CESS Review Policies and Procedures

The CESS Approval Process on the IMS System

You need to know:

Department / Institution – Contact information concerning the CESS expenditure
Project or system name relating to the CESS expenditure
Type of product or service purchased (check all applicable)
Primary use of CESS expenditure (select one)
Purpose – A brief description of the purpose for the product or service purchased
Total cost of the project or system, not just the cost of a single purchase request
Purchase request number or numbers
Funding source (check all applicable)
Description of CESS product or service purchased. (If the listing is more than 3 items, list all items on an attached sheet. Do not fit them all on this form.)
Vendor – list the vendor name, even if it is not a state wide contract vendor
State Contract Number (if applicable)
Maintenance Method (check one)
Estimated annual Maintenance cost

Screenshots:

NOTE: You can find the unit code for your department or institution on the CESS Unit Coordinators List

NOTE: If you are experiencing difficulties with the IMS accepting your CESS form, leave the State Vendor line blank until you have completed all three screens of the CESS form, and fill in the vendor's name last.

NOTE: The Estimated Maintenance cost must be $1.00 or more. IMS will not accept an amount of zero.

NOTE: When you complete the firat screen, put a Y next to Equipment Responsibility / Location & Description of Requested Equipment. Then type A at the top of the screen, then press Enter, the press F2.

NOTE: When you complete the second screen, press F2.

NOTE: When you complete the third screen, press F2 again. This will return you to the first screen. If you left the Vendor line blank, now is the time to add that information.