Colorado School of Mines

Slides:



Advertisements
Similar presentations
The Office of Research Funded Purchasing and Contracts provides efficient, professional, non-intrusive support to the University community in meeting.
Advertisements

Office of Purchasing and Contracts Research Funded Procurement Outreach Training Level III Procurements $50,000 and Above.
The Office of Research Funded Purchasing and Contracts provides efficient, professional, non-intrusive support to the University community in meeting.
FOOD SERVICE MANAGEMENT COMPANIES SFSP Procurement Procedures Part III, Page’s of the Administrative Guidance for Sponsors.
SURVIVING YOUR PROCUREMENT CODE’S REQUIREMENTS
Are you Sure About That? Pete Stamps CPPO, VCO Paul Higgins VCO.
Procurement: What Everyone Needs to Know. What is Procurement? “The act of obtaining something”
Presented by: Kathryn Hodges, NH
Office of Purchasing and Contracts Procurement Outreach Training Level II – Module A Orders between $10,000 and $50,000.
1 Basics of Government Contracting. Federal Procurement Background The U.S. Government is the world’s largest purchaser of goods and services 2.
JOHN DEIGHAN CHIEF PURCHASING OFFICER ALLEGHENY COUNTY DEPARTMENT OF ADMINISTRATIVE SERVICES DIVISION OF PURCHASING.
Office of Purchasing and Contracts Procurement Outreach Training Level II - Module B Special Purchasing Methods.
Office of Purchasing and Contracts Procurement Outreach Training Level III Procurements $50,000 and Above.
Procurement-the RFP By Warren J. McKeon, CPA, VCO.
PURCHASING 101 HOW TO BEGIN. Is the purchase available from the District Warehouse?  Online catalogs are/will be available on the district web page for.
Contracting & Procurement Services (CAPS) CAPS is committed to pursuing best value solutions through fair and competitive processes, while maintaining.
San Juan College Purchasing Department Director of Purchasing / CPO Frank Cole.
Marcy Mealy Procurement Specialist CDBG Program
State of Oklahoma Information Services Division Contracts and Purchasing Unit 1.
School District Purchasing. Purchasing Authority Arizona Statutes Arizona Statutes Arizona Administrative Code Arizona Administrative Code  Primary source.
Instructions on how to navigate OMB/GSS Contracting Webpage.
The Office of Purchasing and Contracts provides efficient, professional, non- intrusive support to the University community in meeting their procurement.
Purchasing Overview. Fundamentals of Purchasing Procedures.
Educating Customers Simplified Acquisition Process Russellyn Rogers.
PROCUREMENT SERVICES DEPARTMENT “How We Do Business”
Food Service Management Companies ARTs Conference, August 13, 2014 Department of Education Division of Program Support Bureau of Nutrition Programs and.
Multiple Award Contracts Training Presented by Jennifer Salts State of Utah - Division of Purchasing 1.
Business Intelligence Reginald K. Diamond, Executive Director Office of Diversity and Equal Opportunity Metropolitan Atlanta Rapid Transit Authority.
Purchasing Policy and Bidding Requirements Leadership Training May 3, 2007 by: Rick Ashby, C.P.M., A.P.P. Davis School District Director of Purchasing.
Lydia Huber Director of Purchasing Victoria College.
PURCHASING BASIC QUESTIONS TO ASK YOURSELF:  WHAT IS THE ESTIMATED COST OF THE SUPPLY OR SERVICE?  IS MY DEPARTMENT AUTHORIZED TO BUY THIS? (IE. IT RELATED.
GRANT CONTRACTS VS. PROCUREMENT CONTRACTS Many primary grantees call their awarding instruments "contracts." Regardless of the format or terminology employed,
What Small Method Is It? Presented by Jan Giffin, CPPO, CPPB, VCO eVA Business Manager And Katherine Bosdell, CPPB, VCO Statewide Contract Officer.
Office of Purchasing and Contracts Procurement Outreach Training Level II – Module A Orders between $10,000 and $50,000.
Guidelines for Simplified Acquisitions Keisha Eldridge March 7, 2007 Level I PIP Presentation.
State Procurement 101 Larry Ray, VCO
The Business of Buying at UT Arlington UT Arlington Procurement Division.
Introduction to Procurement for Public Housing Authorities Getting Started: Basic Administrative Requirements Unit 1.
Food Purchasing for Child Care National Food Service Management Institute The University of Mississippi
PURCHASING 101 SECTION 1 - How to Begin. Is the purchase available from your agency or from other state agencies? ⋆ State Surplus Property ⋆ State Fleet.
Colorado School of Mines
Processes and Procedures for Contracting at UO
Procurement Policy & Procedures Presented by Office of Purchasing.
BUSINESS SERVICES.
Processes and Procedures for Contracting at UO
“How To Do Business” with Atlanta Public Schools
Procurement Timelines Overview
Award Management Services
City of Norfolk Office of the Purchasing Agent
Texas Woman’s University
Managing Outgoing Subawards April 18, 2017
WHOI Procurement Uniform Guidance 2018
OMB Circular A110 and Uniform Guidance
How to Sell to the University
What PIs working on federally sponsored projects need to know.
“How We Do Business”.
THE OFFICE OF PROCUREMENT CONTRACT TRAINING MAY 2018
Procurement Policy & Procedures Presented by Office of Purchasing.
Finance Summer Training
Uniform Guidance - Procurement Implementation
What PIs working on federally sponsored projects need to know.
The Contract Review Process
Procurement Plan and Procedures Code of Standards of Conduct
Procurement.
Procurement Timelines Overview
Uniform Guidance – What Administrators and PIs Need to Know
Doing Business with the University of Georgia UGA Procurement
Colorado School of Mines
STUDY SESSION February 24, 2015
Uniform Guidance (“UG”) Procurement Standards Effective July 1, 2018
Presentation transcript:

Colorado School of Mines Solicitation Methods

Competitive Solicitation Competitive solicitations are used based on dollar thresholds* for goods and services. They are used to obtain competitive pricing and to provide vendors a fair and equal opportunity to compete for our business. *Although School of Mines has determined what dollar threshold requires competitive solicitations, there are external compliance factors that impact the threshold limits. (e.g.: NSF research expenditures) Transition from Method of Purchasing to Vendor Selection method.

Solicitation Method Quotes for Sponsored Funds At least 3 quotes are required for purchases between $3,500 and $50,000. Sponsored Funds are indicated by an Index starting with a 4 or a Program Code of 1200. Why: To assure that Mines is compliant with Uniform Guidance. Lowest cost is the primary consideration for awarding to vendors When: Goods or Services: Between $3,500 and $50,000 P-Card Purchases: Quotes must be kept on file

Solicitation Method Quotes for All Other Funds At least 3 quotes are required for purchases between $10,000 and $50,000. Why: To assure that Mines is obtaining the best price on goods or services. Lowest cost is the primary consideration for awarding to vendors When: Goods or Services: Between $10,000 and $50,000

Solicitation Method Documented Quote (DQ) A request for a Documented Quote (DQ) will be publically posted for at least 3 days. Why: To assure that we obtain the best price for higher dollar purchases. Lowest cost is the primary consideration for awarding to vendors. When: Goods: Between $50,000 and $150,000 Services: Between $50,000 and $150,000. Services above $100,000 will also require a formal contract to be executed. Example: 5 Olympus Microscopes with accessories totaling $55,970.50

Solicitation Method Sole Source A Sole Source requires approval by the Director of Financial Planning and Business Operations and is for exceptions only. It is a procurement made without competition and still requires the notice to be publically posted for 3 days. It requires documented justification provided by the requestor. Why: There is only one solution for a purchasing need. Other solutions do not exist or using an alternative creates undue hardship and threatens business operations. When: Sole Sources are used on a rare exception basis when competition is otherwise required.* Example: Purchasing additional modules for our Enterprise System, Banner. *Many formal protests result from sole source requests and have delayed the procurement process.

Solicitation Method Invitation for Bid (IFB) A request for an Invitation for Bid (IFB) will be publically posted for at least 14 days. This is a sealed bid with a more formal process for reviewing responses. Why: IFBs are used in cases where the exact specifications for a desired purchase are already known. To assure that we obtain the best price, the lowest cost is the primary consideration. When: Goods: Above $150,000 Services: Above $150,000 – Services above $100,000 will also require a formal contract to be executed. Example: Furnishings for the new dining hall totaling $213,906.68

Solicitation Method Request for Proposal (RFP) A Request for Proposal (RFP) is a solicitation where the primary consideration for award is not limited to price. The RFP is publically posted for at least 30 calendar days. Why: Request for Proposals are used to find solutions to a purchasing need that can be evaluated on factors not limited to price. When: RFPs are used for purchases over $150,000 (not limited to purchases only over $150,000) when the entire solution will be evaluated for many factors, including price. Example: Determining which company will provide campus-wide dining services.

Solicitation Methods Threshold Solicitation Method Applicable $3,500 < X> $50,000 Quotes for Sponsored Funds Why: To assure that we is compliant with Uniform Guidance. Lowest cost is the primary consideration for awarding to vendors $10,000 < X> $50,000 Quotes for All Other Funds Why: To assure that we is obtaining the best price on goods or services. Lowest cost is the primary consideration for awarding to vendors $50,000 < X > $150,000 Documented Quote Why: To assure that we obtain the best price for higher dollar purchases. Lowest cost is the primary consideration for awarding vendors $50,000 < X Sole Source Why: There is only one solution for a purchasing need. Other solutions do not exist or using an alternative creates undue hardship and threatens business operations When: Sole Sources are used on a rare exception basis when competition is otherwise required $150,000 < X Invitation for Bid Why: IFBs are used in cases where the exact specifications for a desired purchase are already known. To assure that we obtain the best price, the lowest cost is the primary consideration. (Can be used for purchases under $150,000 when necessary) Request for Proposal Why: They are used to find solutions to a purchasing need that can be evaluated on factors not limited to price.

Danielle Davis – 303.273.3258 Ryan McGuirk - 303.273.3062 Questions? If you have any questions please contact the Purchasing Office: Purchasing Team COLORADOSCHOOLOFMINES Megan Averch - 303.273.3268 Michael Craig - 303.273.3972 Danielle Davis – 303.273.3258 Ryan McGuirk - 303.273.3062 Natalie Martinez – 303.273.3569 procurement@mines.edu