Navigating the University Business Services Overview Stacy Luckett, Director Business Operations & Payment Services August 20, 2019

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

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

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

SPA Helpful Tips Prompt responses to notifications (i.e. overdrafts, award expiration & closeout) Review & reconcile project transactions Timely cost transfer submissions (within 90 days of discovery or no later than 15 days after project end) Minimize spending towards the project end (Cost incurred within 30 days are subject to additional review and approvals)

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, Business Operations & Payment Services Peniel Park, Director Procurement Services Christy Negri, Director, Strategic Sourcing Megan Watt, Director, Contracts and Compliance Nina Pukonen, Director, Systems Cindy Lee, Senior Manager, Sponsored Projects Accounting Shannon Carter, Director, Mailing Services and Material Management