PB7 - State Contract Requisition

A State Contract Requisition is a request submitted to the UT Purchasing Office to purchase goods/services from a vendor currently holding a contract with the State of Texas. The department selects a TBPC-assigned commodity code that corresponds to a particular item, assigned vendor, and fixed price that remains in effect for a specific period of time. The requisition is reviewed by the UT Purchasing Office and the order is placed with the vendor via the TBPC. The only dollar limitations are those specified in individual contracts.

Example: Order void if less than $19.95

Required Sections for PB7:

Optional Sections for PB7:

NOTE: Awarded Vendor Information is a view-only screen. The vendor is identified by the commodity code from the first line item. Multiple items may be entered on the same PB7 document but the assigned vendor must be the same on all line items.

A sample of the required PB7 screens follows:


The Cover Sheet allows you to create the document.


+----------------------------------------------------------------------------------+

|     REQUISITION AEDPB70003 SUCCESSFULLY CREATED                                  |

|   *DALPHB             Purchase Requisition Document - PB7            Year: 96 97 |

|   Command: PB7 Dept Req Nbr: AEDPB70003_____ Misc: _______________  P Ctr: U-045 |

|   ============================================================================== |

|   Status: CREATED             --COVER  SHEET--          Document ID: G0PB7999957 |

|                                                                                  |

|      Action: ___  Summary: ALUMINUM CLIPS AEDPB70003_______________________      |

|      Created: 09/19/96 by  ACAED - DAVIS, ANN E                Category:         |

|      UT Req Nbr: E00102     Requestor:                                           |

|      PO Nbr:             Bid Invitation Nbr:                    Notify: _____    |

|      Sections:         X _ Address Information                                   |

|                          _ Line Item(s) Information -                   Item(s)  |

|                        X _ Account(s) Information                                |

|                          _ Awarded Vendor Information                            |

|                        X _ Order Status Log                                      |

|                          _ Item Status Counters                                  |

|                          _ Clauses For Entire Order                              |

|                          _ Define Codes                                          |

|                                                                                  |

|                                                                                  |

|   PCC Code _                                                                     |

|   Total Order Amt: 300.00                Associated Document ID:                 |

|                                                                                  |

|   -- 0 UT Austin  ------ PF1=Options ------ PF8=Exit ------  9/19/96  2:16 PM -- |

+----------------------------------------------------------------------------------+


+----------------------------------------------------------------------------------+

|     Please enter a Dept. Req. Number or an Action                                |

|   *DALPHB               STATE CONTRACT REQUISITION - PB7             Year: 96 97 |

|   Command: PB7 Dept Req Nbr: AEDPB70003_____ Misc: _______________  P Ctr: U-045 |

|   ============================================================================== |

|   Status:                     --COVER  SHEET--          Document ID: ___________ |

|                                                                                  |

|    +---------------------------------------------------------------------------+ |

|    | PLEASE ENTER AN ACCOUNT NUMBER AND PRICE ESTIMATE FOR YOUR ORDER          | |

|    |                                                                           | |

|    |                SUFFICIENT FUNDS VALIDATION                                | |

|    |    Please enter the account number(s) and an estimated cost               | |

|    |    of your order to validate availability of funds.                       | |

|    |     Required                                                              | |

|    |     --------                                                              | |

|    |     Fiscal Year: 96                                                       | |

|    |     Account Number(s): 1402222250                                         | |

|    |                        __________                                         | |

|    |                        __________                                         | |

|    |                        __________                                         | |

|    |     Order Estimate: 300.00_____                                           | |

|    |                                                                           | |

|    |   Press "CLEAR" to terminate Sufficient Funds Validation                  | |

|    |                                                                           | |

|    +---------------------------------------------------------------------------+ |

+----------------------------------------------------------------------------------+

[ Contents ]

The Address Information section provides delivery instructions and department contact information.


+----------------------------------------------------------------------------------+

|     Address information successfully updated.                                    |

|                              Address Information                                 |

|                                                                                  |

|                                                                                  |

|  Bill:     U-109                                                                 |

|            UT ACCOUNTS PAYABLE                                                   |

|            2200 COMAL STREET                                                     |

|                                                                                  |

|            City: AUSTIN                     State: TX  Zip: 78722                |

|                                                                                  |

|                                                                                  |

|  Ship To:  U-110                                                                 |

|            UT CENTRAL RECEIVING                                                  |

|            2200 COMAL STREET                                                     |

|                                                                                  |

|            City: AUSTIN                     State: TX  Zip: 78722                |

|                                                                                  |

|                                                                                  |

|  Dept Resource Contact: FBJBB_______________                                     |

|    Dept Resource Phone: 512 - 471 - 0000                                         |

|                                                                                  |

|   ----- Enter = Update --- Clear = Cover Sheet --- PF3 = Next Section -----      |

|                                                                                  |

+----------------------------------------------------------------------------------+

[ Contents ]

Line Item Information is used to enter individual line items. You are not required to provide unit prices because each commodity code number has corresponding prices already assigned.


+----------------------------------------------------------------------------------+

|    Item successfully updated.                                                    |

|                         Line Item Information (Page One)                         |

|                                                                                  |

|  Action: ___                   Item Nbr: 1___           Commodity: 010 30 010704 |

|                                                                                  |

|         Quantity: 20.0000_______          Package Qty:                           |

|  Unit of Measure: M                     Package Units:                           |

|       Unit Price: 15.9800_______       TBPC Vendor Nbr: 34541                     |

|    Item Estimate: 319.60                         Zone: 1                         |

|                                                                                  |

|  Special TBPC Requirements                                                        |

|     ORDER VOID IF UNDER            $25   PLUS FR                                 |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|  Description from the Commodity File                                             |

|   ALUMINUM CLIPS, 1/2"                                                           |

|                                                                                  |

|                                                                                  |

|                                                                 Extended         |

|                                                                 Description: _   |

|                                                                                  |

|    ----ENTER=Update----CLEAR=Cover Sheet----PF3=Next Section----PF4=Back-----    |

|                                                                                  |

+----------------------------------------------------------------------------------+


+----------------------------------------------------------------------------+

|                                                                            |

|                      Line Item Information (Page Two)                      |

|                                                                            |

|                               Item Nbr: 1                                  |

|  Description: ALUMINUM CLIPS, 1/2"                                         |

|                                                                            |

|                                                                            |

|  Clause 1: ___  Clause 2: ___  Clause 3: ___  Clause 4: ___  Clause 5: ___ |

|  Mark here to see more clause information: _                               |

|  There are no additional specifications for this commodity                 |

|                                                                            |

|  CAS Nbr: _________                    Inventory Unitcode: _______         |

|                                                                            |

|                                                                            |

|  Deliver to Dept: EDUCATION - TRAINING_____    Bldg: MAI    Room: 132____  |

|                                                                            |

|  Delivery Due:  14  days                                                   |

|  Delivery Comment: _________________________                               |

|                                                                            |

|  Requestor's Name: JAMES BOND_______________    Phone: ( 512 ) 471 0000    |

|                                                                            |

| ----ENTER=Update----CLEAR=Cover Sheet----PF3=Next Section----------------- |

+----------------------------------------------------------------------------+

[ Contents ]

Additional line items may be added but they must be awarded to the same vendor as line item 1. Each company currently holding a state contract has been assigned a unique five-digit number. This number is found in the TBPC Vendor Nbr field.

To access additional line items, press the ENTER key after the previous line item has been successfully added. After the last line item has been successfully added, press the PF3 key to continue to the next section.


+----------------------------------------------------------------------------------+

|    Please enter new item information or press (CLEAR) to ignore.                 |

|                         Line Item Information (Page One)                         |

|                                                                                  |

|  Action: NEW                   Item Nbr: 2___           Commodity: 010 30 ______ |

|                                                                                  |

|         Quantity: ______________          Package Qty:                           |

|  Unit of Measure:                       Package Units:                           |

|       Unit Price: ______________       TBPC Vendor Nbr:                           |

|    Item Estimate:                                Zone: 1                         |

|                                                                                  |

|  Special TBPC Requirements                                                        |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|  Description from the Commodity File                                             |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                 Extended         |

|                                                                 Description: _   |

|                                                                                  |

|    ----ENTER=Update----CLEAR=Cover Sheet----PF3=Next Section----PF4=Back-----    |

|                                                                                  |

+----------------------------------------------------------------------------------+

[ Contents ]

Awarded Vendor Information is a view-only screen because the vendor is automatically assigned. The Texas Building and Procurement Commission has already taken bids and made an award to a vendor for each item available through the state contract. The vendor assigned for line item number one determines the vendor assigned for the PB7 document.


+----------------------------------------------------------------------------------+

|                                                                                  |

|                             Awarded Vendor Information                           |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                      Vendor ID and Mail Code: 14611248452002                     |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|             Name: COMPUTER LANDMARKS                                             |

|          Address: PO BOX A3459                                                   |

|                                                                                  |

|             City: AUSTIN                 State: TX  Zip: 78707                   |

|            Phone: 512 - 444 - 4444  Fax:     -     -        HUB:                 |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|                                                                                  |

|       ----- Enter = Update --- Clear = Cover Sheet --- PF3 = Continue -----      |

+----------------------------------------------------------------------------------+

[ Contents ]

Account Information. You may change or add an account number at any time before the document has been released to the Purchasing Office.


+----------------------------------------------------------------------------+

|   Please make corrections and press (ENTER).                               |

|                             Account Information                            |

|                                                                            |

|                                                                            |

|                                          Order Total         Purchasing    |

|         Year          Account               Cost             Authority     |

|                                                                            |

|          96          1402222250          319.60                  S         |

|                                                                            |

|                Account Title: OA  -TEST PURCHASING DOCUMENTS               |

|                Accounting Expendable Amount: 1000000.00                    |

|                Departmental Free Balance   :                               |

|                                                                            |

|                                                                            |

|                                                                            |

|                                                                            |

|                   Mark here to assign multiple accounts                    |

|                    or separate accounts by line item: _                    |

|                                                                            |

|                                                                            |

|                                                                            |

| ----ENTER=Update----CLEAR=Cover Sheet----PF3=Next Section----------------- |

+----------------------------------------------------------------------------+


+----------------------------------------------------------------------------------+

|    Item has been updated.                                                        |

|                                Account Information                               |

|                                                                                  |

|      Item Numb: 1___                       Item Final Estimate: 319.60           |

|      Item Desc: ALUMINUM CLIPS, 1/2"                                             |

|                                                                                  |

|     1. Account: 1402222250   Amount: 200.00________                 Year: 96     |

|            Accounting Expendable: 1000000.00        Purchasing Authority: S      |

|          Department Free Balance:                                                |

|                                                                                  |

|     2. Account: 1497045150   Amount: 119.60________                 Year: 96     |

|            Accounting Expendable: 100000.00         Purchasing Authority: R      |

|          Department Free Balance:                                                |

|                                                                                  |

|     3. Account: __________   Amount: ______________                 Year: __     |

|            Accounting Expendable:                   Purchasing Authority:        |

|          Department Free Balance:                                                |

|                                                                                  |

|     4. Account: __________   Amount: ______________                 Year: __     |

|            Accounting Expendable:                   Purchasing Authority:        |

|          Department Free Balance:                                                |

|                                                                                  |

|    ----ENTER=Update----CLEAR=Cover Sheet----PF3=Next Section----PF4=Back-----    |

|                                                                                  |

+----------------------------------------------------------------------------------+

[ Contents ]

Clauses for Entire Order. Some of the more common clauses deal with 'Inside delivery,' 'Delivery and invoicing after Sept. 1,' 'Rental Renewal,' etc..


+----------------------------------------------------------------------------+

|   Please make changes and press ENTER.                                     |

|                          Clauses For Entire Order                          |

|                                                                            |

|                                                                            |

|            Mark here to see the extended clause information: _             |

|                                                                            |

|                                                                            |

|                               Clause 1: ___                                |

|                                                                            |

|                               Clause 2: ___                                |

|                                                                            |

|                               Clause 3: ___                                |

|                                                                            |

|                               Clause 4: ___                                |

|                                                                            |

|                               Clause 5: ___                                |

|                                                                            |

|                                                                            |

|                                                                            |

|                                                                            |

|                                                                            |

| ----ENTER=Update----CLEAR=Cover Sheet----PF3=Next Section----------------- |

+----------------------------------------------------------------------------+

[ Contents ]

To send the document on to the next desk (or person) in the routing path you must press the PF3 key to return to the Cover Sheet. Type 'APP' in the Action field and press the ENTER key.

Funds are encumbered when the buyer in the Purchasing Office approves the PB7 document. After the order is approved by the Purchasing Office, you will receive an FYI copy in your Electronic In-Box (YB2). An order copy for the vendor will be mailed by the Texas Building and Procurement Commission.


Contents || Faculty & Staff Help || Home || UT-Austin Web Central

The University of Texas at Austin
Purchasing Office
purchasing@austin.utexas.edu

Last Modified: 07/23/13 04:41:14 PM