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Policy and Procedures Manual for Purchasing and Materials Management

Policy

Requisition Policy Policy No.: P-120
Supercedes No.:  
Effective Date: October 1, 2003 Page No.: 1 of 1

I.     PURPOSE

The purpose of a Requisition is to communicate the need of the using department and to correctly define the material or service requested to the Purchasing Division. A requisition is required for all purchases except for the ones identified in Section 7, Policy No: MP-010, “Check Request” of this manual. Information presented on and attached to the requisition provides the basis for the purchase, requesting verbal and written quotes, Invitations to Bid or Requests for Proposals to be sent to bidders or offerers supplying the needed goods or services. An accurate and well-thought-out requisition is essential for assuring the completion of an economical and timely purchasing transaction.

II.    SCOPE

This policy applies to all procurements.

III.   POLICY

Before preparing a requisition, the using department should invest a sufficient amount of time in planning to be certain the requisition is prepared properly. If a department has a critical, complex or expensive requirement, taking time at the front end will save time later. It is also important to coordinate with the Purchasing Division in advance for requirements that are critical and time sensitive.

IV.    REQUISITION DO'S AND DON'TS

A.     DO

  • Write in ink and legibly.
  • Provide as much information as possible.
  • Provide a description of functional, performance or technical characteristics, as appropriate.
  • When the purchase requires quotes or bids, provide a list of no less than three vendors with the capability to meet the requirements of the purchase.

B.     DON'T

  • Assume the Purchasing Division or Vendors are familiar with all your needs.
  • Divide the requirements to fall under the competitive threshold.
  • Copy specifications verbatim from a Vendor's publication.
  • Assume competitive requirements will be waived.
  • Assume the same Vendor will win the order all the time.

 


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