIE BRUCE, DIRECTOR NUTRITION SERVICES, PALM SPRINGS USD GUISELLE CARREON, COMMERCIAL WARRANTS & ACCOUNTS PAYABLE, SAN DIEGO COE KELLY M. REM, ATTORNEY, LOZANO SMITH The views
More informationPurchasing Policy Update: Implementation of the Uniform Guidance Procurement Standard. Katie Cattrell, Training Specialist
Purchasing Policy Update: Implementation of the Uniform Guidance Procurement Standard Katie Cattrell, Training Specialist 1 Agenda 1. Background and Timeline 2. Procurement Thresholds 3. Procurement Standards
More informationContracted Food Service Procurement. Process/Approval and Renewal
Contracted Food Service Procurement Process/Approval and Renewal Welcome Kristina Shelton, Principal Consultant Illinois State Board of Education (ISBE) 800-545-7892 217-782-2491 kshelton@isbe.net https://www.isbe.net/nutrition
More informationProcurement Procedures
Purchasing policies, standards, and procedures. The Procurement Procedures for Man-Tra-Con may be found on the following pages. Procurement Procedures All procurement actions shall be conducted in a manner
More informationSchool Lunch Procurement
School Lunch Procurement and Using Geographic Preference KY DOE Training Webinar 10/14/2011 Kirk Farquharson Senior Program Specialist USDA Food and Nutrition Service Southeast Regional Office Overview
More informationMEMO CODE: FD-144, SP , SFSP , CACFP
Food and Nutrition Service Park Office Center DATE: January 18, 2018 MEMO CODE: FD-144, SP 04-2018, SFSP 01-2018, CACFP 04-2018 3101 Park Center Drive Alexandria VA 22302 SUBJECT: TO: Market Basket Analysis
More informationProcurement Under the New Requirements 1
Requirements 1 Procurement under the New Requirements 1 Why This Session Is Needed New provisions in Uniform Guidance Changes to conflict of interest requirements in Uniform Guidance Distinctions between
More informationCentral Union High School District Nutrition Services Department. Procurement Procedures
Central Union High School District Nutrition Services Department Procurement Procedures The following employees are authorized to procure food, supplies and equipment on behalf of the Central Union High
More informationFINANCIAL OPERATION Regulation 3165
FINANCIAL OPERATION Regulation 3165 Procurement Stards Federal Contracts Procurement Stards Federal Contracts Conflict of Interest The District maintains a written code of stards of conduct which governs
More informationDATE: January 23, 2007 MEMO CODE: SP School Districts and Federal Procurement Regulations
United States Department of Agriculture Food and Nutrition Service 3101 Park Center Drive Alexandria, VA 22302-1500 DATE: January 23, 2007 MEMO CODE: SP 02-2007 SUBJECT: TO: School Districts and Federal
More informationIllinois State Board of Education Nutrition and Wellness Programs Division. Procurement: NSLP Equipment Assistance Grant
Illinois State Board of Education Nutrition and Wellness Programs Division Procurement: NSLP Equipment Assistance Grant 2 Applicable Procurement regulations: When purchasing equipment, you must follow
More informationDeveloping a Compliant Procurement Policy. Bag Lunch Webinar August 29, 2017
Developing a Compliant Procurement Policy Bag Lunch Webinar August 29, 2017 Co-Presenter: Presenter: Jenny E. Herrera, CPA CGMA Rubino & Company, CPAs & Consultants Shareholder Tel: 301-214-4179 jherrera@rubino.com
More informationProcurement Under Uniform Guidance
Procurement Under Uniform Guidance September 21, 2018 Presenters Manju Patnaik, CPA Professional Standards Technical Manager Manju is a technical audit manager with 13 years of experience serving our public
More informationOCEAN COUNTY COLLEGE PURCHASING MANUAL
OCEAN COUNTY COLLEGE PURCHASING MANUAL 1 OCEAN COUNTY COLLEGE PURCHASING MANUAL Issued by the Office of the Vice President of Finance & Administration January 1, 2014 The purpose of this manual is to assist
More informationSalt Lake Community College Policies and Procedures
COLLEGE PROCUREMENT POLICY Board of Trustees Approval: 04/12/2017 POLICY 10.01 Page 1 of 1 I. POLICY All products and services purchased by the College shall be procured in compliance with applicable statutes,
More informationTips to Survive your Procurement Review
Tips to Survive your Procurement Review Overview TDA Notification Your SFA is scheduled to have a SNP PR for the 2015/2016 School Year (SY) the PR will evaluate the SY 2015/2016, including and up to any
More informationSchool Food Service Procurement
School Food Service Procurement Nuts and Bolts Wednesday August 2, 2017 Pete McLoughlin Financial Management Section Head Office for Food and Nutrition Programs USDA Non-Discrimination Statement In accordance
More informationProcurement Review/ Administrative Review
Procurement Review/ Administrative Review Sandra Foss Child Nutrition Programs, Program Monitoring Branch July 10, 2018 Session Description: This session covers the general requirements of procurement
More informationSection 8 Procurement Procedures
Section 8 Procurement Procedures Section 8 Defining Procurement Procurement is the orderly process of acquiring, by lease or purchase, goods or services such as food, meals, equipment, bookkeeping and
More informationAssistance to Firefighters Grants
Assistance to Firefighters Grants FY 16 Appropriations $ 310,500,000 $ 345,000,000 $34,500,000 FY16 Program Updates Application period October 11th Nov 18th Application period - Winter Application period
More informationApplying Procurement Standards: Institutions Operating the Child and Adult Care Food Program
Institutions Operating the Child and Adult Care Food Program Program Regulations found in: 7 CFR Parts 226 and 2 CFR 200.318-.326 Sandra Foss, Courtney Haueter & Wanda McNeil Institutions Operating the
More informationProcurement Policies and Procedures
Center for Economic and Social Development Procurement Policies and Procedures 1. Purpose of procurement standards. The purpose of these standards is to establish procedures for the Center for Economic
More informationPurchasing 101. Introduction to the Community College Purchasing Processes
Purchasing 101 Introduction to the Community College Purchasing Processes Sonja Blinka, Director of College of the Mainland Purchasing sblinka@com.edu 409-933-8474 How To Spend the Money The Governmental
More informationDescription Number Procurement Standards Sect (b)
Federal Regulations for Government Agencies 24 CFR Part 85 Procurement Standards This information is provided as an outline and is not intended to be a complete summary of the regulations. Please read
More informationMicro Purchase & Small Purchase Procurement
Micro Purchase & Small Purchase Procurement Informal Procurement Methods Regulations Micro Purchases 200. 320(a) 200.67 Small Purchase Procedures 200.320(b) 200.88 Procedures in a nutshell State Agency
More informationMeeting the New(?) Procurement Requirements
Meeting the New(?) Procurement Requirements Harold Sullins, Director of Nutrition Service Hemet Unified School District Stacy Sagowitz, RD, SNS, President Food Safety Systems SCSNA Chapter Meeting May
More informationContract Management arrangements - Procurement Policy update
Agenda item: 13 Report title: Report by: Action: Contract Management arrangements - Procurement Policy update Gordon Duffus, Head of Procurement, Resources and Quality Assurance, gordon.duffus@gmc-uk.org,
More informationFISCAL: PROFICIENCY IN PROCUREMENT
FISCAL: PROFICIENCY IN PROCUREMENT CAPLAW 2009 National Training Conference June 25, 2009 9:00 a.m. 11:00 a.m. Seattle, WA Kay Sohl 3343 NE 18th Ave Portland, OR 97212 P: (503) 314-8265 kay@kaysohlconsulting.net
More informationChoosing an External Auditor: A Guide to Making a Sound Decision, Developed by the Mid-America Intergovernmental Audit Forum
Choosing an External Auditor: A Guide to Making a Sound Decision, Developed by the Mid-America Intergovernmental Audit Forum Introduction Regardless of the type or size of public entity you are affiliated
More informationA Guide for Doing Business with the Purchasing Services Office of Valdosta State University
A Guide for Doing Business with the Purchasing Services Office of Valdosta State University The information below gives you assistance on providing goods and services to Valdosta State University (VSU).
More informationPURCHASING TRAINING. October 13, 2017
PURCHASING TRAINING October 13, 2017 Objectives Review procurement laws and policies that establish authority, responsibility, and administrative procedures for purchasing for Chesterfield County Government
More informationPROCUREMENT REGULATIONS FOR SCHOOL NUTRITION PROGRAMS
PROCUREMENT REGULATIONS FOR SCHOOL NUTRITION PROGRAMS NEW USDA MEMO FD-144, SP 04-2018, SFSP 01-2018, CACFP 2018 MARKET BASKET ANALYSIS WHEN PROCURING PROGRAM GOODS AND MODIFYING CONTRACTED-FOR PRICE LISTS
More informationI. Procurement. Procurement Authority. Ethical Conduct, Conflict of Interest. DU Procurement Policy
I. Procurement Procurement of goods and services for the university must be conducted in an open and competitive environment to ensure that prices paid are fair and reasonable. Purchasing activities are
More informationProcurement in the Child Nutri7on Programs
Procurement in the Child Nutri7on Programs Cecilia Beauduy Division of Food and Nutri7on March 29 th & 30 th and April 5 th 2016 School Nutri7on Program Fundamentals Schools par7cipa7ng in School Nutri7on
More informationProcurement Standards Expectations Document
Procurement Standards Expectations Document Certain of the procurement requirements of 2 CFR 200 are explicit statements of what the University would consider as general expectations of any University
More informationA SUPPLIER'S GUIDE TO GOODS PROCUREMENT IN THE GOVERNMENT OF PRINCE EDWARD ISLAND. Procurement Services Office of the Comptroller
A SUPPLIER'S GUIDE TO GOODS PROCUREMENT IN THE GOVERNMENT OF PRINCE EDWARD ISLAND Procurement Services Office of the Comptroller Revised: June 2009 This publication summarizes the steps involved in Goods
More informationPurchasing Policies and Procedures
Purchasing Policies and Procedures A. General As set forth in statutes of the State of California, the Board of Trustees of the Yosemite Community College District has the sole authority to purchase materials
More informationRoosevelt County. INVITATION FOR BID No CRUSHED CALICHE
Roosevelt County INVITATION FOR BID No. 2014-01 CRUSHED CALICHE Bids Submitted by: Tuesday, March 25, 2014 Time: 2:00 p.m. Bids Submitted to: Roosevelt County Administration 109 W. First Street, 4 th Floor
More informationProcuring Local Foods
Procuring Local Foods For Child Nutrition Programs Association of School Business Officials November 6, 2015 Erin Kennedy, MPH, RDN Maryland State Department of Education Office of School & Community Nutrition
More informationThis policy will outline the requirements for competitive bids on goods and services purchased by the College.
Policy Name: Procurement Sole Source/Competitive Bid Policy Updated/Reviewed: August 10, 2017 Effective Date: November 15, 2010 Office with Primary Responsibility: Procurement Services Offices with Secondary
More informationMEMO CODE: SP , CACFP , SFSP Procurement Geographic Preference Q&As Part II
United States Department of Agriculture Food and Nutrition Service 3101 Park Center Drive Alexandria, VA 22302-1500 DATE: October 9, 2012 MEMO CODE: SP 03-2013, CACFP 02-2013, SFSP 02-2013 SUBJECT: TO:
More informationPurchasing and Procurement Policy
Purchasing and Procurement Policy Purpose The purpose of this document is to implement the requirements of state law with regard to procurement and bidding on public contracts for public works, goods,
More informationMid-America Intergovernmental Audit Forum. Selecting an External Auditor. Guide for Making a Sound Decision
Mid-America Intergovernmental Audit Forum Selecting an External Auditor Guide for Making a Sound Decision May 2007 Foreword The benefits of having a high-quality audit of a government's financial statements
More informationFinding and Buying Local Foods
Finding and Buying Local Foods Introduction to Local Procurement April 11, 2017 Tegan (Hagy) Bernstein Office of Community Food Systems- MARO Welcome! Defining Local and Where to Find Local Foods What
More informationBALTIMORE COUNTY PUBLIC SCHOOLS
BALTIMORE COUNTY PUBLIC SCHOOLS OFFICE OF PURCHASING SUPPLIER GUIDE 2018 Developing lifelong learners through literacy TABLE OF CONTENTS Supplier Guide ABOUT US.....3 SUPPLIER REGISTRATION......4 SOLICITATIONS.
More informationProcuring Local Foods
Procuring Local Foods For Child Nutrition Programs ASBO Spring Conference Welcome! Overview Maryland s Growing Success Procurement Basics Incorporating Local in Formal Procurement Questions Maryland s
More informationQuotation Procedure TRIM: D12/85125P
Quotation Procedure TRIM: D12/85125P INTRODUCTION This procedure supports the University's Procurement Policy and outlines the process for the procurement of all goods and services for the University of
More informationPURCHASING AND OUTGOING PAYMENTS PROCEDURES
PURCHASING AND OUTGOING PAYMENTS PROCEDURES PREAMBLE DEFINITIONS PART 1. DECISION TO PURCHASE 1. Application of Purchasing and Outgoing Payment Procedures 1.1. Goods and services 1.2. Payments that are
More informationHOW TO DO BUSINESS WITH NAPA VALLEY COMMUNITY COLLEGE DISTRICT
HOW TO DO BUSINESS WITH NAPA VALLEY COMMUNITY COLLEGE DISTRICT A Complete Vendor Guide This Vendor Guide is designed specifically for our supplier community as a reference tool. The information provided
More informationPOLICY MANUAL ROSSBURN MUNICIPALITY MUNICIPAL TENDERING AND PROCUREMENT POLICY
Purpose: To clearly define the tendering and purchasing standards of the Rossburn Municipality and to provide guidance to municipal employees, by means of a comprehensive tendering and purchasing policy
More informationProcurement of USDA Foods
Procurement of USDA Foods Brought to you by the American Commodity Distribution Association (ACDA) Your Panelists Stephanie Bruce Director, Nutrition Services Palm Springs USD Cliff Meyers VP, Business
More informationCACFP - Child Care Centers New Contracting Entity Training. Child Care CACFP. Procurement. Chapter 8. Procurement 8-1
Child Care CACFP Procurement Chapter 8 Procurement 8-1 Procurement The Basics CACFP - Child Care Centers New Contracting Entity Training There are numerous elements involved in the procurement of food,
More informationDoing Business with Public Entities in Arizona
DOING BUSINESS WITH PUBLIC ENTITIES IN ARIZONA 1 Doing Business with Public Entities in Arizona A Vendor Guide to Understanding Arizona Procurement Practices 2 DOING BUSINESS WITH PUBLIC ENTITIES IN ARIZONA
More informationTo Bid or Not To Bid
To Bid or Not To Bid That Should NOT Be a QUESTION When soliciting bids for various purchases, including asphalt and road equipment, townships have a variety of tools at their fingertips. From requests
More informationDoing Business with the State of North Carolina
Doing Business with the State of North Carolina Marketplace 2007 Durham, NC Presenter Sondra Phillips NC Division of Purchase & Contract Agenda Overview of State Purchasing Program Registration Tools NC
More informationBUFFALO STATE COLLEGE
BUFFALO STATE COLLEGE DIRECTORY OF POLICY STATEMENTS Policy Number: II:02:00 Date: July 1986 Updated 2009 SUBJECT: Procurement Services Policies and Procedures Original Policy: The basic objective of Buffalo
More informationProcurement 101. Tom Blaine Senior Research Associate, Public Procurement Research Center NASPO Honorary Member CPPO, FCPM, FCPA
Procurement 101 Monica Wilkes NASPO Honorary Member and Procurement Consultant CPPO, CPPB Universal Public Procurement Certification Council (UPPCC) Board of Directors Tom Blaine Senior Research Associate,
More informationBusiness Analysis Services Healthcare Workforce Clearinghouse Project, Phase III
Request for Offer (RFO # 12-4774) For: IT Consulting Services Business Analysis Services Healthcare Workforce Clearinghouse Project, Phase III You are invited to review and respond to this RFO. To submit
More informationProcurement Code Changes Highlights 2017
Procurement Code Changes Highlights 2017 Purpose of Chapter (Utah Procurement Code) Utah Code 63G-6a-102 (1) To ensure transparency in the public procurement process; (2) To ensure the fair and equitable
More informationGeneral Procurement Guidelines
Procurement Department 2 Space Drive Taylors, SC 29687-6072 (864) 355-1279 Fax (864) 355-1283 The School District of Greenville County General Procurement Guidelines 2016-2017 The Board of Trustees of
More informationProcure to Pay from Start to Finish. Presented by Eileen Johnson September 2018
Procure to Pay from Start to Finish Presented by Eileen Johnson September 2018 Meet our Team Jana Anna Eileen Jan Janelle Carl Dawn Dave Jane Melissa Cathy Topics Essential Information Questions PRIOR
More informationUNIVERSITY OF RICHMOND Financial Policy Manual
UNIVERSITY OF RICHMOND Financial Policy Manual Policy #: 4403 Policy Title: Procurement Policy Effective: 07/01/2018 Responsible Office: Strategic Sourcing and Payments Revised: 05/11/2018 Approval: David
More informationUniversity of Kansas Procurement Services
University of Kansas Procurement Services PURCHASING PROCEDURES MANUAL 1 Contents 1.0 DEPARTMENTAL PURCHASING AUTHORITY... 4 1.1 Introduction... 4 1.2 Use of Mandatory Contracts and Preferred Agreements...
More informationPURCHASING PROCEDURES: District Policies
PURCHASING PROCEDURES: District Policies 720 Selecting Professional Services 721 Purchasing Policies and Bidding 722 Bid Protest Resolution 723 School Construction and Facilities Operations Bid 724 Protest
More informationSeattle Public Schools The Office of Internal Audit
Seattle Public Schools The Office of Internal Audit Internal Audit Report September 1, 2014 through Current Issue Date: June 21, 2016 Executive Summary Background Information The function is centralized
More informationConnoisseur Solutions Project Procurement Management
Project Procurement Management Project Procurement Management Processes necessary to purchase or acquire products, services or results needed from outside the project team. Procurement Management Processes
More informationProcure to Pay from Start to Finish. Presented by Anna Leddige & Allison Peyton March 2017
Procure to Pay from Start to Finish Presented by Anna Leddige & Allison Peyton March 2017 Meet our Staff Procurement Services Staff Payment Services Staff Topics Essential Information Questions PRIOR to
More information9.1 AUTHORITY TO MAKE EXCEPTIONS TO THE REQUIREMENT FOR COMPETITION
220-RICR-30-00-9 TITLE 220 - DEPARTMENT OF ADMINISTRATION CHAPTER 30 - PURCHASES SUBCHAPTER 00 - N/A PART 9 - EXCEPTIONS TO COMPETITIVE BIDDING REQUIREMENTS 9.1 AUTHORITY TO MAKE EXCEPTIONS TO THE REQUIREMENT
More informationReview of Purchasing Guidelines
Review of Purchasing Guidelines Board Policy CH Local Persons making unauthorized purchases shall assume full responsibility for all such debts. All purchase commitments shall be made by the Superintendent
More informationCopyright School Nutrition Association. All Rights Reserved. 1
1 Facilitators Sandy Curwood, PhD, RD Director, Office of School Nutrition Programs, Virginia DOE Richmond, VA Stephanie Bruce Director of Nutrition Services Palm Springs, USD, CA Mike Burke, SNS K-12
More informationNeighborhood Community and Revitalization Program (NCR) Procurement, Contract, and Construction Standards
Subrecipient Administrative Training (SAT) Meeting McAfee Center, Fort Monmouth, NJ August 13, 2014 Neighborhood Community and Revitalization Program (NCR) Procurement, Contract, and Construction Standards
More informationProcurement & Contracting
Procurement & Contracting Overview The procurement of goods and services and executing related contracts is a major function of transit management. In addition to seeking to obtain the highest quality
More informationRequest for Quotation for Subscription Management Services Solicitation Number RFQ Subscription Service
Request for Quotation for Subscription Management Services Solicitation Number 2019-2021 RFQ Subscription Service The Library Network (TLN) seeks price quotations from qualified vendors who will provide
More informationGeneral Policy - Purchasing
General Policy - Purchasing Policy: All purchases of commodities (supplies, materials, equipment, printing, insurance, and leases of equipment) and services (furnishing of labor and time and effort by
More informationPIEDMONT VIRGINIA COMMUNITY COLLEGE VII. FISCAL POLICIES AND PROCEDURES VII 3.0 PURCHASING INFORMATION VII 3.3 PURCHASING & CONTRACTING POLICY
PIEDMONT VIRGINIA COMMUNITY COLLEGE VII. FISCAL POLICIES AND PROCEDURES VII 3.0 PURCHASING INFORMATION VII 3.3 PURCHASING & CONTRACTING POLICY Policy #: VII 3.3 Effective: July 1, 1993 Revised: September
More informationWEATHERIZATION ASSISTANCE PROGRAM PROCUREMENT. A. Introduction
WEATHERIZATION ASSISTANCE PROGRAM PROCUREMENT A. Introduction Procurement is the acquisition of goods and/or services. Proper procurement will result in the goods/services are appropriate and that they
More informationREQUEST FOR PROPOSALS: AUDIT AND TAX SERVICES
GOODWILL INDUSTRIES OF CENTRAL EAST TEXAS, INC. REQUEST FOR PROPOSALS: AUDIT AND TAX SERVICES Issue Date: April 4, 2018 Due Date: April 20, 2018 Goodwill Industries of Central East Texas, Inc. 1 Index
More informationProcurement Process: Architects & Professional Engineering Services. Procurement.
Procurement Process: Architects & Professional Engineering Services Procurement www.novascotia.ca/tenders Updated: February 2017 Table of Contents Contents INTRODUCTION:... 3 APPLICATION:... 3 SCOPE of
More informationPROCUREMENT POLICY. 1 P age
PROCUREMENT POLICY PURPOSE: Procurement Standards: 20 CFR requires non-profits to establish procedures for: I. The procurement of supplies and other expendable property, equipment, and real property. II.
More informationFlorida Institute of Technology
Florida Institute of Technology Procurement Policy POLICY SOURCE: Procurement Services POLICY NO.: 5383 SUPERCEDES: 5382 TITLE: Procurement Policy SUBMITTED BY: Purchasing REVISED DATE: May 1, 2017 APPROVED
More informationWorkforce Innovation and Opportunity Act of 2014, Public Law , Sections 107(d)(10)(A), 107(g)(2), and 121(d),
Administrative Policy POLICY NUMBER 097 Title: Program: One-Stop Operator Procurement Workforce Innovation and Opportunity Act (WIOA) Adopted: September 25, 2017 Effective: September 25, 2017 I. PURPOSE
More informationAdvanced Tendering Procedures & Bid Evaluation
An Intensive 5 Day Training Course Advanced Tendering Procedures & Bid Evaluation Effective Tendering, Bidding Strategies & Evaluation 10-14 Sep 2017, Dubai 21-MAY-17 This course is Designed, Developed,
More informationProcurement Policy. Policy Objectives
Procurement Policy Policy Type: Council Policy Policy Owner: Director Corporate Services Policy No. CP- 023 Last Review Date: 20 November 2018 Policy Objectives The objectives of this Policy are to ensure
More informationHOW TO DO BUSINESS WITH KUTZTOWN UNIVERSITY
HOW TO DO BUSINESS WITH KUTZTOWN UNIVERSITY Kutztown University is a member institution of the Pennsylvania State System of Higher Education (PASSHE). As a Commonwealth of Pennsylvania state affiliated
More informationAP 515 PURCHASING. Administrative Procedures Manual AP Purchasing
AP 515 PURCHASING BACKGROUND The purchase of goods and services for Saskatoon Public Schools shall be conducted in accordance with the most current version and amendments of The Education Act, of the Province
More informationUB PROCUREMENT 101. JordanAnn Wilson Dalton Holler
UB PROCUREMENT 101 JordanAnn Wilson Dalton Holler 1 What does the Procurement Department Do? Procure Commodities and Services Evaluate Pricing Policy Compliance Negotiation 2 Purchasing Dollar Thresholds
More informationPROCEDURE CITY OF GRANDE PRAIRIE PURPOSE SCOPE PROHIBITIONS:
CITY OF GRANDE PRAIRIE PROCEDURE PROCEDURE NO: 310-2 PAGE: 1 OF 6 TITLE: Request for Quotation POLICY: 310 Purchasing Policy SECTION: APPROVAL DATE: APPROVED BY: City Manager REVISION DATE: DEPARTMENT:
More information