Procurement Manual-Procurement Services - Carnegie Mellon University

Procurement Manual

NOTE:  Procurement Services is in the process of updating the manual.  Updates will be provided as sections are updated and re-posted to the website.  Thank you for your patience.

The Carnegie Mellon University Procurement Services Policies and Procedures Manual identifies the policies and procedures applicable to purchasing goods and services at Carnegie Mellon University. It was developed to promote the use of good business practices, to ensure that CMU meets government requirements, and to limit CMU's risk and liability exposure. Because CMU receives substantial research funding from federal agencies, CMU is obligated to maintain a federally approved purchasing system. It is important that the campus community understand government rules and regulations pertaining to purchasing with government funds, as well as university purchasing policies and procedures, and university accounting policies and procedures. Compliance with the guidelines contained herein is imperative in providing a more efficient, effective and consistent purchasing process, achieving related university goals and determining responsibility and accountability. In addition, some departments have more restrictive purchasing procedures. Faculty and staff should be familiar with the procedures of their department and adapt the guidelines in this manual to departmental specific requirements, as necessary.

"NEW" - Procurement Services Purchasing Guidelines:


File Name Revised Date File
PSG050 Supplier Contracting Guidelines 27-Feb-2013 [.pdf]
PSG060 Purchasing Card Guidelines 03-Mar-2014 [.pdf]
PSG070 Purchase Order Guidelines 01-Sep-2014 [.pdf]
PSG090 Restricted Purchase and Special Procurement Guidelines 19-Dec-2013 [.pdf]


Procurement Services Policies and Procedures Manual:



File Name

Revised

Date

File


Download Complete Document (zip file) 30-Jul-2010
1.0
Introduction to the Purchasing Function 18-Jul-2008 [.pdf]
2.0
General Policies on Ethics, Conflicts of Interest and Gifts 18-Jul-2008 [.pdf]
3.0
University and Purchasing Policies


3.1 Federal Guidelines       18-Jul-2008 [.pdf]

3.2 General Policies 28-Feb-2011 [.pdf]

3.3

Procurement Card Program Policy Statement

Replaced by PSG060 - Purchasing Card Guidelines

18-Nov-2009

11-Feb-2013


3.4

Policy Statement on Using Small, Disadvantaged,

Woman-owned, Veteran-owned, Disabled Veteran-owned

and HUBZone Businesses

28-Feb-2011 [.pdf]
4.0
Supplier Qualification 28-Feb-2011 [.pdf]
5.0

Procurement Card Program Procedures

Replaced by PSG060 - Purchasing Card Guidelines

18-Nov-2009

11-Feb-2013

6.0

Other Purchasing Options & Services

Replaced by PSG070 - Purchase Order Guidelines

18-Jul-2008 [.pdf]
6.4 Replaced by PSG050 - Supplier Contracing Guidelines 27-Feb-2013
7.0
Restricted Purchases


7.1

Agreements and Commercial Contracts

Replaced by PSG050 - Supplier Contracing Guidelines

18-Jul-2008

27-Feb-2013


7.2

Books and Periodicals

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.3

Cars, Trucks, Buses and Maintenance Vehicles

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.4

Construction, Renovation, Maintenance and Utilities Connection Services

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.5

Consulting Services

Replaced by PSG050 - Supplier Contracing Guidelines

27-Feb-2013


7.6

Professional Services

Replaced by PSG050 - Supplier Contracing Guidelines

23-Jul-2010

27-Feb-2013


7.7

Legal Services

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.8

Payment for Services, Restricted Purchases

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.9

Copiers

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013


7.10

Corporate Card for Travel Expenses

18-Jul-2008

7.11

Equipment Leases

Replaced by PSG050 - Supplier Contracing Guidelines

18-Jul-2008

27-Feb-2013


7.12

Fire Safety Agreement

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.13

Gases, Chemicals and Radioactive Materials

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.14

Insurance Requirements

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.15

Property Leases and Rental Agreements

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.16 Federally Funded Purchasing 18-Jul-2008 [.pdf]

7.17

Tax Free Alcohol

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.18

Temporary Employment Services

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.19

Trademark Licensing

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013



7.20

Data Management

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

30-Jul-2010

01-Nov-2013



7.21 Internet Purchases 18-Jul-2008 [.pdf]

7.22

Summary

Replaced by PSG090 - Restricted Purchase and Special Procurement Guidelines

18-Jul-2008

01-Nov-2013

[.pdf]
8.0
Forms 26-May-2010
9.0
Foreign Branch Campus Procurement Procedures Addendum 18-Jul-2008 [.pdf]