How To Correctly Handle a COR (Continuing Order Requisition) For External Blanket Orders
A Continuing Order Requisition (COR) is a computer generated requisition created by Purchasing Services and sent to assist departments in renewing expiring blanket-type, maintenance, rental/lease, or software maintenance and licensing agreement orders. Purchasing Services automatically generates and distributes CORs monthly and for the June 30 fiscal year ending date in an effort to reduce clerical and administrative effort necessary to renew blanket-type requisitions. CORs eliminate having to type an entirely new requisition.
The COR computer program automatically advances the fiscal year and blanket order beginning and ending dates by one year.
CORs for Fixed Blanket Orders will be encumbered for the exact dollar amount. CORs for Variable Blanket Orders will be encumbered for $1. For more information on FY8 and beyond changes to blanket orders, please see FY 8 External Ordering Process Changes.
- A "Fixed Blanket Order" is a blanket order that commits fixed funds and uses the following Legacy Class codes:
Class Code Description 3011-3038, 3222, 3224 Services 3171-3192 Rental/leases 3211-3212 Maintenance contracts 3221, 3227, 3228 Grant Sub-agreements 3340-3341 Software A "Fixed Blanket Order" will be encumbered for the exact dollar amount requested. This is reflected in your CORs.
- A "Variable Blanket Order" is a blanket order without a fixed commitment, or one that does not use any of the Legacy Class codes listed above. Encumbrances for Variable Blanket Orders have been changed to $1.00 on your CORs.
- To split funding on a variable blanket order each line of funding should be for $1. If there are three splits, the total amount on the requisition would be $3.
Department Procedures for CORs:
Consider whether the products or service can be obtained from the vendor(s) listed through MDS or by using the Purchasing Card. If a COR is no longer required, simply destroy it.
To renew a COR, follow these steps:
- Review all details on the COR (vendor name & address, ship to address, dept. contact, amounts, description, dates, etc.). Note: The renewed blanket order may be issued for a maximum of 12 months, depending on the funding.
- Make any required changes in RED.
- If you have a quote or renewal notice, please attach it to the COR.
- Obtain department approval signatures.
- Retain a copy.
- Cut the COR sheet on the dashed line.
- Staple and return all pages of the COR.
- Forward the original COR, and any copies required by your Dean’s Office, to your Dean’s Office.
- If your contact or mailing address on the white cover sheet is not correct, make any changes in RED on that form and return it to Purchasing Services.
Academic Support Services Agreements CORs:
The intent and purpose of ASSAs are to provide a mechanism to procure Instructional, Research/ Consulting or Public Services of a sole source nature under the authority of The Board of Regents.
- ASSA CORs require the attachment of Sole Source justification annually.
- If your sole source justification form from the previous year(s) still applies, Purchasing will accept a copy of it with a current signature and date. If the justification needs to be updated, make all changes in RED.
- Forms can be downloaded at http://www.bussvc.wisc.edu/purch/forms.html
Dean's Office Procedures for CORs:
Review the COR, and if deemed appropriate, sign, date, enter into 3270, and forward as follows. Please note that the encumbrance will appear in WISDM AFTER the purchase order is released by Purchasing Services.
- All CORs referencing fund 133 with class codes 3211-3216 (maintenance & repairs), or 3170-3192 (rental & leases), should be sent to Research & Sponsored Programs, Suite 6401 21 N. Park Street.
- All other CORs are to be sent to Purchasing Services, Suite 6101 21 N. Park Street, if they are being delivered; please direct them to the reception desk in Suite 6101 between 8:00am and 4:00pm.
In both cases only original CORs that have been signed and entered into 3270 should be returned.
CORs for grant sub-agreements are issued annually to RSP for the life of the grant.
Please contact Purchasing Services with any questions.