How to Purchase Goods and Services at UW-Madison: Process Overview
This session will focus on common methods for purchases under $5000. It is ideal for campus staff that routinely complete these types of transactions and/or those that are new to the University. Topics cover basic rules and procedures, including:
• Understanding the role of the Purchasing Operations in supporting UW-Madison
• Overview of Purchasing authority, policies and procedures, special approvals, and signatory authority (what you can and can't do).
• Learn different ways to purchase and associated purchasing methods, including: best judgment, requisitions and purchase orders (POs), contracts, blanket orders, CORs, and more.
• Learn the basic flow of how a requisition is processed.
• Become aware of purchasing resources available on-line.
• Learn about the ethics of purchasing and possible problems associated with not following the rules.
• Understand University's commitment to achieve minority business goals.
For detailed information about UW-Madison's E-Commerce operations, MDS, and SWAP, please register for How to Purchase Goods and Services at UW-Madison Using MDS and E-Commerce.
For detailed information about completing requisitions, using the requisition generator, and encumbrance management, please register for Processing Requisitions and Managing your PO Encumbrances.
For detailed information about purchases over $5000 and some of the more complex purchasing processes, please register for How to Purchase Goods and Services at UW-Madison: Intermediate Topics.
|