2019
Date | Policy | Summary of Change |
---|---|---|
4/23 | All | Revisions were made to all PCMM Policies to bring into alignment with new OSU Procurement Standards 03-010 and 03-015. |
2018
Date | Policy | Summary of Change |
---|---|---|
2/28 | 404-005: Electronic Signatures | Updated all text |
2016
Date | Policy | Summary of Change |
---|---|---|
2/9 | 402: Contract Types | General updates |
8/30 | 402-007: Locum Contracts | Added section 402-007: Locum Contracts |
9/23 |
306-003: Store Credit Accounts and Applications |
Removed the following limitations listed in first paragraph. "does not result in a |
2015
Date | Policy | Summary of Change |
---|---|---|
8/5 | 101: Procurement Ethics and Conflict of Interest | Updated in response to Internal Audit Recommendation. |
1/21 | 304: Invoices | updated text to refer to FIS 1108-02, removed threshold list |
1/5 | 402: Contract Types | updated OUS links |
2014
Date | Policy | Summary of Change |
---|---|---|
12/30 | 402: Contract Types | updated link |
12/19 | 401: Contract Basics | updated link |
12/18 | 317: Vendors and Contractors on Campus | updated links |
12/18 | 306: Purchasing and Payment Methods | updated links |
12/18 | 304: Invoice Completion and Approval | updated links |
12/18 | 305: Commodities Prohibited for Purchase with State Funds | updated links |
12/18 | 303: Purchase Orders | updated links |
12/18 | 301: Required Reviews and Approvals | updated links |
12/18 | 103-001: Ethics Statement | replaced text with link to PCMM Ethics page |
12/17 | 204-202: Records and Reporting | fixed link |
12/17 | 000-002: Definitions | updated link to OUS site under Capital Lease |
12/17 | 000-001: Introduction | updated email link |
12/10 | 000-003: List of Exhibits | removed outdated documents; updated link |
3/14 | 303-004: Purchase Order Terms and Conditions | updated links |
3/14 | 303-009: Purchase Order Trade-Ins | updated link to PCC 301-008 |
3/14 | 202-002: Purchase Authority | updated Dollar Threshold numbers |
3/14 | 317-001: Visiting Campus | updated links |
6/16 | 316: MWESB, Qualified Rehabilitation Facilities and Oregon Commission for the Blind | general updates |
6/16 | 317: Vendors and Contractors on Campus | general updates |
6/30 | 306: Purchasing and Payment Methods | updated content in the section 306-008: IRS W9 Forms |
7/14 | 306: Purchasing and Payment Methods | updated content in the section 306-008: IRS W9 Forms |
2013
Date | Policy | Summary of Change |
---|---|---|
01/11 | 203-002: Ratification of Unauthorized Purchases or Contracts | Updated entire section |
01/11 | 003: Exhibits |
Updated exhibits for |
01/11 | 103-003: Purchase/Payment Fragmentation | Added Payment to title and text |
3/12 | 301: Purchasing | Added reminder that departments and BC should have their agreements vetted for other department policies |
3/12 | 301-007: Vehicle Purchase and Leasing (Passenger Vehicles) | minor updates |
3/12 | 301-012: Audit Services | Deleted. Public Entities Outside the State of Oregon - Chapter 190 approval removed due to SB 242. legal review no longer required. |
3/12 | 301-012: Audit Services | Added new policy "Audit Services". |
3/12 | 301-013: Legal Review | Changed to reflect post SB 242 changes |
3/12 | 301-001: Facility Modifications | Updated to reflect BOLI PWR considerations |
3/12 | 303-002: Business Center Purchase Orders | Updated to reflect BOLI PWR considerations. Reference made to exceptions. |
3/12 | 303-003: Departmental Purchase Orders | Updated to reflect BOLI PWR considerations. |
3/12 | 303-005: Purchase Order Changes and Cancellation | Changed to reflect Banner system limitations |
3/12 | 303-006: Purchase Order Completion | grammatical changes |
3/12 | 303-110: Exchange of OSU Goods or Services for Discounts | "Generally" added at beginning of sentence |
3/12 | 303-012: Purchase Order Exception List | This section was broadened to include more categories as allowed. Procedure was added and |
3/12 | 304: Invoices | Corrected grammatical errors and clarified invoice "Completion". |
Department titles updated. Linked to FIS 1108 | ||
3/12 | 305: Commodities Prohibited for Purchase with State Funds | website links updated |
3/12 | 306: Purchasing and Payment Methods | Clarification added |
3/12 | 306-001: Procurement Card | Procurement card link added |
3/12 | 306-002: Purchase Orders | clarifications added |
3/12 | 306-003: Store Credit Accounts and Applications | grammatical changes and clarification of the process added |
3/12 | 306-005: Auto Pay Vendors | Links added and department name clarified |
3/12 | 306-005: Auto Pay Vendors | department name clarified |
3/12 | 307-003: Environmental Education | Grammatical changes |
3/12 | 308: Informal Solicitations | Grammatical changes |
3/12 | 308-001: Request for Quotes (RFQ) | grammatical changes |
3/12 | 309: Formal Solicitations | Grammatical changes |
3/12 | 309-002: Request for Proposal (RFP) | Grammatical changes |
3/12 | 312-002: Additional Purchase Based on a Previous Solicitation | Changed to reflect SB 242 changes |
3/12 | 312-005: Sourcing | website links updated |
3/12 | 312-007: Pre-Proposal/Pre-Bid Meetings | grammatical changes |
3/12 | 312-008: Solicitation Questions | Clarification added |
3/12 | 312-010: Determination of Responsiveness | grammatical changes |
3/12 | 312-011: ITB/RFP Department Review | grammatical changes and clarification of the process added |
3/12 | 313: Purchases Exempt from Competition | removed listing and referenced Oregon Administrative Rule since the listing was confusing |
3/12 | 315: Purchasing from Existing Contracts | Clarification added |
3/12 | 315-001: OSU Contracts and Price Agreements | Grammatical changes |
3/12 | 315-003: Western States Contracting Alliance | website links updated |
3/12 | 315-005: Other Contracts and Cooperatives | Clarification added |
3/12 | 315-006: Contracts Issued By Other Public Agencies | Clarification added and changed made to reflect SB 242 changes |
3/12 | 316: MWESB, Qualified Rehabilitation Facilities and Oregon Commission for the Blind | Grammatical changes |
3/12 | 316-001: Minority, Women, and Emerging Small Businesses (MWESB)Affirmative Action | Changes made to reflect OUS MWESB policy now in place |
3/12 | 316-002: Qualified Rehabilitation Facilities (QRF) | grammatical changes |
3/12 | 317-001: Visiting Campus | reference to smoke-free-campus policy made |
3/12 | 317-002: Vendor Parking | minor updates to reflect TAPS parking policies for vendors |
3/19 | 500: Construction | Updated all sections under 500 |
3/19 | 003: Exhibits | Removed link for Request for Ratification of an Unauthorized Commitment Form |
4/30 | 312-006: Legal Review | updated entire section |
6/25 | 302-002: Purchase Requisition PRocessing Timeline | Replaced $99,999.99 with $149,999.99 to reflect new formal procurement level per updated OAR |
6/25 | 308: Informal Solicitations | Replaced $99,999.99 with $149,999.99 to reflect new formal procurement level per updated OAR |
6/25 | 309: Formal Solicitations | Replaced $100,000 with $150,000.00 to reflect new formal procurement level per updated OAR |
8/1 | 003: List of Exhibits | Updated link for Business Credit Information |
12/24 | 101: Employee Ethical Conduct | Updated to add and include c) The Employee must complete the "PCMM Disclosure of Real or Potential Conflict of Interest" form and submit to PCMM for review. |
2012
Date | Policy | Summary of Change |
---|---|---|
4/16 | 401-007 Non-Negotiable Public Contracts | removed section |
11/20 | 000: Introductory Material | Updated PCMM Manager title to Chief Procurement Officer. Added and removed some definitions |
11/20 | 100: Introduction | Updated PCMM Manager title to Chief Procurement Officer. |
11/20 | 200: Authority and Records | Removed references to pre-Senate Bill 242 requirements. Updated PCMM Manager title to Chief Procurement Officer. |
2011
Date | Policy | Summary of Change |
---|---|---|
12/21/2011 | Updated content throughout entire section | |
10/04/2011 | 001: Introduction | Removed 1st paragraph |
09/23/2011 | 000: Introductory Material | 8/5/11 Updated some introduction and definitions. Removed some definitions that aren't utilized in the Policies and Procedures Manual. Removed some exhibits from 002 and added Exhibit "NOTICE OF POTENTIAL OR REAL CONFLICT OF INTEREST" and "COMMODITY LEASE INTAKE FORM". Removed 004 Frequently Asked Questions. UPDATE- 09/23/11 Added definition for Trade Services |
08/05/2011 | 100: Purchasing and Contract Ethics | Section 101-002 Contracting with Current and Past OSU Employees previously under development was added under new title "Purchasing from or Contracting with OSU Employees, Relatives of OSU Employees or Member of the OSU Employee's Household. 101-003 OSU Employee Honorarium Guideline updated. Added a Notice of Potential or Real Conflict of Interest form. 101-006 Personal Purchases using OSU Contracts updated. 102-004 Endorsement added. 103-001 Authority to Purchase changed to Authority to Purchase or Enter into Contracts and moved to 103-002. 103-001 now Ethics Statement for Employees in the Procurement Process - new policy and procedure per OAR and new process facilitated through OUS. Subsequent titles moved down and renumbered. 104-001 Declaration of Conflict or Potential Conflict of Interest updated. 104-003 Conflict of Interest Violations Pertaining to Use of Federal Funds added |
2010
2008
Date | Policy | Summary of Change |
---|---|---|
10/17/2008 |
PCMM 303 |
Updated link to Microsoft Work-AT-Home Distribution Procedures. |
2/01/2008 |
PCMM 302-02 |
Corrected dollar level under "Guidelines for Procurements." |
2007
Date | Policy | Summary of Change |
---|---|---|
4/19/2007 |
PCMM 200 |
This section has been removed from the PCMM. Policy and Procedures manual as it is now under the administration of the Office of Sponsored Programs. (Please see their manual for guidance.) |
2/28/2007 | PCMM 101-04 OSU Internal Controls Policy |
Changed language from "Purchasing Authority Guidelines and Purchasing Authorization" to "Departmental Purchasing Guidelines" in the Departmental Expenditure Authorization section, and made minor textual edits. |
2006
Date | Policy | Summary of Change |
---|---|---|
11/09/2006 | PCMM 101-04 OSU Internal Controls Policy |
Updated compliance guidelines for department authorization designations. |
9/13/2006 | PCMM 403 Personal Service Invoice (PSI) vs. Personal/Professional Services Contract (PPSC) |
Changed "FY" in the first bullets under Policy to "calendar year." |
7/17/2006 | PCMM 101-02 Department of Justice (DOJ) and Other Reviews and Thresholds |
Added or updated the information in the first two bullet points in the POLICY section under "For Construction Processes" pertaining to "$25,000 - formal construction process threshold" and $50,000 - Bureau of Labor & Industries (BOLI) threshold per project (not per contract). |
PCMM 304-02 Oregon Bureau of Labor and Industries (BOLI) Prevailing Wage Law (PWR) |
Updated the APPLICABILITY section. | |
PCMM 304-04 Bidding Process |
Updated the DEFINITION section and the POLICY section for contracts for projects using a non-standard (RFP, Design/Build or CM/GC) procurement process. | |
PCMM 304-012 Timelines |
Revised what types of contracts need to be sent to the Department of Justice for legal sufficiency review in PROCEDURE section under "A". | |
PCMM 304-14 BOLI / Prevailing Wage Rate Payment Bonds |
Integrated information into 304-02: Oregon Bureau of Labor and Industries (BOLI) Prevailing Wage Law (PWR) and Payment Bonds. | |
5/01/2006 | PCMM 101-03 Signature Authority |
Updated the list of personnel who have signature authority. |
2005
Date | Policy | Summary of Change |
---|---|---|
12/22/2005 | PCMM 301 Preferred Purchasing and Payment Methods for Small Dollar Purchases (Procurements Under $5,000) |
Added information that prohibits personnel from using purchasing methods for the sole purpose of obtaining personal rewards (e.g. airline mileage on personal credit cards, rebate programs including personal Costco accounts and other credit cards, etc.). |
6/30/2005 | PCMM 302-06 Procurements not Requiring a Purchase Order (PO) |
Added additional commodities and services to the list of items not requiring a purchase order (PO) in the policy section. |
PCMM 304-14 BOLI / Prevailing Wage Rate Payment Bonds |
Added policy to PCMM manual. | |
4/27/2005 | All PCMM policies and procedures | Combined Purchasing Manual & Contracts Handbook to create the PCMM Manual. Updated all policies and procedures and reformatted contents to comply with the PPMM Program. |