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Anticipated requisitioned purchasesÌý$10,000 and belowÌýshall be procured using the University’s department PCard in lieu of a requisition. All PCard program policies and procedures shall be strictly adhered to.

Requisitions issued in non-compliance will be cancelled and the department shall be notified in writing by Purchasing & Contract Administration.

ORDER TYPES REQUIRED VIA REQUISITIONS:

1. Consulting Services
2. Copier Service/Lease Agreements
3. Custom Purchases (i.e., furniture)
4. Faculty Relocations
5. Maintenance/Service Contracts
6. Open Orders/Blanket POs
7. Public Works/Facilities Planning
8. Teaching Agreements

Note:ÌýLimited Apple products with simple billing can be purchased with the PCard. All other Apple purchases should use the requisitioning process.

REQUISITIONS:

Phone Number Extension.ÌýCheck that your extension is correct. If it is not, contactÌýSOLAR FinancialsÌýimmediately to have this updated.

±Ê°ù´Ç»å³Ü³¦³Ù/³§±ð°ù±¹¾±³¦±ð.ÌýCorrectly ordered to avoid Accounting and Central Receiving issues and change orders.

°ä³ó²¹°ù³Ù´Ú¾±±ð±ô»å²õ.ÌýMust be correct to avoid change orders.ÌýNote:ÌýPurchasing will change the defaulted category number to reflect the proper category code upon receipt of your approved requisition.

Back-UpÌý(use attachment feature)

• • • Information and Communication Technology Form (for ATI review)
    • Current Quote that mirrors the Requisition
    • Agreement
    • Sole Source
    • Scope of Work
    • Diagrams for Printing and Furniture
    • Other

Note:ÌýNo Level 1 DataÌýis to be attached. If you’re not sure that an attachment qualifies for Level 1 Data, please consult your Administrator.

Due Date.ÌýPlease enter the date that the product or service is due. This will help Purchasing prioritize the order in which requisitions are received and processed.

VendorÌýInformation – HeaderÌýComment

• • • Contact person, e-mail address, telephone number
    • Vendor location (this is necessary if there are numerous locations)

RequisitionÌýLines.ÌýMust mirror the quote and shall include the followingÌýexcept for the sales taxÌý(will be added automatically when a purchase order is generated)

• • • Quote number
    • Item name/description (which shall be listed first)
    • Item number/catalog number (which shall be listed second)
    • Lease: Serial #/Description of equipment/Model # (listed in this order)
    • Term of service/license (i.e., start and end dates:Ìý7/12/18-6/14/21)
    • Open Blanket Order/Fiscal Year with fiscal year term (if applicable)

Note:ÌýFor multi-line quotes (i.e., furniture), please contact the assigned Buyer of your requisition for assistance before entering a requisition.

Quantity/UnitÌýPrice.ÌýMust be itemized and not combined for asset purposes.

DiscountÌýLines.ÌýEnter as separate lines.

No Charge/Free Items.ÌýPut in the header/comments.ÌýNotÌýas a line item(s).

Freight/Recycling/Miscellaneous.ÌýEnter as last item(s) on the requisition.

Individual Items $2,000.00 and Over.ÌýMust be placed on a requisition, no exceptions.

• • • No Open Blanket Purchase Order Requisitions
    • No P-Card Waivers

DoÌýNotÌýenter tax lines (PO will self-calculate for you).

DoÌýNotÌýcontact vendor about any changes to existing PO. ContactÌýPurchasing.

DoÌýNotÌýenter ordersÌý$10,000 and belowÌýif the items are P-Card eligible;Ìýrequisition will be cancelled. Please see theÌýP-Card HandbookÌýfor more information on ¼ªÏé·»'s P-Card Program.

ÌýÌýIf you have questions, contact the Purchasing Department (x2301) before submitting your requisition.

ÌýREV: 08/14/20