Regidor B. Macaraig <rmacaraig@ateneo.edu>
Jan 12, 2023, 10:09 AM
to blueboard
To the Ateneo Community,
We wish to remind all Units and Departments to review their line item budgets for the above classification and process the corresponding electronic purchase requisitions (EPR) for those without any or follow up the approval of those with EPR.
It is imperative to conduct the review now so that we still have time to conduct proper bidding for your budgeted requirements rather than cramming it during the last two months of the year when delivery is not assured.
Attached below is the file of the latest instructions for the preparation of EPRs.
Thank you.
--
Regidor B. Macaraig
Director, Central Purchasing Office
Ateneo de Manila University
Tel: 8426-6001 ext 4136; 8426-0136
Cell: 09260140692
-
INSTRUCTIONS TO EPRS USERS
AS OF June 27, 2019
REVISED AND REISSUED Jun 16, 2022
To further improve our response time to all your purchase requirements and efficiently process them, we are issuing the following instructions to our EPRS users:
1. Budgets have been uploaded on both the Great Plains (GP) and Electronic Purchase Requisition System (EPRS), except for the specific budgets for Non-Capitalized Equipment. All units are requested to prepare their respective electronic purchase requisitions (EPR) for your needs, as well as for each of the approved budgeted entries on major improvements (842 and other accounts) and new equipment (843), as soon as possible. This will give us enough time to process your needs and have them delivered accordingly. This will also give you enough time to request use of your savings, if any, for other purchases or request realignment, instead of cramming during the last month of the fiscal year.
2. These uploaded budget entries for 547, 842 and 843, (text, quantity and estimated cost per unit) will be seen on the pull-down menu when the Originator clicks Item on the EPR. Entries on the pull down menu cannot be modified without a change request (e.g. Request for Realignment) approved by the Office of the Vice President for Finance and Treasurer (OVPFT).
3. The Originator is responsible for ensuring that adequate and appropriate description and/or specification of each item requested for purchase is indicated on the description area of the EPR. This includes but is not limited to the following: item’s main description or product name, model number, size or dimension, color, product code, brand/s (if required), serial number or other specifications or instructions. These descriptions and/or specifications help facilitate the processing and procurement of these items. Brochures will help but the main description of the item to be purchased must be indicated on the EPR.
a. For example, if your approved New Equipment calls for 1 unit of Air-conditioning, it should be supplemented by additional descriptions like: Panasonic 2.5 HP, non-inverter with remote control; 20 boxes of Pencil must include whether wood or mechanical and if #1, #2 or .5 or .3 lead; a cabinet must be described as made of wood or steel, vertical or lateral, with number of drawers; and so on.
b. If you are open to other brands, you may exclude the brand in your description. Or include the phrase “or equivalent brand” to your description specific to another brand.
c. If you are open to other brands, do not indicate product code or other descriptions that specifically point it to a certain brand or is peculiar to a certain brand. Make the description generic.
4. Attaching a vendor’s quote on an EPR does not replace #3 above. A vendor’s quote is meant to be the basis of the estimated amount of the item requested to be purchased, unless it is an attachment to an exception justification report.
5. Failure to properly describe the item/s to be purchased result in delay in the procurement process. All EPRs with incomplete description will be returned IMMEDIATELY with corresponding explanation indicate thereto but without prior notice anymore as indicated on my previous instruction issued in Jun 2018 and reissued in Oct 2018, and Jan-Mar 2019 and so forth.
6. Computer equipment, whether desktops or laptops have pertinent standard configurations evaluated and approved annually by the Information Technology Resource Management Office (ITRMO) in cooperation with the IT offices of each unit/cluster. Any deviation from this configuration must be approved by the ITRMO director or her designate, and the VP for Finance and Treasurer. In case you failed to specify your computer (Computer A or B or C; or Laptop A or Laptop A light, Laptop B or Laptop B light or Laptop C) requirement on the budget approval submission, you have to indicate clearly on your EPR which of these computer choices is what you actually need. Of course, the choice must conform to the budget that was approved.
7. For air-conditioners, the standard brand for window unit and split types with lower horsepower are Panasonic and Mitsubishi. The standard brand for 3 tonners and above are Panasonic, Mitsubishi, Carrier and Koppel. Any deviation from this standard shall be approved by the Director of Central Facilities Management Office (CFMO).
8. All EPRs for improvements whether major or minor must already have the complete Terms of Reference (TOR) attached thereto or sent beforehand. A TOR consists of the following:
a. Project brief;
b. General requirements and/or scope of work;
c. Bill of Quantities (BOQ);
d. Drawings and layouts;
e. Material specification, if multiple more specific materials are required; and.
f. Other specs, if any.
9. For very minor repairs and services, a Scope of Work shall be attached to the EPR.
10. Absence of these documents will cause the return of the EPR to its originator IMMEDIATELY with corresponding explanation on the returned EPR.
11. Copying a scope of work prepared by a vendor is unethical and must not be done, unless it is part of the exception justification that results in the award of the work to the same vendor.
12. In accordance with our policies and procedures, the CPO shall conduct bidding for all requirement except for emergencies and other exceptions stated on the CPO Manual.
13. No one is allowed to transact any business with unaccredited vendors unless due to an emergency. All vendors must be accredited first before they can join the bidding.
REGIDOR B. MACARAIG
Director, Central Purchasing Office
-
Source: cae