NOTICE: The Finance Policies and Procedures Manual, along with the previous manual, is undergoing changes. These sites are continually updated to reflect changes in business processes. If you cannot find the information you are seeking in these policies, email financecomm@unc.edu for more information.
Policies and Procedures

Procedure 1214.1 – Accepting Vendor Product and Service Demonstrations

Effective
July 1, 1996
Last Updated
October 1, 2014
Last Reviewed
October 1, 2014
Responsible University Officer
Director of Purchasing Services
Responsible Unit
Purchasing Services

Procedure Statement

A requisition must be submitted to Purchasing Services for zero dollars before allowing a product to be placed in the department for demonstration. The Requisition must be accompanied by an Agreement for Evaluation of Equipment when submitted for approval. This procedure allows for tracking the equipment and explains any potential liability issues.

Forms and Instructions

A training video and instructions for creating a purchase requisition can be found on the Finance and Accounting training site.

  • 1226.1 - Creating a Requisition
  • 1214.1.1f - Agreement for Evaluation of Equipment

Related Data

None

History

Revised:
October 1, 2014: Updated naming of requisition.
July 12, 2010