SPG Updates Archive

May 14, 2010

• New/Revised Policies:
  • Section 4. Rules on Spending
    • d. Spending Rules by Category:
      • Computer purchasing procedure added
      • Equipment rule modified to match current Purchase Request Form requirement (see below)
    • f.i. Written Quotes: Requirement for written quotes clarified.
    • f.i. Statement of Work requirements are explained.
    • f.ii. Commercial Goods & Services: Purchase Request Form is now required only for purchases $1,000 or more (previously required if $500 or more)
    • g. Check Processing Timelines have been updated
  • Section 5. Travel
    • c. Meals & Incidentals Allowance: Guidelines for international per diem have been added.
    • e. Lodging: Lodging reimbursements have been modified to reflect CA Department of Personnel Administration Travel Rules.
• New or Updated Forms:
  • New Purchase Request Form (REV 05/10) replaces the Purchase Order Request Form (REV 02/10). The Foundation will determine based on information provided in the Purchase Request if a purchase order, independent contractor agreement, subaward, or some other kind of purchasing instrument is required.
  • New Request for Contractor Quotation Form (REV 04/10). This form will be used to solicit formal written quotes from contractors providing noncommercial services (e.g. consulting, research, etc.)
  • New Sample Statement of Work Template (REV 05/10). Use this form when requesting noncommercial contractor services.
  • Updated Budget Revision Form (REV 05/10)
• New or Updated Resource Materials:
  • Description of CSUEB Chart of Accounts for the PeopleSoft financial system.
  • Updated Foundation Travel Policy (REV 05/10) added