Purchasing Responsibilities

• Manages vendor relationship

• Identifies required paperwork

• Verifies all paperwork

• Negotiates best price

• Works with vendor to complete paperwork

• Submits completed packet to finance

• Creates purchase requisition

• Issues PO and signs agreement

• Write business purpose (what, why…) 

• Answers your questions

• Interfaces with Purchasing

• Protects Yale

• Completes Insurance Waiver or gather Certificate of Insurance (COI)

• Specifies charging instructions and monitors total expense by vendor

• Delivers final PO number for vendor invoices

• Identifies budget and monitors vendor total

Directly interfaces with vendors

Conduit between you, your vendor, and Finance/Purchasing

Liaison between Purchasing and Rhonda

Exception when Purchasing negotiates PSCA line items on large contracts

Send Rhonda all questions and she will investigate with Finance and Purchasing 

Communicates with other Yale offices, like Risk Management

Do not email Purchasing or Finance directly