Procurement in the higher education sector: a time of change
V3 Higher Ed Procurement Where do I start? July 2015 1.
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Transcript of V3 Higher Ed Procurement Where do I start? July 2015 1.
1V3
Higher Ed Procurement
Where do I start?
July 2015
2V3
Big Picture
There are four main paths through the process1. Special Cases2. Less than $5000 Purchases3. “Small Purchases” greater than $5000 but less
than the “bid” limit for the type of material being purchased
4. Bid – Formal Competitive Bidding
What are these Bid Limits?•Professional/Artistic Services $20K •Supplies and Services $55.8K•Construction $78.3
Effective 7/1/15
3V3
Special Cases
• Are you buying furniture?• Are you renewing a contract that was
originally awarded via a formal bid?• Is this an Intergovernmental Agreement
procurement? (another State of Illinois agency, school or university)
• Is this a printing job with a value of more than $10,000
See the APO/Procurement Services Manager
4V3
Less than $5000 Purchases
1. Starter Tool (HE Starter Tool.xlsx found in IMSAGLOBAL\Procurement\2 Tools)
This will guide you through the Higher Ed exception cases (currently on hold pending legislation)
2. Follow the HE Procurement Less Than 5K Purchase Guide.pdf (found in IMSAGLOBAL\Procurement\3 Guides)
3. Use and Save Procurement Notes Procurement Notes Template.pdf (found in IMSAGLOBAL\Procurement\6 Checklists)
4. At the end, fill out and save the checklist Requestor File Checklist.pdf (found in IMSAGLOBAL\Procurement\6 Checklists)
5V3
Small Purchases
1. Starter Tool (HE Starter Tool.xlsx found in IMSAGLOBAL\Procurement\2 Tools)
This will guide you through the Higher Ed exception cases (currently on hold pending legislation)
2. Follow the HE Procurement Small Purchase Guide.pdf (found in IMSAGLOBAL\Procurement\3 Guides)
3. At the end, fill out and save the checklist Requestor File Checklist.pdf (found in IMSAGLOBAL\Procurement\6 Checklists)
6V3
Formal Bid
1. Starter Tool (HE Starter Tool.xlsx found in IMSAGLOBAL\Procurement\2 Tools)
This will guide you through the Higher Ed exception cases (currently on hold pending legislation)
2. Follow the HE Procurement Formal Bid Purchase Guide.pdf (found in IMSAGLOBAL\Procurement\3 Guides)
3. At the end, fill out and save the checklist Requestor File Checklist.pdf (found in IMSAGLOBAL\Procurement\6 Checklists)
• NOTE: All forms are found at https://www.imsa.edu/imsa-procurement-forms-and-instructions (log-in required)