Difference between revisions of "Purchase orders"

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(Example POs)
(Lab recharge spending)
 
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===Example POs===
 
===Example POs===
[[File:HighValue.pdf]]
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Form A is required for any purchases that cost >$100k, regardless of funding source:  [[File:Form_A_-_Sole_Source.pdf]]
  
[[File:LowValue.pdf]]
 
  
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Form B ([[File:Form_B_-_Dept_Source_Selection.pdf | sole source justification]]) is required when:
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* The item is being purchased with federal (as opposed to gift) funds
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AND
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* price > $3000 (including tax, installation, shipping, etc.)
  
[http://www.ece.ucsb.edu/travel.shtml| PDF Travel Reimbursement]
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You still have to fill the high-value purchase order form for cost >$2500: [[File:HPOUpdated.PDF]]
  
[http://www.ece.ucsb.edu/reimb.shtml| PDF Other Reimbursement and PO's]
 
  
[http://www.travel.ucla.edu/new/Res_Request_UCSB.htm| UCLA Travel]
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Otherwise, use the low-value purchase order form:  [[File:LPOUpdated.PDF]]
  
[http://accounting.ucsb.edu/Travel/Connexxus/| Car Rental & Hotel Info]
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=== Lab recharge spending ===
 
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The UC defines "equipment" as things costing >$5000 (including tax) or having a useful life more than 1 year. Equipment cannot be purchased under lab recharge (even if it is replacing equipment that is broken). Repairs can be purchased under lab recharge (see Molly or Ben before trying to do this). Lab supplies (fiber cleaning tape, wipes, solvents) can also be purchased using lab funds.
[http://www.ucop.edu/travel/car.html| Car Rental Info - IMPORTANT]
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[http://www.uctrips-insurance.org/| Travel Insurance]
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[http://www.engr.ucsb.edu/~esbreservations| ESB Conference Rooms]
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[http://www.ece.ucsb.edu/for_faculty_staff.shtml| ECE Forms]
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Latest revision as of 11:54, 7 June 2012

Example POs[edit]

Form A is required for any purchases that cost >$100k, regardless of funding source: File:Form A - Sole Source.pdf


Form B (File:Form B - Dept Source Selection.pdf) is required when:

  • The item is being purchased with federal (as opposed to gift) funds

AND

  • price > $3000 (including tax, installation, shipping, etc.)

You still have to fill the high-value purchase order form for cost >$2500: File:HPOUpdated.PDF


Otherwise, use the low-value purchase order form: File:LPOUpdated.PDF

Lab recharge spending[edit]

The UC defines "equipment" as things costing >$5000 (including tax) or having a useful life more than 1 year. Equipment cannot be purchased under lab recharge (even if it is replacing equipment that is broken). Repairs can be purchased under lab recharge (see Molly or Ben before trying to do this). Lab supplies (fiber cleaning tape, wipes, solvents) can also be purchased using lab funds.