|Home | About | Undergraduate | Graduate | Prospective | Current | Athletics | Alumni | Faculty/Staff    |
BASIC PROCUREMENT GUIDELINES
Methods of Procurement
Purchasing Card purchases must comply with the Purchasing Card Policies and Procedures Manual.
Authorization to Make a Purchase - Purchase Order
Purchases made without proper authorization will require the department to send a letter of explanation concerning why the purchase was made without that authorization. If Procurement Services determines that the purchase does not meet State of West Virginia emergency purchase policies, the person making the purchase may be personally responsible. The vendor will also be notified of the Universities purchasing processes. A purchase order will not be created until the letter has been submitted, evaluated and approved by Procurement Services. Departments are reminded the payment process will not begin until after a purchase order has been created.
Authorized Signature Requisition / Purchase Order Process
Unauthorized individuals signing contracts may be personally liable for the total amount of the contract as well as any damages or liability arising from the contract.
Examples of agreements that require review, approval, and an authorized signature include maintenance agreements, equipment rental/lease agreements, entertainer contracts and a vendor's terms and conditions if a signature is required.
Requisition / Purchase Order Process
Purchase orders result from requisitions created and approved by campus departments. The originating department must include on each requisition funding information, the quantity, units of measure, item description, estimated cost, delivery address, and suggested supplier. Requisitions that do not involve bid requests or questions are typically converted to purchase orders within two (2) business days or less after passing budget checking. As a norm, these purchase orders will be faxed if a fax number for the vendor is available.
Sole Source Purchases
Requests for approval (Sole Source Form) as a sole source purchase must include a statement from requesting department stating what is unique about this product or service. (Why can no other company/item meet the department's need. Please list specifics.)
It is desirable to have a quotation from the sole source supplier if available.
Specifications, in general, should be broad enough to foster competition in bidding and still meet the needs of the department. A brand, catalog number, or model number may be called out for each item but will typically be followed by the words "or approved equal" in the bid request documents. Companies submitting bids may bid on brands and models other than those listed but should in that case, also furnish descriptive literature that will allow the requesting department to evaluate the items to determine whether or not Shepherd University can approve them as equal.
A list of potential bidders is prepared by the Office of Procurement Services with suggestions from the requesting department. Bid requests are then prepared and transmitted to each of those potential bidders on the list. Bid due dates are established when the bid request is prepared and that information is included in the bid request documents. Bid requests are typically transmitted to potential bidders and bids are received from bidders via fax. In those instances, the time from transmission of a bid request to bid date is usually 10 to 14 working days, but the nature and complexity of such bids may necessitate up to 20 working days or more. After bid requests are issued, and prior to due date, any inquires received by the requesting departments from potential bidders should immediately be referred to the Office of Procurement Services.
At the bid due date and time, Procurement staff open the bids received, check the calculations shown by the bidders, review the bids for obvious potential problems, tabulate the bids in ascending order and mail the bids along with the tabulation sheet to the requesting department. A bid award will be made to the bidder submitting the lowest price meeting specifications. Requesting departments indicate their recommendations for bid awards on the bid summary sheet that accompanies the bids and sends all bids and that sheet back to the Office of Procurement Services. In situations in which the requesting department recommends an award be made to a bidder that has not submitted the lowest bid, the department must provide detailed reasons on the bid summary sheet or attachment why the lower bid(s) does not meet the specifications of the bid request document. Usually, the sooner the bids are returned to the Office of Procurement Services, the fewer problems encountered in awarding bids due to changing prices, changing product lines, etc. Therefore it is desirable that evaluations and recommendations be made and returned within approximately 7 working days whenever practical. The department's recommendations will be reviewed and if in agreement, the requisition is converted into a purchase order to award the bid. If there is not immediate agreement and/or it is judged that the proposed award could be successfully challenged in a formal protest, the requesting department will be contacted for clarification or further information.
Requesting departments should contact the Office of Procurement Services if problems are encountered with orders resulting from bids such as late delivery or proposed substitutions of brands and models.
Request for Proposal Process
During the preparation of the request for proposal the evaluation criteria are established as a result of discussions with a representative of the requesting department. An evaluation committee will be formed from various campus departments with interest in or knowledge of the proposal. A point system is established and each member of the committee will independently review and evaluate the proposal. Once the evaluations have been completed, the Office of Procurement Services and representatives from the requesting department will review the points awarded for financials (cost) and will calculate the respondent with the most points. The respondent with the most points and meeting mandatory requirements will be awarded the contract.
Purchases from Minority/Woman Owned Businesses