ORIGINAL: January 2003 LAST REVISED: January 2014 REVISION DATE: January 2016
The purpose of this policy is to define what details are required on a requisition for submittal.
DO NOT USE MORE THAN ONE REQUISITION PER VENDOR. If more room is needed, please attach a sheet of paper and note requisition number on top.
Full account number on the requisition is required.
For Example: 860760 does not have any sub-accounts and therefore should be written as 860760.00
860620 is sub-accounted and which sub-account will be used needs to be noted as 860620.01 or 860620.02, etc.
Call Accounting at extension 3467 if unsure of sub-account information.
If a Department Chair, Dean or Vice President has given approval to use their account number; their signature is required before sending the requisition to the Purchasing Department.
Use full first names such as John Doe, no J. Doe.
If you receive written quotes, please attach them to the requisition.
For Orders: up to $19,999 should have 3 or more written quotes attached (it is your responsibility to be able to show justification of vendor and reasonableness of price)
$20,000 & up must be advertised in the Contract Reporter (Call Soteris Tzitzis, extension 3257)
A separate line is needed for Shipping/Handling/Freight charges per OSC Guide to Financial Operations Chapter XII, Section 5.E.1. Ask the vendor to include an approximate amount for charges in the quote.
Call the Purchasing Department at extension 3438 if additional quotes from vendors are needed.
Under suggested vendor, type as much information as you can, such as: vendor name, address (including zip code), telephone number, fax number (this is required), and Vendor ID number.
Any attachments should be filled out completely. (For example, order forms that go with requisitions, memberships, etc.)
For “dotcom” vendors, full addresses are required which include city, state, and zip code. Also, please include telephone and fax numbers.
If you’re using a new vendor, a completed Substitute W-9 form for federal I.D. number verification is required. (This is NOT a tax exempt number, but a nine digit federal I.D. number).