1 / 20

How to Buy Goods & Services

How to Buy Goods & Services. Purchasing Services Financial Services Division. Overview. Options for purchasing goods & services Where to obtain goods & services How Purchasing Services can help you. Purchasing Options. PCard Purchase Order (UniFi)

gracie
Download Presentation

How to Buy Goods & Services

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. How to BuyGoods & Services Purchasing Services Financial Services Division

  2. Overview • Options for purchasing goods & services • Where to obtain goods & services • How Purchasing Services can help you Purchasing Services - Financial Services Division

  3. PurchasingOptions • PCard • Purchase Order (UniFi) • Standing Order (UniFi) (for repeat purchases) • Contracts / eMarket • U of S Internal Stores Purchasing Services - Financial Services Division

  4. PURCHASE $ REQUIREMENT < $5,000 Use PCard based on market knowledge or verbal quotation > $5,000 - $50,000 Use Purchase Requisition based on 3 written quotations (or request a Competitive Bid Process through Purchasing Services) > $50,000 + Use Purchasing Services & request a Competitive Bid Process U of S Policies & ProceduresProcurement & Solicitation of Competitive Bids www.usask.ca/policies Purchasing Services - Financial Services Division

  5. PCard for Purchases < $5,000 • Mastercard • Easy to use & reconcile • Efficient • Cost effective Purchasing Services - Financial Services Division

  6. Purchase Orders • To be used: • For purchases > $5,000 • When Suppliers do not accept the PCard • PO Advantages: • Audit trail, payment control, proper tax application, inquiry through UniFi Purchasing Services - Financial Services Division

  7. Where to Buy Internally • USE CAMPUS SERVICES! • Biobars (Freezer Programs) • CCS • DMT • FMD • Printing Services • Radiation Safety • Animal Care Unit Purchasing Services - Financial Services Division

  8. Where to Buy Externally • Contracted Suppliers • eMarket – Stationery & IT Supplies • Vehicle Rentals • Courier Services • Laboratory Consumables & Chemicals • Accommodation • Agricultural Supplies • Etc. Purchasing Services - Financial Services Division

  9. Three Contracts Units • Corporate Administration • Purchasing Services • Research Services Purchasing Services - Financial Services Division

  10. PURCHASING SERVICES Consulting & Advisory Services Contracts Competitive Bids Purchase Orders (UniFi) Information & Updates Education & Training Client Services Purchasing Services - Financial Services Division

  11. Sourcing & Technical Requirements Contract Negotiation Contract Performance PURCHASING SERVICES Competitive Bids Problem Solving Credit Checks Supplier Development Supplier Relationships Purchasing Services - Financial Services Division

  12. Client Departments External Expertise e.g. Legal Counsel, Funding Agencies, Regulatory Agencies Internal Expertise Corporate Admin, Research Services, Risk Mgmt, FMD, HRD, Purchasing Services Contract Law Policies Regulatory Requirements Due Diligence & Risk Mitigation Purchasing Services - Financial Services Division

  13. Competitive Bid Processes • Demonstrates due diligence & mitigates risk • A legal process • all bidders MUST be treated equally • Includes: • RFP • RFT • RFQ • RFP Purchasing Services - Financial Services Division

  14. Imports & Exports (Duty, Brokerage & Taxes) • Imports > 2,000 shipments annually • U of S Customs Broker • No other company s/b authorized to clear shipments! • CBSA Requirements • Valuation • Tariff Treatment • End Use Provisions • Reporting Requirements • Other Gov. Departments (OGD’s) Requirements e.g. permits Purchasing Services - Financial Services Division

  15. Imports & Exports • Nothing is ‘free’! • University responsible for correctness of all documentation • Advise Purchasing immediately if documentation does not match Purchasing Services - Financial Services Division

  16. Taxes • GST Goods & Services Tax • PST Provincial Sales Tax • HST Harmonized Sales Tax • VAT Value Added Tax • NRWT Non-Resident Withholding Tax Purchasing Services - Financial Services Division

  17. Freight/Courier/ Postage Packaging Handling Duty/Brokerage Insurance SWEEP (Enviro Handling Charge) Permits Phone/Fax Credit Rating Reports Other Additional Charges Purchasing Services - Financial Services Division

  18. Agriculture & Agric-Food, Atomic Energy Board CBSA CFIA Health Canada Foreign Affairs & International Trade Canada / PWGSC Department of Justice RCMP Transport Canada Internal approvals: Audiovisual equipment Capital construction / purchases Collective agreement issues Furniture Health & safety issues Insurance, indemnity & liability IT issues Live animals Radioactive products Real property, licensing or leasing Research related issues Refrigerators / freezers Visual Identity Regulatory Agencies & Approvals Purchasing Services - Financial Services Division

  19. Tips • Plan ahead • Consider TOTAL cost = acquisition, operating, maintenance, disposal • Consider timelines • Small orders = < efficient + > $ • PO Advantages Purchasing Services - Financial Services Division

  20. Purchasing Services Room E150, Administration Building Phone: 966-6704 Fax: 966-8342 Email: purchasing.services@usask.ca Website: www.usask.ca/purchasing Purchasing Services - Financial Services Division

More Related