EBIOPurchasing ProcurementCard(A-Card): 1. EBIOfacultycanobtainaUniversityProcurementPurchasingCard(A-Card).Ifyoudonothavea UniversityProcurementPurchasingCardandwouldliketoobtainone,pleasecontactRuth Mansbachtoobtainanapplication. 2. GraduateStudents,ResearchFaculty,ornon-facultyUniversityemployeeswillneedtoobtain approvalfromtheirfacultyadvisorbeforeapplyingforaProcurementPurchasingCard.The facultyadvisorwillneedtosendaProcurementPurchasingCardrequestemailto Ruth.Mansbach@Colorado.edu. 3. OnceyourProcurementPurchasingCardapplicationhasbeencompletedandreturnedtoRuth Mansbach,youwillberequiredtotakethreeonlinecourses:Procurement-Purchasing& ContractManagement,ProcurementCardCardholderandFiscalCodeofEthics.Course informationandaccesswillbesenttoyouviaemailoncethemainaccountingofficereceives yourapplication. Interdepartmentalpurchases(IN): 1. ForMCDBStockroompurchases- • youwillneedtoobtainanINformfromRuthMansbachbeforegoingtotheMCDB Stockroom. • Youwillneedtohavethespeedtypenumberyouwishtochargeforthispurchase whenobtainingtheINform. • Afteryourpurchase-IfyoureceivethepinkcopyoftheINfromtheMCDB StockroompleasedropitoffwithRuth. 2. ForChemstorepurchases- • NoINisneeded • YouwillneedyourCUBuffOnecardandthespeedtypenumberyouwishtouse forthepurchase.. 3. ForallotherInterdepartmentalpurchasespleaseworkwithRuthMansbach. LabandResearchsupplypurchases: PurchasesmakewiththeUniversityProcurementPurchasingCard(A-Card) 1. Purchasescanbemadeatlocalstoresoronline. 2. Purchasesmustbetaxexempt.TheUniversitytaxexemptnumberisonthecard. 3. Receiptsmustbeitemized- 4. 5. 6. 7. • Nameofvendor • Dateofpurchase • Descriptionoftheitem(s)purchased • Unitpriceoftheitem(s) • Quantity • Shownotaxwascharged • Foronlinepurchase–Shippingamount • Totalamountofthepurchase TurninallreceiptstoRuthMansbachwithin5businessdaysofthepurchase. • Writespeedtypenumberonthereceiptyouwishthepurchasebecharged • Writeyounameonthereceipt • Weunderstandthattheremaybetimeswhenan“outoftheordinary”purchase mayneedtobemade.Examplesofunusualitemswehaveencounteredinclude legos,microwaveandcontainersfromahomebrewstore.Inthesecases,youwill beexpectedtoprovideashortexplanationastowhythispurchasewasmade,and howtheitempurchasedwillbeused BesuretofollowalltheotherProcurementCardrules.Forexample- • Notravel(ConferenceRegistrationistheonlytravelrelatedexpenseallowedon A-Cards) • NoLiquor/Alcoholbeverages • Onlythecardholdercanusethecard Purchaselimitis$3,000pertransaction-Forpurchasesbetween$3,000and$4,999contactRuth Mansbach RuthMansbachwillallocateallA-cardchargesintheConcursystemonamonthlybasisand notifyyouwhenthereportisreadytosubmit.PleasemakesureyousubmitthereportASAP. Purchasesmadewithpersonalfunds PleaseseeReimbursementsunderDepartmentResourcesontheEBIOwebsite. PurchasesmadethroughRuthMansbach IfyoudonothaveanA-cardandhaveanonlineorderthatneedstobeplaced,pleasecontactRuth Mansbachtoplacetheorderforyou.PleasenotethatRuthcannottraveltolocalstorestomake purchasesforyou.YouwillneedtoprovideRuthwiththefollowinginstructionssoshecanplacethe order: 1. Vendor 2. Itemnumber 3. Shortdescriptionoftheitem 4. Quantity 5. Speedtypenumbertocharge Youwillbecontactedoncetheorderhasbeenplaced. CUMarketplaceorders ThevendorsintheCUMarketplacearevendorswithwhomwehaveaUniversity/Statecontactwith givingtheUniversitydiscountedprices. ThefollowingaretheSciencevendorsintheCUMarketplace- • • • • • • • • • • • • • • • • • • • • • • • Fisher Affymetrix AgilentTechnologies B&HPhoto BioExpress Bio-Rad CellSignalingTechnologiesInc. Clontech eBioscience Millipore Grainger IDT LifeScienceProducts LifeTechnologies-LifeSciences,Invitrogen,ThermoFisherScientific LightLabs NewEnglandBioLabs PerkinElmer Qiagen Roche SantaCrustBiotechnology Sigma-Aldrich USAScientific VWR OrderswiththosevendorsneedtobeplacedthroughtheCUMarketplace. 1. AllFacultyshouldhaveaccesstotheCUMarketplacetoplaceorderswiththeaforementioned vendors.IfyouareaFacultymemberandyouwouldliketoobtainaccess,pleasecontactRuth Mansbach. 2. GraduateStudents,ResearchFaculty,andUniversityemployeeswhoarenotfacultymemberswill needtoobtainapprovalfromtheirrespectivefacultyadvisorsbeforeobtainingaccesstotheCU Marketplace.ThefacultyadvisorwillneedtosendaCUmarketplaceaccessrequestemailto Ruth.Mansbach@colorado.eduforapproval. 3. OnceyouhaveplacedanorderthroughtheCUMarketplace: • EnteryournameandtheShippingaddress.Ramaleyis1RAMY,ontheshippingtab. • Enterthespeedtypenumber.Donotentertheaccountcode-Ruthwillenterthat informationforyou. • AssignthecarttoRuthMansbachforfinalapprovalandplacementoftheorder. • OncetheorderhasbeenapprovedandplacedbyRuthMansbach,yourorderwillbe completed. 4. IfyoudonothaveaccesstotheCUMarketplaceyoucanalsosendRuthMansbachthefollowing informationandshecanplacetheorderforyou: • Vendor • Itemnumber • Briefdescriptionoftheitem • Quantity • Speedtypenumberyouwishtochargetheorderto • Ruthwillletyouknowoncetheorderhasbeenplaced. Gascylinderpurchases WeobtainallofourgascylindersfromAirgas.AllgascylinderpurchasesshouldbemadebyRuth Mansbach.YoucansendRuthane-mailorstopbyherofficetoprovideherwiththeinformation neededtoplacetheorder. • • • Typeofgascylinderneeded Quantity Speedtypenumberyouwanttocharge. AllgascylindersbeingreturnedtoAirgasshouldalsogothroughRuthMansbach. PurchasesneedingaPurchaseOrderunder$5,000 Ifthevendordoesnotacceptcreditcardsandrequiresacheckforpayment,thenaPurchaseOrder(PO) isneeded. YouwillneedtoworkwithRuthMansbachtohaveaPurchaseOrder(PO)createdforthetransaction. Pleasebecertaintoprovidethefollowinginformation: 1. Invoiceorquotefromthevendor • IfaquoteisusedtosetupthePO,thatisattachedtoaquote.Invoicesare required. • Theinvoicewillneedtohaveaninvoicenumberlisted. 2. IfthevendorisnotsetupintheCUPurchasingSystem,theywillneedtoobtainandfilloutthe requiredpaperworkinordertobeaddedtothesystem.PleasecontactRuthMansbachforthe necessarydocuments. 3. Speedtypenumberyouwishtochargethispurchase. PurchasesneedingaPurchaseOrderover$5,000 Allpurchasesover$5,000requireaPurchaseOrderbeforethepurchaseismade. YouwillneedtoworkwithRuthMansbachtoobtainaPurchaseOrder.Pleasebereadytoprovidethe followinginformation: 1. IfthevendorisnotsetupintheCUPurchasingSystemtheywillneedtoobtainandfilloutthe requiredpaperworkinordertobeaddedtothesystem.PleasecontactRuthMansbachforthe necessarydocuments. 2. Aquotefromthevendor. 3. Speedtypenumberyouwishtocharge. 4. IfagrantisbeingusedyouwillalsoneedtoprovideacompletedSoleSourceJustificationform. ContactRuthMansbachtoobtainaSoleSourceJustificationform. 5. AllPurchaseOrdersover$5,000mustbedonebeforeanorderisplaced.Failuretodoso createswhattheUniversitycallsanAfter-the-Factpurchase(ATF).AnAfter-the-fact(ATF)isthe personalobligationoftheindividualwhoorderedthegoodsorservices.AnAfter-the-Fact purchaseremainsthepersonalobligationoftheindividualunlesstheAfter-the-Factisreviewed andapprovedinaccordancewiththeUniversityofColoradoFiscalprocedures2-2,5.After–the FactPurchases. Furniturepurchases: FurniturepurchasesmustbemadethroughColoradoCorrectionsIndustries(CCi).TheUniversityand theStatehaveamandatorypriceagreementcontractwithCCi. Furniturepurchasesinclude: • • Lateralfiles Verticalfiles • • • • • Bookcases Pedestalfiles Desks Chairs Storageitems IfthereisfurnitureyouwishtopurchasethatiseithernotcarriedbyCCioryouhaveavalidreasonfor wantingtogoelsewheretopurchasetheitem,ThenaFurnitureWaiverneedstobesubmittedand approvedbeforeyoucanmoveforwardwiththepurchase. PleaseprovideRuthMansbachwithfollowinginformationsothatshemaysubmitthefurniturewaiver onyourbehalf: 1. 2. 3. 4. Quantity Quotedunitprice Quotedtotalprice Completedescriptionanddetailedspecificationsoftheitem,donotsimplyprovideabrandand modelnumber • Dimensions • Features • Fabrictypeandorwoodtype 5. Pictureofproduct 6. ReasontheitemneedstobepurchasesfromasupplierotherthanCCi. Aresponsetothewaiverwillbeprovidedwithin5businessdaysifalloftheabovenotedinformationis providedandCCihasbeengiventhefirstconsiderationtoprovidecomparableproducts. YouwillbecontactedbyRuthMansbachoncesheobtainsinformationastothestatusofyourwaiver petition. OfficeSupplypurchases: TheUniversityandtheStatehaveamandatorypriceagreementcontractforofficesupplies.Office suppliesmustbepurchasedthroughStaplesviatheCUMarketplace.Instorepurchasesarenot authorized.Forallofficesupplypurchases,pleasecontactLindaBowden.Mostofficesupplyorderswill bedeliveredthenextbusinessday,however,therearesomecaseswhereitmaytakelonger. Foremergencyofficesupplypurchasesyoumaymakeanin-storepurchaseatanyofficesupplystore. YouwillneedtopayfortheorderwitheitheraUniversityProcurementCardorwithapersonalcredit card.PersonalcreditcardreimbursementissubjecttotheEBIOgeneralreimbursementpolicy.In additiontothis,youwillneedtoprovidejustificationastowhythisemergencypurchasewasnecessary. Pleasenotethatin-storepurchasesattheStaplesstorearenot-eligiblefortheCUagreementcontract discount. Computerpurchases: Allcomputer,computersupplies,tonerandsoftwareshouldbepurchasedthroughEBIOIT.Youcan sendyourpurchaserequeststoebioit@colorado.edu. PleasecontactJoeWorkmanforadditionalinformation. FacultyComputerPurchaseProgram Allrosteredfaculty,includingInstructors,SeniorInstructorsandtenuredandtenure-trackfacultyare eligibletoreplaceorupgradetheircomputerortableteveryfour(4)yearsaspartoftheFaculty ComputerPurchaseProgram.AtthestartofeachFiscalYear,theCollegeofArts&Scienceswillsendan e-mailtotheeligiblefaculty/instructorlettingthemknowthattheyareeligibleforanewcomputerand ortablet.YouwillneedtoworkwithJoeWorkmantogethiscomputerandortabletpurchased. TheUniversitygiveseacheligiblefaculty/instructors$1,200tospendtowardstheirnewcomputerand ortablet.TheDepartmentwilladdanadditional$800tothatamount.Allfacultymembers/instructors thereforewillhaveatotalof$2,000tospendonanewcomputerortablet. Ifthecomputeryouwishtopurchaseismorethanthe$2,000giventoyoubytheUniversityandthe Departmentyouwillneedtocovertheoverage.Grantfundsarenotallowedtobeusedtocoverany amountover$2,000,thosefundsmustcomefromeitheryourStartuporFaculty$1,000accounts.Ifyou donothaveastartupaccountor$1,000accounttousefortheoverageyoucanusepersonalfunds. Pleasenotethatifpersonalfundsareusedtocovertheoverage,thecomputerandortabletisstill UniversityPropertyandneedstostayintheDepartmentshouldyouleavetheUniversity. Ifyouhaveanyquestionsaboutanythingrelatedtopurchasingpleasecontact RuthMansbach.