V3 Higher Ed Procurement Where do I start? July

V3 Big Picture There are four main paths through the process 1.Special Cases 2.Less than $5000 Purchases 3.“Small Purchases” greater than $5000 but less than the “bid” limit for the type of material being purchased 4.Bid – Formal Competitive Bidding 2 What are these Bid Limits? Professional/Artistic Services $20K Supplies and Services $55.8K Construction $78.3 Effective 7/1/15

V3 Special Cases Are you buying furniture? Are you renewing a contract that was originally awarded via a formal bid? Is this an Intergovernmental Agreement procurement? (another State of Illinois agency, school or university) Is this a printing job with a value of more than $10,000 3 See the APO/Procurement Services Manager

V3 Less than $5000 Purchases 1.Starter Tool (HE Starter Tool.xlsx found in IMSAGLOBAL\Procurement\2 Tools) This will guide you through the Higher Ed exception cases (currently on hold pending legislation) 2.Follow the HE Procurement Less Than 5K Purchase Guide.pdf (found in IMSAGLOBAL\Procurement\3 Guides) 3.Use and Save Procurement Notes Procurement Notes Template.pdf (found in IMSAGLOBAL\Procurement\6 Checklists) 4.At the end, fill out and save the checklist Requestor File Checklist.pdf (found in IMSAGLOBAL\Procurement\6 Checklists) 4

V3 Small Purchases 1.Starter Tool (HE Starter Tool.xlsx found in IMSAGLOBAL\Procurement\2 Tools) This will guide you through the Higher Ed exception cases (currently on hold pending legislation) 2.Follow the HE Procurement Small Purchase Guide.pdf (found in IMSAGLOBAL\Procurement\3 Guides) 3.At the end, fill out and save the checklist Requestor File Checklist.pdf (found in IMSAGLOBAL\Procurement\6 Checklists) 5

V3 Formal Bid 1.Starter Tool (HE Starter Tool.xlsx found in IMSAGLOBAL\Procurement\2 Tools) This will guide you through the Higher Ed exception cases (currently on hold pending legislation) 2.Follow the HE Procurement Formal Bid Purchase Guide.pdf (found in IMSAGLOBAL\Procurement\3 Guides) 3.At the end, fill out and save the checklist Requestor File Checklist.pdf (found in IMSAGLOBAL\Procurement\6 Checklists) NOTE: All forms are found at procurement-forms-and-instructions (log-in required) procurement-forms-and-instructions 6