1. DCP Standard Operating Procedures Procurement Overview

2. Agenda Introductions and Overview
Standard Operating Procedures Manual (SOPM)
Changes for Schools
Consultant Services
Purchasing Guidelines & Thresholds for Schools
MTAC (Multiple Task Award Contracts)
DCP Procurement Tools
DCP Website
FAMIS Portal
Instructional Materials Review Unit (IMRU)
Overview & Process Highlights

3. SOPM – Standard Operating Procedures Manual
Schools are expected to follow the Department of Educations Procurement Rules that are set forth in the SOPM
To view the SOPM, navigate to the DCP website:
Click Policies and Procedures
Click Standard Operating Procedures Manual
Click Other Than Personal Services (OTPS) Purchases
Click SOPM Chapter OTPS Purchases Issued: March 2006

4. Changes for Schools
Future enhancements – SOPM will be updated to reflect the items below.
Increased Procurement Card (P-Card) Purchasing Limit & Functionality
P-Card limit for schools has been increased from $2,500 to $5,000 per transaction
Maximum spending limit of $15,000 per P-Card at any one time
Multiple object codes (100, 300, 400 series & 451) on a single P-Card
FAMIS onscreen Expense Reporting and Certification (Coming Soon!)
Note: All applicable regulations and procedures still apply
Increased Professional Services Threshold
Professional Services / Competitive Bids limit from Non-Contracted vendors has been increased to $25,000
Professional Services / Non-Competitive/Sole Source limit for POs up to $25,000 (Schools)
Professional Services / Non-Competitive/Sole Source limit for POs above $25,000 (ISC/DCP)
Note: School Principals are required to document their selection process and choice of vendor in conformance with the “Best Value” standard, as set forth in the SOPM

5. Changes for Schools
NEW! – Purchasing from Internal DOE Professional Providers
Over 400 Professional Services from Internal DOE providers are now available for purchase by Schools via the FAMIS Portal
Approvals are not required for DOE Professional Services purchases
Note: Before purchasing Internal DOE Services, schools must first commit OTPS funds to this purpose in Galaxy under the title “Internal DOE Services – 0998”

6. Consultant Services 1. Independent Consultants (1099 Consultants)
Specialized temporary employees who are expected to act independently and return a finished product by a prescribed delivery date. To hire an independent consultant, please refer to the SOPM chapters on the qualifications and procedures offered by the Division of Financial Operations (DFO) – Click on Utilization of Consultants on the right side of the screen under SOP Chapters. The consultant will be required to submit a W9 and will be paid directly by the DOE.
2. Individual Vendors
Individual people that have a business, are registered with the DOE, and have a DOE vendor number. Taxes are not withheld by the DOE and the individual is responsible for reporting quarterly earnings and paying those taxes.
3. GoodTemps Temporary Employees (Vendor: NYS / Contract #: 1A61813)
May be hired when a principal determines how these people will do their jobs and provides them with specific job duties. Examples include Office Clerks, Data Entry Clerks, Bookkeepers, Secretaries, Administrative Assistants, and Receptionists. For a full list, visit
4. GoodTemps Professional Services Consultants (Vendor: GOO / Contract #: )
Effective July, 2005, the Department of Education has entered into a contract with GoodTemps to secure individual consultants to provide professional services. For additional information on the procedures to secure these services, visit
Note: GoodTemps will not pay any individual consultant above the maximum amount of $300 per day without pre-approval. In addition, GoodTemps will not pay any individual consultant more than $25,000 during the fiscal year of July 1 – June 30 without the District or FMC interviewing three individuals or upon the submittal of a waiver signed by the respective Deputy Chancellor.

7. Multiple Task Award Contract (MTAC) Procedures
Definition/Benefits:
Newly awarded MTACs will allow schools to draw services from a pool of vendors that have been awarded contracts through a Pre-Qualified Solicitation (PQS)
Applications accepted on a rolling basis, so new vendors can apply at any time
Expedited processing for POs under $25k
Mini-bid process and utility will apply for service needs in excess of $25k
An on-line utility has been developed for conducting mini-bids; training will be scheduled shortly
Services will be accessed through the FAMIS Portal, including the mini-bid utility.

8. Purchasing Guidelines & Thresholds ~ Professional Services ~
PROFESSIONAL SERVICES – Contracted Services
Thresholds
Procurement Action
Process
Timeline
$0 - $25,000
Purchase Order in FAMIS
School enters PO in FAMIS. No further approval necessary
N/A
>$25,000
School enters PO in FAMIS. Review and approval by ISC
Up to 5 days
PROFESSIONAL SERVICES – Non-Contracted Services
$0 - $250
No Bid PO
School enters No Bid purchase order in FAMIS. No further approval necessary.
$250 - $5,000
Telephone Quotes/3 Bid PO
School must solicit and document three (3) telephone quotes,
then enter 3 Bid PO. No further approval necessary.
$5,000 -$25,000
Written Quotes/
3 Bid PO
School or ISC must solicit and document three (3) written quotes,
$250 -
$25,000
Sole Source/ Exceptions
School or ISC must document sole source or exception,
then enter PO. No further approval necessary.
$25,000 - $100,000
a) Informal Solicitation Request (ISR)
The request must come to DCP. DCP will either a) conduct an ISR, or b) process an exception, depending on the request
2 months
b) Exception (Sole Source)
1-2 weeks
>$100,000
a) Request for Proposals (RFP)
ISC must request for DCP to assist in the preparation and processing of an RFP
5-12 months
b) Exception
ISC must submit an Exception to the Committee on Contracts
2-3 months (from approval by Committee)

9. Purchasing Guidelines & Thresholds ~ Commodities ~
PROFESSIONAL SERVICES – Internal DOE Professional Service Providers
Thresholds
Procurement Action
Process
Timeline
$ No Limit
Purchase 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
$0 - $100,000
School enters PO in FAMIS. No further approval necessary
N/A
>$100,000
School enters PO in FAMIS. Review and approval by ISC
Up to 5 days

10. Purchasing Guidelines & Thresholds ~ Commodities ~
COMMODITIES – Non-Contracted Items
Thresholds
Procurement Action
Process
ISC / DCP Response
$0 - $250
Purchase Order in FAMIS
If not an active vendor with the DOE, vendor must register with the DOE and receive a vendor number. School enters No Bid PO in FAMIS. No further approval necessary.
N/A
$250 - $5,000
Telephone Quotes
School gets telephone quotes from three (3) vendors, then enter PO in FAMIS. No further approval necessary.
Sole Source
Sole Source approval by school
$5,000 -$15,000
Written Quotes
School gets written quotes from three (3) vendors, then enters PO in FAMIS. No further approval necessary.
$15,000 -$100,000
Open Market Agreement (OMA)
The request must come to DCP, who will conduct a public solicitation for the goods
2-5 months
Request must come to DCP for approval if determined to comply with SOPM
> $100,000
Request for Bid (RFB)
School or ISC must request DCP to assist in the preparation and processing of an RFB
4-10 months (depending on complexity)
ISC, on behalf of the school, must submit an Exception to the Committee on Contracts if determined to comply with SOPM
3-4 months (from approval by Committee)

11. Purchasing Guidelines & Thresholds ~ Procurement Cards / SIPPs~
Procurement Action
Process
Timeline
$0 - $5,000
Single Transaction with P-Card
Following bidding procedures as outlined in SOPM, School completes transaction with P-Card.
No further approval necessary
N/A
$0 - $15,000
Encumbrance
School may encumber up to this amount
at any given time on P-Card.
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.

12. DCP Client Services
DCP Procurement Tools

14. Websites Main Website – Division of Contracts & Purchasing

63. DCP Client Services
(718) 935 – 4444

64. PurchasingPortal @schools.nyc.gov
DCP Client Services
PurchasingPortal
@schools.nyc.gov

65. Instructional Materials Review Unit ~ Overview & Process Highlights ~
The IMRU is an office within the New York City Department of Education that ensures that all textbooks and instructional material in our classrooms contain appropriate material for our students. The IMRU reviewers ensure that there is no inappropriate content or references, such as foul language, religious references, racial slurs, advertising, or sexual content. They also determine whether the textbooks or software can be purchased using NYSTL funds.
If a School would like to purchase a particular textbook that is not available on the e-Catalog, the School / ISC can contact Client Services at (718)
Fayeh Balgobin, IMRU, at (718) or

66. Questions?