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
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$50,000 and above:
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General goods and services: 3 bids or quotes;
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Facilities: 3 bids or quotes, or single or sole source justification;
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IT: 3 bids or quotes, or single or sole source justification;
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Professional services or consulting: 3 bids or quotes, or waiver;
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Research: 3 bids or quotes, or single or sole source justification;
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Other contracts (other than commodity categories listed): 3 bids or quotes, or single or sole source justification.
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$10,000 - $50,000:
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General goods and services: 2 quotes;
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Facilities: 2 quotes, or single or sole source justification;
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IT: 2 quotes, or single or sole source justification;
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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;
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Research: 2 bids or quotes, or single or sole source justification;
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Other contracts (other than commodity categories listed): 2 quotes, or single or sole source justification.
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$9,999 and below:
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General goods and services: 1 quote;
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Facilities: 1 quote;
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IT: 1 quote;
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Professional services or consulting: 1 quote;
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Research (up to $9,999): 1 quote; purchase decision made by Pi unless commodity available for purchase from university-designated strategic partner;
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Other contracts (other than commodity categories listed): 1 quote.
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For additional assistance, please contact the Customer Care Team at customercareteam-pds@case.edu or 368-2560.