Purchasing

College of Engineering Purchasing and Accounts Payable Shared Services

 

ANNOUNCEMENT:

 

Norma Andrade Promoted to Shared Services Procurement Supervisor
Andrade will supervise the purchasing and accounts payable specialists and manage and process high-dollar procurement. She has vast experience in customer service, leadership and procurement policies and procedures in the college. Her first day will be September 19,2022

 

UC Announce Increase to Meal Rates for Travel and Entertainment

In response to soaring food prices, UC has increased the maximum per person amounts for the reimbursement of travel and entertainment meal expenses. These rates apply to travel and entertainment reports submitted in the AggieExpense system after Sept. 9, 2022.

Meal reimbursement for Travel under 30 days within the lower 48 states is now capped at $79 per day of travel, up from $62. As a reminder, only actual expenses may be claimed. The UC does not provide a traditional “per diem”.

The maximum meal rates for entertainment and business meeting meals are as follows:

Breakfast                               $31 (previously $28)

Lunch                                     $54 (previously $49)

Dinner                                    $94 (previously $85)

Light refreshments              $22 (previously $20)

These amounts include the cost of food and beverages, labor, sales tax, service, and delivery charges, but not any room or equipment rentals.

For more information, visit our Travel Meals and Incidentals web page and the Allowable Entertainment Expenses page or contact expensehelp@ucdavis.edu. UC Davis Health Travel and Entertainment questions can be directed to hs-aggietravel@ou.ad3.ucdavis.edu.

 

Fiscal Close 2021-2022 Deadlines

Kindly refer to the following deadlines adhering to Supply Chain Management's schedule:

  1. Supplier set up requests and supplier edit requests in Kuali for Requisitions and Purchase Agreements that require approval from Procurement and Contracting Services, SSU needs to receive the approved request in OPP with complete documents by May 23,2022 to meet the June 1, 2022 SCM deadline.
  2. Requisitions that will require approval by Procurement and Contracting Services and Purchase Agreements for active vendors in KFS, SSU needs to receive the approved request in OPP with complete documents by May 30,2022 to meet the June 10, 2022 SCM deadline
  3. Supplier set up requests and supplier edit requests in Kuali for Automatic Purchase Order (REQs) and Disbursement Voucher documents, SSU needs to receive the approved request in OPP with complete documents by  June 6,2022 to meet the June 15,2022 SCM deadline
  4. Travel and Entertainment & Supplies reimbursements, SSU needs to receive the approved and completed documents in OPP by June 13,2022 to meet the June 27,2022 SCM deadline

 

Please refer to the Supply Chain Management website for more Fiscal Close details.

 

Submit Requisitions, Purchasing Agreements and Vendor Requests by December 1,2021

  • All requisitions—including service and repair—purchasing agreements and associate vendor requests must be uploaded in the Prepurchasing system (OPP) by Wednesday, December 1 by 5 p.m. so the  shared services purchasing and accounts payable team has time to process orders ahead of Supply Chain Management’s purchasing winter holiday deadline. [more…]
  • Transaction time for placing orders is 3-5 days, but 5-10 days for travel, entertainment and supplies reimbursement [link] unless there is an emergency [link]. Be sure to upload all documents [link] and fill in all appropriate fields in the pre-purchasing system (OPP) to ensure timely processing.

 

EFFECTIVE IMMEDIATELY: University of California has implemented a new policy on Purchases / Services that are $10,000 up to $250,000 called Small Business First. The policy is effective August 12,2021.

To learn more about Small Business First on the Supply Chain Management Purchasing Compliance with Small Business First webpage. If you have questions about Small Business First, please contact FOA-UD-SSO-SmallBusiness@ou.ad3.ucdavis.edu

 

COE-SS Purchasing Process changes in response to COVID-19. 

 

Information on accessing and how to use the OPP system:

Get started:  Prepurchasing Info Handout

Login:  Online PrePurchasing

AggieExpense Tutorial link:

https://supplychain.ucdavis.edu/travel-entertainment/aggietravel/tutorials

 

PURCHASING & REIMBURSEMENTS

 

Location:

2037 & 2039 Academic Surge

Hours of Operation:

Currently working from home

 

Engineering Shared Services Team members:

 

Irma Cerna, Purchasing and Accounts Payable Specialist
imcerna@ucdavis.edu (530) 754-0442

Jill Kessler, Purchasing and Accounts Payable Specialist
jmkessler@ucdavis.edu, (530) 754-0441

Cameron Adams, Purchasing and Accounts Payable Specialist
cgadams@ucdavis.edu (530) 754-0437

Vacant, Purchasing and Accounts Payable Specialist

(530) 754-0439

 

NOTE: Please use the unit’s group email for questions or follow ups: coe-purch@ucdavis.edu

Unit Supervisor

Norma Andrade, Purchasing and Accounts Payable Supervisor
nandrade@ucdavis.edu, (530) 754-0440

 

Unit Support

Pia Flory,  Purchasing and Accounts Payable Team Support
paflory@ucdavis.edu , (530) 754-0432

 

Unit Manager

Melanie Clague, Director of Shared Services Purch & AP

mclague@ucdavis.edu , (530) 752-9052