Navigating the University Business Services Overview Lila Mauro, Associate Vice President Business Services August 14, 2018

Business Services Functions Procurement and Payment Services -Supplier onboarding -Strategic Sourcing & Contracts -Transactional purchasing -Supplier Payments -Reimbursements -Travel Management Services -Supplier Diversity -Corporate Card Services (PCard & Travel card) Sponsored Projects Accounting (SPA) -Sponsored research post-award administration and guidance - Account creation - Billing and collections - Budget reallocations & cost transfers -Financial reporting & close-outs Mailing & Material Mgt. -Mail Services -Mail Stop (on campus retail post office) -Material Management (including compressed gas program) -Storage -Surplus Sales

Lifecycle of an Award SPA activities must be performed in accordance with the terms of the research contract

Procure to Pay Policy Highlights policy.usc.edu/admin Schools/departments have authority to purchase goods and services below $5K Competitive bidding or a sole source justification is required for purchases >$10k Authority to sign procurement contracts is highly restricted; utilize Procurement Preferred/catalog suppliers should be used when acquiring goods and services when possible Receipts required for all reimbursements charged to sponsored research accounts (>$75 for university accounts) and are approved by manager and fiscal officer (or delegate) All expenses (i.e. purchased goods/services and reimbursements) must be substantiated with a documented business purpose

Resources businessservices.usc.edu usc.edu/spa trojanlearn.csod.com Procure to Pay general information and procedures; customer support and system access links Mailing & Material Management usc.edu/spa Post-award research administration procedures Customer support and system access links trojanlearn.csod.com System training for USC eMarket, Concur Travel & Expense, Travel & Procurement Cards, and Kuali Financial System

Leadership Team Lila Mauro, Assoc. Vice President & Chief Procurement Officer Stacy Luckett, Director, Procurement and Payment Services Christy Negri, Director, Strategic Sourcing Megan Watt, Director, Contracts and Compliance Nina Pukonen, Director, Business and Travel Operations Cindy Lee, Senior Manager, Sponsored Projects Accounting Shannon Carter, Director, Mailing Services and Material Management