Purchasing procedures - University of Central Lancashire

Table of Contents
INTRODUCTON ........................................................................................ 2
PURCHASING PHILOSOPY .................................................................... 3
PURCHASING POLICY ........................................................................... 4
1 SERVICES ............................................................................................... 5
2 PRIMARY BUDGET HOLDER ............................................................. 6
3 AUTHORITY TO ORDER ..................................................................... 7
4 REQUEST TO PURCHASE ................................................................... 9
5 SELECTION OF POTENTIAL SUPPLIERS ....................................... 10
6 INVITATIONS TO TENDER / QUOTE .............................................. 11
7 EU PROCUREMENT LEGISLATION ................................................ 12
8 USE OF PURCHASE ORDERS ........................................................... 26
9 DEALING WITH SUPPLIERS ............................................................ 27
10 USE OF SPECIFICATIONS ............................................................... 28
11 CONTRACTS ...................................................................................... 30
12 PURCHASING CONSORTIUM ........................................................ 31
13 BUYERS GUIDE ................................................................................ 32
14 LEAD PURCHASER‟S GROUP ........................................................ 33
15 FINANCIAL HEALTH CHECKS ...................................................... 34
16 SUPPLIER APPRAISAL .................................................................... 35
17 APPROVED SUPPLIERS ................................................................... 36
18 PURCHASING CARDS ...................................................................... 37
19 CORPORATE CARDS ....................................................................... 53
20 NEGOTIATION BRIEFING NOTES ................................................. 70
21 PURCHASING GUIDANCE NOTES (when bidding for funds) ....... 73
22 CONSULTANCY ................................................................................ 75
23 PURCHASING FLOW CART ............................................................ 92
FINANCIAL SERVICES
PURCHASING OFFICE
DECEMBER 2011
1 | 9 2