Procurement Office Procedures - UTRGV
Procurement Procedures ManualProcurement Office ProceduresforThe University of Texas Rio Grande ValleyPage 1 of 99Last Revised 7/30/2020
Procurement Procedures ManualTable of ContentsI.Mission . 7II.Purchaser Training and Certification Program . 7a.Plan Development . 7b.Core Training Curriculum. 7c.Certification Programs . 8d.University Support of Program . 8e.Deadlines and Submittal Requirements for Plan . 8f.Personnel Requirements . 8III.Definitions . 9IV.Acronyms . 14V.Goals . 15VI.Authority. 16a.Authority to Sign Contracts . 17VII.Organization . 17VIII.Ethics Policy . 17a.Code of Ethics . 18b.UTRGV Ethics Policy . 19c.Standards of Conduct: . 20d.Prohibition of Economic Benefit. 20e.Conflict of Interest . 20f.New Ethics Requirements from Senate Bill 20 . 21IX.Disclosure of Interested Parties . 23X.Debarment. 24XI.Purchasing Department Responsibilities. 25XII.Best Value Procurement Procedures . 26a.Guidelines . 26b.Group Purchasing . 27c.Exclusive Acquisition Justification (EAJ) . 28d.Emergency Purchases . 29e.Small Purchase Order . 29XIII.Independent Contractors . 30Page 2 of 99Last Revised 7/30/2020
Procurement Procedures ManualXIV.Products and Services not requiring a Purchase Order or Contract/Agreement . 30XV.Preferences . 31XVI.Recycled/Remanufactured Products . 31XVII.Purchases from Persons with Disabilities . 31XVIII. Historically Underutilized Businesses . 31a.Good Faith Effort Responsibilities . 31b.Bid Solicitation . 32c.Orders Over 100,000 . 32XIX.Determining Competitive Procurement Method . 32a.Calculating Contract Value . 33b.Dollar Thresholds for Direct and Competitive Procurement. 33c.Competitive Procurement Exemptions . 33XX.1.Emergency Purchases . 342.Exclusive Acquisitions (also known as Sole Source or Proprietary Purchases) . 343.Group Purchasing . 354.Direct Purchases . 365.Informal Competitive Offers . 36Formal Competitive Procurements . 37a.Best Value Invitation for Bids (IFB) . 37b.Request for Qualifications (RFQ) . 38c.Request for Proposal (RFP) . 38d.Request for Information (RFI). 40e.Formal Procurement Methods . 41XXI.Preparing the Solicitation . 42a.Background Information. 42b.Proposal Submission Requirements . 42c.Evaluation of Proposals . 42d.Scoring Weight . 43e.Solicitation Requirements . 44f.Statement of Work . 45g.Characteristics of Effective Specifications . 47h.Bid List . 51Page 3 of 99Last Revised 7/30/2020
Procurement Procedures Manuali.Record Retention. 51XXII.Publication of the Solicitation . 52a.Advertising . 52b.Solicitation Announcement . 52c.Written Questions . 52d.Communication with Respondents . 52XXIII. Pre-Proposal Conferences . 53XXIV. Written Addenda . 54XXV. Sample Agenda . 54XXVI. Solicitation Submission and Opening . 54XXVII. Evaluation and Award. 55a.Evaluation Guide . 55b.Evaluation Team . 55c.Scoring Matrix. 55d.Responsive Proposal . 56e.Evaluation Team(s) Training . 56f.Single Responses . 57g.Proposal Evaluation . 57h.References . 58i.Oral Presentations . 58j.Best and Final Offers . 59k.Negotiations . 59l.Award . 60XXVIII. Release Authority . 60XXIX. Exceptions. 61XXX.Special Purchase Order Problems . 61XXXI. Professional Services . 62a.Categories of Professional Services . 62b.Selection of Vendor (Except for Architects, Engineers, or Surveyors) . 63c.Selection of Architects, Engineers or Surveyors . 63d.Contracts for Professional Services Request Form. 64e.Professional Services Agreement . 64Page 4 of 99Last Revised 7/30/2020
Procurement Procedures ManualXXXII. Service Agreements . 64XXXIII. Establishment of Committed Contracts . 65XXXIV. Trial, Sample & Evaluation Products . 66XXXV. Federal Contracts and Grants over 100,000. 69XXXVI. Purchase of Used Equipment . 69XXXVII. General Requisition Process . 69XXXVIII. Special Procurements . 70a.Hazardous Material . 70b.Drugs, Pharmaceuticals, and Controlled Substances . 70c.Grants and Contracts Accounts . 70d.Printing . 70e.Classified Advertisements . 71f.Motor Vehicle Purchases . 71g.Equipment Maintenance and Rentals . 72h.Equipment Internal Repair Services . 72i.Registration Fees . 72j.Lease of Space . 72k.Remodeling and Construction Services Purchases . 72l.Relocation/Moving Services . 73m. Guest Lecturer Services . 74n.Purchases from Employees . 74o.Purchases from Former Employees. 74p.Warranties . 74q.Reimbursements for Purchases. 74r.Reimbursements for Business Entertainment Expenses . 75s.Purchases of Information Technology Equipment or Services. 76XXXIX. ProCard Procedure . 77XL.Central Receiving . 79APPENDIX 1 SUMMARY OF UT PROCUREMENT GUIDELINES . 80APPENDIX 2 NON-DISCLOSURE, CONFLICT OF INTEREST & BID REVIEW NOTIC . 81APPENDIX 3 SOLICITATION ANNOUNCEMENT & ADDENDUM NOTICE . 83APPENDIX 4 PRE-PROPOSAL CONFERENCE GUIDELINES . 84Page 5 of 99Last Revised 7/30/2020
Procurement Procedures ManualAPPENDIX 5 PROPOSAL SCORE SHEET . 86APPENDIX 6 ADMINISTRATIVE REVIEW CHECKLIST . 87APPENDIX 7 EVALUATION TEAM GUIDELINES AND PURCHASING OFFICERESPONSIBILITIES . 88APPENDIX 8 EVALUATION TEAM WRITTEN INSTRUCTIONS . 90APPENDIX 9 REFERENCE CHECK FORM . 92APPENDIX 10 SAMPLE MOTOR VEHICLE ACQUISITION MEMO . 93APPENDIX 11 BEST VALUE AWARD JUSTIFICATION . 94APPENDIX 12 EXCLUSIVE ACQUISITION JUSTIFICATION (EAJ) . 95Page 6 of 99Last Revised 7/30/2020
Procurement Procedures ManualI.MissionThe Procurement Office strives to provide efficient and responsive procurement and relatedservices to University of Texas Rio Grande Valley departments with exceptional customer serviceand with the highest standards of ethics.II.Purchaser Training and Certification ProgramIn accordance with University of Texas System Systemwide Policy UTS 156, this Purchaser Trainingand Certification Plan is established to ensure that: a.All personnel who procure goods or services on behalf of The University of Texas RioGrande Valley (UTRGV or University) obtain appropriate training;All personnel who procure goods and services through competitive methods attainnationally recognized an
Jul 30, 2020 · The mandatory evaluation criteria that must be used to evaluate bids are specified by the Best Value Statutes. Best Value Statutes: The laws that authorize UTRGV s to use the specified be st value procurement . are usually non-negotiable. Bidder: An individual or entity that su
UTRGV.edu/advising (956) 665-7120 academicadvising@utrgv.edu Brownsville: One West University Blvd. Main #1.400 Edinburg: 1201 West University Dr. Southwick Hall, #101A Career Center utrgv.edu/careercenter The Career Center provides students and alumni with services to support life-long l
Procurement Procedures Procurement 2.4 Procurement authority 38 2.5 Modification of individual procurement authority 38 2.5.1 Delegation of procurement authority 38 2.5.2 Delegation of procurement authority to UNFPA officers at headquarters 38 2.5.3 Delegation of procurement authority to field office managers 41
SCHOOL OF MUSIC FACULTY AND STAFF 34 Faculty listing by Area 35 UTRGV SCHOOL OF MUSIC 5. INTRODUCTION The Music Student Handbook is designed to provide information concerning your musical studies at the UTRGV School of Music. It contains information about departmental policies and procedures,
Process requisition via Confirming Order form in iShop UTRGV. Approvals via iShop UTRGV workflow Attach invoice and any supporting documentation. Include detailed justification. Is vendor a restaurant? WIll they accept payment via credit card? Purchasing Dept. will pay vendor with credit card and change vendor listed on requisition to Citibank.
Strategic Procurement for Innovation Vassilis Tsanidis Dr.Jur f. National Expert on Innovation Procurement in the EU A. STRATEGIC PROCUREMENT –2 Innovation Procurement Green/Circular Procurement Social Procurement . 10-11-2020 2 EU Public Procurement Directives (2014/24 , 2014/25)
Procurement For GoJ purposes, Public Sector Procurement is the acquisition of goods, services and works, by any method, using public funds, and executed by the Procuring Entity or on its behalf. Procurement Contract A contract between the Procuring Entity and a Broker/Insure resulting from procurement proceedings. Procurement Officer A person with the authority to conduct procurement .
The public procurement process is represented by a set of rules, policies and procedures that specify how government procurement activities are supposed to be carried out (Azeem 2007). In Zimbabwe, the Procurement Act summarises procurement regulations and processes that are detailed in the Procurement Regulations (Zimbabwe Government 2002).
6 Introduction to Linguistic Field Methods :, We have also attempted to address the lack of a comprehensive textbook that p.resents the rudiments of field methodology in all of the major areas of linguistic inquiry. Though a number of books and articles dealing with various aspects offield work already exist esee for example Payne 1951, Longacre 1964, Samarin 1967, Brewster 1982, and other .
