This guide will cover:
- How to handle a credit application request from a vendor
When a department is making a purchase from a vendor, the vendor may ask the University to complete a Credit or Direct Billing Application. In this occasion, please send the request using the Procurement Inquiry Form and include:
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The application attached as a Word document or fillable PDF file. (Be certain to provide the company information section with your department name, address, phone number and contact person)
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Vendor Name
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Name of the person who requested the application
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Vendor email address
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Your name and contact information
Note:
Please do not sign the vendor applications as you may not have signature authority and this may be asking you to agree to terms the University does not agree with.
Procurement Services will send the Credit Application directly to the vendor with copy to the requesting department.
Things to Consider Before Submitting a Credit Application Request:
When requested by a vendor to do so, consider the following:
- You may provide the vendor with an unsigned, but otherwise completed copy of the application along with a copy of our credit information. Our Credit Reference Letter contains information appropriate to the vendor when assessing the University's financial health. Contact Procurement Services if you need a copy.
- Does the department have a Purchasing Card? If so, try using that with the supplier.
- If the supplier refuses to accept either of the options above. consider other vendors for the same or equivalent product you are looking to source.