Purchasing and Distribution Services Procurement Updates

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Presentation transcript:

Purchasing and Distribution Services Procurement Updates FAR Meeting – March 23, 2016

Purchase Order Encumbrance Review Departments encouraged to run open encumbrance reports to view balances on PO’s. Queries to run: UTS_PO_OPEN_ENC_BY_CC – PO Encumbrance by Cost Center UTS_PO_OPEN_ENC_BY_DEPT – PO Encumbrance by Department UTS_PO_OPEN_ENC_BY_PROJECT – PO Encumbrance by Project ID Send list of PO’s to be closed to the Purchasing Office email at purchasing@utsa.edu. Focus on encumbrances for Budget Year 2016 only.

GPO Restrictions Orders $15K and above Group Purchasing Organization accreditation requirements Managed and monitored by UT System Details of program pending board approval UT System Limitation on GPO’s Supply Chain Alliance Department of Information Resource (DIR) Educational & Institutional (E&I) Premier Group Cooperative Texas Multiple Award Schedule (TxMAS)

Requisition Workshops – Copier Orders Purchasing will be hosting copier discussion sessions tentatively planned for August. Discussion Sessions will bring department and copier companies together to discuss new fiscal year services and contract obligations. Departments should be prepared to bring prior year purchase orders and learn how to prepare new year requisitions. Details will be sent as available.

Purchasing Training Updates Purchasing has updated both AM 580 / PS 202.02 classes with most up to date policy and system changes. Employees encouraged to attend AM 580 to learn and understand new state and UT System policies. Encouraged to attend PS 202.02 for a refresh of processes and system knowledge on creating requisitions.

Contact Information Primary: send an e-mail to Purchasing at purchasing@utsa.edu Contact department assigned Procurement Specialist (click here for list) Contact Front Desk at ext. 4060

Resources: Purchasing Website: http://www.utsa.edu/purchasing/index.cfm Purchasing PeopleSoft Forms: http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm Purchasing PeopleSoft Instructional Guides: http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm