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Sourcing Intake Form
Updated 03.10.2015 Questions? Contact us at [email protected] or by calling 954‐262‐8841
The purpose of this form is to compile clearly defined specifications and needs for new products or services. The information received on this form will be used by the Office of Procurement Management (OPM) to release formal invitations to vendors to submit competitive bids. The duration of the sourcing process is determined by the accuracy and completeness of the information received, the complexity of the purchase, and the need by/project completion date.
Purchases for sole source items do not require the completion of the RFQ Intake Form. For sole source purchases, use the Sole/Single Source Form located at: http://nova.edu/procurement/forms/solesource.pdf.
Part I. Primary Point of Contact
Department Name Contact Name Email Address Phone Number
Part II. Budget and Timeline
Sourcing Event Title Need By Date Projected Budget Index Number
Part III. General Information
1. What type of order are youplacing?
Products ONLY Services ONLY Products AND Services
2. Will a pre‐bid meeting be required? Yes No 3. Will a pre‐bid site survey be
required? Yes No
4. Is this a facilities‐related request? Yes No 5. Will the vendor come on campus
to fulfill this request? Yes No
6. Is this a technology‐relatedrequest?
Yes No 7. Will vendor access NSU’s data or
systems? Yes No
8. Are participants required to have any specific certificates/licenses inorder to participate in the bid?
Yes No 9. If yes to question 6, please specify
10. Is this request associated with a sponsored award managed by the Office of Sponsored Programs?
Yes No 11. If yes to question 10, provide the
sponsoring agency name
Part IV. Post‐Purchase Support and Training
1. Is training required for thisrequest?
Yes No 2. If yes to question 8, for how many
users?
3. If yes to question 8, in whatformat?
Online In Person Other
4. Does this request requireadditional support?
Manufacturer Warranty Extension 24/7 Toll Free Support 24‐hour equipment replacement plan
Dedicated support engineer Other NA
Part V. Location Constraints/Requirements
1. Is onsite work limited to after hours or weekends?
Yes No 2. Are there any anticipated
hazardous operations? Yes No
3. Are there access limitations for the vendor (off limits areas)?
Yes No
4. Will the location be occupied while the vendor is fulfilling the purchase?
Yes No
Part VI. Bid Participants List (See “Supplementary Data Sheet” if additional fields are required)
Organization Name Contact Name Email Address Phone Number
Sourcing Intake Form
Updated 03.10.2015 Questions? Contact us at [email protected] or by calling 954‐262‐8841
Part VII. Product Details (Complete this section if you selected Products ONLY or Products AND Services in Part III above.)
# Item Description Manufacturer
Name Part # QTY
Estimated Cost/Budget
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Part VIII. Service Details (Complete this section if you selected Services ONLY or Products AND Services in Part III above.)
# Service Requested, Minimum Requirements, Scope of Work
Unit of Measure/ Frequency
(Hours, Monthly, etc.)
Estimated Cost/Budget
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Sourcing Intake Form
Updated 03.10.2015 Questions? Contact us at [email protected] or by calling 954‐262‐8841
Part IX. Additional Questions for Bid Participants (Use this section to specify any additional questions or clarifications from bid participants)
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STANDARD TEMPLATE INFORMATION The following information is covered under the standard sourcing templates; General Introduction – The Office of Procurement Management will provide a brief introduction to the bid participants regarding the purpose of the sourcing event using the information provided on this form; Schedule of Events – A schedule of events will be provided which includes dates for conference calls, site visits (if applicable), Q&A periods, and bid due dates; Minority Business Classifications – Questions regarding the supplier diversity status of the bid participants, including requests for certifications; and Standard Terms and Conditions – Standard terms and conditions general include a debarment, suspension, and criminal proceeding clause, background check requirements, tobacco and smoke free campus information; a indemnification clause; governing law, jurisdiction and venue requirements; a confidentiality clause, an agreement assignment, a cancellation or withdrawal clause, and insurance and accident requirements.
COMPLETING AND SUBMITTING THE FORM Complete all applicable sections in the Sourcing Intake Form. The spaces provided will be sufficient for most sourcing requests. However, to facilitate the need for additional spaces for proposed participants, product details, service details, and/or additional questions for bid participants, a supplementary data sheet has been created. Click the link below, double click the excel attachment to download the file, and submit along with the intake form once completed. For assistance completing the form, contact us at [email protected] or by calling 954‐262‐8841.
When complete, you may submit your form via email at [email protected] or by attaching the form to your Ariba Purchase Requisition. A dedicated team of procurement staff members will be assigned to facilitate, monitor, and communicate the status of this sourcing event with the designated primary contact list in form Part I.