CALUSOURCE Collaborative Procurement Guide
This file is a quick reference guide for using the CALUSOURCE platform for collaborative procurement. It includes instructions on selecting and modifying contract language using SMART templates. The guide is designed to help users efficiently manage and author contract documents.
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How do I fill this out?
To fill out this file, start by selecting the contract language section in your draft contract. Use the SMART template feature to choose pre-approved contract language. Make any necessary modifications and save your changes.
How to fill out the CALUSOURCE Collaborative Procurement Guide?
1
Start by opening your draft contract and navigate to the Contract Language section.
2
Select Authoring mode to include contract language for review.
3
Choose either the MS Word template or the SMART template based on your requirements.
4
Select the desired contract template(s) and add them to your contract.
5
Make necessary modifications, save the changes, and send for team review.
Who needs the CALUSOURCE Collaborative Procurement Guide?
1
Procurement officers looking to streamline contract authoring process.
2
Legal teams needing to use pre-approved contract language templates.
3
Project managers managing collaborative procurement efforts.
4
University staff involved in drafting and reviewing supply contracts.
5
Vendors who need to submit fully-executed contracts for review.
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With PrintFriendly, you can easily edit this PDF by using our advanced editing tools. Modify text, add annotations, and format the document as per your needs. Save and download the updated document seamlessly.
1
Open the PDF file in PrintFriendly's PDF editor.
2
Use the editing tools to modify text, add annotations, and format the document.
3
Select pre-approved templates if needed and insert them into the document.
4
Make any necessary adjustments and review the document.
5
Save the changes and download the updated document.
What are the instructions for submitting this form?
To submit this form, ensure all fields are properly filled and verified, and then follow these instructions: 1. For email submission, send the completed form to contracts@calusource.edu. 2. For fax submissions, fax the form to (123) 456-7890. 3. For online submissions, use the CalUsource platform to upload the completed form. 4. For physical submissions, mail the form to Contracts Department, CalUsource, 123 University Ave, City, State, ZIP. Ensure that all required attachments are included before submission.
What is the purpose of this form?
The purpose of this form is to guide users through the process of creating and managing contract language using CALUSOURCE's collaborative procurement platform. It serves as a step-by-step reference for selecting and modifying contract templates, ensuring compliance with institutional policies. This guide helps streamline the procurement process, making it more efficient and standardized.
Tell me about this form and its components and fields line-by-line.
- 1. Contract Language: Select and modify pre-approved templates or upload a fully-executed contract.
- 2. Basic Details: Enter the fundamental details of the contract, such as contract number and description.
- 3. Terms and Conditions: Includes general terms and termination clauses applicable to the contract.
- 4. Payment and Charges: Outlines payment terms, charges, and applicable taxes.
- 5. Inspection and Warranties: Details the inspection process and warranties for goods or services provided.
What happens if I fail to submit this form?
Failing to submit this form may result in delays or complications in contract approvals and procurement processes.
- Contract Approval Delays: Delays in approval and execution of the contract.
- Compliance Issues: Risks of non-compliance with institutional policies.
- Procurement Delays: Impact on the timely procurement of goods and services.
How do I know when to use this form?
- 1. New Contracts: When initiating a new contract with a supplier.
- 2. Contract Modifications: When making changes to an existing contract.
- 3. Template Selection: When selecting pre-approved contract language templates.
Frequently Asked Questions
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Yes, you can select and insert pre-approved templates into your document using PrintFriendly.
Can I save a draft of the edited document?
Yes, you can save a draft of the edited document and continue editing later.
How do I add variables to the contract template?
Use the 'Variables' option in the editor to insert bracketed placeholder text corresponding to CalUsource fields.
Is there a way to format the text in the document?
Yes, you can use the formatting tools in the editor to bold, underline, and customize the text.
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