Train departments on Banner forms and processes in order to have fewer disapproved and returned requisitions.

To reduce the number of requisitions disapproved and returned Procurement will hold bi-monthly training sessions to cover Banner processes and forms.

We will have fewer requisitions disapproved and returned in 2011-2012 than we did in 2010-2011.

In 2010-2011 we disapproved and returned 239 Requisitions because of missing information or attachments.  We offered seventeen (17) Basic Purchasing/AP courses in calendar year 2011 reaching 92 end users who process Procurement Requisitions.  This training further assists end users in completing the document correctly and attaching all necessary documents required for Procurement to approve the document and convert to a PO.  We also offered five (5) Advanced Procurement classes which cover inquiry screens for end users to utilize to determine, pending document, open Requisitions, Open PO's, etc. This class reached 33 campus end users who had a desire to get a better understanding of their pending and approved documents.  As a result we only returned 186 Requisitions back to departments for corrections. Attached is a copy of our Basic training class handout.

Due to turnover on campus within both administrative and academic areas, Procurement will offer in correlation with New Hire Dates, a Basic and Advanced Procurement class twice per month in order to serve newly hired employees, those transferring from other departments and taking on a new role of Procurement, and those end users who feel they need a refresher course in subject content.  This goal has been met so it will be retired for 2012-2013.

Promote the use of the procurement card through training of departments on applicable purchases from 0-$5,000; therefore, reducing small dollar purchases on requisitions/purchase orders.

We will show an increased number of transactions on the procurement card and a decrease in the number of Purchase Orders ($0-$5000) from 2011-2012 to 2010-2011.

Approximately 250 individuals were trained in procurement card policy and procedures.  The Daily Transaction Summary within the GCMS Reporting System was used to gather data.  In fiscal year 2011 total transactions numbered 10,632 and total dollars spent $3,225,112.  In fiscal year 2012 the total transactions numbered 19,651 and total dollars spent $5,335,402.74.  An increase of 9,019 transactions and an increase of total dollars spent of $2,110,290.74 were shown.  The increases measured almost twice as much as the previous fiscal year.  In 2010-2011 the Procurement office processed 20,167 PO's under $5000, with the increased use of the PCard the number of PO's under $5000 dropped to 9,268 in 2011-2012.

Goal was met so this standard will be retired for 2012-2013.