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REQUESTS TO PURCHASE OUTSIDE BID CATEGORY. REQUESTS MUST BE SUBMITTED IN WRITING TO PURCHASING FOR APPROVAL AND INCLUDE A W-9 VENDOR NUMBER WILL BE SETUP FOR THE PURCHASE AND EMAILED BACK TO BUDGET MANAGER
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REQUESTS TO PURCHASE OUTSIDE BID CATEGORY • REQUESTS MUST BE SUBMITTED IN WRITING TO PURCHASING FOR APPROVAL AND INCLUDE A W-9 • VENDOR NUMBER WILL BE SETUP FOR THE PURCHASE AND EMAILED BACK TO BUDGET MANAGER • BUDGET MANAGERS MUST FOLLOW PROCEDURES FOR TRACKING PURCHASES (NO DIRECTIVES TO SUPERCEDE PROCESS)
REQUESTS TO PURCHASE OUTSIDE BID CATEGORY WHY??? MANDATORY FOR TRACKING COMMODITIES STATE MANDATED – ALL PURCHASES MUST BE COVERED BY A FORM OF CONTRACT FOR THEIR PURCHASE – UNDER A COOPERATIVE, CATALOG BID, PROFESSIONAL SERVICE, SINGLE SOURCE… (SEE ADDRESS LINE 2 ON FINANCE SYSTEM) PURCHASES OUTSIDE BID CATEGORY ARE TRACKED FOR SEQUENTIAL PURCHASES – IF WE EXCEED THE $10,000 LIMIT IN ANY SAID CATEGORY – IT MUST BE BID! WE ARE ALWAYS WATCHING…
REQUESTS TO PURCHASE OUTSIDE BID CATEGORY • PROVIDE A LETTER (OR EMAIL) TO PURCHASING REQUESTING TO PURCHASE OUTSIDE BID CATEGORY WITH A COPY OF THEIR W-9 • CONTACT PERSON: MICKIE DIETRICH • CC: Kricket Jandl
REQUESTS TO PURCHASEOUTSIDE BID CATEGORY LETTER TO INCLUDE THE FOLLOWING: • WHY YOU CAN NOT PURCHASE THE ITEM(S) FROM ANY OF THE APPROVED VENDORS • IF AVAILABLE, THREE QUOTES FROM OTHER OUTSIDE VENDORS HAVING LIKE PRODUCTS • LIST VENDORS’ COMPLETE ADDRESSES, PHONE NUMBERS, CONTACT PERSONS, AND QUOTES RECEIVED FROM VENDORS • END REQUEST WITH STATING THE VENDORS NAME, AS STATED ON THEIR W-9 AND QUOTED PRICE INCLUDING ANY SHIPPING AND HANDLING, AND INSTALLATION PRICING
REQUESTS TO PURCHASE OUTSIDE BID CATEGORY • ONCE RECEIVED – QUOTES MAY BE VERIFIED TO DETERMINE VALIDITY • DO WE HAVE ANY APPROVED VENDORS OR ARE THERE VENDORS AVAILABLE FROM COOPERATIVES THAT CAN PROVIDE THIS PRODUCT AT THE SAME OR BETTER PRICE
REQUESTS TO PURCHASE OUTSIDE BID CATEGORY • ONCE APPROVED, KRICKET WILL EMAIL BUDGET MANAGER WITH APPROVED VENDOR NUMBER AND COMMODITY CODE FOR THEIR PURCHASE
REQUESTS TO PURCHASE OUTSIDE BID CATEGORY GROUP PARTICIPATION PROJECT YOU HAVE BEEN ASKED TO PURCHASE FURNITURE PROPS FOR A UIL PLAY FOR YOUR SCHOOL WHAT STEPS WOULD YOU TAKE TO PROCESS A REQUEST TO PURCHASING?
