Loyola University Chicago

Purchasing

Purchasing Manual

TABLE OF CONTENTS
 
1.0 Introduction to the Purchasing Function
  1.1 - About This Manual
  1.2 - Who Should Read This Manual
  1.3 - Overview of Purchasing at the University
  1.4 - Definitions
  1.5 - Contacts
 
2.0 General Policies on Ethics, Conflicts of Interest and Gifts      
  2.1 - Ethical Guidelines
  2.2 - Conflict of Interest and Buying Ethics
  2.3 - Anti-Kickback Clause
 
3.0 University and Purchasing Policies and Guidelines
  3.1 - General Policy Statement
  3.2 - External Funding Regulations and Guidelines
  3.3 - Developing and Writing Specifications, Statements of Work (SOW) and 
           Bids for Services
  3.4 - Competitive Bidding and the Purchasing Checklist & Bid Summary Form
  3.5 - University Procurement Card Program
  3.6 - Policy Statement on University Environmental Sustainability Initiatives      
  3.7 - Policy Statement on Using Small, Disadvantaged, Woman-owned, 
          Veteran-owned, Service Disabled Veteran-owed and HUBZone Businesses
 
4.0 Supplier Selection
  4.1 - General Concept
  4.2 - Pre-Qualified Supplier Program
  4.3 - Sole/Single Source Purchases
  4.4 - Bid Solicitation
  4.5 - Supplier Qualification
  4.6 - Supplier Suspension/Removal from Bidder's Lists
  4.7 - Evaluation of Non Pre-Qualified Supplier Offers and Negotiating With Non 
          Pre-Qualified Suppliers
 
5.0 Purchasing Options and Services
  5.1 - Creating Purchase Requisitions
  5.2 - Making a Purchase with a Purchase Order
  5.3 - No Charge PO for Equipment Evaluation or Supplier Loaned Equipment
  5.4 - Written Agreements & Contracts (License, Leases, Hotel/Conference
           Facilities)
  5.5 - Deliveries
  5.6 - Concealed Damage
  5.7 - Invoice Processing and Credit Memos
  5.8 - Prompt Payment Discounts
  5.9 - Surplus Furniture - Redistribution of Assets Program
  5.10 - Purchasing Responsibilities by Organization
  5.11 - Supplier Performance
 
6.0 Restricted Purchases
  6.1 - Carpeting and Furniture
  6.2 - Copiers
  6.3 - Equipment Leases
  6.4 - Insurance
  6.5 - Legal Services
  6.6 - Externally Funded Purchases
  6.7 - Trademark Licensing
  6.8 - Energy Drinks and Bottled Water
 
7.0 Forms