1214.1 - University of North Carolina at Chapel Hill Procedure on Accepting Vendor Product and Service Demonstrations

Introduction

Purpose

This procedure is to ensure compliance with University regulations related to the evaluation of equipment prior to purchase.

Scope of Applicability

All University Faculty and Staff.

Procedure

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.

Related Requirements

External Regulations and Consequences

None.

University Policies, Standards, and Procedures

• Finance Policy 1214 - University of North Carolina at Chapel Hill Policy on Product and Service Demonstrations by Vendor
• Finance Form 1214.1.1f - Agreement for Evaluation of Equipment
• Finance Procedure 1226.1 - University of North Carolina at Chapel Hill Procedure on Creating a Requisition
• A training video and instructions for creating a purchase requisition can be found on the Finance and Budget Accounting training page.

Contact Information