SMARTSHEET PROCUREMENT REQUEST FORMS
ITS has replaced its Procurement Request Forms with an online form that can be used for all procurement request types. Once submitted, the information will be reviewed by ITS for completion, and if not complete it may be sent back to you for additional information. Once completed, the request will be sent to your authorized delegates for approval before a project will be initiated. Placeholder requests will be available to your authorized delegates to manage until all necessary information is provided. Once a project is initialized, authorized delegates will have access to view real-time updates on projects to enhance collaboration and transparency.
The Procurement Project Request Online Form can be accessed here:
https://app.smartsheet.com/b/form/fc714e7fca1d496f801722c13da0faa4
Dynamic View Access
Users designated by your agency or organization through the authorized delegation process will be called "Customer Project Managers” and will be granted security permissions to view detailed project information. These users must have an account with Smartsheet to see this information.
Setting up an account is free and does not require a license. You can see more information about Smartsheet's free accounts here: https://help.smartsheet.com/learning-track/free-users/get-started-free-user
As a Customer Project Manager with a Smartsheet account, you will be able to see your agency’s requested projects at a link to be provided by ITS.
For questions about your agency’s Project Managers, contact ISS HELP at isshelp@its.ms.gov.
Project Approval Authorization (Naming Authorized Delegates)
In order to become an authorized delegate, you should complete the form below. Once submitted it will be reviewed by ITS and sent via DocuSign to the appropriate contact for approval. The form can be completed by anyone on the team, but it must be approved by the official Agency Head or Public Institution CIO. ITS requires approval of authorized representatives for project approval and project management within Smartsheet. Failure to submit this form could cause delays in project initiation and project management.
Please note that separate from this request is the designation of signature authority. Designees must be identified by the agency or public university through formal written correspondence to the ITS Executive Director. If you have any questions about Designation Letters, please reach out to isshelp@its.ms.gov.
Additional Resources
OTHER PROCUREMENT RELATED FORMS:
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