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RFQQuotation Document Types Spreadsheet - statearus

VIEWS: 11 PAGES: 4

									Define Requisition Document Linkage by Document Types

Doc. Type Descript.

Doc. Type Descript.

Doc. Type Descript.

Document Title

Conditions for Use

EXISTING LINKAGE AND DOCUMENT TYPES NB NV PB PV NB NV PB PV Req. to PO Req. to OA Req. to Prof Svc PO Req to Prof Svc OA Req. to PO Req. to OA Req. to Prof Svc PO Req to Prof Svc OA N N P P NP NP PP PP Normal RFQ Normal RFQ Prof. Svc. RFQ Prof. Svc. RFQ Normal RFP Normal RFP Prof. Svc. RFP Prof. Svc. RFP Request for Quotation/RFQ Request for Quotation/RFQ N/A N/A NB Standard PO NV NV PV PV NB Standard PO NV NV PV PV Term Contract Term Contract Prof. Svc. Contract Prof. Svc. Contract Term Contract Term Contract Prof. Svc. Contract Prof. Svc. Contract

Professional Service Quotation/RFQ Award >$25,000. PSC Form, Design Svc, legal. Professional Service Quotation/RFQ Award >$25,000. PSC Form, Design Svc, legal. Request for Proposal/RFP Request for Proposal/RFP Professional Service Proposal/RFP Professional Service Proposal/RFP Award >$25,000. Cost+Other criteria Award >$25,000. Cost+Other criteria Award >$25,000. PSC Form, Cost+Other criteria Award >$25,000. PSC Form, Cost+Other criteria

PB

Prof. Svc. PO

PB

Prof. Svc. PO

PROPOSED LINKAGE AND DOCUMENT TYPES NB NV PB PV Req. to PO Req. to OA Req. to Prof Svc PO Req to Prof Svc OA NP NP PP PP Normal RFP Normal RFP Prof. Svc RFP Prof. Svc RFP Request for Proposal/RFP Request for Proposal/RFP Professional Service Proposal/RFP Professional Service Proposal/RFP Award >$25,000. Cost+Other criteria Award >$25,000. Cost+Other criteria Award >$25,000. PSC Form, Cost+Other criteria Award >$25,000. PSC Form, Cost+Other criteria NB Standard PO NV NV PV PV Term Contract Term Contract Prof. Svc. Contract Prof. Svc. Contract

PB

Prof. Svc. PO

Doc. Type Descript.

RFQ Doc. Type

PReq doc.type

OA Doc. Type

PO Doc. Type

Define Requisition Document Linkage by Document Types

Doc. Type Descript.

Doc. Type Descript.

Doc. Type Descript.

Document Title Competitive Sealed Bid /IFB

Conditions for Use

NB NV PB PV PB PV PB PV NB NV

Req. to PO Req. to OA Req. to Prof Svc PO Req to Prof Svc OA Req. to Prof Svc PO Req to Prof Svc OA Req. to Prof Svc PO Req to Prof Svc OA Req. to PO Req. to OA

N N P P ? ? ? ? NQ NQ

Normal IFB Normal IFB Prof. Scv. IFB Prof. Svc. IFB ABA Prof. Svc. RFQ ABA Prof. Svc. RFQ OSP Prof. Svc RFQ OSP Prof. Svc RFQ Normal CB Normal CB

Award >$25,000. Award to lowest bid meeting requirements.Public notice. NB Award >$25,000. Award to lowest bid meeting requirements.Public notice. Competitive Sealed Bid /IFB Award >$25,000. PSC Form. Award to lowest bid Professional Service Sealed Bid/IFB meeting requirements.Public notice. PB Award >$25,000. PSC Form. Award to lowest bid Professional Service Sealed Bid/IFB meeting requirements.Public notice. ABA Request for Qualifications/RFQ ABA Request for Qualifications/RFQ OSP Request for Qualifications/RFQ OSP Request for Qualifications/RFQ Competitive Quote Bid / CB Competitive Quote Bid / CB Award >$20,000. PSC Form, ABA Criteria Award >$20,000. PSC Form, ABA Criteria Award >$25,000. PSC Form, OSP criteria Award >$25,000. PSC Form, OSP criteria Award $5,000.01-$25,000. Low bid. 3 quotes Award $5,000.01-$25,000. Low bid. 3 quotes Award ≤ $25,000. Amendment 54 not on state contract. 3 written bids. OSP or agency delegation order PB PB PB PB NB

Standard PO

NV NV

Term Contract Term Contract Prof. Svc. Contract Prof. Svc. Contract Prof. Svc. Contract Prof. Svc. Contract Prof. Svc. Contract Prof. Svc. Contract Term Contract Term Contract

Prof. Svc. PO

PV PV

Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO Standard PO Standard PO

PV PV PV PV NV NV

NB

Req. to PO

NC

Normal QC

Quote Constitutional Bid /QC

NB

Standard PO

NV

Term Contract

Doc. Type Descript.

RFQ Doc. Type

PReq doc.type

OA Doc. Type

PO Doc. Type

RFQ/QUOTATION DOCUMENT TYPES and ALLOWED LINKAGE TO OTHER DOCUMENTS

PReq Doc.Type

RFQ Doc. Type

OA Doc. Type

Purchase Requisition (Preq) Doc. Type Description

RFQ Doc. Type Description

RFQ Document Title Heading

Conditions for RFQ Doc. Type Use

Outline Agreement (OA) Doc. Type Description

PO Doc. Type
PB PB PB PB PB

Purchase Order (PO) Doc. Type Description

NV NV NV NV NV

Req. to OA Req. to OA Req. to OA Req. to OA Req. to OA

N NP NQ NC NR

Normal IFB Normal RFP Normal CB Normal QC OSP RFQ

Competitive Sealed Bid / IFB Request for Proposal / RFP Competitive Quote Bid / CB Quote Constitutional Bid / QC OSP Request for Qualifications /RFQ

Award >$25,000. Award to lowest bid meeting requirements. Public notice. Award >$25,000. Cost+Other criteria Award $5,000.01-$25,000. Low bid. 3 quotes ≤$25,000. Amendment 54 not on Award state contract, 3 written bids, OSP or agency delegation order Award>$25,000. OSP Criteria

NV Term Contract NV Term Contract NV Term Contract NV Term Contract NV Term Contract

NB Standard PO NB Standard PO NB Standard PO NB Standard PO NB Standard PO

PV PV PV PV PV

Req to Prof Svc OA Req to Prof Svc OA Req to Prof Svc OA Req to Prof Svc OA Req to Prof Svc OA

P PP PB PR PC

Prof. Svc. IFB Prof. Svc RFP Prof. Svc. CB OSP Prof. Svc RFQ ABA Prof. Svc. RFQ

Professional Service Sealed Bid/IFB Professional Service Proposal / RFP Professional Service Quote Bid / CB OSP/PSC Request for Qualifications ABA Request for Qualifications /RFQ

Award >$25,000. PSC Form. Award to lowest bid meeting requirements. Public notice. Award >$25,000. PSC Form, Cost+Other criteria Award $5,000.01-$25,000, low bid, 3 quotes Award >$25,000. PSC Form, OSP criteria Award >$5,000. ABA Criteria. PSC Form>$25,000.

PV Prof. Svc. Contract PV Prof. Svc. Contract PV Prof. Svc. Contract PV Prof. Svc. Contract PV Prof. Svc. Contract

Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO

Page 3 of 4

RFQ/QUOTATION DOCUMENT TYPES and ALLOWED LINKAGE TO OTHER DOCUMENTS

PReq Doc.Type

RFQ Doc. Type

OA Doc. Type

Purchase Requisition (Preq) Doc. Type Description

RFQ Doc. Type Description

RFQ Document Title Heading

Conditions for RFQ Doc. Type Use

Outline Agreement (OA) Doc. Type Description

PO Doc. Type
PB PB PB PB PB

Purchase Order (PO) Doc. Type Description

NB NB NB NB NB

Req. to PO Req. to PO Req. to PO Req. to PO Req. to PO

N NP NQ NC NR

Normal IFB Normal RFP Normal CB Normal QC OSP RFQ

Competitive Sealed Bid / IFB Request for Proposal / RFP Competitive Quote Bid / CB Quote Constitutional Bid / QC OSP Request for Qualifications /RFQ

Award >$25,000. Award to lowest bid meeting requirements. Public notice. Award >$25,000. Cost+Other criteria Award $5,000.01-$25,000. Low bid. 3 quotes ≤$25,000. Amendment 54 not on Award state contract, 3 written bids, OSP or agency delegation order Award>$25,000. OSP Criteria

OA cannot be created OA cannot be created OA cannot be created OA cannot be created OA cannot be created

NB Standard PO NB Standard PO NB Standard PO NB Standard PO NB Standard PO

PB PB PB PB PB

Req. to Prof Svc PO P Req. to Prof Svc PO PP Req. to Prof Svc PO PB Req. to Prof Svc PO PR Req. to Prof Svc PO PC

Prof. Svc. IFB Prof. Svc RFP Prof. Svc. CB OSP Prof. Svc RFQ ABA Prof. Svc. RFQ

Professional Service Sealed Bid/IFB Professional Service Proposal / RFP Professional Service Quote Bid / CB OSP/PSC Request for Qualifications ABA Request for Qualifications /RFQ

Award >$25,000. PSC Form. Award to lowest bid meeting requirements. Public notice. Award >$25,000. PSC Form, Cost+Other criteria Award $5,000.01-$25,000, low bid, 3 quotes Award >$25,000. PSC Form, OSP criteria Award >$5,000. ABA Criteria. PSC Form>$25,000.

OA cannot be created OA cannot be created OA cannot be created OA cannot be created OA cannot be created

Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO Prof. Svc. PO

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