|
Steps |
Remarks/Explanation |
Reference Section in this Manual |
| Determine needs and specifications. |
Include all information for vendor to fulfill
requirements. |
3.2.1 Requisition
Preparation
(Paragraph III. I.) |
| Is the need a service that
is more appropriately processed through a payroll action? |
Can the need be filled by a
Campus employee? |
2.2.5 Intra-Institutional Agreements |
| Can the need be filled by a
UW employee? |
2.2.4 Inter-Institutional
Financial Transactions |
| Can the need be filled by a
State employee? |
2.4.2 Payrolling Employees |
| Is an individual outside of State
service more appropriately payrolled. |
2.4.2 Payrolling Employees |
| Can the need be fulfilled by
a campus service department, State or UW service department? |
Can the need be fulfilled by a campus
service department? |
2.2.18 Purchase of Internal
Goods & Services Provided by UWM Departments
|
| Can the need be fulfilled by a UW or
State service department? |
2.2.21 Direct Payments
3.2.1 Requisition
Preparation |
| Suggest a vendor. |
Is the requirement for a unique
noncompetitive activity supporting instruction, research or public service? |
2.4.4 Academic Support Services |
| Review of the following is required for
those purchases you release to vendors and suggested for all others: |
3.2.1 Requisition
Preparation
3.2.11 Low Dollar Orders |
|
Existing Contracts |
3.3.8 Contract
Listing |
|
Certified Minority-Owned Businesses |
3.3.1 Certified Minority Owned Businesses |
|
Licensed Sheltered Work Centers |
3.3.13 Certified Work Centers |
|
Insured Vendors |
3.3.12 Vendor Insurance |
|
Vendors ineligible to do business with the University |
3.3.14 Ineligible Vendors |
| Vendors may be contacted for competitive prices
if requirements are not available on an existing mandatory contract. |
3.3.7 Simplified
Bidding |
| |
Special Purchasing Approvals are obtained |
3.2.6 Special
Purchasing
Approvals |
| Is the order within your authority to
release to vendor? |
You may release the order to the vendor
if it is within your delegated authority to do so. Preferred method of
purchase is the Purchasing Card. |
3.2.2 Requisition Approvals
5.4.3 Purchasing Card
3.2.11 Low Dollar Orders
2.2.21 Direct Payments |
| Prepare Purchase Request. |
Ensure that all funding, vendor, ship-to,
description and departmental contact information is complete on the
requisition. |
3.2.1 Requisition
Preparation |
| Obtain Approvals. |
Ensure that all departmental, school, college,
division and institutional approvals are accomplished. |
3.2.2 Requisition Approvals
3.2.6 Institutional
Approvals |
| Send Purchase Request to Accounting Services |
Accounting Services will review purchase requests for appropriateness and funding and route transactions to Purchasing
and Accounts Payable. |
3.2.2 Requisition Approvals |
