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The Office of Strategic Procurement staff develops leading best practice sourcing strategies and deploys strategic sourcing methodologies in managing the University’s acquisition of goods and services. Timely engagement of the procurement staff is essential to the effective administration of the University’s procurement processes and meeting the Departments’ needs. The Office of Strategic Procurement is committed to achieving the following results through deploying strategic sourcing methodologies while managing the acquisition of goods and services:

• Providing the University with fast and efficient state of the art online “procure to pay” vendor selection through its e-Procurement based catalog and shopping cart enterprise, Workday
• Lowering the total costs of the goods and services procured through consistent utilization of leading practice procurement methods
• Maximizing the University’s purchasing power by leveraging its economies of scale through a focused group of strategic vendors via intra and inter University purchasing initiatives
• Selecting the most appropriate procurement method to increase consistency of Procurement’s activities and provide more defensible support of selected procurement processes
• Selecting the best overall value when soliciting vendors for the procurement of goods or services
• Providing on-going spend analysis, tracking metrics, and price benchmarking for Department budgeting and other forecasting needs
• Adequately planning with departments under published lead times to provide the Office of Strategic Procurement the opportunity to execute the most appropriate Solicitation Method for the acquisition of goods or services (excluding emergency situations or approved exceptions)

Purchasing Authority

By Resolution 84-59 of The Board of Trustees of ºÚÁÏÉçÇø, purchasing responsibility and authority has been vested in the Sr. Vice President for Finance and Business Services, and the Chief Procurement Officer. The Authority to contractually bind the University or to otherwise obligate it under indebtedness arises only through the following:

• A Board of Trustee Resolution; or
• A specific written delegation of authority by the Sr. Vice President for Finance and Business Services that is on file with the Secretary of the University; or,
• A Purchase Order (“PO”) or other contract instrument issued by or under the direction of the Office of Strategic Procurement.

Pursuant to Ohio Revised Code Section 3.12, commitments made without such authority do not obligate the University, but are the personal responsibility of the individual making the commitment.

ºÚÁÏÉçÇø’s authorization and approval levels for transactions, contracts, and agreements relating to the purchasing, leasing, and rental of goods and services are provided in Table 1.

Dividing a purchase or transaction into two or more parts to evade a limit of authority is prohibited and is a violation of policy. This policy shall be interpreted broadly so that a series of reasonably related transactions is considered as a single transaction for purposes of determining approval and authority levels.

Expenditures from all funds, regardless of its source, is considered University expenditures and shall be administered in accordance with applicable University policy.

For Contracts other than goods and services, please refer to General Counsel Website on Contract Signing Authority. Employees executing contracts and approving transactions are required to ensure that all necessary approvals and reviews required by this policy and other University policies and procedures have been obtained and must maintain documentation of the appropriate approvals.

Purchasing Requirements and User Department Responsibilities

Departments should follow the to procure non-construction related goods and services using the appropriate method.

Understanding and adherence to the above process helps the University leverage leading procurement best practices to reduce the total costs of procured goods and services. The Office of Strategic Procurement is available to guide Departments through this process and answer any questions. Departments are also expected to understand and follow the following guidelines:

1. All Department heads and departmental faculty/staff who are involved with procurement are required to review, understand, and fully comply with this Purchasing Policy, the ºÚÁÏÉçÇø Purchasing Handbook, and any other related policies or procedures. Any questions regarding these materials should be directed to the University’s Chief Procurement Officer.
2. All procurement staff and any other individual participating in purchasing activities must adhere to the principles and standards of the Ohio Ethics Law and the ºÚÁÏÉçÇø policy covering Conflicts of Interest/Commitment.
3. The Chief Procurement Officer is responsible for coordinating the Office of Strategic Procurement’s support in meeting Departments’ specified product needs and scheduling requirements while allowing sufficient time to conduct competitive bids and solicitations, as appropriate.
4. Purchases from external vendors may be initiated by one of four methods: a Workday Catalog, a Purchase Order (PO), P-Card, or Direct Pay. Workday provides easy access to multiple supplier catalogs with University negotiated pricing, and a comprehensive workflow tool for electronic purchase approvals. See Table 2 to understand P-Card, PO, and Direct Pay options and when they should be used. A PO must be issued prior to any commitment being made for the purchase of goods or providing of services. The PO number and/or a hard copy of such order must be presented to the vendor or service provider at the time the purchase is made or contract is arranged. The Office of Strategic Procurement will not issue POs after the fact to cover commitments. Direct Pay should only be used in specific categories approved in advance by the Chief Procurement Officer.
   

   Table 2: Procurement Methods

   Method	Purpose	Consideration
   Purchases from external vendors
   Purchasing Card (P-card)	Used for small dollar purchases of limited goods and travel services not under contract. Limited to $5,000/transaction and $20,000/month.	Refer to the Purchasing Handbook section on Purchasing Cards for details regarding this procurement method.
   Purchase Order	Used for purchases of goods and services including catalog or non-catalog items and purchases against existing contracts.	Can be used for any type of purchase.
   Direct Pay	Used when there is a check request made by submitting an invoice via Miami's eProcurement system (Workday).	Refer to the Purchasing Handbook section on Payment Voucher Requests (i.e. Direct Pay/Check Requests) for details regarding this procurement method.
   Directed Purchase	Vendor is selected through an informal process.	Total project value is less than $10,000. Project is a one-off project.
   Sole Source	Specific vendor is selected since they are determined to be the only ones that can provide the scope of services required by the University.	Total project value is less than $200,000. There is only one vendor that can meet the project's validated business requirements.
   Emergency	Vendor is selected during an emergency situation (as defined in statute) to provide the required services.
   Purchases from internal vendors
   Inter-departmental Transfer	University's method for purchases and work orders with internal vendors such as: Facility (PFD) Services University Store Room IT Services University Book Store Culinary Support/Catering	Inter-departmental transfer is treated as a Journal Voucher.

5. Employees should not process requisitions for personal reimbursement of University supplies and/or services, except under the most extreme circumstances.
6. Departments should provide the Office of Strategic Procurement with sufficient lead-time to engage Department resources and other key stakeholders to identify and execute the appropriate solicitation method to meet departments’ business needs.
7. Departments with recurring needs for acquiring particular goods or services should notify the Office of Strategic Procurement to employ strategic purchasing leveraging opportunities and other contract negotiation strategies in procuring such goods or services.
8. The Office of Strategic Procurement will work with Departments to obtain the required goods or services in a manner within the bounds of applicable procurement laws. Departments should not contact vendors regarding large dollar purchases independent of the Office of Strategic Procurement.
9. The Office of Strategic Procurement reserves the right to obtain competitive quotations or pursue alternative sourcing strategies, regardless of dollar value, whenever in its judgment obtaining such quotations would serve the best interest of the University.
10. Buy Ohio Preference: Sections 125.09 and 125.11 of the Ohio Revised Code require that in the evaluation of bids, the University give preference to products which are "mined, excavated, produced, manufactured, raised, or grown" in the State of Ohio, or products offered by bidders who have a "significant Ohio presence," defined to mean that the bidders:
    
    • "Have sales offices, divisions, sales outlets, or manufacturing facilities in Ohio or whose facilities demonstrate a significant capital investment in Ohio;
    • Pay required taxes to the state of Ohio; and
    • Are registered and licensed to do business in the state of Ohio with the Office of Secretary of State."
    Any bids meeting the above criteria will be given a preference of up to five (5) percent over the lowest price "non-Ohio" bid submitted, except that such preference will not be applied against vendors from bordering states, unless those states have programs favoring their in-state bidders over "Ohio" vendors.
11. Inter-University Council Procurement Group (IUC-PG): ºÚÁÏÉçÇø is committed to working with the IUC-PG to procure goods and services at the lowest potential total cost through the leveraging of statewide spend for these goods and services. Unless formally rejected by a resolution of the ºÚÁÏÉçÇø Board of Trustees, ºÚÁÏÉçÇø shall participate in all group procurement agreements and require the use of such agreements for all University purchases whenever practical.
12. ºÚÁÏÉçÇø supports the State of Ohio Minority Business Enterprise (MBE) and Encouraging Diversity, Growth and Equity (EDGE) Business Development ºÚÁÏÉçÇø. The University has established goals for EDGE Certified Business Participation for University contracts that include goods, services, construction and professional design services. Similar goals are established for MBE. For further information on MBE/EDGE ºÚÁÏÉçÇø, please refer to the Ohio Department of Administrative Services page.
13. Sustainability: The University is committed to procure environmentally preferable products and services where criteria have been established by governmental or other widely recognized authorities (e.g. Energy Star, EPA Eco Purchasing Guidelines). In order to minimize negative environmental impacts, the University may integrate other environmental factors into its buying decisions where these factors have not been established by an external authority. Products that reduce toxicity; conserve natural resources, materials, and energy; and maximize recyclability and recycled content may be considered for purchase. Products considered for purchase are required to perform for their intended use and to be available at a reasonable price and at a reasonable period of time.
14. Accessibility: All web technology or software that Miami procures for use by ºÚÁÏÉçÇøs shall conform to the standards outlined in the Accessible Technology Policy. Web technology and software used by faculty, staff and the general public should also be reviewed by the AccessMU Center to determine if further accessibility testing is required. If your department is considering a technology purchase or contract renewal, please submit the Accessible Technology Request Form. The review process can take up to 4 weeks to complete. Please incorporate the review lead time in your procurement or renewal plan. If you have any questions, please contact the AccessMU Center at accessmu@miamioh.edu or 513-529-0200.
15. Payment Terms - Departments should be aware that it is ºÚÁÏÉçÇø’s strong preference that all amounts due and owing under a transaction will be paid via Miami’s single-use account (SUA) virtual card program, currently offered through J.P. Morgan Chase. If the Supplier enrolls in the Program, then all payments due will be paid immediately upon Miami’s processing of each invoice submitted by Supplier. If the supplier does not enroll in the Program, then payment will be made by standard methods (e.g. ACH, etc.) and will be due 2% 10 net-30. Information related to the Program may be found here.

For non-construction related categories, the Office of Strategic Procurement has multiple options to engage vendors (see Table 3).

There may be instances in which a department seeks to procure goods or services that are unusual or unique (i.e. works of art, highly specialized services, etc.). In such circumstances, please contact the Office of Strategic Procurement in advance. We will work with colleagues to determine an appropriate approach to meet such requirements.

For construction related categories, the Office of Strategic Procurement has multiple options to engage vendors (see Table 4).