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{"sheet":"Instructions","index":0,"n_rows":134,"n_cols":8,"rows_kept":134,"cut":false,"hidden":false,"merged":[[38,1,38,2],[39,1,39,2],[6,6,6,7],[6,2,6,4],[19,6,19,7],[20,6,20,7],[21,6,21,7],[27,0,31,7],[33,0,33,4],[34,0,35,7],[25,6,25,7],[15,6,15,7],[16,6,17,7],[19,2,19,4],[36,1,36,2],[37,1,37,2],[10,2,10,3],[10,6,10,7],[12,2,12,3],[12,6,12,7],[14,2,14,3],[14,6,14,7],[0,0,0,7],[1,0,1,7],[3,0,3,7],[4,0,4,7],[8,2,8,3],[8,6,8,7],[2,3,2,4],[54,1,54,7],[40,1,40,7],[42,5,42,6],[43,0,43,5],[44,2,44,7],[45,2,45,7],[46,2,46,7],[47,2,47,7],[49,1,49,7],[51,0,51,4],[52,0,52,7],[42,0,42,3],[41,1,41,4],[41,5,41,7],[130,0,130,2],[130,4,130,6],[97,0,97,4],[70,1,70,4],[76,1,76,3],[79,0,79,7],[80,0,82,7],[85,0,85,3],[90,0,90,7],[92,1,92,7],[94,0,94,2],[94,5,94,6],[95,0,95,7],[96,0,96,2],[98,0,98,7],[113,0,113,6],[127,0,127,2],[127,4,127,6],[68,0,68,7],[55,1,55,7],[56,1,56,7],[57,1,57,7],[58,1,58,7],[59,1,59,7],[60,1,60,7],[61,1,61,7],[62,0,62,7],[63,0,65,7],[67,0,67,2],[67,3,67,5]]}
["INSTRUCTIONS TO COMPLETE CHECKLIST"]
["Purchasing Checklist and Bid Summary Form\nAttach completed workbook to a PO or PRC in the Oracle Financials System."]
[null,null,null,"Purchasing Checklist Attachment Guide "]
["*DARK GREY FIELDS ARE SYSTEM POPULATED OR AUTO-CALCULATED*"]
["RED & YELLOW FIELDS ARE REQUIRED"]
[]
[null,null,"Purchase Order (PO) or Procurement Card Verification Report (PRC) Number",null,null,null,"PO/PRC NUMBER"]
[]
[null,null,"Form Date (Auto Created)",null,null,null,{"$f":"NOW()","v":"2023-01-24T14:24:58.650"}]
[]
[null,null,"PO/PRC Total (USD)",null,null,null,"Total of PO/PRC being submitted"]
[]
[null,null,"Prior Approved Amount",null,null,null,"Autofilled total from previous checklist (Change Orders Only)"]
[]
[null,null,"Federal Government Funds? "]
[null,null,"       If yes, is it an individual federally funded asset costing ≥$100,000 USD?"]
[null,null,null,"If yes, download and complete an Equipment Screening Report",null,null,"Download Equipment Screening Report"]
[]
[]
[null,null,"Does the purchase require a signed agreement?"]
[null,null,"      If yes, which office executed and/or retained the contract?"]
[null,null,null,"If 'Other', who signed contract?"]
[]
[null,null,"Which year of contract is this purchase for?",null,null,null,"Current Contract Year","Total Contract Years"]
[null,null,"Ex. Year 2 of 5 year contract",null,null,null,2,4]
[null,null,null,null,"If not first year, Original PO:"]
["A. Description of Goods and/or Services"]
[]
[]
[]
[]
[]
[]
["B. Competitive Quotations/Proposals (Original Bid ONLY)"]
["List a minimum of two competitive quotations/proposals solicited and received, including the awarded supplier/consultant. Use the left column to indicate the supplier chosen.  (This section should never deviate from the original bids if a change order is being submitted.) "]
[]
["Mark \"x\" if selected","Supplier Name",null,"Business Classification (1)","Business Classification (2)","Business Classification (3)","Minority","Total Bid Price"]
[null,"NAME OF SUPPLIER",null,"Small Business","Small Disadvantaged Business","Veteran Owned Business","African American","AMOUNT OF BID"]
[]
[]
["Notes:"]
[null,"If Small & Disadvantaged Business solicited and not chosen, or not solicited, explain why not: "]
["C.  Purchase Order Change (All changes for this submitted PO)"]
["REQUIRED for all monetary increases to a purchase order. List any increases to the PO, and specifically which PO lines are increasing in amount compared to previous PO version. This should contain only the amount being added."]
["PO Line /Description","Amount To Be Added","Reason For Addition *(Required)*"]
["Line Number","Amount added, matching PO currency","Detail the reason why additional funds are being added to this PO"]
[]
[]
["TOTALS (Auto-calculated)",{"$f":"SUM(B46:B48)","v":0}]
["Notes"]
[]
["D. Selection Criteria"]
["Select the criteria used to choose the awarded supplier/consultant:"]
["Mark \"x\" if selected","Criteria"]
["X","Supplier was the low bidder."]
[null,"Supplier provided the best evaluated responsible offer (other than low bidder) - provide evaluation criteria *"]
[null,"Supplier establishes or maintains an essential engineering, research, or development capability (single source) *"]
[null,"Compatibility with other components of a system already in operation - identify existing items (single source) *"]
[null,"Only supplier that meets pre-established performance characteristics - provide listing (single source) *"]
[null,"Supplier specifically identified within award documentation - provide verification (single source) *"]
[null,"Supplier/consultant is the only manufacturer/provider of this good or service (sole source) *"]
[null,"Other: * "]
["* Requires explanation (attach any supporting documentation):"]
[]
[]
[]
[]
["E. Price/Cost Analysis Criteria ",null,null,"Assistance in determining \"Price Reasonableness\""]
["Select the criteria used for the Price/Cost Analysis:"]
["Mark \"x\" if selected","Criteria"]
[null,"Adequate price competition (Use only if competitive bid was done)"]
[null,"Catalog/market pricing *"]
[null,"Comparison to in-house estimate *"]
[null,"Comparable customer's invoice *"]
[null,"Comparable to price sold to federal government *"]
[null,"Award specifically identifies item/person and price (provide identifying page from award) *"]
[null,"Historical price (provide previous PO number) *",null,null,"PO Number:"]
[null,"Comparison to similar items: *"]
[null,"Other*"]
["* Requires explanation/summary of analysis (attach any supporting documentation):"]
[]
[]
[]
[]
[]
["F. Project Budget Impact (For orders over $1 Million Dollars USD Only)"]
["Project Number    (CDFD Only)","Project Name (CDFD Only)","Approved Budget","Approved Amount Previously Committed","Amount to be Committed in this Request","Forecasted Expenses on the Project                (If applicable)","Total Committed  (approved and pending)          (Column D+E+F)","Budget Variance (Column C-G)"]
[null,null,null,null,null,null,{"$f":"D88+E88+F88","v":0},{"$f":"C88-G88","v":0}]
[null,null,null,null,null,null,{"$f":"D89+E89+F89","v":0},{"$f":"C89-G89","v":0}]
[null,null,null,null,null,null,0,0]
[]
["TOTALS (Auto-calculated)",null,{"$f":"SUM(C88:C90)","v":0},0,0,0,0,0]
["Notes:"]
[]
["G. ≥$150,000 USD: Additional Threshold Requirements"]
["≥$150,000 USD: Contract Cost and Price Analysis must be performed and documented on all procurement actions where federal funds are ≥150,000 USD including contract modifications. Independent estimates must be created prior to receiving bids or proposals."]
["See Buyer Action Matrix for more information"]
["Small Business/Diversity Consideration "]
["If federal funds are used and the order is over $150,000 USD, FAR Part 19.702 requires that certain types of small businesses listed below shall have the maximum practicable opportunity to participate in contract performance consistent with its efficient performance. This consideration is strongly encouraged by the university regardless of the fund source(s).\n\n"]
["Were any of the following types of small businesses solicited (mark all that apply):"]
["Mark \"x\" if selected","Small Business Type"]
[null,"HUBZone"]
[null,"Veteran-Owned"]
[null,"Alaskan Native Corp Owned"]
[null,"Small Business Concern"]
[null,"Service Disabled Veteran Owned"]
[null,"HBCU/MI"]
[null,"Disadvantaged Minority:"]
[null,null,"Black American"]
[null,null,"Asian American"]
[null,null,"Women Owned"]
[null,null,"Hispanic American"]
[null,null,"Native American"]
["If solicited and not chosen, or not solicited, explain why not:"]
[]
[]
[]
["≥$650,000 USD Federal Funds"]
["Is Small Business Sub-contracting Plan required?"]
["      If yes, was it obtained, approved, and incorporated into the PO?"]
[]
["≥$700,000 USD Federal Funds"]
["Is Certificate of Current Cost or Pricing required?"]
["      If yes, was it obtained?"]
[]
[]
[]
[]
["Name of person submitting this document",null,null,null,"Department Name"]
[]
[]
["Phone Number",null,null,null,"Date"]
[]
[null,null,null,null,null,"Updated by Procurement Services: 03.30.2020"]

{"sheet":"New PO.PRC or Change Order","index":1,"n_rows":17,"n_cols":7,"rows_kept":17,"cut":false,"hidden":false,"merged":[[16,1,17,10],[3,0,3,11],[5,1,6,10],[0,0,0,11]]}
["Purchasing Checklist and Bid Summary Form\nScan and attach completed form to a PO or PRC in the Oracle Financials System."]
[]
[]
["Form Purpose: To comply with University Purchasing Policy and Federal Acquisition Regulation (FAR), completion of this form is required for all purchasing card and purchase order (PO) transactions between $5,001 and $149,999.99 USD with a non-preferred supplier. All purchases $150,000 USD and above, regardless of the source of funds or type of supplier utilized, require completion of this form.\n\nThis form must be submitted via the document attachment functionality in Oracle, prior to PO approval submission or scanned and attached to the purchasing card verification report (PRC). POs or PRCs without a completed required Purchasing Checklist and Bid Summary Form attached will be rejected during the approval process and sent back for reprocessing."]
[]
[null,"Purchasing Checklist and Bid Summary For New PO/PRC"]
[]
[]
[]
[]
[]
[]
[null,null,null,null,null,null,{"$f":"'[1]Purchase Order (4)'!G10:H10","v":{"$error":"#REF!"}}]
[]
[]
[]
[null,"Change Order For Already Approved PO"]

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[]
["Purchasing Checklist and Bid Summary Form\nAttach completed workbook to a PO or PRC in the Oracle Financials System."]
["CONFIDENTIAL – INTERNAL USE ONLY"]
["*DARK GREY FIELDS ARE SYSTEM POPULATED OR AUTO-CALCULATED*"]
["RED & YELLOW FIELDS ARE REQUIRED"]
[]
[null,null,"Purchase Order (PO) or Procurement Card Verification Report (PRC) Number"]
[]
[null,null,"Form Date (Auto Created)",null,null,null,{"$f":"NOW()","v":"2023-01-24T14:24:58.650"}]
[]
[null,null,"PO/PRC Total (Currency)","USD"]
[]
[null,null,"Prior Approved Amount"]
[null,null," "]
[null,null,"Federal Government Funds? "]
[null,null,"       If yes, is it an individual federally funded asset costing ≥$100,000 USD?"]
[null,null,null,"If yes, download and complete an Equipment Screening Report",null,null,"Download Equipment Screening Report"]
[]
[]
[null,null,"Does the purchase require a signed agreement?"]
[null,null,"      If yes, which office executed and/or retained the contract?"]
[null,null,null,"If 'Other', who signed contract?"]
[]
[null,null,"Which year of contract is this purchase for?*",null,null,null,"Current Contract Year","Total Contract Years"]
[null,null,"Ex. Year 2 of 5 year contract"]
[null,null,null,null,"If not first year, Original PO:"]
["A. Description of Goods and/or Services",null,null,"*If contract year is 2 or greater & ORIGINAL PO is PROVIDED, sections B - E DO NOT need to be completed"]
["EXAMPLE: This purchase is for the payment for 2022 to VENDOR(X), and who will be supplying a specific service or specific good, because of a business need of the university. "]
[]
[]
[]
[]
["B. Competitive Quotations/Proposals (Original Bid ONLY)"]
["List a minimum of two competitive quotations/proposals solicited and received, including the awarded supplier/consultant. Use the left column to indicate the supplier chosen.  In subsequent fields, identify all business classifications of the supplier, as well as if the supplier is minority owned. (This section should never deviate from the original bids if a change order is being submitted.) "]
[]
["Mark \"x\" if selected","Supplier Name",null,"Business Classification (1)","Business Classification (2)","Business Classification (3)","Minority Owned","Total Bid Price"]
[]
[]
[]
["Notes:"]
[null,"If Small & Disadvantaged Business solicited and not chosen, or not solicited, explain why not: "]
[]
["C.  Purchase Order Change (All changes for this submitted PO)"]
["List any increases to the PO, and specifically which PO lines are increasing in amount compared to previous PO version. This should contain only the amount being added."]
["PO Line /Description","Amount To Be Added","Reason For Addition (Required)"]
[]
[]
[]
[]
[]
[]
[]
[]
["TOTALS (Auto-calculated)",{"$f":"SUM(B46:B53)","v":0}]
["Notes"]
[]
["D. Selection Criteria"]
["Select the criteria used to choose the awarded supplier/consultant:"]
["Mark \"x\" if selected","Criteria"]
[null,"Supplier was the low bidder."]
[null,"Supplier provided the best evaluated responsible offer (other than low bidder) - provide evaluation criteria *"]
[null,"Supplier establishes or maintains an essential engineering, research, or development capability (single source) *"]
[null,"Compatibility with other components of a system already in operation - identify existing items (single source) *"]
[null,"Only supplier that meets pre-established performance characteristics - provide listing (single source) *"]
[null,"Supplier specifically identified within award documentation - provide verification (single source) *"]
[null,"Supplier/consultant is the only manufacturer/provider of this good or service (sole source) *"]
[null,"Other: * "]
["* Requires explanation:"]
[]
[]
[]
[]
["E. Price/Cost Analysis Criteria ",null,null,"Assistance in determining \"Price Reasonableness\""]
["Select the criteria used for the Price/Cost Analysis:"]
["Mark \"x\" if selected","Criteria"]
[null,"Adequate price competition (Use only if competitive bid was done)"]
[null,"Catalog/market pricing *"]
[null,"Comparison to in-house estimate *"]
[null,"Comparable customer's invoice *"]
[null,"Comparable to price sold to federal government *"]
[null,"Award specifically identifies item/person and price (provide identifying page from award) *"]
[null,"Historical price (provide previous PO number) *",null,null,"PO Number:"]
[null,"Comparison to similar items: *"]
[null,"Other*"]
["* Requires explanation/summary of analysis :"]
[]
[]
[]
[]
["F. Budget Impact (For orders over $1 Million Dollars USD Only)"]
["Project Number    (CDFD Only)","Project Name (CDFD Only)","Approved Budget (C)","Approved Amount Previously Committed (D) ","Amount to be Committed in this Request (E)","Forecasted Expenses on the Project (F)                (If applicable)","Total Committed (G)  (approved and pending)          (Column D+E+F)","Budget Variance (Column C-G)"," "]
[null,null,null,null,null,null,{"$f":"D92+E92+F92","v":0},{"$f":"C92-G92","v":0}]
[null,null,null,null,null,null,{"$f":"D93+E93+F93","v":0},{"$f":"C93-G93","v":0}]
[null,null,null,null,null,null,{"$f":"D94+E94+F94","v":0},{"$f":"C94-G94","v":0}]
[]
["TOTALS (Auto-calculated)",null,{"$f":"SUM(C92:C94)","v":0},0,0,0,0,0]
["Notes:"]
[]
["G. Federal Funding Requirement: ≥$150,000 USD: Additional Threshold Requirements"]
["≥$150,000 USD: Contract Cost and Price Analysis must be performed and documented on all procurement actions where federal funds are ≥150,000 USD including contract modifications. Independent estimates must be created prior to receiving bids or proposals."]
["See Buyer Action Matrix for more information"]
["Small Business/Diversity Consideration Ensure supplier classifications are completed in section B"]
["If federal funds are used and the order is over $150,000 USD, (Carnegie Mellon has a more restrictive) FAR Part 19.702 requires that certain types of small businesses listed in section B shall have the maximum practicable opportunity to participate in contract performance consistent with its efficient performance. This consideration is strongly encouraged by the university regardless of the fund source(s).\n\n"]
[]
[]
["≥$650,000 USD Federal Funds"]
["Is Small Business Sub-contracting Plan required?"]
["      If yes, was it obtained, approved, and incorporated into the PO?"]
[]
["≥$700,000 USD Federal Funds"]
["Is Certificate of Current Cost or Pricing required?"]
["      If yes, was it obtained?"]
[]
[]
[]
["Name of person submitting this document",null,null,null,"Department Name"]
[]
[]
["Phone Number",null,null,null,"Date"]
[]
[null,null,null,null,null,"Updated by Procurement Services: 11.17.2022"]