Page 56 - DMGT525_MATERIALS_MANAGEMENT

Unit 4: Purchasing Management

Notes

Notes With the amount of information required for capital equipment purchases, please
do not submit other extraneous information. It does not replace required information,
and it either impedes the progress of the procurement or does not help. Information on
the PR includes:

 List items and/or systems with a recognizable description and manufacturer’s catalog
numbers
 PR signature authorization for capital equipment for the listed center number.

4.7.1 Information to be Submitted as Part of the PR Package

 Product Literature: Vendor literature of the equipment being requested.
 Quotes: All quotes obtained during market research.
 Routing Slip: signed by the appropriate Building Coordinator.
 Limiting Competition: A justification is required if competition is to be limited or no
competition is anticipated. The Justification for Other than Full and Open Competition
(JOFOC) form, CG3, must be completed and submitted with the PR, which documents the
facts leading to this conclusion.
 Other Forms: Two other forms, the Worksheet for Limited Competition and the Product
Comparison Worksheet may also be used to capture pertinent market research information.

 Essential Features: If limiting to one manufacturer, list those features that determined the
decision.
 Acceptable Manufacturers: List acceptable manufacturers as part of the PR package, if
applicable.
 Trade-in – for Trade-in of Government: Owned property, indicate the decal number/
serial number of the equipment and list the trade-in allowance on the PR.
 Standardized Equipment Checklist: Submit appropriate checklist for standardized
equipment category form, if applicable (see Campus Forms, ALS).

 Alternate Models for Standardized Equipment: Submit justification for equipment if
requesting a manufacturer/model other than those on the Standard Equipment Checklist
Form.

Self Assessment

Fill in the blanks:
17. Capital equipment is defined as ………………… equipment with a system acquisition cost
of $5,000 or more and a life expectancy of at least two (2) years.

18. A ……………… purchase is equal to or greater than $5,000 and has a useful life span of one
or more years.
19. The ……………………. refers to the building and room where the equipment will be
delivered and used.

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