Facilities Guide 2023

Approved Capital Project – Funded

Vendor established (preferred vendor)

Capital Project Manager initiates the process with an email to Director Procurement and Facilities Services. Purchasing Department provides a cost analysis/price for the Capital Project Manager. Capital Project Manager accepts/decline the proposal. If the proposal is accepted, the Purchase Requisition is created by the Procurement Team - the D365 workflow process is initiated at that point. After all approvals are completed through the workflow process, the Purchase

Order is completed and the PO is sent to the vendor. This process should be completed within 2-3 weeks.

Approved Capital Project - requiring additional Funding

VP makes the request via email directly to the COO and copy Director Procurement and Facility Services no exceptions.

Capital Project – Not Budgeted/Funded

VP makes the request via email directly to the COO and copy Director Procurement and Facility Services no exceptions.

Capital Project – Cancelled

If any Capital Projects are no longer needed, the Capital Project Manager will inform Director Procurement and Facilities Services. All funds will be recaptured and credited to the Capital Expenditure Fund.

Agreements and Contracts

The Stakeholder initiates the process with an email to Director Procurement and Facilities Services. An RFP will be created by the Procurement Team if it is determined that this is the proper course of action.

2/10/2021