Please refer to Forms, Policies, and Procedures for all specific forms and policies, but we often find folks in different departments asking similar questions, so figured we'd put some of our standard answers here to save everyone time.
A P.O. is required to place an order of $5,000 or over; for orders under $5,000 a P.O. is not required.
Yes! It's part of our policy, so it is required.
No. You can sign off as the "requestor," but it has to be approved by a department head or someone with budgetary authority, who is also your supervisor.
Check Runs are done weekly. The only requirement, other than those specific to what form of payment request is being submitted, is that the request is submitted by the end of business on Monday to be included in that week's Run. If not, however, it will still be processed, but in the next week's Run.
Yes! On Check Requests or TME Forms, check off the "Hold Check..." option; on invoices write "HOLD" in large, noticeable letters on the invoice itself. In all instances, put the name of the person picking up the check on an envelope, and attach it to the payment request.
All held checks are delivered to Enrollment Services Friday morning of the week they're processed and are available at that time with proper ID.
No, we are still responsible for paying meals tax, lodging tax, and other travel-related taxes. Please contact the Procurement staff for specifics.
Please look on the Staff page. Procurement staff members specialize in different areas, but we all should be able to answer general info questions.
Generally speaking, if you have an invoice, we do not need a Check Request. That doesn't apply when a Check Request is being used for a reimbursement.
A Check Request is used to reimburse an employee or student for purchasing goods on behalf of the University; a TME Form is used for reimbursement of University authorized travel-, meal- or entertainment-related expenses (thus, "TME").
Yes, if for individual domestic travel. If the travel is for a group, or is International travel, please contact Procurement for specific requirements and limitations. In these cases, a Purchase Order must be submitted.
Procurement Services
Deliso First Floor
413-782-1538
413-796-2020 (fax)
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