Crosswalk - Guide to Renumbering Previous Manual

Crosswalk - Guide to Renumbering Previous Manual

Last Revised Date
Friday, January 8, 2021 - 9:20 am
Previous Policy Number New Policy Number Title Notes
I.  1.0 UNIVERSITY ORGANIZATION FOR PROCUREMENT  
1.1 1.1 Delegation of Procurement Authority and Applicability of University Purchasing Policies  
1.2 1.2 General Acquisition and Violation Procedures  
1.3 1.3 Gifts, Gratuities, and the Anti-Kickback Act of 1986  
1.4 1.4 Conflict of Interest  
II. 2.0 PLANNING AND REQUISITION PREPARATIONBY UNIVERSITYDEPARTMENTS  
2.1 2.1 Uniform Policies Regardless of Fund Source  
2.2 2.2 Purchase Requisition  
2.3   Tracking a Requisition Combined with 2.2
2.4   Expenditures Near Termination of a Budget Period Removed from manual
2.5   Subscription Payments Removed from manual
III. 3.0 THE PURCHASE ORDER  
3.1 3.1 Purchase Order  
3.2   Purchases Requiring Prepayment Removed from manual
3.3 3.2 Small Dollar Expenditures  
IV. 4.0 SUPPLIER SELECTION AND SOLICITATIONS  
4.1 4.1 Contact with Sales Representatives  
4.2 4.2 Selection of Vendors  
4.3 4.3 Small Business Utilization Program  
4.4 4.5 Exceptions to Competitive Solicitations  
4.5 4.4 Request forBids (RFB)/Request for Proposal (RFP)  
4.6   Preparation of Specifications and Response Evaluation Criteria Removed from manual
Covered more breifly in 4.4
4.7 4.6 Federal Pre-Award Certifications   Was previously also 7.2
4.8 4.7 Sole Source  
4.9 4.8 Price Analysis  
4.10 4.9 Subawards/Subcontracts  
4.11 4.10 Insurance  
4.12 4.11 Lease and Lease Purchase  
4.13 4.12 Contract Signature Authority  
4.14 4.13 University Wide Contracts & Strategic Alliances  
4.15 4.14 Legal Workers Pre-Award Certification  
4.16 4.15 Green Purchasing  
V.  5.0 SPECIAL RESPONSIBILITIES OF UNIVERSITY DEPARTMENTS  
5.1 5.1 Cancellation or Modification of Orders  
5.2 5.2 Inspection of Items Received by Departments  
5.3   Mistakes in Shipping by Vendor Removed from manual
5.4   Damages and/or Shortages/Overages Removed from manual
5.5 5.3 Returns for Credit or Mistakes in Ordering  
VI. 6.0 SPECIAL PROCUREMENT POLICIES  
6.1   U.S. Customs Procedures Removed from manual
6.2 6.1 Disposition of Excess Property  
6.3 6.2 Emergency Orders  
6.4   Catering Orders Removed from manual
Covered by list of approved caterers and University-level Catering and Food Policy
6.5   Government Excess and Surplus Property Removed from manual
6.6 6.3 Ethyl Alcohol  
6.7 6.4 Narcotics  
6.8   Prescription Drugs Removed from manual
6.9 6.5 Printing Procurement  
6.10 6.6 Radioactive Material  
6.11   Office Machine Maintenance and Repair Removed from manual
6.12   Purchasing Card Removed from manual
6.13   General Stores - closed June 1, 2015, except for Alcohol orders Removed from manual
6.14   Transaction Privilege Tax Removed from manual
6.15   Use Tax Removed from manual
6.16   Telephones andCellphones/Wireless Services Removed from manual
6.17 6.7 Travel and Charter Service  
6.18 6.8 Purchase of Office Furniture  
6.19   Federal Reporting Combined with 4.3
6.20   Purchase of Used Vehicles Removed from manual
N/A 6.9 Moving Agreements Added to the manual from
existing Moving Agreements policy
VII.  7.0 FEDERAL PROCUREMENT  
7.1 7.1 Procurement Requirements When Spending Federal Money  
7.2 4.6 Federal Pre-Award Certifications Moved to 4.6