unc charlotte department of materials management presented by brian richardson & wanda kee

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UNC Charlotte UNC Charlotte Department of Materials Department of Materials Management Management Presented by Presented by Brian Richardson Brian Richardson & & Wanda Kee Wanda Kee

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Page 1: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

UNC CharlotteUNC CharlotteDepartment of Materials Department of Materials

ManagementManagement

Presented byPresented byBrian RichardsonBrian Richardson

&&Wanda KeeWanda Kee

Page 2: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

ContractsContracts

State ContractsState Contracts Maintenance ContractsMaintenance Contracts Standing OrdersStanding Orders Consulting ServicesConsulting Services

Page 3: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Consultant ServicesConsultant Services

DefinitionDefinition ExemptionsExemptions 8 Questions8 Questions Waiting for approval to bid from the Waiting for approval to bid from the

Governors OfficeGovernors Office Committee review of Proposal Committee review of Proposal

submissionssubmissions Back to State P&C for approval to Back to State P&C for approval to

awardaward

Page 4: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Signature AuthoritySignature Authority

Primarily the Vice Chancellor for Primarily the Vice Chancellor for Business Affairs – Elizabeth HardinBusiness Affairs – Elizabeth Hardin

The complete list – The complete list – www.legal.uncc.edu/policies/kauthority.hwww.legal.uncc.edu/policies/kauthority.htmltml

Page 5: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Department of Materials Department of Materials ManagementManagement

Printing ProceduresPrinting Procedures Promotional items ProceduresPromotional items Procedures QuestionsQuestions

Page 6: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Printing InformationPrinting Information

Proper Procedure guidelines- how to Proper Procedure guidelines- how to handle your printing needs to best handle your printing needs to best market your areamarket your area

Suggested local Printing Vendors Suggested local Printing Vendors when the Campus Contract Printer when the Campus Contract Printer is not involvedis not involved

Page 7: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Information and Steps Information and Steps Wallace Printers has won the bid again for our on Wallace Printers has won the bid again for our on

campus contract printer- they get “first right of campus contract printer- they get “first right of refusal” or “first chance” at a projectrefusal” or “first chance” at a project

Fill out the information form that I will send you by Fill out the information form that I will send you by emailemail

After completion, submit your request with the After completion, submit your request with the information you provide to Wallace Printing firstinformation you provide to Wallace Printing first

Once Wallace’s quote is obtained, please review itOnce Wallace’s quote is obtained, please review it If you are happy with it, just simply complete If you are happy with it, just simply complete

Wallace’s own printing form. If the amount is over Wallace’s own printing form. If the amount is over the $5000 bid limit, since Wallace is our contract the $5000 bid limit, since Wallace is our contract printer, a bid will not be necessary if you choose printer, a bid will not be necessary if you choose Wallace.Wallace.

Continued next pageContinued next page

Page 8: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Printing Procedures Printing Procedures continuedcontinued

If you are not happy with Wallace’s quote, If you are not happy with Wallace’s quote, you may obtain quotes on your own or I may you may obtain quotes on your own or I may obtain them for you.obtain them for you.

If the quotes are above $5000, the item will If the quotes are above $5000, the item will need to go out for bid, and Wallace will still need to go out for bid, and Wallace will still be included in the bidbe included in the bid

Once a printer has been chosen, simply Once a printer has been chosen, simply complete the requisition in Banner as usual complete the requisition in Banner as usual and I will complete the purchase order.and I will complete the purchase order.

Remember: Printed materials are advertising Remember: Printed materials are advertising as well as informational tools! So let’s put as well as informational tools! So let’s put our best face forward for this wonderful our best face forward for this wonderful University of ours!University of ours!

Page 9: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Alternate Local Printing Alternate Local Printing VendorsVendors

I have a list of alternate local I have a list of alternate local vendors that I can email to you for vendors that I can email to you for suggestions other than Wallacesuggestions other than Wallace

Please keep in mind- Wallace is still Please keep in mind- Wallace is still included and has first right of refusalincluded and has first right of refusal

Page 10: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Promotional ItemsPromotional Items

Promotional Items procedures - Promotional Items procedures - make it fun!make it fun!

Suggested local promotional vendorsSuggested local promotional vendors

Page 11: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Promotional Items Promotional Items InstructionsInstructions

Instructions are available to be emailed to Instructions are available to be emailed to youyou

Promotional vendors are complied in a list by Promotional vendors are complied in a list by me- these are proven local vendorsme- these are proven local vendors

Let your imagination soar! Forget the typical Let your imagination soar! Forget the typical cups, pens, etc to promote your area- let our cups, pens, etc to promote your area- let our local vendors help you invigorate your local vendors help you invigorate your departmental advertisingdepartmental advertising

Remember- promotional items are valuable Remember- promotional items are valuable advertising tools for your department and the advertising tools for your department and the University of North Carolina at Charlotte!University of North Carolina at Charlotte!

Page 12: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Local Promotional Local Promotional VendorsVendors

I have a list I will be glad to email you of local I have a list I will be glad to email you of local vendorsvendors

I have worked diligently to increase our vendor I have worked diligently to increase our vendor basebase

If you missed our Vendor Fair in May, we will If you missed our Vendor Fair in May, we will have one annuallyhave one annually

Please attend the next Vendor Fair- this will be Please attend the next Vendor Fair- this will be announced ahead of timeannounced ahead of time

Our previous Vendor Fair was a success! Give-Our previous Vendor Fair was a success! Give-aways, samples, smiling faces of new and aways, samples, smiling faces of new and exciting vendors were present!exciting vendors were present!

Page 13: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Printing Update!Printing Update!

We no longer have to obtain We no longer have to obtain approval from Raleigh and Division approval from Raleigh and Division of Purchase and Contract for 4 color of Purchase and Contract for 4 color printing!!!!printing!!!!

Page 14: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Let’s Promote our Let’s Promote our University!University!

We know UNC Charlotte is fast We know UNC Charlotte is fast growing and headed into the future growing and headed into the future as an outstanding educational as an outstanding educational institution- let’s get out there and institution- let’s get out there and show the world! show the world!

Page 15: UNC Charlotte Department of Materials Management Presented by Brian Richardson & Wanda Kee

Questions ?Questions ?