RFQ Guide — Approval & Award

RequestorIT SME

27

Submit Quotation for Approval

Review the submitted quotes and click on Submit for Approval.

RFQ page with submitted quotations and the Submit for Approval button

RequestorIT SME

30

Recommend Vendor & COI Declaration

Select a vendor to recommend
Declare any Conflict of Interest (COI) with the vendors by clicking on checkboxes

Vendor recommendation and conflict of interest declaration form

RequestorIT SME

28

Waiver of Competition (WOC)

If a WOC is required, fill in all the fields.

IT SME

32

Select Approver

For IT purchases, approval routes to the IT Director first, regardless of amount.

Click on Submit for Approval.

IT purchase routing showing the IT Director as the first approver

RequestorIT SME

33

Select Approver

Based on the selected vendor's quotation amount, select the appropriate approver based on the approval matrix.

Approver

34

Email Notification — Approver

Click on Review & Award Vendor.

Approver

35

Quotation Approval / Rejection

Click on Approve and Award Vendor or Decline.

Note: Requestors will need to create a new purchase request or get new quotations if the request is rejected.

Approver

36

Approver Rejection — Remarks

Select a reason and click on Decline and Reset.

Approver

37

Multi-Level Approval

If an approver selects a vendor quotation amount above their approval limit, they will need to select the appropriate approver.

Approver

38

Award Vendor & COI Declaration

Select a vendor to award
Declare any Conflict of Interest (COI) with the vendors by clicking on checkboxes
Click on Award Vendor

Final approval page for awarding the vendor and declaring conflicts of interest

RequestorIT SME

39

Email Notification — Requestor

Click on View RFQ/RFP & Create PO.

Requestor email notification with the View RFQ/RFP and Create PO action

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You're all set!

Guide complete.

Next: Purchase Order Guide →