STEP 4: Place Order

In the fourth step of the process, the Administrative Support staff member completes the purchase requisition and submits it, along with Accessibility review and other supporting documentation, to the Purchasing Department.

Upon receipt of the purchase requisition and supporting documentation, the Purchasing Department Buyer completes the ICT checklist, verifying that all Accessible Procurement process steps have been completed before processing the order. The Buyer then places the order with the vendor and ensures that the Accessibility review and other supporting documentation are included when the Purchase Order or Contract documents are filed or imaged. The Administrative Support staff member and the Purchasing Department Buyer work together to complete the following sub-steps:

  1. Complete the purchase requisition; and
  2. Submit the purchase requisition with all documentation
  3. Complete the ICT Buyer checklist;
  4. Place the order with the vendor; and
  5. Ensure Accessibility documents are filed/imaged with PO/Contract
Table 4 - Step 4 at a glance
Responsible Person Consultation Input(s) Output(s)
Administrative Support staff Purchase Requester ICT Summary and Recommendations and purchase requisition form Purchase requisition with all documentation completed
Purchase Requester Purchasing Department Buyer Purchase requisition with all documentation completed Submit the purchase requisition with all documentation
Purchasing Department Buyer ATI Designee, Purchase Requester Buyer ICT Checklist Completed Buyer ICT Checklist
Purchasing Department Buyer   Completed Purchase Requisition with documentation Order placed with Vendor
Purchasing Department Buyer   Completed Purchase Order with documentation Documents filed/imaged according to campus procedures

Step 4 - Details

Complete Purchase Requisition (4a)

In this sub-step, the Administrative Support staff member completes the purchase requisition. The Administrative Support staff member requests and receives all backup documentation from the purchase requestor (e.g. price quote, accessibility documentation, vendor contractual documents, and any other documents) from the purchase requestor and uses the information contained therein to prepare the purchase requisition for management approval.

Submit Purchase Requisition with all Documentation (4b)

In this sub-step, the Administrative Support staff member obtains all necessary approvals (e.g. management, budgetary, IT) before submitting the purchase requisition along with all supporting documentation, including documentation related to Accessibility, to the Purchasing Department.

Complete ICT Buyer Checklist (4c)

In this sub-step, the Purchasing Department Buyer completes the ICT Buyer checklist. The checklist is designed to ensure that all required Accessible Procurement process steps have been completed prior to order placement. If any items in the ICT Buyer checklist haven't yet been completed, the Buyer works with either the ATI Designee or the Purchase Requester to ensure that any missing or incomplete process steps are completed.

Place order with vendor (4d)

In this sub-step, the Purchasing Department Buyer places the order with the vendor. The Purchase Order or Contract may include Accessibility-related Supplemental Provisions as recommended by the ATI Designee.

Ensure Accessibility documents are filed/imaged with PO/Contract (4e)

In this sub-step, the Purchasing Department Buyer ensures that all Accessibility-related documentation sent from the requesting department are filed / imaged along with the other Purchase Documents.