CHM Purchasing - Under $5000

Find out how to purchase items under $5k and with the purchasing card!

Guide to Purchasing Items under $5000

Start here:

  • Is this purchase necessary, reasonable, and allowable?
  • Did you check if the item is available on Shop UW+?
    • If it is, order through Shop UW+. See HERE for information on how to use ShopUW+
  • Please fill out the Purchasing Request Form 
    • This form is routed directly to the purchasing department. Note: CHM Purchasing (chm_purchasing@chm.wisc.edu) will send you an email to confirm your request was received, along with a copy. 
    • Check out the Business Purpose Guide!
  • Fill out the Department Card Checkout Form if you will be making the purchase directly.

Purchasing Email

  • chm_purchasing@chm.wisc.edu 
  • Please contact this email for all purchase-related communication. It ensures efficient processing by our purchasing team.

Tax Exempt

Business Meals / Hosted Events

Inviting a guest to CHM?

  • If you are inviting a guest to CHM and are planning for CHM to cover any purchasing related expenses, please remember that we are REQUIRED by the University to include an "invite" with our purchase reconciling documentation. Please save the invite correspondence and forward to chm_purchasing@chm.wisc.edu
    • What an invite is: Usually, an email between the original person that invited the guest to CHM and a response from the guest accepting the invitation. 
    •  What an invite is not: Correspondence between someone at CHM and the CHM purchasing email explaining that a visitor is coming and/or asking for CHM to make a purchase (even if the guest is CC'd in the email). 

Printing

Software

  • First, check UW Campus Software Library to see if a contracted vendor can meet your needs
  • If not, then fill out this Risk Review Intake form
    • Any software must go through the Cybersecurity Review process and be approved BEFORE making the purchase (please allow plenty of time for this, usually ~1 month, sometimes more)
    • Contact help@chm.wisc.edu with any questions on the risk review process.

Travel & Reimbursements

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Keywords:
purchasing card, department card, amazon, small dollar, printing, software, cybersecurity, risk review, purchasing email, tax exempt, tax-exempt, shop UW+, purchasing request form, purchase request, meals, food, travel, reimbursement 
Doc ID:
130368
Owned by:
Sarah K. in Center for Healthy Minds
Created:
2023-08-15
Updated:
2025-02-04
Sites:
Center for Healthy Minds