51²è¹Ý

Purchases made that are $5,000 or more and completed before an ePro requisition has been entered or the purchase order is generated, the purchase is considered an "after-the-fact purchase."

Payment Requests: Payment requests submitted to Accounts Payable for the purchase of materials and/or services $5,000 or more not related to a purchase order will be returned to the department for 'after-the-fact purchase' documentation.

***After-the-fact purchase requisitions must state CONFIRMATION ONLY in the description***

After-the-Fact Purchase Requirements:

All "after-the-fact purchases" require a memorandum signed by the applicable Vice President or Dean stating why a purchase order or contract was not obtained prior to work being completed.

The memo must address the 5 statements below and be submitted to Accounts Payable with the Payment Request, invoice, Price Justification Form, contract and/or all other back-up documentation. This must be reviewed and approved by the Director of Purchasing before payment will be made.

After-the-Fact Memo Required Information:

1. State the name of individual who ordered the supplies or service or who signed the contractual agreement
2. State the signature authority the individual possesses or though they possessed
3. State why the selected company is sole source or if any competition was attempted and the results
4. State what makes the price fair & reasonable
5. State why proper procedures were not followed

51²è¹Ý currently has contracts for local bus charter services with Echo Transportation and Wynne Sedan & Limousine Group and Wynne Motorcoaches. All itinerary transportation services are amendments to the original agreement between these three firms and 51²è¹Ý. 

Prior approval for any scheduled trip is generally required within your respective schools or departments by the Financial Officer or Department Head and the Dean of Schools or Associate Vice President. 

Purchasing will create a Purchase Order upon receipt of: 

• Eprocurement purchase requisition
• Approved Buses by Echo Transportation or Wynne Sedan & Limousine & Wynne Motorcoaches confirmed notice 

To obtain preliminary rates from Echo Transportation for your scheduled services, you may contact Valerie Rodriguez, Director of Sales, at 817-572-4114 (Main), 817-253-9139 (Direct), or vrodriguez@echotransportation.com.

To obtain preliminary rates for your scheduled services from Wynne Sedan & Limousine call 972-915-7300, for Wynne Motorcoaches call 972-915-7350,  or you may email Michelle Knowles at michelle.knowles@gowynne.com.

If you decide to go with another firm for local bus charter services other than the three mentioned above, your request must be reviewed by 51²è¹Ý Legal Counsel and Risk Management. You may then submit a purchase request to Purchasing for us to issue a purchase order.

Car Rental Discounts

We have agreements with two of our buying consortiums for car rentals. Through the Educational & Institutional Cooperative Service, Inc. we have discounts with Avis, Budget, Enterprise & Hertz. With the Horizon Resource Group buying consortium we have discounts with National and Alamo. The discounts start at 5% and go up for larger cars. If you would like complete information on the plans contact Purchasing and they can provide you the information by e-mail or you can access the buying consortiums directly.

Parking Discounts

Check the Preferred/Exclusive Providers page on the Purchasing website and you will find information on Park 'n Fly and The Parking Spot. Park 'n Fly discounts are available at DFW and The Parking Spot has discounts for Love Field and DFW.

If you use a Preferred or Exclusive Provider or one of the sources from a buying consortium then no competition is required and the price is automatically justified since these contracts and agreements have already been competed and the prices are deemed fair and reasonable.

Purchases up to $10,000

Requirements:

• Attach three bids to the purchase request
• Ask Purchasing to perform the competition
• Select an Exclusive or Preferred Provider
• Select a Buying Consortium

Single Source and Sole Source

If the firm must be sole source, you must document why it must be sole source and additionally why the price is fair & reasonable.

Purchases over $25,000

Purchases greater than $25,000 are expected to be competed through Purchasing. If the paperwork submitted to Purchasing does not demonstrate effective competition and/or the price justification documentation is inadequate, the determination will be made that the competition gathered is not adequate to justify the pricing. Additional vendors from either Preferred Provider listing or the buying consortiums will be included for further competition.

How to request eProcurement Access

How to create an ePro Purchase Requisition

Additional information on eProcurement

Requirements

Non-project related furniture requirements, even if with a Preferred Provider, must be formally competed by the Purchasing department if the value is greater than $50,000. Contractor Proposal requirements will be detailed in a formal Request for Proposal as well as establishing Evaluation Criteria to select the "best value" firm to meet 51²è¹Ý's requirements. The expectation is that furniture requirements will be competed among several of the Preferred Providers.

Contact Chanda Price (x8-4647) in Purchasing to discuss your furniture needs. Project related furniture requirements are Purchased by Facilities.

Preferred Providers for furniture can be found here.

51²è¹Ý Household Goods Moving Services Procedures

Household Goods Moving Services Timeline Checklist

PURPOSE
This section outlines the policies and procedures relating to the payment or reimbursement of moving expenses of a newly hired employee or active employee who is moving on behalf of the university. The material in this section pertains to all employees and departments of the University, regardless of the account to be charged.

DEFINITIONS
Active Employee - A person currently on the university payroll who is being transferred to a new job site for the convenience of the university.
New Employee - A person who has been tendered a formal offer of employment by an authorized university official and who has accepted the offer but has not yet been placed on payroll.
Personal Moving Expenses - Expenses incurred by the employee in coming to the Dallas area (i.e. airfare, hotel fees, food, etc.).
Household Goods Moving Expenses - Expenses to be incurred in transporting the employee's personal belongings and physical property to the Dallas area (household furniture, vehicles, etc.).

POLICY
The University provides payment or reimbursement of personal moving expenses to certain employees as approved by the President or Vice President of the University. Employees must provide evidence of all moving expenses in order to document payment or receive reimbursement. Evidence includes original receipts, proof of payment, and invoices.

Reimbursements made under an accountable plan for qualified moving expenses are considered nontaxable and excluded from gross income. To be considered as qualified moving expenses the deduction is only allowed if the employee’s workplace at the University is at least 50 miles farther from his former residence than was his former principal place of work or if he had no former principal place of work and is at least 50 miles from his former residence.

Reimbursement for or payments for qualified moving expenses paid through Accounts Payable directly to a third party are not reported on employee’s W-2 forms.

Reimbursements or payments for non-qualified moving expenses are included in the employees’ gross income.

For additional information on what is a qualified moving expense and what is a non-qualified moving expense, please refer to the Moving Expense Reimbursement Request form as well as the Procedures section below.

PROCEDURES - PERSONAL MOVING EXPENSES
Employees will be reimbursed for personal moving expenses and payments will be mailed to third parties based on the proper supporting documentation and approvals. To request payment or reimbursement, a completed form along with supporting documentation should be sent to the Tax Department for approval. Upon approval, the Tax Department will forward all information to Accounts Payable for payment.

Any excess reimbursement that is not returned or reimbursement that is not supported by documentary evidence presented within 120 days after the expenses are paid or incurred will be treated as income and reported on the employees’ W-2 as wages.

Any reimbursement for non-qualified moving expenses will be reported as taxable income as wages. The Tax Department will notify the employee of all reportable income.

Qualified moving expenses (except those paid to a third party) are not taxable but are reported on employees’ W-2 forms.

PROCEDURES - HOUSEHOLD GOODS MOVING EXPENSES
Department Responsibilities

Departments or divisions are responsible for determining the allowable amount for the move and communicating this to the new employee. Divisions may set allowable coverage based on the position.

When 51²è¹Ý will be paying for any or all of the household goods moving expenses for new or transferring employees, departments are required to enter an epro requisition so a Purchase Order (PO) is generated. The PO allows for departmental review and approval, and places the order in accordance with 51²è¹Ý's Terms & Conditions.

The department contact person or supervisor should email the new employee the list of Household Goods Moving companies and Household Goods - MOVING TIMELINE & CHECKLIST

New Employee Responsibilities:

The employee should obtain estimates from 2-3 of the preferred providers for household goods moves. They should email the estimates to their department contact person or supervisor and state which moving company they would like to use. The department contact person or supervisor will email approval of the dollar amount that 51²è¹Ý will cover to the employee.

Use of a non-preferred moving company must be approved in advance of the move being scheduled by Purchasing and Risk Management so the moving company's insurance coverage can be verified to insure it meets 51²è¹Ý minimum requirements. The department is required to obtain the non-preferred moving company's current W9 and Certificate of Insurance (COI).

Household Goods Moving Company contact information is provided on Purchasing's Preferred Provider page.

Staples Advantage is 51²è¹Ý’s EXCLUSIVE VENDOR for office supplies and is the mandatory source for the main Dallas campus, 51²è¹Ý-in-Plano and 51²è¹Ý-in-Taos.  Authorized Users (AUs) and Shoppers are required to look for office supply items first with Staples Advantage. Only if Staples Advantage does not carry, cannot get, does not have a comparable item or cannot get item in the required amount of time, then another source may be used.  All exceptions must be approved by Purchasing.  Office supply purchases made with personal funds without prior purchase approval may not be reimbursed.

Staples Advantage was selected through a competitive RFP process performed by Purchasing. They are 51²è¹Ý's mandatory single source provider for office supplies for the Dallas, 51²è¹Ý-in-Plano & 51²è¹Ý-in-Taos campuses.

Shoppers

Individual Shopper Account Set-Up

Requesting Office Supplies

Authorized Users

Authorized Users - Placing Orders

Restricted Items

Grants

Office Supply Purchases for Grants

Bottled Water

Dasani Bottled Water Purchasing Options

Price justification is required for all purchases greater than $5,000 (grants have a higher threshold).

How to open a 51²è¹Ý Sam's Club membership account

The person who will be purchasing for the deparment must otain a membership from Sam's Club prior to purchases being made. Complete the Sam's Club Membership Form and send the completed form to Deborah Rozier (drozier@smu.edu, fax# 214-768-4860, or box #416) to initiate the membership process.

How to use Purchasing's Sam's Club credit card

If the department would like to use Purchasing's Sam's Club credit card, please contact Deborah Rozier (drozier@smu.edu, fax# 214-768-4860, or box #416) to confirm that the card is available. Whomever the department sends to pick up the card will need to sign the card in and out when they pick up and drop off the card from Deborah in the Purchasing Suite 205A of Expressway Tower. The department will also need to submit a purchase requisition for the charges so that the appropriate accounts can be charged.

I’m having problems with one of our shipping companies, who do I contact?
First try to work out the issue with the shipping company; second check the Purchasing website to see if the firm is a Preferred Provider and find the 51²è¹Ý representative listed; finally, report your problem to the Director of Purchasing for assistance.

How to request a new 51²è¹Ý Card

To request a new 51²è¹Ý Card, complete the 51²è¹Ý Card Application and send it to purchasing@smu.edu or brianc@smu.edu.

For additional information, requirements, and procedures related to receiving and using an 51²è¹Ý Card, visit the 51²è¹Ý Card page on the 51²è¹Ý Purchasing website.

How to request a limit increase

If you feel that your daily & monthly limits on your procurement card are too low, you may request a change with appropriate written justification from your financial officer to the 51²è¹Ý Purchasing Card Administrator - Harmony Mei.