Please see Procedure Overview at the bottom of this form for instructions and next steps.
Required fields are shaded yellow and marked with a red asterisk.
Submission of this form serves as confirmation that pertinent approvals are on file in department.
- Intake form is completed by unit administrative staff. Submitter receives confirmation email, including FMRT ("RT") ticket number. All further correspondence regarding the request occurs through RT.
- Shared Services determines optimal purchasing method(s), completes the purchase(s), adds order confirmation number(s) to the RT record, and resolves the ticket. Please note: Unless there are clear cost advantages to doing otherwise, Shared Services will utilize Ariba catalog options when making purchases on behalf of member units.
- Unit receives good(s) and retains packing slip(s) as per University policy. If preferred, unit may also upload scanned packing slip(s) to the RT record (this is not a Shared Services requirement).