1. UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

2. Contracts State Contracts State Contracts Maintenance Contracts Maintenance Contracts Standing Orders Standing Orders Consulting Services Consulting Services

3. Consultant Services Definition Definition Exemptions Exemptions 8 Questions 8 Questions Waiting for approval to bid from the Governors Office Waiting for approval to bid from the Governors Office Committee review of Proposal submissions Committee review of Proposal submissions Back to State P&C for approval to award Back to State P&C for approval to award

4. Signature Authority Primarily the Vice Chancellor for Business Affairs – Elizabeth Hardin Primarily the Vice Chancellor for Business Affairs – Elizabeth Hardin The complete list – The complete list – www.legal.uncc.edu/policies/kauthority.html

5. Department of Materials Management Printing Procedures Printing Procedures Promotional items Procedures Promotional items Procedures Questions Questions

6. Printing Information Proper Procedure guidelines- how to handle your printing needs to best market your area Proper Procedure guidelines- how to handle your printing needs to best market your area Suggested local Printing Vendors when the Campus Contract Printer is not involved Suggested local Printing Vendors when the Campus Contract Printer is not involved

7. Information and Steps Wallace Printers has won the bid again for our on campus contract printer- they get “first right of refusal” or “first chance” at a project Wallace Printers has won the bid again for our on campus contract printer- they get “first right of refusal” or “first chance” at a project Fill out the information form that I will send you by email Fill out the information form that I will send you by email After completion, submit your request with the information you provide to Wallace Printing first After completion, submit your request with the information you provide to Wallace Printing first Once Wallace’s quote is obtained, please review it Once Wallace’s quote is obtained, please review it If you are happy with it, just simply complete Wallace’s own printing form. If the amount is over the $5000 bid limit, since Wallace is our contract printer, a bid will not be necessary if you choose Wallace. If you are happy with it, just simply complete Wallace’s own printing form. If the amount is over the $5000 bid limit, since Wallace is our contract printer, a bid will not be necessary if you choose Wallace. Continued next page Continued next page

8. Printing Procedures continued If you are not happy with Wallace’s quote, you may obtain quotes on your own or I may obtain them for you. If you are not happy with Wallace’s quote, you may obtain quotes on your own or I may obtain them for you. If the quotes are above $5000, the item will need to go out for bid, and Wallace will still be included in the bid If the quotes are above $5000, the item will need to go out for bid, and Wallace will still be included in the bid Once a printer has been chosen, simply complete the requisition in Banner as usual and I will complete the purchase order. Once a printer has been chosen, simply complete the requisition in Banner as usual and I will complete the purchase order. Remember: Printed materials are advertising as well as informational tools! So let’s put our best face forward for this wonderful University of ours! Remember: Printed materials are advertising as well as informational tools! So let’s put our best face forward for this wonderful University of ours!

9. Alternate Local Printing Vendors I have a list of alternate local vendors that I can email to you for suggestions other than Wallace I have a list of alternate local vendors that I can email to you for suggestions other than Wallace Please keep in mind- Wallace is still included and has first right of refusal Please keep in mind- Wallace is still included and has first right of refusal

10. Promotional Items Promotional Items procedures - make it fun! Promotional Items procedures - make it fun! Suggested local promotional vendors Suggested local promotional vendors

11. Promotional Items Instructions Instructions are available to be emailed to you Instructions are available to be emailed to you Promotional vendors are complied in a list by me- these are proven local vendors Promotional vendors are complied in a list by me- these are proven local vendors Let your imagination soar! Forget the typical cups, pens, etc to promote your area- let our local vendors help you invigorate your departmental advertising Let your imagination soar! Forget the typical cups, pens, etc to promote your area- let our local vendors help you invigorate your departmental advertising Remember- promotional items are valuable advertising tools for your department and the University of North Carolina at Charlotte! Remember- promotional items are valuable advertising tools for your department and the University of North Carolina at Charlotte!

12. Local Promotional Vendors I have a list I will be glad to email you of local vendors I have a list I will be glad to email you of local vendors I have worked diligently to increase our vendor base I have worked diligently to increase our vendor base If you missed our Vendor Fair in May, we will have one annually If you missed our Vendor Fair in May, we will have one annually Please attend the next Vendor Fair- this will be announced ahead of time Please attend the next Vendor Fair- this will be announced ahead of time Our previous Vendor Fair was a success! Give-aways, samples, smiling faces of new and exciting vendors were present! Our previous Vendor Fair was a success! Give-aways, samples, smiling faces of new and exciting vendors were present!

13. Printing Update! We no longer have to obtain approval from Raleigh and Division of Purchase and Contract for 4 color printing!!!! We no longer have to obtain approval from Raleigh and Division of Purchase and Contract for 4 color printing!!!!

14. Let’s Promote our University! We know UNC Charlotte is fast growing and headed into the future as an outstanding educational institution- let’s get out there and show the world! We know UNC Charlotte is fast growing and headed into the future as an outstanding educational institution- let’s get out there and show the world!

15. Questions ?