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

2. 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

3. 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

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

5. 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)

6. 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

7. 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