How To Buy

 

Procurement Payment Matrix

Procurement Payment Matrix--How to Buy

This chart shows which Procurement payment methods are accepted for various items you might wish to purchase.  It is not all-inclusive.  For questions, please contact the Customer Care Team at customercareteam-pds@case.edu or 368-2560.

 

Training Materials

Helpful PeopleSoft Financials training guides are located here.

CAPS Training information can be found here.

Information on CWRU Compliance policies is located here.

 

Backup Required

  • $50,000 and above:

    • General goods and services: 3 bids or quotes;

    • Facilities: 3 bids or quotes, or single or sole source justification;

    • IT: 3 bids or quotes, or single or sole source justification;

    • Professional services or consulting: 3 bids or quotes, or waiver;

    • Research: 3 bids or quotes, or single or sole source justification;

    • Other contracts (other than commodity categories listed): 3 bids or quotes, or single or sole source justification.

  • $10,000 - $50,000:

    • General goods and services: 2 quotes;

    • Facilities: 2 quotes, or single or sole source justification;

    • IT: 2 quotes, or single or sole source justification;

    • Professional services or consulting: 2 quotes preferred with no formal bid requirement; selection based on situational criteria established by the department and due diligence performed by the department;

    • Research: 2 bids or quotes, or single or sole source justification;

    • Other contracts (other than commodity categories listed): 2 quotes, or single or sole source justification.

  • $9,999 and below:

    • General goods and services: 1 quote;

    • Facilities: 1 quote;

    • IT: 1 quote;

    • Professional services or consulting: 1 quote;

    • Research (up to $9,999): 1 quote; purchase decision made by Pi unless commodity available for purchase from university-designated strategic partner;

    • Other contracts (other than commodity categories listed): 1 quote.

 

For additional assistance, please contact the Customer Care Team at customercareteam-pds@case.edu or 368-2560.