APUR 101 Introduction to USCA Purchasing

APUR 101 Introduction to USCA Purchasing This session will provide a basic understanding of USC Aiken purchasing guidelines and procedures.

A division of Campus Support Services, the Purchasing Department is staffed by Janet Joy janetj@usca.edu 3455 Jeff Jenik jeffj@usca.edu 3258 and reports directly to the Vice Chancellor of Business and Finance.

Authority USC Aiken adheres to USCA policies, USC Columbia policies and the South Carolina Procurement Code. The Purchasing Office has the sole authority and responsibility for all purchasing transactions at USCA up to $50,000.00 per good/ commodity or service. No expenditure or commitment can be made without the prior approval of the Purchasing Office. Individuals that assume this authority may incur a personal liability. Individuals who maintain a State Procurement Card, and have completed the purchasing card orientation session, have been granted purchasing authority up to $2,500.00 per transaction and must comply with all rules and regulations stated in the policy.

For a general understanding as to how items are purchased and paid for by USCA, the following steps are completed for each and every transaction when a university P-card is not being utilized.

A department recognizes the need or desire for a certain good or service

A department recognizes the need or desire for a certain good or service The department submits a completed Purchase Requisition (PR)

A department recognizes the need or desire for a certain good or service The department submits a completed Purchase Requisition (PR) The Purchasing Department reviews the PR to verify pricing, department and fund number, object codes and compliance with SC Procurement Code Signatures are obtained from USCA Purchasing, Business Services, a vendor number and Purchase Order number are assigned. If a new vendor, a W-9 will need to be obtained in order to establish them a vendor number. Within one (1) business day of assignment of a Purchase Order number, a physical PO will be produced. The original will be sent to the vendor and a copy will be sent to the requesting department for their records. In the event a department receives an invoice, the invoice should be forwarded to the Purchasing Department in order to process for payment. Departments that receive items directly should notify the Purchasing Department of their arrival in order for payment to be processed. Partial or incomplete shipments should be noted at this time.

Purchase Methods Purchase Order Blanket Order Purchasing Card Direct Expenditure Voucher Petty Cash Revolving Fund Bookstore Purchases

Purchase Order (PO) The PO constitutes a binding contract between USCA and the supplier. No changes, additions, deletions or cancellations may be made to the PO without approval from the Purchasing Office.

Purchase Order (continued) Methods Competitive Quotations State Contracts Sole Source Purchases Emergency Purchases

Competitive Quotations Purchase Order (continued) All dollar limitations should include freight, delivery and installation charges. Up to $2,500 Can be made without obtaining additional quotations if the price is considered fair and reasonable. If the estimated price is close to $2,500 or if the Purchasing Office believes that a better price can be obtained, then quotations will be solicited. $2,500.01 - $10,000 A minimum of three (3) written quotes are required. The Purchasing Office may issue a Request for Quotation when deemed appropriate. Faxed and e-mail quotes are acceptable. Internet and catalog quotes are not acceptable.

Competitive Quotations (continued) $10,000.01 - $50,000 Requires that written quotations be solicited and must be advertised in the South Carolina Business Opportunities publication for a minimum period of one week. $50,000.01 and up Requires sealed bidding and must be coordinated with USC Columbia.

State Contracts The State establishes term contracts for goods and services that are in high demand. Use of these contracts are mandated by State Law. Materials Management Office (MMO) Contracts http://www.mmo.sc.gov/ps/agency/ps-agency-goods-and-services.phtm Information Technology Management Office (ITMO) Contracts http://www.mmo.sc.gov/ps/agency/ps-agency-info-technology.phtm

Sole Source Purchases Permitted when goods or services are available from only a single supplier. Requests for sole source purchases must be accompanied by a memorandum explaining the basis for the request and the reason no other product and/or service is acceptable. The request will be submitted to USC Columbia for approval by the System Director of Business Affairs. Some examples that could necessitate a sole source are: When the compatibility of equipment, accessories or replacement parts is the paramount consideration. When a sole supplier s item is needed for trial use or testing. When an item is one of a kind.

Emergency Purchases An emergency condition is a situation that creates a threat to public health, welfare or safety. The existence of such conditions must create an immediate and serious need for supplies or services that cannot be met through normal purchasing procedures and the lack of would seriously threaten: The functioning of State Government The preservation or protection of property The health and safety of any person Emergency purchases are limited to the goods or services needed to meet the emergency and as much competition as practical must be obtained. Lack of planning does not constitute an emergency!

Completing a Purchase Requisition (PR) Frequently Used Class Codes: 53001 Office Supplies 53002 Educational Supplies 53003 Postage 53004 Data Processing Supplies 54110 Memberships & Dues Complete listing of Class Codes: http://web.admin.sc.edu/control/class56.html#53xxx

All PR's should be typed or legibly written. The following information should be included on all purchase requisitions: 1) Suggested Supplier -- Vendor Name, Address, Telephone Number 2) Approval -- Appropriate Required Signatures (initials unaccepted) 3) Date -- Today's Date 4) Dept. # -- Your Department Number 5) Fund # -- Your Fund Number 6) Class Code -- Policy & Procedure Manual 7) Analytical -- Fill in only if you are charging to more than one account. (amount to be charged to each account) 8) Dept Name -- Name of Dept. Deliver to Bldg -- Bldg Number Room No. -- Room Number Phone No -- Campus Number

9) Number each separate item 10) Quantity of order and unit of issue (each, box, case, etc.) 11) Description -- Complete description including: Name of Part or Service, Complete Specifications, Model Number, Color, Size, etc. (If unit of issue is other than each) include how many per unit of issue. Example: 1 box (100/bx) 12) Catalog Number 13) Unit Price -- Price for each item by unit of issue Example: If ordering 1 box Ä Unit price should be for box price 14) Total Price -- Total by each item 15) Tax -- Always 7% Shipping -- Shipping Charges Ä If you do not know exact amount, write NTE estimate Total -- Grand Total 16) Source of Price -- If telephone quote: Complete name of person quoting price and to whom, date & time 17) PHM -- If item is potentially hazardous material, indicate PHM

Sample Purchase Requisition http://web.usca.edu/campus-support/purchasing/purchase-requisition.dot Blank Purchase Requisition http://purchasing.sc.edu/doc/pur-req2.pdf

APUR 102 Purchasing Card Refresher This session will provide a basic instruction on the USC Procurement Card Program and will be beneficial for cardholders and liaisons as well as supervisors.