FAMIS FAMIS FOR BEGINNERS FOR BEGINNERS Division of Contracts and Purchasing David Ross, Executive Director Susan Dick-McKeon, Chief Administrator, School Based Procurement Myra Y. Estepa-Lee, Team Lead, Client Services Help Desk Janene Smith, Supervisor , Client Services Help Desk 718-935-4444 [email protected]1
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FAMIS FOR BEGINNERS Division of Contracts and Purchasing David Ross, Executive Director Susan Dick-McKeon, Chief Administrator, School Based Procurement.
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FAMIS FAMIS FOR BEGINNERSFOR BEGINNERSDivision of Contracts and Purchasing
David Ross, Executive Director
Susan Dick-McKeon, Chief Administrator, School Based Procurement
Myra Y. Estepa-Lee, Team Lead, Client Services Help Desk
Janene Smith, Supervisor , Client Services Help Desk
PROFESSIONAL SERVICES – Internal DOE Professional Service Providers
ThresholdsProcuremen
t ActionProcess Timeline
$ No LimitPurchase Order in FAMIS
School allocates money to 0998 object code in Galaxy, then requests service in FAMIS E-Catalog. Service Provider approves services request via FAMIS. No
further approval is necessary.
None (but can vary based on provider
response time)
COMMODITIES – Contracted Items, Non-List, and Listing Applications
Following bidding procedures as outlined in SOPM, School completes
transaction with P-Card per day.No further approval necessary
N/A
$0 - $15,000.
00
Encumbrance
School may encumber up to this amount
at any given time on P-Card.N/A
P-Cards work essentially like credit cards and may be used to order products from vendors in situations where issuing a Purchase Order is not efficient for reasons such as delivery time or contractual ambiguities. If the payment is for a valid purchase, the banking institution
issuing the card will approve the purchase and pay the vendor, less a fee, within a few days. The banking institution then sends a monthly billing statement, along with card activity
reports, to DFO for payment.
SIPPs
A SIPP (Small Item Payment Process) and formerly referred to as an IMPREST, is an electronic payment mechanism processed through the FAMIS Portal. SIPPs were originally established to facilitate “over-the-counter” purchase, (e.g., postage), providing for a direct
payment to the vendor or reimbursement to the purchaser. With the introduction of P-Cards, SIPPs should no longer be used for purchases. Instead, SIPPs should be reserved for
reimbursement to the NYC Department of Education employees for business related expenses.
Types of Contracted PO’s:> Contracted (E-catalog): to order textbooks, computers,
instructional materials, general supplies, audio visual equipment, wireless devices, New York City Leadership Academy and Internal Professional Services.
> Non-List: Create a purchase order with a contracted vendor for contracted items not available in the E-Catalog. Includes sheet music, imprinted tee shirts and shorts, and more. (see attachment)
> Professional Services: Create a purchase order for contracted professional services (i.e. professional development, curriculum development, evaluation services, student support services, counseling services).
> Listing Applications: For the designated procurements of published or copyrighted library and reference materials, testing and assessments, and artistic performance of specific artists or groups, payment of admission fees to cultural institutions and other such programs.
Open Document InquiryOpen Document Inquiry(continued)(continued)
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Open Document InquiryOpen Document Inquiry(continued)(continued)
Spending Plan InquirySpending Plan Inquiry
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This is where a school can go to view their available funds in FAMIS. There are various different ways we are able to look up their funds. This section allows us to show the school why they are receiving errors like ‘Unallocated Budget Exceeded’.
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Spending Plan InquirySpending Plan Inquiry(continued)(continued)
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Spending Plan InquirySpending Plan Inquiry(continued)(continued)
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Spending Plan InquirySpending Plan Inquiry(continued)(continued)
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Spending Plan InquirySpending Plan Inquiry(continued)(continued)
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Spending Plan InquirySpending Plan Inquiry(continued)(continued)
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Spending Plan InquirySpending Plan Inquiry(continued)(continued)
Non-Contracted Sole Source Non-Contracted Sole Source GuidelinesGuidelines
Monetary Threshold Approval From
Up to $15,000 Principal, ISC, Central Department Head
$15,000.01 to $100,000 Executive Director, Division of Contracts and Purchasing (DCP)
$100,000.01 and above Chancellor
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Evidence that no other service provides substantially equivalent or similar benefits (Research on internet, Ask other schools, etc.)
School must have in their possession a sole source letter from the vendor.
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Certification Of DeliveryCertification Of Delivery
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Certification of DeliveryCertification of DeliverySchools need to certify receipt of goods and services. They can do so two different ways.
• Through ‘Cert. Of Delivery’ option under ‘Purchasing/Payments’• Through ‘Document Inquiry’ screen
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Certification of DeliveryCertification of Delivery(continued)(continued)
When certifying documents through the ‘Cert. Of Delivery’ option, this is what you will see. Keep in mind that you don’t need the document number that you want to certify.
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Certification of DeliveryCertification of Delivery(continued)(continued)
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Certification of DeliveryCertification of Delivery(continued)(continued)
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Certification of DeliveryCertification of Delivery(continued)(continued)
This is the ‘Receiving Report’ you will see when you click ‘Show’ on the previous screen.
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Certification of DeliveryCertification of Delivery(continued)(continued)
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Certification of DeliveryCertification of Delivery(continued)(continued)
When you access Certification of delivery through the ‘Document Inquiry’ screen, you need to know the document number that you would like to certify. Type in the document number click ‘Inquire’, then click ‘Certify Document’.
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Certification of DeliveryCertification of Delivery(continued)(continued)
Approval TrackingApproval TrackingBesides Document Status, you can also get to the ‘Approval Tracking’ screen under the ‘Approval’ heading shown below.
Procurement Cards (P-Cards)Procurement Cards (P-Cards)• The daily maximum allowable amount for a P-Card transaction is $2,500. This can be done with one swipe or up to eight (8) swipes totaling $2,500.
• The maximum amount on a P-Card at any one time is $15,000
• To purchase non-contracted items over $250 with a P-Card, the purchaser must follow the Bidding Procedures (refer to Threshold Guide)
• Maximum Amount to spend on any non-contracted vendor within a fiscal year is $2,500
• P-Cards may not be used to pay open Purchase Orders
• For additional assistance, please contact the P-Card Unit at (718) 935-2939
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Pre-EncumbrancePre-Encumbrance
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Pre-EncumbrancePre-Encumbrance
Pre-Encumbrances are required for the following:
• Non-Contracted PO’s over $10,000
• PO’s for vendors with City Contracts that start with “DTC”
Note: Pre-Encumbrances cannot be used with a contracted vendor.
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SIPP’sSIPP’s
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Small Item Payment Process Small Item Payment Process (SIPP’s)(SIPP’s)
When to use SIPP’s?
• DOE Employee Reimbursement
• Postage
• Emergency Purchases
• Metro Cards
• Consumables for specialized programs
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SIPP’s permit schools to make “over-the-counter” purchases (e.g. Postage), thereby providing for direct payment to the vendor or reimbursement to the purchaser. The $250.00 bidding threshold applies to all SIPP expenditures over $250.00. Maximum Allowed to be spent is $500.00.
Steps To Add A VendorSteps To Add A Vendor
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The Vendor should fax or email W-9 to the school and the school will fax the W-9 over to Vendor Resources at (718) 228-