How To Buy

Procurement Payment Guide

How to Buy Guide - This guide includes the how to buy matrix and other helpful guides meant to be a guide for the most popular categories and the recommended method of payment to be used. The list is not an all-inclusive list. Bookmark this list and do not download it. We will continually update the guide.  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.