HOW WELL DO YOU KNOW THE COLLEGE’S PAPERWORK FLOW ? COLLEGE DOCUMENTS & SUPPORT THRESHOLD LIMITATIONS SERVICES REQUIRED EQUIPMENT VS NON-CAPITAL EQUIPMENT.

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Presentation transcript:

HOW WELL DO YOU KNOW THE COLLEGE’S PAPERWORK FLOW ? COLLEGE DOCUMENTS & SUPPORT THRESHOLD LIMITATIONS SERVICES REQUIRED EQUIPMENT VS NON-CAPITAL EQUIPMENT REIMBURSEMENTS $100 $200 $300

College Documents & Support for $100 What documentation is required for a supply purchase between $1,000 and $1,999?  A) Check request if it's a vendor I have used before.  B) Just a purchase order  C) Purchase order and price quote

College Documents & Support for $200 When should I submit a purchase requisition rather than a check req.  A) Any time the vendor requires a PO number in order to ship goods  B) Any time a contract is required and/or the amount is over $1,000  C) Both A and B

College Documents & Support for $300 Answer: This type of expenditure can be processed by check request.  A) What is a service repair for $250?  B) What is an $2,500 ad in the Journal of Academy Medicine?  C) What is a $100 reimbursement to another College Department for ordering supplies on their behalf?

Threshold Limitations for $100 A purchase which requires a written quotation from a vendor.  A) What is a purchase of $1,500  B) What is a purchase of $2,000 or more  C) What is a purchase of $1?

Threshold Limitations for $200 The PO Database is used for:  A) ALL Purchase Orders.  B) Purchase Orders, Check Request, & Contracts.  C) Purchase Orders over $2,000 & Contracts.

Threshold Limitations for $300 Answer: Supplier Justification Form  A) What must accompany a purchase requisition for a service of $8,500?  B) What must be submitted with a payment request for 21 people to attend a conference at $500 each?  C) What must accompany a $12,000 purchase requisition from a company which is the sole provider of that equipment/service?

Services Required for $100 When I need a vendor to perform services on campus costing $1,000 or more I need:  A) A proposal including scope of work, a price quote, a contract request, and a Purchase Requisition.  B) A purchase Requisition and a price quote.  C) Schedule the service and process the paperwork after receiving the invoice.

Services Required for $200 Answer: The Office of General Counsel does not have to be contacted in this situation.  A) When services will be provided to the College that will only cost $1,500.  B) When it is an emergency situation and there is no time to set up a contract.  C) When you have a non-competitive expense.

Services Required for $300 Legal Contracts can ONLY be approved by _____ on behalf of the College.  A) The originating Department  B) The Chief Financial Officer  C) The Vendor

Equipment vs. Non-Capital Equipment for $100 Answer: All DELL computer purchase requisitions.  A) What requires approval from Information Services?  B) What requires prior authorization by Information Services and the Purchasing Department?  C) What requires a two year lead time?

Equipment vs. Non-Capital Equipment for $200 Computers, software, and Audio/Visual Equipment under $3,000 is known as:  A) Non-Capital Equipment  B) Capital Equipment  C) Other Supplies

Equipment vs. Non-Capital Equipment for $300 When purchasing an item that can be depreciated and tagged as inventory, over the amount of $3,000, you can classified this as a(n) ______ Expense?  A) Non-Capital Equipment  B) Capital Equipment  C) Travel Advance

Reimbursements for $100 Needs original receipts over $25.00, less any advances, and detail location charges by day.  A) What is a Travel Expense Report?  B) What is a Auto Mileage form ?  C) What is a Check Request?

Reimbursements for $200 Answer: $75?  A) What is the maximum amount allowable on a petty cash reimbursement?  B) What is the maximum amount I can be reimbursed for without a receipt?  C) What is the maximum daily amount of meal expense reimbursable on a travel expense report?

Reimbursements for $300 What kind of reimbursement, with expenses incurred by you, cannot be approved based on your own signature approval/authority.  A) Vendor reimbursements  B) Personal reimbursements  C) Neither A or B

NYMC DOUBLE JEOPARDY QUESTION: Conference registration, travel advances, reimbursements, honoraria, student awards / stipends, membership dues, ads in publications, utilities, and phone charges are what kind of expenditures and can be placed on this form for payment?