Transition Streamlining Presentation on Mar 6, 2013

1. PROCUREMENT SERVICES
Presented by Marie C Frank, MPA, CPPB
Chief Procurement Officer
Executive Director of Procurement Services

2. Current Laws, Policies, Procedures, and
Rules governing Procurement @ LSU
• Louisiana Procurement Code (R.S. 39:1551-1765)
• Public Bid Laws (R.S. 38:2211-2261)
• Professional Services Laws (R.S. 39:1481-1526)
• Other Revised Statutes
• Louisiana Administrative Code Title 34
• Small Purchase Procedures Executive Order
• Office of State Purchasing Rules and Regulations
• Office of Information Technology Laws
• Attorney General & other legal opinions
• Ethics Code and ethical opinions
• University and departmental policies
• LA Grad Act Base Level Autonomies

3. LSU Shared Services in Procurement
PRO
Professional Property
System
Institution Formal Solicitations Services Management
LSU Y Y Y Y
LSU Alexandria N N Y Y
LSU Eunice N N Y Y
LSU Ag Center Y* N Y Y
LSU Law Center Y N Y Y**
PBRC Y N Y N
LSU System Y Y Y Y

4. The Purchasing Process

5. Operating Services – Competitive Thresholds
Total Cost Bidding Departmental Minimum Minimum
Required Solicitation Number of Response
Authority Bidders Time
< $5,000 No N/A N/A N/A
>5,000 to Yes Yes 3 24 Hours
<$15,000
> $15,000 to Yes No 5 72 Hours
<$25,000
> $25,000 Yes No 5 Typically 21
Days

6. Personal, Professional, Consulting & Social Services
Dollar Amount < $2,000 $2,001 - $49,999 * >$50,000
(Including travel)
Requisition Requisition
(if not allowed on Requisition PUR-CR
LaCarte per FASOP: PUR-CR (available in PRO only)
PUR-01) (available in PRO only) PUR-SS
REQUIRED FORMS PUR-CR PUR-SS PUR-CB
(available in PRO only)
W-9 W-9
W-9
AS516 AS516
AS516 (if travel required) (if travel required)
(if travel required)
OCR Approval required
Consulting services cannot
TYPICAL PROCESSING exceed $49,999 without being
TIME awarded through the competitive
(Note: Actual processing time is Request for Proposal (RFP)
3-5 working days 3 weeks process. The RFP process takes
contingent upon Contractor’s
prompt return of signed contract 14 weeks.
to the Purchasing Office) Professional & Personal – 7
weeks
* If contract is executed by institution other than LSU, the threshold
for approval by OCR is $20,000.

7. LSU Purchasing Operating Procedures
FASOP: PUR-01
Provides list of commodities which may be procured
without the need for competitive bidding; may be
purchased via LaCarte or direct charge
FASOP: PUR-02
Identifies competitive requirements and delegates
authority for departments which choose to accept the
responsibility for soliciting price quotations on behalf of
the University
Procurement Services Website

8. Grad Act 2.0 – Base Level
• Authority to execute contracts up to $49,999 within
a 12 month period – must be delegated by OCR
• Authority to dispose of obsolete equipment up to
$5,000
• Authority to be excluded from Office of Information
Technology oversight for academic, research or
instructional purposes
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9. High Level - Pilot Procurement Code
• Adopt a code that is simple – freedom from
unnecessary bureaucratic processes
• Ability to use more competitive strategies –
limits, electronic processes, selection
• Apply commodity strategies
• Utilize new technology - eProcurement
• Assure Accountability & Transparency
• Manage risk
• Analyze spend
• Plan (total cost and target costing)
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10. Questions

11. Contact Us:
Procurement Services
purchase@lsu.edu
213 Thomas Boyd Hall
Baton Rouge, La. 70803
225-578-2176
Thank You!