WELCOME TO UNB. MARK McGEEHAN Assistant Manager, Procurement Services 3 plus years with UNB 28 years in Healthcare Procurement Current member of APPA.

Slides:



Advertisements
Similar presentations
Prepared by Andrée M. Cohen, Purchasing Administrator CITY OF NEW ORLEANS 2012 PROCUREMENT & PURCHASING PROCESS TRAINING CITY OF NEW ORLEANS 2012 PROCUREMENT.
Advertisements

1. In Accordance With : 2 Highest Level Lowest Level.
Selling to the Council.
RFP vs. IFB A BASIC APPROACH TO THE BID PROCESS – WHEN RFPs or IFBs ARE USED 2010 AASBO Spring Pre-Conference Workshop Rosa Saenz, PGPC, Inc. Bill Munch,
Utah Procurement Code Training
Procurement: What Everyone Needs to Know. What is Procurement? “The act of obtaining something”
November 19, 2013 Preparing a Successful RFP to get Desired Results.
Gene Shawcroft, P.E. Central Utah Water Conservancy District April 29-30, 2013.
Multi-Stage Bidding.
PURCHASING & SUSTAINABILITY SERVICES. What does Humbers’ Purchasing & Sustainability Services do? We acquire the goods and services for all the schools.
1 Conference Call December 7 th h 30 Agenda 1.Concerns on wording and inclusion of glossary of terms; 2.Issues: 3.Scope of RFP equipment required;
Procurement-the RFP By Warren J. McKeon, CPA, VCO.
Procurement: Who, What, When, How, and Why? Presented by:Karen Roberson Areatha Clark.
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.
Marcy Mealy Procurement Specialist CDBG Program
PROCUREMENT SERVICES DEPARTMENT “How We Do Business”
A brief overview of the Broader Public Sector Procurement Directives and how they affect Carleton University.
Circular A-110 Everything You Didn’t Want to Know.
For West Virginia Department of Education DISCLAIMER This PowerPoint presentation serves only as a snapshot of purchasing regulations. Please visit the.
1 Purchasing and Procurement Processes Module Four Revision Date: 2/06/2015.
Office of Business Development Training
1 CDBG Procurement Requirements For Local Officials.
WELCOME TO THE PROCUREMENT SEMINAR Procurement and Contracts An Overview of Contract Administration.
Sole Source Training.
Student Affairs Buying 101 Procurement Methods Students First Topic
School District Purchasing. Purchasing Authority Arizona Statutes Arizona Statutes Arizona Administrative Code Arizona Administrative Code  Primary source.
Electronic Form Solution: RAF/2013/00020 Compulsory Briefing Session 23 July 2013 The Road Accident Fund.
Comptrollers Conference November  What we heard…. ◦ Client Expectations ◦ Financial Shared Services Functional Design ◦ Procurement Shared Services.
The Office of Purchasing and Contracts provides efficient, professional, non- intrusive support to the University community in meeting their procurement.
ALDINEISD How to Do Business with Aldine ISD. ALDINEISD If you desire an opportunity to do business with Aldine ISD, you must first register in the district’s.
Purchasing Overview. Fundamentals of Purchasing Procedures.
Use of Procurement Cards - Including Control and Auditing PASBO Conference March 9, 2006 Presented by: Daniel R. McConachie
United Nations Procurement Division
Advanced Project Management Project Procurement/Contract Management Ghazala Amin.
1 Procurement. 2 Overview Every municipality should keep procurement records that allow an auditor or other interested party to track the specific nature.
1 Ensuring the protection of bidders’ rights.  The Federal Law of № 94-FZ "On placing orders for goods, works and services for state and municipal.
UMR Campus Procurement Services G5C Campus Support Facility Extension 4266 Fax 4048
UNDP Bangladesh Procurement Fair Objectives of the Fair; - UNDP Procurement principles; - Procurement plan ; - UNDP Procurement Roadmap;
What Small Method Is It? Presented by Jan Giffin, CPPO, CPPB, VCO eVA Business Manager And Katherine Bosdell, CPPB, VCO Statewide Contract Officer.
RECOMMENDATIONS OF THE GOVERNOR ’ S TASK FORCE ON CONTRACTING AND PROCUREMENT REVIEW Report Overview PD Customer Forum September 2002.
Office of Procurement Services.  Vendor Application Website: 
The Business of Buying at UT Arlington UT Arlington Procurement Division.
Introduction to Procurement for Public Housing Authorities Procurement Planning: Choosing a Contracting Method Unit 2.
Contract Compliance Training. Department Personnel Office of the General Counsel (OGC) Mario K. Castillo General Counsel John Guest Deputy General Counsel.
The Public Tendering and Bidding (招投标) Law of the People's Republic of China Effective since January 1, 2000.
Office of Management and Enterprise Services Central Purchasing Division Keith Gentry Contract Manager
PURCHASING 101 SECTION 1 - How to Begin. Is the purchase available from your agency or from other state agencies? ⋆ State Surplus Property ⋆ State Fleet.
1 Office of Procurement Presents Request for Proposal (RFP) Process.
 All contracts shall be entered into, not by individuals, but rather by the Board.  Staff with purchasing authority are encouraged to acquire goods,
The most common methods to use to obtain pricing. VERBAL QUOTES REQUEST FOR INFORMATION REQUEST FOR PROPOSAL REQUEST FOR QUOTATION INVITATION TO BID REVERSE.
Contract Compliance Training
Tender Briefing Session COR34/2016
Processes and Procedures for Contracting at UO
Tender Evaluation and Award Process
Processes and Procedures for Contracting at UO
CDBG Procurement Date of Session, 2017 Washington, DC Brian Delvaux
Guide for the use of framework agreements
City of Norfolk Office of the Purchasing Agent
Texas Woman’s University
Electronic Form Solution: RAF/2013/00020 Compulsory Briefing Session
Contract Compliance Training
How to Submit a Winning Bid
Department of Community Development
What PIs working on federally sponsored projects need to know.
Lockheed Martin Canada’s SMB Mentoring Program
“How We Do Business”.
THE OFFICE OF PROCUREMENT CONTRACT TRAINING MAY 2018
Procurement.
APUR 101 Introduction to USCA Purchasing
APUR 101 INTRODUCTION TO USC AIKEN PURCHASING.
Presentation transcript:

WELCOME TO UNB

MARK McGEEHAN Assistant Manager, Procurement Services 3 plus years with UNB 28 years in Healthcare Procurement Current member of APPA (Atlantic Public Procurement Association)

UNB PROCUREMENT SERVICES RESEARCH SERVICES – ACQUIRING GOODS AND SERVICES

MUSH SECTOR M = MUNICIPALITIES U = UNIVERSITIES S = SCHOOL BOARDS H = HOSPITALS

PURCHASING AUTHORITY AND RESPONSIBILITY Procurement Services is responsible for the oversight and management of all procurement activities at the University. Procurement is conducted in accordance with the Procurement Policies and Procedures of the University, The Public Procurement Act and Atlantic Procurement Agreement. Procurement Services is the only department authorized to make procurement commitments on behalf of the University.

PURCHASING CATEGORIES The process to be followed in purchasing goods and services depends upon the estimated dollar value of the proposed purchase. Estimated costs must include the price of the goods or service, all taxes, freight charges, insurance, customs and other related costs.

PURCHASES UNDER $2, Purchases with an estimated value under $2, must be affected by means of an Internal Purchase Requisition leading to the creation of a UNB Purchase Order. Written quotations are not required: however, it is recommended that more than one supplier be considered for the supply of the product or service to maximize value.

PURCHASES OVER $2, THAT DO NOT REQUIRE THE BID PROCESS Purchases with an estimated value within the following ranges must be initiated by an Internal Purchase Requisition and requires a minimum of two written quotations. – Goods$2, > $ 25, – Services$2, > $ 50, – Construction$2, > $100,000.00

PURCHASES REQUIRING A BID PROCESS To comply with the requirements of the Public Purchasing Act, the Atlantic Procurement Agreement and the Agreement on Internal Trade, purchases with an estimated value that exceeds the set UNB Procurement thresholds must be made following a Public Tender, Public Vendor Qualification Process or a Request for Proposals process as determined by Procurement Services.

BID PROCESS THRESHOLDS Goods$ 25, Services$ 50, Construction$100, Purchase requirements over these thresholds cannot be divided to avoid the competitive process and any attempt to do so is in direct violation of UNB policy and the Public Purchasing Act.

BIDS PROCESS To initiate a purchase using a bid process, employees may submit a completed Internal Requisition or contact Procurement Services to determine which bid process will be used. – A public tender/Request for Proposal – A public vendor qualification

PUBLIC TENDER/REQUEST FOR PROPOSAL Formal solicitation document inviting binding proposals for delivery of goods, services, and/or construction. This process is used primarily for those situations where generic specifications or requirements are used to obtain products or services which best meets their needs. UNB follows a strict set of procedures regarding the receipt, custody and opening of bids

PUBLIC VENDOR QUALIFICATIONS A process during which vendors are prequalified before they are able to participate in the bid process. This document solicits vendors for the purpose of identifying and prequalifying capable vendors based on specific criteria.

BID PROCESS TIMELINES 1.Department to establish an estimated value(usually list price) of Goods or Services. 2.Department requests Bid template document from Procurement Services. 3.Department adjusts template, including evaluation criteria and returns it to Procurement Services for review and final approval. 4.Procurement Services posts the approved bid document on the New Brunswick Opportunities Network(NBON) for a minimum of 17 days.

BID PROCESS TIMELINES(con’t) 5. Submissions are received by Procurement Services on or before the closing date and time. 6.Procurement Services reviews the submissions for compliance based on mandatory requirements as set out in the bid document. 7.Department signs out submission documents from Procurement Services for evaluation. 8.Department reviews and scores each submission based on the evaluation criteria as set out in the bid document.

BID PROCESS TIMELINES(con’t) 9. Department makes an award recommendation to Procurement Services and forwards an authorized/approved Internal Purchase Requisition for the creation of a purchase order. 10. All respondents are contacted by Procurement Services informing them of the successful bidder. 11. Award is posted on NBON and a purchase order is created and sent to the vendor. This creates the contract between the University and the vendor.

BID PROCESS EXEMPTIONS Sole Source – Goods or services can only be provided by a single source. A valid explanation is required. Match Existing – Goods or services that must match existing goods or services. Research Integrity – Specific vendor must be used to maintain the integrity of a research project. Unique Qualities – This is mainly used when entering into a service contract with an individual that has Unique Qualities for a specific project(sole source). Any exemptions must be approved by Procurement.