Procurement 101 &
SharePoint
SharePoint
Spending threshold limit for informal procurements
What is less than $25,000
Number of days a Sole Source item must be posted publicly before it can go to Board for approval
What is 14 days
Who initiates the PS Pre-Approvals Entry?
Who are all authorized PS users
The minimum MBE % goal requirement and WBE % goal requirement for the District
What is 25% MBE & 7% WBE
Purchase threshold $ amount that would require Procurement to approve your requisition and sign off on the PO
What is purchases over $25,000
T/F: Not only can you learn about how to read and understand a Board Report, but you can also learn how to Create a Board Report on the Business & Procurement Services SharePoint site.
What is True?
Name two (2) Board Reports numbers that authorize CCC to spend with consortium vendors
What is BR 29816 & BR 32583
Who is responsible for approving Bonfire Intake requests?
Who is Procurement Leadership
What Board Report types do you submit to Procurement?
What are Purchases & Agreements
MC: You are trying to place an order for Balloons to decorate for the graduation ceremony, which item code is the correct item code to use?
A. 037-00 (Amusement, Decorations, Entertainment)
B: 037-34 (Decorations)
C: 037-84 (Balloons)
What is C: 037-84 (Balloons)
MC: Which types of Procurement processes are discussed on the SharePoint Site?
a. Bids/RFP’s/RFQ’s
b. Consortium Purchases
c. Joint Procurement
d. Piggybacks
e. Sole Source
f. All of the above
What is F: All of the above
Consortium website will you NOT find contract information
What is IPHEC
T/F: I can upload a placeholder document in PS Pre-Approvals until I’ve gathered all information/documents.
What is False; Procurement requires that only legitimate information be uploaded in PS Pre-approvals
T/F: There is a MWBE compliance reporting requirement in Bonfire following contract execution.
What is False; There is a MWBE compliance reporting requirement in B2Gnow following contract execution
T/F: When creating an Annual PO, in the distribution details tab and the requisition defaults, the “distribute by” type should be Amount not Quantity.
What is True
Dollar value you will need an Agreement Board Report regardless of commodity
What is $250,000
T/F: A company that has a trademarked commodity automatically qualifies as a Sole Source.
What is False; a trademark is only to protect a specific brand; there may be other brands with the same commodity
MC: Which of the following Procurement Types is the User Department not required to obtain Compliance Schedules from the Vendor when submitting a request in the PeopleSoft Pre-Approvals module?
a. Consortium
b. Renewal
c. Sole Source
d. Exempt/Exception
e. All of the above
What is B: Renewal
What sections of the Board Report does Procurement complete?
What are Vendor Selection Criteria & MBE/WBE Compliance
MC: When creating a requisition that is linked to a contract, which attachments are necessary to include:
A: Board Report and draft PSA
B: Board Report and executed PSA
C: Board Report, executed PSA and Quote
D: Board Report, Quote and Consortium contract
What is C: Board Report, executed PSA and Quote
MC: Which is not part of the Procurement Services SharePoint Site?
a. How to Start a Requisition
b. Trackers
c. Annual Buying Plans
d. None of the above
What is D: None of the above
What two reasons would prompt you to take a consortium purchase to the Board for approval?
What is 1) purchases over $25K that require agreements or warranties that need to be reviewed by Legal; 2) any consortium purchase over $250K
T/F: Requesters can automatically proceed to the Board portal after approval of their PS Pre-Approval Intake.
What is False, the assigned Contract Administrator will inform them when they can proceed to the Board portal
The execution of a distinct element of work with ACTUAL performance, resources, management, and supervision
What is Commercially Useful Function?
What is a Buying Plan?