Purchasing Reorganization and Important Reminders for UR Procurement
Stay informed about the recent purchasing reorganization at UR Procurement, including team realignments and upcoming changes. Don't miss critical reminders about the SOLO Order Decommission Date and the Supplier Price Justification Questionnaire implementation for efficient procurement processes.
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RARA and River Rat Meeting November 17 & 18, 2020
Purchasing Reorganization Dan Leyrer retired on 10/8/2020 To serve our customers better, we are in the process of reorganizing our Commodity Teams Equipment & IT Team Realignment: (Formerly Capital Team) Medical/Clinical Equipment; Dan Colosi, Category Mgr. Non-Medical/Clinical Equipment; Greg Fuller, Category Mgr. email: Greg_Fuller@urmc.rochester.edu IT/AV Equipment-Hardware; Dave Lang, Category Mgr. Enterprise Software; Dave Tortora, Category Mgr. Michael Altobelli, Sr. Category Mgr. email: Daniel_Colosi@URMC.Rochester.edu email: David_Lang@urmc.rochester.edu email: David_Tortora@urmc.rochhester.edu email: Michael_Altobelli@urmc.rochester.edu Non-Clinical and Services Team - Kathy Keister, Sr. Category Manager Staff and Commodity Assignments being finalized 2
Super User Reminders Reminders: SOLO Order Decommission Date To complete the transition of remaining transactions occurring outside of Workday, we will be turning off SOLO access for the remaining suppliers below as of November 30, 2020. Please plan accordingly to assure there is no disruption in your departmental ordering process. Airgas USA LLC Krackeler Scientific Inc. MilliporeSigma VWR Scientific Fisher Scientific Laboratory Product Sales Inc. Preparation for SOLO Decommission To avoid interruption of ordering after November 30 for your department or lab, if you have a SOLO login for any of the suppliers above but do not have P2P Initiator access in Workday, you will need to submit a P2P Security Form to the P2P Service Center to request initiator access. New users will also need to complete the MyPath P2P Initiator Training P2P: Introduction to UR Procurement for Initiators (P2P Marketplace Overview). There are instructional videos on how to Create a Marketplace Requisition available on the UR Procurement Website for staff who are not familiar with how to do this. Please plan accordingly to avoid disruption in ordering. 3
Supplier Price Justification Questionnaire Effective October 2nd, a Supplier Price Justification questionnaire was implemented to replace the Supplier Price Justification Conflict Information Form attachment in P2P This questionnaire is required for all requisitions =>$25,000 There are two versions of the questionnaire Grant (GR FAO) and Non-Grant. If a requisition contains both grant and non-grant FAO s, the grant questionnaire will be required. The grant version requires questions regarding solicitation and selection of small and minority businesses (Section E of current SPJCI) The questionnaire will generate automatically based on requisition total (>$25,000) and after completing the Preliminary Questionnaire With the addition of this questionnaire, you will no longer need to complete and attach a Supplier Price Justification Conflict Information Form to a requisition. If the form is attached, the questionnaire responses will take precedence with the requisition. A Supplier Price Justification Template is available on the UR Procurement Website to use as a tool to gather answers to the questions prior to submitting the requisition in P2P. There is a video posted on the UR Procurement Website demoing the questionnaire. Please reach out to Purchasing to assist with your procurement needs especially when competitive bids are required. 4
Monthly P2P Workshops New P2P Zoom Workshops started in September and are held on the 2nd Wednesday of the month from 2 3pm. The workshops are intended to provide tips and tricks for P2P users and address any questions (i.e. Resolving Invoice Match Exceptions, How to Transition your Blanket Order to P2P, How to Run Reports, etc) The schedule and zoom access information can be found on the Training Website. Next Workshop: December 9, 2 3pm 5
Pcard Workday Project Extension of P2P project, in Workday (instead of US Bank system): Cardholders will: Add receipts/documentation, comment/business purpose, accounting codes Approvers will: Approve Training available starting January 4th My Path WalkMe walkthrough ready Zoom schedule and registration process being prepared Go live planned for January 26th (start of PCard billing cycle) 6
