How To Buy

Procurement Payment Guide

How to Buy Guide - This guide includes the how to buy matrix and other quick reference information related to the most frequently asked questions. Bookmark this guide and do not download it. We will continually update as necessary.  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.