Work Order
Why a Work Order is Important
Submitting a Work Order ensures that any campus purchase or installation involving infrastructure is:
- Code Compliant
- Safe and Feasible (utilities and space verified)
- Reviewed by Facilities Services
- Authorized before spending or contracting begins
If the task alters infrastructure, demands new utilities, involves fixed installation, or call for Facilities Services (“FS”) participation, a Work Order is non-negotiable and must precede any purchase requisition. Otherwise, procure the goods or services directly, attaching normal supporting documentation.
Work Order and Requisition Process
| Step | Action |
|---|---|
| Step 1 | Submit a Work Order via the Customer Request Portal |
| Step 2 | Facilities Services Reviews Request |
| Step 3 | Receive approval or denial (email/quote) from FS |
| Step 4a | If approved: Create a requisition and attach FS approval |
| Step 4b | If denied: Seek alternative options |
| Step 5 | Buyer processes requisition. Missing FS approval? Requisition will be returned |
Do I Need a Work Order?
| Condition | Work Order Required? |
|---|---|
| Alteration to infrastructure (walls, floors, ceilings, roof) | Yes |
| Mounting or installing equipment/furniture to a surface | Yes |
| Electrical work (e.g., wiring, outlet relocation, mounting equipment) | Yes |
| Equipment with high electrical load or utility requirements (e.g., gas, water, air) | Yes |
| Installation, repair, maintenance, or similar services | Yes |
| Third-party contractor performing work (not FS) | Yes |
| Purchasing freestanding furniture or equipment (no installation) | No |
| Procuring material-only items (excluding large/IT equipment) | No |
| Delivery-only services | No |
| Services that do not alter current infrastructure | No |
Do I need a Quote from Facilities Services?
| Scenario | Quote Required? |
|---|---|
| Alteration of infrastructure during material procurement | Yes |
| Installation, repairs, or maintenance requiring infrastructure change | Yes |
| Electrical work related to installation | Yes |
| Purchase of non-installed goods or basic delivery | No |
Additional Resources