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ABC’s of Purchasing Lisa S. Deal, C.P.M.,  Purchasing Director,  Associate Director, Purchasing & Disbursement Services
UF PURCHASING DEPARTMENT <ul><li>One Purchasing Department </li></ul><ul><ul><li>Purchasing buys for all of UF  (not UAA) ...
PURCHASING STATISTICS <ul><li>For Fiscal Year ‘07-’08  </li></ul><ul><li>Issued 38,177 purchase orders  31,486 to external...
PURCHASING STATISTICS <ul><li>For Fiscal Year ‘07-’08  </li></ul><ul><li>Processed 9,808 Change Orders External: 65% UF Ve...
PURCHASING RULES <ul><li>Devolution from the State - Florida Administrative Code Rules allow for UF Regulations </li></ul>...
PURCHASING STRUCTURE <ul><li>Purchasing </li></ul><ul><li>Four teams of buyers  </li></ul><ul><ul><li>Commodity based team...
HOW TO GET A  PURCHASE ORDER <ul><li>Electronic requisition system –  MyUFL – MyUF Market </li></ul><ul><li>Begun in end-u...
HOW TO LEARN ABOUT PURCHASING <ul><li>Classes on creating electronic requisitions are available  </li></ul><ul><ul><li>Reg...
PCARD <ul><li>Procurement Card – PCard VISA –Bank of America </li></ul><ul><li>Over 4,985 active cards </li></ul><ul><li>$...
ROLE OF PURCHASING <ul><li>How we add value: </li></ul><ul><li>Have ‘agency’ to sign contracts - read and interpret fine p...
PURCHASING RESOURCES <ul><li>Purchasing web page:  www.Purchasing.ufl.edu </li></ul><ul><ul><li>Includes: General informat...
PURCHASING INITIATIVES <ul><li>Moving away from solely compliance based gate-keeping towards adding value </li></ul><ul><l...
QUESTIONS?
Asset Management Presented by: Amanda Jobes, Assistant Controller
Asset Management’s Mission… <ul><li>Oversees the capitalization of all University owned buildings, moveable equipment, sof...
General Information <ul><li>Our main office is located at Elmore Hall (off Radio Road) </li></ul><ul><li>Phone #’s </li></...
Asset Management’s  Directives & Procedures <ul><li>http://fa.ufl.edu/uco/handbook/handbook.asp?doc=1.4.9 </li></ul>
Capitalization Thresholds <ul><li>Furniture & Equipment  - Includes moveable equipment of a non-consumable nature, where t...
Capitalization Thresholds - Continued <ul><li>Artwork - Non-Depreciable  - Includes all artwork purchased by the Harn Muse...
Asset Management Training Classes <ul><li>PST120 – “Asset Management” </li></ul><ul><li>Tells how to create requisitions a...
Pre-Award - Tips <ul><li>When preparing your proposal, make sure that you have all the equipment needed to conduct your re...
Post Award - Tips <ul><li>Make sure the proper amount of budget has been allotted to purchase the equipment. </li></ul><ul...
Post Award <ul><li>If you are using an existing asset that has an expired warranty, consider purchasing a prepaid maintena...
Post Award <ul><li>If a faculty member is transferring to another University and taking their research projects with them ...
Agency Acquired or Donated Assets <ul><li>Equipment donated from other institutions or loaned to UF must be assigned an as...
Post Award <ul><li>When the grant is over, your Property Custodian will be notified to transfer the asset to another spons...
Utilization, Securing and Safeguarding UF Assets is Everyone’s Responsibility <ul><li>Whenever you see computers or electr...
Questions… <ul><li>Amanda Jobes </li></ul><ul><li>Asset Management </li></ul><ul><li>392-2556 </li></ul><ul><li>Elmore Hal...
University of Florida Small Business & Vendor Diversity Relations
Small Business Subcontracting SMALL BUSINESS & VENDOR DIVERSITY RELATIONS
ORGANIZATION
MISSION <ul><li>Seek out, Identify and Utilize Small Business Concerns, including Women & Minority Businesses that provide...
HOW DOES THIS RELATE TO YOU? <ul><ul><li>Apply for  and Receive Federal Contracting Dollars </li></ul></ul><ul><ul><li>Rec...
Subcontracting Plan <ul><li>For contracts in excess of $500,000 ($1,000,000 – Construction ) submit a  Small Business   su...
Small Business Concerns <ul><li>Classifications on Subcontracting Reports </li></ul><ul><li>Small Business </li></ul><ul><...
Small Business Subcontracting Plan Categories & General Goals <ul><li>Small Business Enterprise (SBE) 23% </li></ul><ul><l...
 
Resources <ul><li>Central Contractor Registration / Dynamic Small Business Search (Federal Database of Vendors) </li></ul>...
Central Contractor Registration Dynamic Small Business Search www.ccr.gov <ul><li>Federal Database </li></ul><ul><ul><li>E...
State of Florida’s CMBE Listing <ul><li>Certified Small & Minority Businesses </li></ul><ul><ul><li>Florida based vendors ...
 
Requirements <ul><li>Good Faith Effort </li></ul><ul><li>Lack of Good Faith Effort </li></ul><ul><ul><li>May impact abilit...
Subcontracting Goals <ul><li>Be realistic in formulating goals </li></ul><ul><ul><li>Consider what is to be purchased </li...
Enhancing our Performance <ul><li>Ensure subcontracting goals are realistic </li></ul><ul><li>Utilize resources/search dat...
Enhancing Our Performance <ul><li>Cases of Underachievement </li></ul><ul><ul><li>Document good faith effort </li></ul></u...
Internet Resources <ul><li>www.ccr.gov </li></ul><ul><li>www.osd.dms.state.fl.us </li></ul><ul><li>www.sbvdr.admin.ufl.edu...
QUESTIONS  ?
Small Business & Vendor Diversity Relations <ul><li>109 Elmore Hall, P.O.Box 115250 </li></ul><ul><li>Gainesville, Florida...
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MAR 3023

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  • I am the Director of Purchasing for the University. Three of the four offices are under my direction although two of them are not funded in my budget. The fourth one (IFAS) reports to the VP for IFAS. In the four offices are 33 employees including 13 professionals, 4 of whom are C.P.M.’s.
  • I am the Director of Purchasing for the University. Three of the four offices are under my direction although two of them are not funded in my budget. The fourth one (IFAS) reports to the VP for IFAS. In the four offices are 33 employees including 13 professionals, 4 of whom are C.P.M.’s.
  • Last fiscal year, July 1, 1999 through June 30, 2000 we issued 59,600 purchase orders which totaled $212,304,516, using 16,250 vendors. We have approximately 200,000 vendors on our files, some are used only sporadically and some only have checks cut to them-not purchase orders. Construction for projects costing more than $1 million, operate on contracts. We do not issue purchase orders.
  • Last fiscal year, July 1, 1999 through June 30, 2000 we issued 59,600 purchase orders which totaled $212,304,516, using 16,250 vendors. We have approximately 200,000 vendors on our files, some are used only sporadically and some only have checks cut to them-not purchase orders. Construction for projects costing more than $1 million, operate on contracts. We do not issue purchase orders.
  • Currently the State University System is a state agency and we operate under Florida Statutes and the Board of Education’s section of the Florida Administrative Code. If Governor Bush’s reorganization to eliminate the Board of Regents goes through, we will most likely become a political subdivision and have our own Board of Trustees. Currently our bid level is $25,000 and our quote level is $1000. We accept phone quotes up to $5000 and above that require it in writing.
  • In Central and Health Center we are organized by commodities and operate in teams of 2 Purchasing Coordinators and 1 Program Assistant. Each manager has a support person and there is at least one person who keys into our purchase order system, proofs and distributes copies, and files. IFAS has two support staff who assist both of the professionals there and Physical Plant has one professional and one Program Assistant.
  • We use an electronic requisition and tracking system which was developed here at the University in the late 80’s and early 90’s. The requisition is started in the using department It may go through several levels of approval within the department and contract and grants before arriving on the Purchasing Coordinator’s screen. When the Purchasing Coordinators approve the requisition, the system assigns a purchase order number, and sends the encumbrance to the accounting system. The purchase orders print the following morning.
  • In Information System in Tigert and are picked up by Purchasing, distributed to the four offices, proofed, signed, and mailed or faxed to the vendors. Five copies are currently printed: vendor, purchasing, Finance &amp; Accounting, Department, Property 90% of the purchase orders are handled electronically. The other 10% have multiple attachments or special approvals and are input into the purchasing subsystem in each Purchasing Office.
  • We use a procurement contracted by the State. It is a VISA with Bank of America. We have approximately 2300 cardholders and spend $350,000 per week. Generally the cards have a transaction limit of $1000 and a billing cycle limit of $10,000 which is 30 days. Purchasing has a full-time staff member in Central Purchasing who maintains the security and files for the card program. This spending is in addition to the purchase orders.
  • Purchasing maintains a web page at www.Purchasing.ufl.edu. It includes general information and procedures for our end users, staff listings, contracts with links to the vendor’s web pages, manuals, and forms.
  • Purchasing maintains a web page at www.Purchasing.ufl.edu. It includes general information and procedures for our end users, staff listings, contracts with links to the vendor’s web pages, manuals, and forms.
  • Purchasing maintains a web page at www.Purchasing.ufl.edu. It includes general information and procedures for our end users, staff listings, contracts with links to the vendor’s web pages, manuals, and forms.
  • Transcript of "MAR 3023"

    1. 1. ABC’s of Purchasing Lisa S. Deal, C.P.M., Purchasing Director, Associate Director, Purchasing & Disbursement Services
    2. 2. UF PURCHASING DEPARTMENT <ul><li>One Purchasing Department </li></ul><ul><ul><li>Purchasing buys for all of UF (not UAA) </li></ul></ul><ul><ul><ul><li>Previously there were 4 purchasing units: Health Center, IFAS, PPD & Main Campus </li></ul></ul></ul><ul><ul><li>25 employees, including PCard </li></ul></ul><ul><ul><li>Business Affairs </li></ul></ul><ul><ul><ul><li>Finance & Accounting </li></ul></ul></ul><ul><ul><ul><li>Part of Purchasing & Disbursement Services </li></ul></ul></ul>
    3. 3. PURCHASING STATISTICS <ul><li>For Fiscal Year ‘07-’08 </li></ul><ul><li>Issued 38,177 purchase orders 31,486 to external vendors 6,691 to internal (UF) vendors </li></ul><ul><li>Valued at $550,382,955.08 $450,967,109.58 to external vendors $ 99,415,935.50 to internal vendors </li></ul>
    4. 4. PURCHASING STATISTICS <ul><li>For Fiscal Year ‘07-’08 </li></ul><ul><li>Processed 9,808 Change Orders External: 65% UF Vendors: 35% </li></ul><ul><li>Issued 95 public solicitations 77 Bids (45 Construction) 7 ITN 2 RFI </li></ul>
    5. 5. PURCHASING RULES <ul><li>Devolution from the State - Florida Administrative Code Rules allow for UF Regulations </li></ul><ul><li>Quote level is $5,000 </li></ul><ul><li>Public Solicitation/Bid level is $75,000 ITB, RFP, ITN </li></ul><ul><li>Sole Source </li></ul><ul><li>DSR Exemption when appropriate </li></ul>
    6. 6. PURCHASING STRUCTURE <ul><li>Purchasing </li></ul><ul><li>Four teams of buyers </li></ul><ul><ul><li>Commodity based teams (when possible) </li></ul></ul><ul><li>eProcurement team </li></ul><ul><ul><li>Strategic sourcing </li></ul></ul><ul><ul><li>MyUF Market / PeopleSoft </li></ul></ul><ul><li>Management team </li></ul><ul><li>Support staff for each team </li></ul><ul><li>PCard </li></ul><ul><ul><li>Bank interface </li></ul></ul><ul><ul><li>Post-audit </li></ul></ul>
    7. 7. HOW TO GET A PURCHASE ORDER <ul><li>Electronic requisition system – MyUFL – MyUF Market </li></ul><ul><li>Begun in end-user department – Prior to goods or services being ordered </li></ul><ul><li>May have several levels of approval </li></ul><ul><li>Purchasing Coordinators approve requisition </li></ul><ul><li>System assigns purchase order number </li></ul><ul><li>Purchase Orders are printed the next morning or dispatched via other means </li></ul>
    8. 8. HOW TO LEARN ABOUT PURCHASING <ul><li>Classes on creating electronic requisitions are available </li></ul><ul><ul><li>Register on MyUFL under My Self Service > Training & Development </li></ul></ul><ul><ul><li>Class name Intro to Purchasing in MyUFL - PST070 </li></ul></ul><ul><li>Classes on Purchasing regulation and best business practice </li></ul><ul><ul><li>Purchasing 101 – PRO305 </li></ul></ul><ul><li>Department Visits are available now </li></ul><ul><ul><li>Contact Brenda Harrell in Finance & Accounting </li></ul></ul>
    9. 9. PCARD <ul><li>Procurement Card – PCard VISA –Bank of America </li></ul><ul><li>Over 4,985 active cards </li></ul><ul><li>$78,934,447 for FY 08 representing </li></ul><ul><li>383,556 transactions </li></ul><ul><li>Average transaction = $206 </li></ul><ul><li>Limit $2000 per transaction </li></ul><ul><li>Cards for commodity, travel, gasoline-only </li></ul><ul><li>UF employees </li></ul>
    10. 10. ROLE OF PURCHASING <ul><li>How we add value: </li></ul><ul><li>Have ‘agency’ to sign contracts - read and interpret fine print </li></ul><ul><li>Mitigate risk </li></ul><ul><li>Know the regulations </li></ul><ul><li>Can assist with quoting and sourcing </li></ul>
    11. 11. PURCHASING RESOURCES <ul><li>Purchasing web page: www.Purchasing.ufl.edu </li></ul><ul><ul><li>Includes: General information Procedures/Directives Listing of staff List of contracts with links to vendors’ web page Forms PCard training and information </li></ul></ul><ul><li>Email Addresses: [email_address] [email_address] </li></ul><ul><li>Phone: 392-1331 </li></ul>
    12. 12. PURCHASING INITIATIVES <ul><li>Moving away from solely compliance based gate-keeping towards adding value </li></ul><ul><li>Transactional Strategic </li></ul><ul><li>Sustainability </li></ul><ul><li>Strategic Sourcing </li></ul><ul><ul><li>Contracting based on leveraged buy </li></ul></ul><ul><ul><ul><ul><li>Lab Supplies - Temporary Services </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Office Supplies - Copiers </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Courier Services - Photocopy (pending) </li></ul></ul></ul></ul><ul><ul><ul><ul><li>IT Hardware - Printing (pending) </li></ul></ul></ul></ul><ul><ul><li>MyUF Market </li></ul></ul><ul><ul><ul><li>e-Marketplace shopping </li></ul></ul></ul>
    13. 13. QUESTIONS?
    14. 14. Asset Management Presented by: Amanda Jobes, Assistant Controller
    15. 15. Asset Management’s Mission… <ul><li>Oversees the capitalization of all University owned buildings, moveable equipment, software and books based on UF’s capitalization policies </li></ul><ul><li>Conducts annual inventory of moveable equipment, software and books </li></ul><ul><li>Handles the disposition and surplusing of all F&E and electronics (regardless of their acquisition costs) </li></ul><ul><li>Reports the disposition information of all UF Owned equipment to the Property Management Committee </li></ul>
    16. 16. General Information <ul><li>Our main office is located at Elmore Hall (off Radio Road) </li></ul><ul><li>Phone #’s </li></ul><ul><li>Main Office: 392-2556 </li></ul><ul><li>C&G ( Marsha White ): 392-2329 </li></ul><ul><li>Inventory Personnel: 392-3352 </li></ul><ul><li>Surplus Warehouse: 392-0370 </li></ul><ul><li>Send correspondence to: PO Box 115300 </li></ul><ul><li>Asset Management Web Address: </li></ul><ul><li>http://fa.ufl.edu/ </li></ul>
    17. 17. Asset Management’s Directives & Procedures <ul><li>http://fa.ufl.edu/uco/handbook/handbook.asp?doc=1.4.9 </li></ul>
    18. 18. Capitalization Thresholds <ul><li>Furniture & Equipment - Includes moveable equipment of a non-consumable nature, where the value or cost (less discounts) of the asset including freight, installation and other cost incurred to acquire or install the asset is $1,000 or more and the normal expected life of which is one year or more. Moveable equipment also includes hardbound books purchased through a department (not including the main library systems) where the value or costs of which is $250 or more. NOTE: Rent, repairs and maintenance expenses, service contracts, and extended warranties are not additions to the capital assets. </li></ul><ul><li>Artwork Depreciable - Includes all artwork purchased by a department (not including the Harn Museum or the University Gallery) where the value or cost of which is $1,000 or more and the normal expected life of which is one year or more. </li></ul>
    19. 19. Capitalization Thresholds - Continued <ul><li>Artwork - Non-Depreciable - Includes all artwork purchased by the Harn Museum or the University Gallery ONLY where the value or cost of which is $1,000 or more and the normal expected life of which is one year or more. Note: All donated artwork is donated through the UF Foundation and reported on the Foundation's financial statements. </li></ul><ul><li>Software - Computer Software includes individual software licenses where the cost is $1,000 or more, the life is one year or more and does not have a time-limited license for current or future use (i.e. does not require payment or return each year.) </li></ul><ul><li>Livestock - Includes the value of all registered and non-registered cattle, horses, swine and dogs. </li></ul><ul><li>Library Resources - Any resource cataloged in the on-line public access catalog for the main University Libraries </li></ul>
    20. 20. Asset Management Training Classes <ul><li>PST120 – “Asset Management” </li></ul><ul><li>Tells how to create requisitions and receive assets </li></ul><ul><li>PST125 – “Inventory at UF” </li></ul><ul><li>Covers the inventory process, provides instructions on how to research assets and how to surplus assets </li></ul><ul><li>Sign up through: </li></ul><ul><li>www.hr.ufl.edu/trainin g </li></ul>
    21. 21. Pre-Award - Tips <ul><li>When preparing your proposal, make sure that you have all the equipment needed to conduct your research. </li></ul><ul><li>If you need additional equipment, include in your proposal the cost of purchasing the new equipment. </li></ul><ul><li>Be sure to include your equipment maintenance costs in your proposal also but do not itemize these costs as OCO. These costs are considered an expense. </li></ul><ul><li>Don’t forget to check with the Surplus Warehouse to see if any of the available surplus equipment will meet your needs. </li></ul>
    22. 22. Post Award - Tips <ul><li>Make sure the proper amount of budget has been allotted to purchase the equipment. </li></ul><ul><li>When purchasing equipment, obtain an ECCN Code from the vendor. Include this information in the description or comment field on the requisition. </li></ul><ul><li>Use the equipment in accordance with the terms and conditions of the agreement. (Do NOT purchase the equipment when the research is already 99% complete) </li></ul><ul><li>If the equipment has been assigned an ECCN code that restricts access to foreign nationals, put procedures in place to ensure this is occurring. </li></ul><ul><li>Safeguard the equipment from loss or damage. </li></ul><ul><li>Conduct regular preventive maintenance to the equipment to sustain the life of the equipment. </li></ul>
    23. 23. Post Award <ul><li>If you are using an existing asset that has an expired warranty, consider purchasing a prepaid maintenance plan through Thermo Asset Management (Contact Tami Webb at 372-3265 for more information) </li></ul><ul><li>If an asset is going to be temporarily assigned to an employee to take off campus, an “Off Campus Certification” form must be signed by both the employee and the accountable officer before it is allowed to leave campus. (http://fa.ufl.edu/forms/pdf/fa-am-ocpc.pdf) </li></ul><ul><li>REMEMBER, regardless of whether the equipment has been paid from a grant, it is considered UF Property. It can’t be donated or transferred to other agencies without PRIOR approval from DSR and Asset Management. </li></ul>
    24. 24. Post Award <ul><li>If a faculty member is transferring to another University and taking their research projects with them including the equipment purchased using the project funds, a Report of Survey must be completed. This form must be signed by DSR and your Dept Chair/Director. </li></ul><ul><li>http://fa.ufl.edu/forms/pdf/fa-am-rs.pdf </li></ul>
    25. 25. Agency Acquired or Donated Assets <ul><li>Equipment donated from other institutions or loaned to UF must be assigned an asset tag number. </li></ul><ul><li>When this occurs, a “Property Update Document” must be completed and forwarded to Asset Management. </li></ul><ul><li> (http://fa.ufl.edu/forms/pdf/fa-am-pud.pdf) </li></ul>
    26. 26. Post Award <ul><li>When the grant is over, your Property Custodian will be notified to transfer the asset to another sponsored project or an overhead project. </li></ul><ul><li>NOTE: Do not transfer the asset to another sponsored project unless it will solely benefit that project. </li></ul>
    27. 27. Utilization, Securing and Safeguarding UF Assets is Everyone’s Responsibility <ul><li>Whenever you see computers or electronics thrown in dumpsters, please let us know… </li></ul><ul><li>Whenever you see equipment stored in hallways, let us know…. </li></ul><ul><li>Whenever you identify equipment that is underutilized, transfer it to a department who can put the equipment to better use. </li></ul><ul><li>We hope that you will play your part… </li></ul>
    28. 28. Questions… <ul><li>Amanda Jobes </li></ul><ul><li>Asset Management </li></ul><ul><li>392-2556 </li></ul><ul><li>Elmore Hall </li></ul><ul><li>[email_address] </li></ul>
    29. 29. University of Florida Small Business & Vendor Diversity Relations
    30. 30. Small Business Subcontracting SMALL BUSINESS & VENDOR DIVERSITY RELATIONS
    31. 31. ORGANIZATION
    32. 32. MISSION <ul><li>Seek out, Identify and Utilize Small Business Concerns, including Women & Minority Businesses that provide services or products used by the University. </li></ul><ul><li>Provide technical assistance to small businesses, including women and minority businesses to ensure that a competent pool of vendors exist to meet the University’s procurement needs. </li></ul>
    33. 33. HOW DOES THIS RELATE TO YOU? <ul><ul><li>Apply for and Receive Federal Contracting Dollars </li></ul></ul><ul><ul><li>Receipt of Federal contracting dollars involves various rules/guidelines/requirements </li></ul></ul><ul><ul><li>Connection -for this division- diversification of our supplier base </li></ul></ul><ul><ul><li>Subcontracting plans seeks to diversify the supplier base </li></ul></ul>
    34. 34. Subcontracting Plan <ul><li>For contracts in excess of $500,000 ($1,000,000 – Construction ) submit a Small Business subcontracting plan ( Some federal agencies show this amount as $550,000) </li></ul><ul><li>Subcontracting plan identifies planned expenditures with various categories of small businesses </li></ul><ul><li>Small, Small Disadvantaged, Veteran, Service Disabled Veteran, Woman-Owned, Hub Zone, HBCU/MI </li></ul>
    35. 35. Small Business Concerns <ul><li>Classifications on Subcontracting Reports </li></ul><ul><li>Small Business </li></ul><ul><li>Small Disadvantaged Businesses </li></ul><ul><li>Woman Owned Small Businesses </li></ul><ul><li>HBCU/MI </li></ul><ul><li>HUBZone Small Businesses </li></ul><ul><li>Veteran-Owned Small Businesses </li></ul><ul><li>Service-Disabled Veteran-Owned </li></ul>
    36. 36. Small Business Subcontracting Plan Categories & General Goals <ul><li>Small Business Enterprise (SBE) 23% </li></ul><ul><li>Small Disadvantaged Business (SDB) 5% </li></ul><ul><li>Woman-owned Small Business (WSB) 5% </li></ul><ul><li>Historically Under-utilized Business Zone (Hubzone) 3% </li></ul><ul><li>Veteran Owned Small Business (VOSB) 3% </li></ul><ul><li>Service Disabled Veteran Owned Small Business (SDVOSB) 3% </li></ul>
    37. 38. Resources <ul><li>Central Contractor Registration / Dynamic Small Business Search (Federal Database of Vendors) </li></ul><ul><ul><ul><li>www.ccr.gov </li></ul></ul></ul><ul><li>State of Florida’s CMBE Listing </li></ul><ul><ul><li>www.osd.dms.state.fl.us </li></ul></ul><ul><li>Small Business & Vendor Diversity Relations </li></ul><ul><li>(352) 392-0380 – fwelcom@ufl.edu </li></ul>
    38. 39. Central Contractor Registration Dynamic Small Business Search www.ccr.gov <ul><li>Federal Database </li></ul><ul><ul><li>Extensive search options </li></ul></ul><ul><ul><li>Extensive listing of vendors classified according to NAICS </li></ul></ul><ul><ul><li>Information concerning the companies </li></ul></ul><ul><ul><ul><li>Capabilities, experience, contracts with, etc. </li></ul></ul></ul>
    39. 40. State of Florida’s CMBE Listing <ul><li>Certified Small & Minority Businesses </li></ul><ul><ul><li>Florida based vendors </li></ul></ul><ul><ul><li>Local Vendors </li></ul></ul><ul><ul><li>Similar to Small Disadvantaged Businesses on Federal level </li></ul></ul>
    40. 42. Requirements <ul><li>Good Faith Effort </li></ul><ul><li>Lack of Good Faith Effort </li></ul><ul><ul><li>May impact ability to be awarded the contract </li></ul></ul><ul><ul><li>May be found in breach of Contract </li></ul></ul><ul><ul><li>May result in liquidated damages </li></ul></ul>
    41. 43. Subcontracting Goals <ul><li>Be realistic in formulating goals </li></ul><ul><ul><li>Consider what is to be purchased </li></ul></ul><ul><ul><li>Potential to utilize small businesses in these purchases </li></ul></ul>
    42. 44. Enhancing our Performance <ul><li>Ensure subcontracting goals are realistic </li></ul><ul><li>Utilize resources/search database prior to procuring products/services </li></ul><ul><li>Contact your Small Business & Vendor Diversity Relations Division for assistance </li></ul><ul><ul><li>Utilize your resources – Contact/involve us early on is one of the keys for success in reaching the subcontracting goal </li></ul></ul>
    43. 45. Enhancing Our Performance <ul><li>Cases of Underachievement </li></ul><ul><ul><li>Document good faith effort </li></ul></ul><ul><ul><li>Provide justification for underachieving </li></ul></ul>
    44. 46. Internet Resources <ul><li>www.ccr.gov </li></ul><ul><li>www.osd.dms.state.fl.us </li></ul><ul><li>www.sbvdr.admin.ufl.edu </li></ul>
    45. 47. QUESTIONS ?
    46. 48. Small Business & Vendor Diversity Relations <ul><li>109 Elmore Hall, P.O.Box 115250 </li></ul><ul><li>Gainesville, Florida 32611-5250 </li></ul><ul><li>Phone: (352) 392-0380 </li></ul><ul><li>Faylene Welcome - fwelcom@ufl.edu </li></ul><ul><li>Darlean Manning – dmannin@ufl.edu </li></ul><ul><li>www.sbvdr.admin.ufl.edu </li></ul>
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