Purchase Type Decision Process

Utilize the questions below to determine how to purchase an item or service with a check request, PCard, Blanket Order or Purchase Order Requisition.

Are there adequate funds in the index?

Yes, continue to question 2
No
- If the Department would like to continue with the purchase, use a new index or request a budget transfer. Continue with question 2.
- If no funding is available for this purchase it should not be initiated

Does the purchase contain Software, cloud based services, IT equipment or IT consumables?

Yes, email it-help@mtu.edu to start the review process.
- If IT completes the purchase, they will reach out if any further action is required.
- If you received approval from IT to proceed with this purchase, continue to question 3.
No, continue to question 3.

Does the purchase include Equipment that is above the threshold of $9,999 and/or is it part of a Capital Project?

Yes, submit a purchase requisition.
No, continue to question 4.

Do you know which vendor you would like to utilize for the purchase?

Yes, continue to question 5.
No, reach out to Purchasing for assistance

Is the item on the PCard prohibited list?

Yes, submit a purchase requisition.
No, continue to question 6.

Are you using a fund that is prohibited on the PCard? (ex: Plant Fund)

Yes, submit a purchase requisition
No, continue to question 7.

Does the vendor accept a University Purchasing Card?

Yes, continue to question 8.
No, continue to question 9.

Have you reached your credit card limit?

Yes, reach out to Purchasing to request a higher limit. If Purchasing approves you can complete the purchase. If Purchasing does not approve, submit a purchase requisition.
No, complete the purchase using a Pcard

Does the frequency of purchases with the vendor warrant a new blanket order? (Will there be 12 or more small repetitive purchases during the fiscal year using multiple indexes and/or account codes)

Yes, submit a purchase requisition for a new blanket order
No, continue to question 10.

Is the payment for a Membership, Honorarium, Overpayment or Refund?

Yes, submit a check request for payment processing