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Get Solicitation Approval Form *please Allow 4 - 6 Weeks For This Process
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How to fill out the Solicitation Approval Form *Please Allow 4 - 6 Weeks For This Process online
The Solicitation Approval Form is a vital document used for obtaining necessary approvals related to solicitations. Filling out this form accurately ensures a smooth process, so please take your time to complete each section thoroughly.
Follow the steps to complete the Solicitation Approval Form effectively.
- Click ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Fill in the 'Today's Date' field with the current date. Next, enter your 'Name', 'Extension', and 'E-mail' address in the designated fields. This information helps in identifying who is submitting the form.
- In the 'School or Unit' section, specify the relevant department or unit overseeing the solicitation process. Then, move on to the 'Type of Solicitation' box and describe the nature of your solicitation.
- Indicate the 'Planned Date of Release' for when the solicitation should be launched, along with the 'Solicitation Code' which may be required for internal tracking.
- Provide a clear and concise 'Solicitation Name' that best describes your solicitation. Define the intended 'Audience' for the outreach to ensure it reaches the right recipients.
- Determine if there is a Fair Market Value (FMV) Association and mark it appropriately. Enter the related 'Gift Fund Number' and specify if there is an 'Opt Out Avail'.
- Include the FMV Fund Number and confirm if standard language is included by ticking the corresponding box.
- Proceed to 'Advancement Services' and email data requests to alore@oakland.edu. Use the additional comments section to clarify any further details to assist in data pull.
- Check the 'C&M Approval' section. Answer whether C&M approval has been obtained. Repeat this for 'Gift Accounting Approval' and 'Annual Giving Approval'.
- Finally, ensure 'Is Data Needed?' is addressed, with any necessary FMV Account Numbers and indications about whether data requests were made.
- After completing all sections, you can save changes, download a copy, print the form, or share it as necessary for your records.
Complete your Solicitation Approval Form online today to ensure a timely approval process.
To complete a Request for Proposal, start by outlining your project objectives and defining evaluation criteria. It is essential to provide context and guidance for vendors on what you expect in their submissions. Don’t forget to use a Solicitation Approval Form to formalize your request and note that you should allow 4 - 6 weeks for this process.
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