The Procurement Services Department is the central purchasing authority for UNCG. Our responsibilities include managing the procurement process on a University wide level.
The University is required to follow the State of NC Procurement rules and regulations. The links below provide helpful information.
- ❖ State of NC Purchasing and Contracts →
- ♦ Statewide term contracts
- ♦ NC Debarred Vendor List
- ♦ State of NC Interactive Purchasing System (IPS)
- ♦ State of NC Procurement Rules and Procurement Manual
- ♦ NC Historically Underutilized Businesses (HUB)
- ♦ NC Department of Corrections (Correction Enterprises)
Please contact the Purchasing Office (email@example.com) if you have any questions.
Use Activity Code CORONA for related purchases incurred due to the public health emergency with respect to COVID-19.
Request for Delivery to a Residential (Personal) Address
- ❖ Must have prior written approval and deemed essential by your department head or chair
- ❖ PCard is the preferred method and all documentation, including prior approval by department head or chair, must be attached to the transaction in the WORKS system
- ❖ eMarketplace (including PCard orders) cannot be used for delivery to a residential (personal) address
- ❖ The Purchase of office chairs or desk are not allowed for delivery to a residential (home) address
- ❖ Departments are encouraged to order through eMarketplace and have the goods delivered to the departmental address
Questions can be sent to firstname.lastname@example.org or email@example.com.
In July 2014, a new policy was approved by the Chancellor requiring a review by ITS prior to purchasing certain types of enterprise application software. In summary:
- ♦ Enterprise applications (defined in the policy) must be reviewed by the Administrative Information Security Committee (AISC) to ensure that University data is properly protected.
- ♦ Student-facing enterprise administrative applications (defined in the policy) must be reviewed for compliance with University-approved authentication method(s). The related procedure can be found at this website. This page requires you to log in using your UNCG credentials.
Prior to delivery, the department expected to evaluate the equipment must:
- ♦ Have the vendor approve the Evaluation of Equipment Agreement form
- ♦ If applicable, have the vendor submit with the Evaluation of Equipment Agreement form a copy of liability insurance
- ♦ Have all paperwork submitted to the Procurement Services Department.
When a department needs used equipment:
- ♦ Contact the Director of Purchasing.
- ♦ Complete a requisition in eMarketplace. (If the offer is competitive and subject to prior sale, the Director of Purchasing may approve immediate purchase. Otherwise, a bid for used equipment will be issued.)
- ♦ The Procurement Services Department will issue a purchase order.
All requests for renting and leasing should be forwarded to the Procurement Services Department by way of a purchase requisition via eMarketplace.
- ♦ The request should be accompanied by a justification explaining the need to lease or rent rather than purchase.
- ♦ A copy of the proposed rental or lease agreement and any additional/necessary communication needs to accompany the purchase requisition as an attachment.
The Procurement Services Department will review the request and take necessary action consistent with standard purchasing procedure.
To request materials and services from commercial vendors:
- 1. Enter a requisition into eMarketplace. (An approved requisition in eMarketplace authorizes the Procurement Services Department to purchase items on behalf of the ordering department.)
- 2. Attach to the requisition or send to the Procurement Services Department all supporting documentation.
- 3. The Procurement Services Department will issue a purchase order. The length of time required to process a purchase requisition depends on the following:
- ♦ If the item is on State Contract.
- ♦ If the dollar amount of the order is less than $5,000.00, the requisition can be processed without formal bidding.
- ♦ If the dollar amount of the order is over $5,000.00 but less than $25,000.00, a quote for the requirement will have to be issued via the informal bid process.
- ♦ If the dollar amount of the order is over $25,000.00 but less than $500,000.00, the requirement will have to be solicited using the sealed competitive bid process.
- ♦ If the dollar amount of the order is over $500,000.00, the requirement will need to be solicited by the State Purchase and Contract Division.
- 4. The ordering department receives an electronic confirmation that the order has been placed.
- 5. The ordering department confirms delivery in eMarketplace once the item(s) has been received.
It is the responsibility of the individual using the Small Purchase Program to seek the best value for the cost which will be incurred. For commodities and services under $5,000.00 the ordering department is encouraged to order using the University issued PCard by using supplier catalogs via the University eMarketplace where special pricing has already been negotiated for the University OR directly with the supplier of choice.
Should neither of these methods accomplish the purchase requirement, the ordering department can submit an approved requisition to the Procurement Services department via eMarketplace.
If you feel the item or service you require meets the definition above of being Sole Source, complete either the editable Sole Source Justification form or the printable form and submit it along with the Purchase Requisition to the Procurement Services Department. The Sole Source Justification Form will require the following information:
- ♦ The item and its function
- ♦ The name and address of the suggested supplier
- ♦ The reason for requesting a sole source purchase
- ♦ The reason why the product or service is the only product or service that can satisfy your requirements
- ♦ The name and address of other vendors who make or provide similar equipment or services and why these fail to meet your specific needs.
Upon receiving the Sole Source Justification Form the Purchase Department will review the information and the details of the requisition and process the requisition accordingly.
To establish a standing purchase order: Complete one purchase requisition in eMarketplace. The Procurement Services Department creates a Purchase Order.
- ♦ If the order will exceed $5,000.00 in annual expenditures, competitive bidding is required unless a sole source justification form is approved.
- ♦ If grant or contract funds are used, the standing purchase order must have a firm expiration date.
- ♦ Change orders, cancellation or increases/decreases to the amount of a standing purchase order must be made through the online change order form.
- ♦ Decreases or cancellations – any remaining balance will be liquidated and returned to the ordering department to be used for other purposes.
Requests the change, cancel or close a PO are made by adding a comment directly on the Comments Tab of the PO and sending it to all the Purchasing Agents. Include the details necessary for Purchasing to complete your request. Please see this document for instructions and an explanation of when to request a change, cancel or close.
A signed Authorization for the Purchase of Gift Cards/Gift Certificates (.pdf) is required prior to purchasing gift cards or certificates. This authorization is for a single intended purchase only, i.e. a specific study, a specific event, etc., and must be specified in the “detailed description of intended purpose for items purchased” section on the form. It is recommended to limit the number of gift cards purchased at one time so that the disbursement documentation is more manageable. If the original intended purpose or intended vendor changes, a new authorization form must be completed.
The following information will be required:
- ♦ Purchaser’s Name
- ♦ Purchaser’s Department
- ♦ Purchaser’s Signature
- ♦ Vendor Name of intended purchase
- ♦ Date and amount of purchase
- ♦ Description of what’s being purchased, i.e. specific store gift card or shopping center gift certificates
- ♦ Description of the intent of the card/certificate, i.e. grant study, recognition of student employee of the month, recognition of retirement
- ♦ Month and year the card/certificate is to be disbursed
- ♦ Appropriate authorized signature and date
- ♦ Original itemized purchase receipt must be attached upon the purchase
- ♦ This form must be attached to the appropriate documentation for payment (PCard receipt kept in monthly packet or BANFIN 32).
A Gift Card/Gift Certificate Disbursement Log is required to record the dispensing of all gift cards and/or certificates purchased. In the event the gift cards or certificates are purchased for a study or research project where the participants are to remain anonymous, both the Gift Card/Gift Certificate Disbursement Log and the Confidential Gift Card Disbursement Log must be maintained. For additional details, please refer to the Gift Card Disbursement Log Tutorial.
- ♦ Proof of original purchase and authorization form must be kept on file with the appropriate method of payment, i.e. PCard packet, BANFIN 32, etc. The receipt must show the individual gift card/gift certificate number(s) purchased.
- ♦ Gift card/gift certificate number(s) must be identified and entered in the “Gift Card or Certificate Number” column of the Gift Card/Gift Certificate Disbursement Log. You can refer to the How to Identify Gift Card Numbers tutorial for assistance locating the correct numbers. The amount of each card or certificate must be entered in the Amount column.
- ♦ If a card or certificate is purchased using a PCard, enter the PC number from PCWS on the top of the form where indicated. The PCard Coordinator can provide this number, if unknown.
- ♦ A photocopy of the Gift Card/Gift Certificate Disbursement Log showing the gift card/certificate number(s) and amount(s) must be kept on file with the appropriate method of payment in the department or with the PI. The original Gift Card/Gift Certificate Disbursement Log is given to the person disbursing the gift card(s)/certificate(s). The Gift Card/Gift Certificate Disbursement Log must be updated as indicated below each time a gift card/certificate is disbursed.
- 1. Locate the card number on the disbursement log.
- 2. Enter the name of the person receiving the card on the same line as the given card number.
- 3. Ask the person receiving the card to sign their name in the signature field.
- 4. Enter the date the card or certificate was disbursed.
The person disbursing the gift card/certificate must sign the disbursement log in the Issued By field.
- ♦ As cards are disbursed, the person disbursing the cards must photocopy their logs to keep with the original receipt (in the PCard packet, BANFIN32, etc.) Once all cards have been given out, the photocopied log is replaced by the original, completed disbursement log.
- ♦ At all times the total of the undistributed gift cards/gift certificates and the disbursement log must equal the total of all gift cards/gift certificates purchased. If the purchase was made using the PCard, and the packet is requested for audit, it is the responsibility of the department to provide the most up-to-date disbursement log, along with proof of remaining gift cards/certificates.
- ♦ Confidential studies/research requires the use of a second log – the Confidential Gift Card Disbursement Log. This confidential log is kept in the department with the PI.
- • Prior to disbursing the cards, enter the card numbers in the Gift card or certificate number field on the log (as done on the Gift Card/Certificate Disbursement Log)
- • Assign each participant a unique participant ID/identifying number (you can use the last four digits of their Social Security number or University ID number, the study/research abbreviation and sequential number – such as PSYDEV01, or any other series of numbers of your choice)
As the gift card/certificate is being disbursed:
- ♦ The participant’s name and assigned ID number must be entered in the row containing the card number being disbursed to them.
- ♦ The date the card/certificate is being disbursed must be recorded.
- ♦ The participant must sign as an acknowledgement for receiving the gift card/certificate.
The Gift Card/Gift Certificate Disbursement Log must be updated with the information from the Confidential Gift Card Disbursement Log at regular intervals and at the end of the project (and remains with the payment receipt). On the Gift Card/Gift Certificate Disbursement Log in the row corresponding to the gift card number, enter the following for all disbursed cards:
- 1. The participant ID/identifying number is entered in the Person Receiving Card or ID/Identifying No. field
- 2. The Amount and the Gift Card/Certificate Number should already be entered
- 3. “On file with PI” or “On file” is entered in the signature field
- 4. The person who disbursed the card/certificate signs in the Issued By field.
Doing Business with UNCG
The following guidelines apply to any contractor, business, firm, company, or individual (hereinafter “contractor”) conducting business with UNC Greensboro (UNCG).
To the extent permitted by law, Contractor shall act in accordance with University mission, values and policies as amended from time to time, including policies regarding health and safety; and while performing the services on University property, Contractor shall refrain from acting in any disreputable manner or displaying offensive symbols on clothing, work vehicles, or other personal property that could be attributed to the University.
UNC Greensboro Contractors and Vendors,
As we move into a new school year at UNC Greensboro, we are taking every effort possible to provide for the health and safety of our students, employees, contractors, vendors, and visitors during the COVID-19 pandemic. As an important member of our UNCG community, we need your assistance in promoting a safe campus environment. This year, we are asking all UNCG contractors and vendors to adhere to the new safety standards that have been enacted by the University.
Monitoring of Symptoms
It is very important that we all work together to ensure each other’s safety. Every day, before coming to a campus site for work, we ask that all contractor and vendor staff conduct a daily COVID-19 symptom check. If staff experience any COVID-19 symptoms, or do not feel well for some other reason, they should not report to campus. For a list of COVID-19 symptoms and access to the CDC Symptom checker tool, visit the Center for Disease Control and Prevention’s Symptoms of Coronavirus webpage.
UNCG has enacted a face covering policy for campus which applies to all UNC Greensboro community members, including contractors and vendors. Face coverings should be worn properly over the nose and mouth while indoors – including in classrooms, libraries, auditoriums, and meeting spaces. These may be cloth/reusable or disposable. Face coverings are also required outdoors in situations where appropriate social distancing cannot be maintained.
Reporting Positive COVID-19 Cases
In an effort to effectively respond to positive COVID-19 cases on our campus and enact prompt mitigation actions, contractors and vendors should notify the University of positive cases within your staff that may impact UNC Greensboro and its operations. To this end, if you have an employee who tested positive for COVID-19 and was on campus within the prior 14-days of the test date, we ask that you complete our COVID-19 Contractor and Vendor Reporting Form. All information submitted in this form will be kept confidential and will be used solely for the purpose of determining if mitigation actions are needed on campus.
For questions, please call the UNC Greensboro Office of Emergency Management at (336) 256-8632.
If you have any questions regarding this information or how it may impact your work activities on campus, please contact your UNC Greensboro point of contact specific to your contract or work on campus.
For general information on UNCG’s ongoing response to the pandemic, please visit UNC Greensboro’s COVID-19 Updates Website.
In March 2014, UNCG announced the decision to participate in a Managed Print Services (MPS) program to be jointly managed by Business Affairs and Information Technology Services (ITS). The program is designed to reduce overall printing costs, simplify management of printing services, and promote environmental sustainability, while increasing the functionality available to departments. For details concerning the MPS program, please see the ITS website.
- ♦ Steve Rowland | Senior Account Manager | 336-808-8000 x2504 | firstname.lastname@example.org
- ♦ Michael Logan | Director of Purchasing and Contracts | 334-4104 | email@example.com
- ♦ Richard Schumaker | Project Manager | 336-256-1305 | firstname.lastname@example.org
Contact for Relocation Estimates
(Relocation of existing Systel MPS units will incur a relocation charge.)
- ♦ Shelley Taylor | UNCG Systel Representative | 336-808-8000 x2514 | email@example.com
UNCG will no longer purchase or lease network or multi-function printers as these will be provided and owned by Systel and the departments will be charged on a cost per print basis. Specialty printers such as large format, photo, graphic, design, etc. are not included in MPS and can still be purchased through eMarketplace. If in question, please check with our Systel rep to see if they have a product that will meet your needs. Desktop printers may also be purchased if the department has received an exception after the potential savings assessment. In addition, departments can still order toner and ink and service agreements for all existing equipment not in the MPS program.
Each department will provide Systel with the name of the individual who’s pcard will be charged each month for the print per page charges. Systel will send the individual a detailed invoice of the charges each month for that department.
Departments that are interested in saving money on printing costs or becoming more sustainable should contact Systel at the numbers above to schedule an assessment and next steps for using the MPS program.
Director of Procurement Services - (336) 334-4104
- ♦ Financial Services
- ♦ Legal Services
- ♦ Managed Print Services (MPS)
Assistant Director of Procurement Services - (336) 334-3078
- ♦ Contracted Services
- ♦ Software Licenses
- ♦ Independent Contractor
- ♦ Sole Source Approval
- ♦ Furniture
Purchasing Specialist - (336) 334-4463
- ♦ Residence Life/Supplies
- ♦ Facilities Operations Services/Supplies
- ♦ Construction
- ♦ Repairs and Renovations
- ♦ Cleaning Services
- ♦ Uniforms
- ♦ Annual Service Contracts
- ♦ Police
- ♦ Computers
- ♦ Dining Hall
- ♦ Telephones
Purchasing Specialist - (336) 334-4462
- ♦ Scientific Equipment & Supplies
- ♦ Vehicles
- ♦ Equipment Maintenance
- ♦ Equipment Repairs
- ♦ Photo Copiers
- ♦ Nursing
- ♦ Printing
- ♦ Teaching & Learning Center
- ♦ Athletics
- ♦ Musical Instruments
- ♦ Mattresses
- ♦ AV Equipment
- ♦ Appliances
PCard Administrator - (336) 334-4461
- ♦ PCard Administration
- ♦ Training and Auditing
Business Systems Analyst - (336) 334-4673
- ♦ eMarketplace
- ♦ Banner Support
- ♦ Training
Refer to the Gift Card & Gift Certificate Purchases before purchasing gift cards.
- ♦ Authorization for the Purchase of Gift Cards/Gift Certificates →
- ♦ Gift Card/Certificate Disbursement Log →
- ♦ Gift Card/Certificate Confidential Disbursement Log →
Use this Opportunity Cost calculator to help determine if a multi-year purchase is a good deal.
Submit completed inspection report to the buyer listed on the Purchase Order.
Completed form is submitted to State Surplus Property for approval.
If a vendor requires proof of UNCG’s tax exempt status, provide them the certificate and letter.
Federal law requires that we have on file a W-9 with the Employer ID number or Social Security number and signature of each person to whom the University makes a payment. New vendors must complete this form to be entered by UNCG’s Accounts Payable Department.