Transcript Purchasing Updates

Purchasing and Distribution Services
Procurement Updates
FAR Meeting – July 2, 2015
PO Encumbrance Update
• FY14 PO Encumbrance
– Acct/Budget/Purchasing hired a Huron Consultant
– Analysis has been underway – several corrections have
been tested with success (some encumbrances are
corrected to date)
– Expect changes in budget overview as corrections are
being made
Preparing PO encumbrances for
FY16
• PO Encumbrance Cleanup (current FY)
–
Review current open encumbrances for FY15
–
Send closing/liquidation requests by August 19th via email to
Purchasing ([email protected]).
–
Developed a campus query to help determine open encumbrances
by Cost Center/Project ID
•
Run Query: UTS_PO_OPEN_ENC_BY_CC
•
Timeline for query to be released to campus users – TBD (validating
data return before releasing to public)
Moving PO Encumbrances to
FY16
• PO Encumbrances Rolling into FY16
– Purchasing will be moving open balances from FY15 to
FY16 (time line – TBD)
– Currently testing process to ensure proper movement of
encumbrance within budget periods
UT Supply Chain Alliance
• Procurement Contracts issued by UT
System Supply Chain Alliance
– Competitively procured, can be used for purchase at
any dollar threshold (under or over $5000)
– Deep discounts for UT components (more components
participate, the better the overall discounts).
– Campus Rebates on some contracts, money back to
UTSA for using specific contracts
• See handout for more detail
Contact Information
• Primary: send an e-mail to Purchasing at
[email protected]
• Contact department assigned Procurement
Specialist (click here for list)
• Contact Front Desk at ext. 4060
Resources:
• Purchasing Website:
http://www.utsa.edu/purchasing/index.cfm
• Purchasing PeopleSoft Forms:
http://www.utsa.edu/purchasing/PS_Purch_Forms.cfm
• Purchasing PeopleSoft Instructional Guides:
http://www.utsa.edu/purchasing/PS_Purch_HowTo.cfm