• ShopUW+
• UW Bookstore
• Other vendors

• To request a change in ShopUW+ roles, contact Michael Kukula
• Purchasing card
• E-reimbursement - see Business Office - Reimbursement of Misc Purchases & Supplies
  

• Fill out SoHE IT Purchase Request Form 

• Provide a funding source (enter on Request Form) 

•  Contact BITS

• Provide funding string - see Business Office - General Financial Information

• For small copy/print job, use your assigned Copy Code at the 1^st floor DoIT Print Center
• For larger jobs you can send your order through the DoIT Print Center

• Obtain a copy code by completing the Print Center's User Code Request Form
• To obtain a new "D" number please provide the business office with the funding you would like to use, and they will set up a D number for you. 

• SoHE's postage meter is located in the receiving room in the lowest level - USPS only (No FedEx or UPS)
• Purchasing postage outside of SoHE’s postage meter is allowed

• To obtain a code for the postage meter, email your funding string to the Business Office 
• Purchasing card for other vendors
• E-reimbursement for other vendors - see Business Office - Reimbursement of Misc Purchases & Supplies

• Purchasing card
• E-reimbursement - see Business Office - Reimbursement for Memberships

• Purchasing card
• E-reimbursement - see Business Office - Reimbursement of Misc Purchases & Supplies

• Gift cards are purchased in amounts of $50 or less.
• Only one gift card is given to each recipient during a calendar year.
• Gift cards are not to be given to UW employees or Non-Resident Aliens.
• Gift cards are not used for payment of services or other tax-reportable payments.
• Pre-approval must be obtained from the Divisional Business Office via the Purchasing Card Gift Card Approval Form.
• Purchases on Grant money must be pre-approved by Research and Sponsored Programs prior to submitting the form to the Divisional Business Office for final approval.
• The Gift Card Recipient Log is used to document the name and contact information of each gift card recipient.
• The individual making the gift card purchase is accountable for the safekeeping of the gift card(s) and accounting for any unused gift cards.

• Purchasing card

• Competitive procurement is not required.
• UW and State Contracts
• Contact three (3) vendors for quotes if no UW or State contract is available.

Payment to Individual (PIR) provide the following to a contact from the Business Office.

• Completed W-9 for individual (if U.S. citizen or a U.S. resident alien)
• Dates of service, description of services provided, amount and address
• Provide funding string - see Business Office - General Financial Information
• See Business Office - Payment Methods for Less than \$5000.00

• Competitive procurement is not required.
• UW and State Contracts
• Contact three (3) vendors for quotes if no UW or State contract is available.

• Completed W-9 for business (if U.S. business)
• Invoice that includes dates of service, description of services provided, amount and address
• Provide funding string - see Business Office - General Financial Information
• See Business Office - Payment Methods for Less than \$5000.00

• If all items purchased exceed $5,000 but no one item is $5,000 or more.
• Separate purchases from the same vendor over any 12-month period total $5,000 or more.

• Competitive procurement is required.
• UW and State Contracts
• If no contract is available, a formal request for bids must be completed to select a vendor by completing a Simplified Bid Form and attaching at least 3 bids. Please contact the SoHE Business Office for assistance.
• If there is only one qualified vendor available or you choose not to complete a bid process, please follow the sole source procurement procedures noted below.

Once a vendor is selected, a requisition must be created using the Requisition Wizard in ShopUW+

• Enter the UW/State contract number on the requisition or attach all supporting procurement documentation to the requisition. If you need assistance, please contact the SoHE Business Office.

• A written price quotation from the vendor
• A statement justifying how the procurement is in the best interests of the state and that the price is reasonable either on a fair market value or on a cost basis
• A statement documenting attempts at locating additional vendors (including vendor names, first/last name of contact, phone number and address)

• Enter the UW/State contract number on the requisition or attach all supporting procurement documentation to the requisition. If you need assistance, please contact the SoHE Business Office.

• Attach the Non-Competitive Purchase Request Form and supporting documentation to the requisition and submit to the SoHE Business Office for processing.

• A description of services to be provided including dates of service.
• Name and address of the provider.
• Amount of contract, payment terms.
• A statement regarding how it was determined that no other qualified vendors are available and what makes this provider unique.

• Indicate that the requisition is being requested as non-competitive procurement. If you need assistance, please contact the SoHE Business Office.

• Attach the Purchase of Services Justification Form, Contract Details Form, W-9 and other supporting documentation to the requisition and submit to the Business Office for processing.