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Welcome to the Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ MasterCard Purchasing Program. The University Purchasing Card, issued by Bank of America, is a credit card which acts as a procurement tool offering an alternative to the existing University procurement processes. It provides an extremely efficient and effective method of purchasing and paying for goods and services.

The Purchasing Card program is designed to delegate authority and capability to quickly and conveniently purchase approved commodities and services directly from the vendors that accept MasterCard. This program co-sponsored by the Purchasing Department and Office of the Controller is designed to more efficiently meet your purchasing needs and those of the University.

Benefits to the Cardholder

• Allows you to obtain goods and services faster and easier than the requisition process.
• Significantly reduces workload related to the purchase of and payment for qualified goods and services
• Allows you to be more efficient and to focus on the value-added aspects of your job
• Provides end users with greater autonomy

Benefits to the University

• Reduces the number of purchase orders, invoices and checks
• Enables Purchasing and Accounts Payable to focus on higher yield, value added activities
• Dramatically reduces the number of vendors in the University vendor database.
• Prompt payment to vendor results in better prices and improved vendor relations.
• Purchasing Department will have more time to negotiate more favorable contracts.

Policies and Procedures

• Purchasing Card Policies & Procedures Manual
• Purchasing Card Application
• Purchasing Card Verification Instructions (Workday)

Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ Purchasing Department is committed to serving the University community with the timely and cost effective procurement of services. This is accomplished through product knowledge, competitive bidding negotiation of special agreements and contracts, and monitoring vendor performance. All of these serve to maximize the University purchasing power.

Policy

Purchasing Objectives

The primary objective of the Purchasing Department is to purchase goods and services at the acceptable quality, quantity, at the right price, from the appropriate source in the most efficient manner.

Responsibilities Associated with these Objectives are:

• To develop and maintain sources of supply for all goods and services meeting the University needs.
• To maintain and promote compatible business relationships with vendors and the community in general.
• To foster harmonious working relations between the Purchasing Department and other University departments
• To recommend to potential university customers/users any new products and/or services that may aid the customer/user in the performance of their duties.
• To acquaint relevant University customers/users of market conditions and impact prices and/or availability of the goods and services they purchase.
• To periodically review University purchasers to assure user needs are optimally met by the goods and services purchased.
• To ensure all purchases are made in accordance with prevailing statutes regulations, policies and procedures.
• The University has elected to accept the one year grace period for implementing the new procurement standards in the OMB Uniform Guidance as codified in 2 CFR Part 200. This policy is in compliance with OMB Circular A-110. The new procurement standards will be implemented by the University effective on July 1, 2016.

Selection of Vendors

Vendors are selected for their capability to serve the needs of the University by providing quality products in the most economical and efficient manner possible. Past performance is an important factor.

Group Purchasing and Consortium Affiliations

The Purchasing department is a member of several Consortium University purchasing groups; we also have the ability to purchase goods and services from existing state contracts and contracts that are established with major companies. This helps us to obtain products and services on short notice and stay within the guidelines of the bidding process (discussed below). Through these groups, bidding is done and is based on a larger volume so this becomes cost effective for us when we are purchasing smaller volume purchases.

Sole Source

• A sole source purchase is one where goods or services required can only be obtained from a single source vendor. This situation makes it impossible to obtain competitive bids and it should be avoided whenever possible. However since Consortium affiliations are established this will help the University in achieving its goal which is obtain the best price.
• The selection of a vendor shall be made on a competitive basis whenever possible. However, it is recognized that there are circumstances where one source may have exclusive capability to provide certain goods or services. These may include vendor experience, specialized facilities, technical competence, or occasionally, usually in cases of emergency purchases, availability. This procedure does not apply to utilities or construction contractors.
• When a sole source specification is submitted, the Director of Purchasing may require support documentation from the requisitioning department as to why it is essential that it should be purchased in preference to another item.

Competitive Bidding

Purchases of goods and services with an estimated total value of $2,500 or greater will require competitive bidding. When competitive bids are required the Purchasing department will request the bids and handle all aspects of the bid process. The vendors that are chosen for any and all bids will be selected by having successfully provided previous service to the University and any new companies will be pre-qualified by the Purchasing department.

Requests for Bids, Quotations or Proposals

Competitive quotations, bids or proposals are solicited by the Purchasing department in accordance with the guidelines listed below. Purchasing should be notified before soliciting quotations, bids or proposals. In the bid or proposal, all information should accompany the requisition. It is however, in the best interest of the University to assure that all vendors are treated in a fair and impartial manner, and to avoid favoritism and/or conflicts of interest. This makes it essential that the Purchasing department be the main contact with all vendor representatives.

Guidelines for Vendor Contact:

• Purchasing will review with the requesting department the particular product or service needed. Purchasing can also assist in developing a procurement plan for the department.
• The department should plan to discuss their needs with multiple vendors when time permits. This can be achieved with the help and guidance of the Purchasing department. Information gathering may reveal alternatives or other important data related to the planned purchase.
• All vendors should be given like information of the need so each will have an equal opportunity to compete. Not providing equal information can be construed as showing favoritism or misrepresentation. It should be recognized that responsible business relationships can be maintained only on a structure of honesty and fairness.
• Discuss all aspects of the need i.e.: what happens after the department owns the purchase. Consider the life cycle approach which includes: length of warranty, cost of maintenance, supplies, training, and repair costs after warranty, and/or response time if required for repair. The cost of the equipment or goods may be insignificant compared to these "hidden" costs over the life of the product.

Competitive bidding will be secured in accordance with the following guidelines:

For purchases totaling $2,500 or more, a minimum of three written quotations will be solicited. All bids will be submitted to and opened by the Purchasing department on the due date, or not more than three days after the bid is due. The Director of Purchasing will review the bids and the awarding of the bid will take place after reviewing all outcomes with the requesting department. Bids, if the occasion arises, will have a final review as well by the Vice President for Finance and Administration. The bid may be awarded not necessarily on price alone, but on availability of product and the time frame that is required based on the needs of the requesting department. For bids that require architectural drawings, these drawings must be presented and included with the appropriate bids. The solicitations of three bids are needed unless one of the following conditions exists:

• When, in the judgment of the Director of Purchasing or Department Head, insufficient time exists to obtain written quotations from three or more sources but sufficient time does exist to obtain verbal quotations. In such cases, written confirmations will be requested.
• When prompt delivery is the most important factor or when an emergency exists.
• When fewer than three sources are available and it is so documented that this is the case.
• When the choice of vendor is based on previous competitive bids and experiences with this vendor, and substantiated by periodic quotations. This will be done only by the Director of Purchasing.
• If National, State, and Consortium group purchasing contracts are in place in the Purchasing department for the products or equipment that is being purchased.

All Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ Suppliers are required to comply with the University’s Purchase Order Terms and Conditions

Notice to Suppliers and Potential Suppliers of Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ’s Policy regarding gifts, gratuities, and entertainment.

Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ greatly values the importance of good supplier relationships. These relationships are based on mutual respect and cooperation. We believe these relationships are most effective when our external business partners clearly understand the values, principles and policies which guide Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ employees in the conduct of business.

One area in which we ask you to join us is vigilance in preventing real and/or perceived conflicts of interest associated with gifts, gratuities, and entertainment (theater, sporting events, fishing trips, golf, travel, etc.). Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ expressly prohibits its employees from soliciting and/or accepting gifts, gratuities, or entrtainment for private use, either directly or through a member of their immediate family (this includes any gratuitous payment, loan, service or accommodation of any value) from any external business partners doing business or seeking to do business with Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ, even if connected to a site visit or training program. Business meals are acceptable as long as they are not frequent or lavish.

We have a long standing request to our partners that no gift may be offered to any employee. The only exceptions are as follows:

• Product samples, so long as there is a legitimate business purpose.
• Calendars, desk novelties, or similar advertising items of nominal value.
  Acceptance of monetary or near-money items such as cash, gift cards, gift certificates, business cards,
  tokens and other cash substitutes is strictly prohibited.
  This conforms to Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ organizational values and ethical standards of behavior. We ask you to abide by the policy throughout your relationship with Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ. Disregard of this policy can lead to remedial actions including supplier disqualification.
  Your continued Cooperation and support is greatly appreciated.

Notice to Suppliers and Potential Suppliers of Fraudulent Email Activity Involving Orders

Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ would like to make you aware of an active email scam that has impacted several universities in the Northeast whereby purchase orders and request for product quotations that purport to originate from the university are in fact fraudulent. While schools cannot prevent this illegal activity, law enforcement has been notified. Please note that Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ has not been impacted to date.

Please be cautious and alert to potentially false emails and order documentation, and carefully review unsolicited POs purporting to be from the University, especially if Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ is not already a customer of yours. Here are some common traits or themes of these fraudulent emails that may help reduce risk to your company of becoming a victim of this financial scam:

• *  The email message is poorly written, with misspelling and awkward sentence structure.
• *  The sender’s email address or website link is not authentic to Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ.
• *  The message requests shipment of product to a non- Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ address. All of our shipment locations
  are in Fairfield, CT.
• *  The message may include an attachment that is designed to look like a Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ purchase order,
  may include a logo or other graphic, and a signature that seem legitimate, but may have misspellings or other errors that indicate it is not legitimate.
  Questions,
  If you have any questions as to the authenticity of a purchase order or request for quotation that purports be from Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ, please contact us directly. If you believe that you have received a fraudulent email that claims to be from Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ, you should forward it to purchasingdepartment@fairfield.edu to verify its legitimacy before responding to the email or filling the order.
  We understand that this may be part of a massive nationwide scam, targeting educational institutions. The University accepts no liability for goods shipped based on fraudulent emails, purchase orders, or other documentation purporting to be from Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ, and will not pay invoices, damages or expenses of any supplier deceived by the fraud.
  The Ïã¸ÛÁùºÏ²Ê¹ÒÅÆ Purchasing department values our partnership with our suppliers and appreciates the very important role they play in providing goods and services to our faculty, students, and staff in support of their academic and research endeavors. Please be assured that we will report any and all fraudulent emails of which we become aware to the appropriate personnel.

Organizations interested in becoming StagCard merchants can learn more at the link below.