CU Marketplace Resources for Requestor Role [1]
The following information is supplemental to the CU Marketplace: Requestor Skillsoft course and may be helpful as you shop in the CU Marketplace.
PSC Website
The PSC website [2] contains information on procurement policies, procedures, and learning resources, including:
- PSC Procedural Statement Sensitive Expenses [3]
- PSC Procedural Statement After-the-Fact Purchases [4]
Take the courses and request access
Several online courses are required for this role. For more information see Access & Training Requirements [5].
The courses are delivered online in Skillsoft. Log in to your campus portal and on the CU Resources Home tab, click the Skillsoft tile.
Launch the CU Marketplace - Requestor course. [6]
When you’ve completed the required trainings, your department will request your access using the CU Identity Manager (OIM) [7]. You’ll receive an email notification when you have access.
Commodity Listing
The Commodity Listing [8] is a good starting place for any purchase. Several commodities link to How to Buys, that outline procurement options and procedures.
Understanding your new Role
As a Requestor you’re authorized to submit requisitions within CU Marketplace, and responsible for ensuring that requisitions $10,000 and under are accurate, appropriate, and reasonable. You’re able to:
- Create shopping carts to select goods and services;
- Submit orders;
- Receive on Purchase Orders (POs) over $10,000 to release vouchers for payment; and
- Search all documents in the CU Marketplace.
Refer to the Learning Resources
The CU Marketplace Training page [9] on the PSC website has step-by-step instructions to help you shop.
Updating Your Profile
When you have access, you should login and update your CU Marketplace profile. You can add frequently used SpeedTypes [10]and Ship To Locations [11] to make your shopping experience more convenient.
Shopping
When shopping in the CU Marketplace, you’ll use a catalog or a form to add goods and services to your shopping cart.
- Whenever a catalog is available, you’ll find CU-specific items and prices from contracted suppliers. You’ll find shopping by catalog [12] similar to online shopping.
- If the good or service is not available from a catalog supplier, you’ll need to use a form within the CU Marketplace. This guide [13] will help determine which form is appropriate.
Processing Shopping Carts
Since Shoppers in the CU Marketplace are unable to submit shopping carts, a Shopper may assign a shopping cart to you to process. See Processing Assigned Shopping Carts [14].
Receiving
Receiving is required when a PO total is over $10,000, regardless of the amount of each invoice. As a Requestor, you can enter Receiving for POs [15].
You’ll find many more guides on CU Marketplace Training page [9], including: