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Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Published byMartha Lewis Modified over 8 years ago

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Presentation on theme: "Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal."— Presentation transcript:

1 Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal Celebration Return to StartReturn to Start > Selections: Food/Beverages Choose the Correct Purchasing Method All purchases must fall within the University at Buffalo Food & Beverage Guidelines State & RF Funds may be used to pay for food & beverage expenses as follows: Workshops, meetings, seminars, and assemblies where guests (other than staff) are in attendance. Employee/student recruitment when luncheon and/or dinner meetings are held for the purpose of interviewing candidates State or RF funds may not be used to purchase meals or light refreshments for: University staff engaged in routine business during normal business hours Regularly scheduled staff meetings, personal and/or holiday celebrations A full version of the guidelines is available herehere

2 YesNo Selections: Do you have a University at Buffalo (UBF) account? UBF Account Food/Beverages Routine Business/Personal Celebration - YES Choose the Correct Purchasing Method Return to StartReturn to Start > Routine Business/Celebration Routine Business/Celebration

3 Selections: Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? UBF Account Food/Beverages Routine Business/Personal Celebration – YES UBF Account - YES Return to StartReturn to Start > Routine Business/Celebration > UBF Account Routine Business/CelebrationUBF Account

4 Selections: Do you have a University at Buffalo (UBF) account? UBF Account Food/Beverages Routine Business/Personal Celebration – YES UBF Account - NO Choose the Correct Purchasing Method Return to StartReturn to Start > Routine Business/Celebration > UBF Account Routine Business/CelebrationUBF Account

5 Does this purchase fall within the Food and Beverage Guidelines? YesNo Food/Beverage Guidelines Selections: Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Return to StartReturn to Start > Routine Business/Celebration Routine Business/Celebration

6 Selections: Does this purchase fall within the Food and Beverage Guidelines? Food/Beverage Guidelines Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - NO Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines Routine Business/CelebrationFood /Beverage Guidelines

7 Over $2,500 Selections: What is the amount of the purchase? Amount of Purchase Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - YES Under $2,500 Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines Routine Business/CelebrationFood /Beverage Guidelines

8 ? Selections: What is the amount of the purchase? Amount of Purchase Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Over $2,500 Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase Routine Business/CelebrationFood /Beverage GuidelinesAmount of Purchase Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location of the meeting.

9 Selections: What funding source will you be using for the purchase? Funding Source Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Research Foundation (RF) v State UB Foundation (UBF) Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase Routine Business/CelebrationFood /Beverage GuidelinesAmount of Purchase

10 Selections: What funding source will you be using for the purchase? Funding Source Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - State Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source Routine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding Source Please note: Not all vendors accept the P Card. If they do not, then use eReq. Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location.

11 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change What funding source will you be using for the purchase? Funding Source Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - UBF Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source Routine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding Source

12 YesNo Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - RF RF Authority Choose the Correct Purchasing Method Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source Routine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding Source Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Not sure

13 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change RF Authority Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds - YES Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority Routine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding SourceRF Authority Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Please note: Not all vendors accept the P Card. If they do not, then use eReq.

14 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? RF Authority Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds - NO Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority Routine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding SourceRF Authority

15 Selections: Return to Start Return to Start > Appointment Type > Additional Appointment > Bio Data Change Appointment TypeAdditional Appointment Bio Data Change Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? RF Authority Choose the Correct Purchasing Method Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds – Not sure Return to StartReturn to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority Routine Business/CelebrationFood /Beverage GuidelinesAmount of PurchaseFunding SourceRF Authority

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