University policy, state law or Federal statute as well as purchasing best practices described in these policies & procedures shall govern the purchasing process.
These policies & procedures apply to the following system campuses:
Policies provides a summation of the approved course or method of action to be taken for a particular subject matter (Why and When).
Procedures provides an overview of the steps and identifies the parties involved in an approved process (What and Who).
Tasks provides a list of steps to be taken by an individual participating in an approved process (How).
Forms collect detailed information required to properly identify the need/purchase.
Policies & Procedures as well as subsequent Tasks and Forms are specifically numbered to tie to the applicable section in the Procurement Code.
The documents are prefixed with the below abbreviation:
| Documents | Abbreviation |
|---|---|
| Policies | POL |
| Procedures | PRO |
| Task | TSK |
| Form | FRM |
An example of the numbering mechanism is:
POL-U501: Methods and Thresholds for Procuring Goods and Services
POL-U501.A: Methods and Thresholds for Procuring Goods and Services with Federal Funds (Effective April 1, 2022, policy retracted; see POL-U501)
TSK-U501.A.03.2: Request for Quotation (RFQ) - Beyond Departmental Delegated Authority
TSK-U501.B.01.1: Sole Source Procurements - Patented Technology
TSK-U501.B.01.2: Sole Source Procurements - Continuity of Research or Prior Work
TSK-U501.B.01.3: Sole Source Procurements - Compatibility with Existing Goods/Services
TSK-U501.B.01.4: Sole Source Procurements - Grant Requirement
TSK-U38.A.01: Facility Services Public Works Purchases - DSOL
Rev 5/29/26
§ 307. Delegation and Revocation of Purchasing Authority to Departments
§ 501. Types of Competitive Methods
A. Determination
Request for Proposals (RFP)
Request for Quote and Qualification (RFQQ)
Competitive Reverse Auction (CRA) - Not currently utilized
Solicitation for Offers (SFO)
B. Other Procurement Methods
§ 505. Competitive Thresholds
Procurements
Information Technology
Professional Services
Specialty Services
§525. Exceptions to the Competitive Solicitation Process