Requisition Types - Which One to Select?

Chad Gentry
12 steps
28 seconds

Oracle Cloud

Selecting a Requisition Type is required to submit a requisition successfully. This training covers each Requisition Type, when to select it, what attachments are required, and other relevant information.

The Requisition Type is found by clicking the "pencil/edit" icon in **Requisition Summary.**

Scroll down to **Additional Information**, and click on the Requisition Type drop-down box.

**Cooperative Agreement** **When do I select this option?**\ Select Cooperative Agreement when you plan to utilize an existing agreement with another university (example, VASCUPP) or a cooperative partner such as Omnia, Sourcewell, E&I, or TIPS. **Attachments**\ Attach the cooperative agreement to your requisition along with the supplier quote, and any other relevant information.

**Informal Bid** **When do I select this option?**\ Only departments that have approval from their Campus or Institute may perform Informal Bids. Informal bids are for one-time purchases and must be awarded to the lowest cost supplier meeting specifications. **Attachments**\ Attach a completed bid tab, supplier quotes, and any other relevant information.

**Marketplace Catalog** **When do I select this option?** \ Select Marketplace Catalog every time you place a marketplace order using one of the marketplace catalogs. Examples include: Dell, Grainger, Amazon, & Staples. **Attachments**\ Generally, attachments are not required for marketplace transactions.

**Sole Source - NCJ Required** **When do I select this option?**\ Select Sole Source - NCJ Required when entering a Non-Catalog Request that will exceed $10,000 or more in spend with a specific vendor during the fiscal year and is not exempt from the NCJ requirement. To see all the NCJ exemptions, review [Policy FI0405-Procurement](https://www.tn.gov/generalservices/procurement.html) . **Attachments**\ Attach a completed and signed NCJ form, the vendor quote, and any other relevant documentation.

**Sole Source - No NCJ Required** **When do I select this option?**\ Select Sole Source - No NCJ Required when entering a Non-Catalog Request that will exceed $10,000 or more in spend with a specific vendor during the fiscal year and is exempt from the NCJ requirement. To see all the NCJ exemptions, review [Policy FI0405-Procurement](https://www.tn.gov/generalservices/procurement.html) . **Attachments**\ Attach the vendor quote, and any other relevant documentation. Please add a note to the transaction that states this transaction is exempt from the NCJ form and cite which exemption applies for Policy FI0405.

**Standard Purchase - No NCJ Required** **When do I select this option?**\ Select Standard Purchase - No NCJ Required when the total is less than $10,000, but the vendor/department needs a PO. **Attachments**\ Attach the supplier quote. It's helpful to the procurement team if you include a note that the supplier or department is requesting a PO, so that we understand why a PO is being requested when it is not required.

**State of Tennessee Contract** **When do I select this option?**\ Select State of Tennessee Contract when you plan to use an existing Tennessee Statewide Contract. These contracts are available for review through the State of Tennessee Central Procurement Office, [link](https://www.tn.gov/generalservices/procurement.html), search for Statewide Contract Listing. **Attachments**\ Attach the statewide agreement to the requisition along with a quote from the supplier, if available.

**Sub Award** **When do I select this option?**\ This transaction will be used by the research offices when needing to create a payable document for sub awards. **Attachments**\ Attach a copy of the sub award contract to the requisition.

**UT Contract** **When do I select this option?**\ Select UT Contract when entering a Contract Order Form or a Purchase Agreement Order Form. All Contract Order Form and Purchase Agreement Order Form transactions have a backing contract or purchase agreement. When entering the transaction, you must enter the contract number or the purchase agreement number. **Attachments**\ Attachments are not required. Contract Order Forms and Purchase Agreement Order Forms do not get sent to the supplier and they are auto-approved (no workflow approvals). Therefore, attachments are not needed.

**Bid Request** **When do I select this option?**\ Select Bid Request when you plan to bid out the product/service. **Attachments**\ **Bids** - attach the RFQ or RFP/RFQ-S Questionnaire, SEAFs, and any other relevant information.

Requisition Types - Which One to Select?

Chad Gentry
12 steps
28 seconds

Oracle Cloud

The Requisition Type is found by clicking the "pencil/edit" icon in **Requisition Summary.**

Scroll down to **Additional Information**, and click on the Requisition Type drop-down box.