1. Procurement Status Update
Report Date: January 17, 2017

2. KUPPS Purchase Orders PO’s Spend FY14: 73,572 FY15: 78,780
FY17TD: 36,710
Spend
FY14: $318M
FY15: $306M
FY16: $310M
FY17TD: $158M
Transactions: Pcard is the highest followed by Check Request
Total Spend: Non-Catalog Services is the highest followed by Check Request
No drastic purchase trend change because __________

3. Managed Spend
Goal: Increase contract spend

4. KUPPS Requisition Cycle Time
There were 37K requisitions in the first half of FY17. Procurement Services reviewed 66% of requisitions, 78% of which were processed in one day or less.

5. Payment Processing – Spending Patterns
In this report period, there were 78K transactions with a total spend of $195M. Pcard was the highest in transaction; KUPPS Check Request was the highest in spend.
*89% (or $54M) of PS Direct Voucher Payments were Accrued Payroll and Tuition, Royalty Payments, Due from Other Funds-PLC and Accounts Payables-LC.
**PeopleSoft Entered Non-Catalog PO Vouchers are old PeopleSoft PO’s

6. Payment Processing – Invoice
In the first half of FY17, 79% of the transactions were invoiced electronically (ImageNow), including all Punch-Out and Hosted Catalog transactions, and Check Requests.
Manually Entered
E-Invoice
Manually Entered includes KUPPS Non-Catalog Goods and Services, PeopleSoft Direct Voucher, and PeopleSoft Non-Catalog Vouchers.

7. Payment Processing – Vendor Spend
*Exclusion: Internal transactions, Constructions, Utilities, and Royalty Payments.

8. Expenditure by Account Code

9. Pcard Analysis - Summary
There were 34K Pcard transactions in this report period with total a spend of $7.6M. Average transaction cost was $224.
Pcard transactions and spend have been decreasing since FY14
87% of Pcard transactions in FY17 were under $500 purchases
FY14-FY15
-3% in #
-12% in $
FY15-FY16
-4% in #
-8% in $

10. Personal Reimbursement
There were 854 personal reimbursements in this report period with a total spend of $211K. Average transaction amount was $248. Personal Reimbursement transactions have been decreasing since FY14.
FY14-FY15
-2% in #
-10% in $
FY15-FY16
-9% in #
-10% in $
**Excluded Accounts: , , (Moving Expenses), 125XXX (Travel), – , (Research Part Advance No F&A)

11. Personal Reimbursement
Majority of personal reimbursement spend was coded in official hospitality, prof fees, and science and research supplies. **Excluded Accounts: , , , 125***, – , (T&E)

12. Contract Offerings (examples)
There are currently 843 active contracts in KUPPS covering end user’s needs in various commodities.
CFE Contracts
Dell - Desktops
Staples – Office Related Products
Fisher – Scientific Supply
CDW-G – IT Distributors
Unisource – MFD’s
Grainger – MRO Products
Stanion – Lighting
Contracts Punch-Out/Hosted
B&H Photo – Video & Pro Audio
Business Interiors – Furniture
Ferguson – Plumbing Supply
Matheson Gas – Gases & Supplies
Microsoft – Tablets & Accessories
Agilent Technologies – Lab Supply
Bio-Rad – Lab Supply
Life Technologies – Lab Supply
Alfa Aesar – Lab Supply
Mid-Sci – Lab Supply
KU Book Store – Apple Supply
Contracts Not Entered As Punch-out/Hosted
BA Design – Furniture
MOHAWK FACTORING LLC – Flooring
SHAW INDUSTRIES INC – Flooring
INTERFACE AMERICAS INC – Flooring
Contracts That Include More Than One Vendor
On Call Paving/Utility
On Call Landscaping
On Call Roofing
On Call MEP
On Call Painting
On Call Masonry Repair/Maintenance
Doors/Frames/Hardware
Office Furniture
Lounge/Library/Dining Furniture
Carpet
Hard Surface Flooring Materials
Trash/Recycle Cans-Campus Standard
Bus Shelter - Campus Standard
Outdoor Tables - Campus Standard
Wayfinding Signage
Cooling Towers
Upholstery
Residence Hall Furniture
Rental Furniture
Mattresses
Total Active: 842 Total Active without E&I Placeholders: 837 Total KU Negoatied, MSA, and CPA *without UPK: 409 UPK Scholarly Works Payments: 144

13. Procurement Advisory Committees

14. Procurement Savings
There was a $829K documented Procurement Savings in this report period.
Others include: Payment Plus Rebate, Audit Savings, Cost Avoidance, and Bid Savings

15. Exceptions Exception Issues Include:
There were 436 exceptions processed by the Payables in this report period.
Exception Issues Include:
Duplicate Billing
Invoice Price Over Tolerance
Invoice Qty > Invoice Qty
Multiple Invoices for One PO _ Not a Service PO
% Weighted by total # of exceptions