Departments’ Responsibilities After Authorizing Procurement
Follow-up and Expediting
After issuance of a contract/purchase order document, the user department must perform any necessary follow-up and expediting with the contractor. In the event of untimely contractor performance, the contractor should be notified by the user department verbally or in writing.
Receipt of Goods/Services
The user department must ensure that the individual receiving (I Want to Receive in Banner) the goods/services maintains a copy of the purchase order/contract and is fully informed of the requirements of the contractual arrangement.
The user department should not accept goods in excess of those specified on the purchase order/contract unless provided for by an authorized change order from University Purchasing; and should reject an over-shipment even after receipt. In such event, the user department must notify the contractor (or coordinate with University Purchasing) that the over-shipment will not be accepted and, unless the over- shipment is picked up by the contractor, it will be returned at the contractor’s expense. For printing purchase orders/contracts 10% overruns and under-runs are generally considered within industry standards, and are therefore, considered acceptable.
Lost or Damaged Shipments
The user department must promptly inspect deliveries for shipping damage at the receiving location. Concealed damage must be documented by the user department. In such cases, the user department must coordinate with the appropriate buyer to ensure that the concealed damage is reported within seven days of receipt and prior to removal from the point of delivery. It is difficult to fix responsibility for deliveries once the user department has moved the goods to another location or when inspection has not been made in a timely manner. The contractor shall make immediate replacement of the damaged or lost merchandise or be in default of the contract. It shall be the contractor’s responsibility to file a claim against the carrier. If damage is to a small quantity and with the approval of the user department, the contractor may deduct the amount of damage or loss from his/her invoice to the University in lieu of replacement.
Inspection, Acceptance, and On-going Monitoring
The user department is responsible for inspecting, accepting, and continually monitoring the performance of the contract. Inspection is the close and critical examination of the delivered goods/services to determine conformance with applicable contract requirements of specifications. It includes the determination that:
- unless otherwise specifically ordered, the delivery consists of new and unused merchandise.
- goods/services provided are of the quality, grade, standard or any other aspect specified in the purchase order/contract.
Rejection of goods/services is the responsibility of the user department whenever goods/services do not meet contract requirements. The user department must document in writing, cases where the contractor’s performance does not comply with the contractual agreement. Such written documentation shall be provided to University Purchasing by the user department using the “Complaint to Vendor.” This report is necessary for University Purchasing to take the appropriate default actions as provided for in the contract. In addition, the form is important so that University Purchasing can continue to develop vendor history and evaluate vendor performance. Please contact University Purchasing at 8-0157, if you intend to file a complaint.
Cancellations and Changes to Purchase Orders/Contracts
Cancellations and changes to purchase orders/contracts should be coordinated with the assigned buyer. All contract changes/modifications must be approved and confirmed to the contractor or by the appropriate buyer.
Contract Administration Action Plans
Written Contract Administration Action Plans (CAAPs) are required for all major term contracts (i.e. contracts whose annual value is greater than $750,000 during any term of the contract). The Procurement Services Manager of Contract Administration provides training to Contract Administrators with oversight responsibility for major contracts; and assists with the development and implementation of the resulting CAAP.