Summary: Review FY 2007/08 dates for submitting purchase orders to Procurement and Business Contracts.
| Date |
Action |
How To |
Restrictions |
6/2/08
5 p.m. Monday |
Last day to receive budget approval in CruzBuy and deliver specifications to Purchasing for orders >$25,000, for fiscal year 07/08 funds. |
Specifications for orders exceeding $25,000 may be electronically attached to the CruzBuy requisition or mailed (mailstop: Purchasing) or faxed to Purchasing (fax 9-3300). When sending specifications please include a cover sheet with your name, phone number, email address and the CruzBuy requisition number associated with the documents. |
None |
6/2/08
5 p.m. Monday |
First day to generate a requisition for goods and services that are required on or after July 1 *and* for which fiscal year 09 funds must be used. |
Indicate that the order is to be charged to Fiscal Year 2009 in the CruzBuy Internal Notes field and select “yes” in the Special Handling field on the requisition. See CruzBuy Reference: Special Handling. |
This method must be limited to requests where a long lead-time is needed to secure the goods or services and requests for Blanket orders for FY09. Do not use this method for ordering supplies that are typically delivered the next day e.g., office supplies, lab supplies, etc. (Note: Requests for Blanket orders will be reviewed and Purchasing will determine whether or not a blanket order is the best method for commodities requested.) |
6/17/08
5 p.m. Tuesday |
Last day to receive budget approval in CruzBuy for orders <$5,000 that require purchasing or other organizations to review and approve the request, for fiscal year 07/08. |
Review order work flow and request that PI/Other Approvers and Budget Approvers review and approve orders prior to 6/17/08. Order types that are impacted by this deadline:
- Food and Entertainment Requests
- Services Requests
- Hazardous and Radioactive materials requests
- Charters and vehicle rentals
- Lease purchases
- Any other request form found in the Misc. and Restricted Purchases folder in CB
|
None |
6/17/08
5 p.m. Tuesday |
Last day to receive budget approval in CruzBuy for orders within the $5,000 to $25,000 range, for fiscal year 07/08. |
Review order work flow and request that PI/Other Approvers and Budget Approvers review and approve orders prior to 6/17/08. |
None |
6/30/08
5 p.m. Monday |
Last day to receive budget approval in CruzBuy for orders <$5,000 that do not require purchasing review or special handling, for fiscal year 07/08 funds. |
Review order work flow and request that PI/Other Approvers and Budget Approvers review and approve orders prior to 6/30/08 at 5 p.m. |
Orders that required review and approval by Purchasing or other units must have been approved by 6/17/08. |
7/1/08
Tuesday |
CruzBuy orders placed beginning 7/1/08 will post to FY09, unless special handling is requested. |
7/1/08
Tuesday |
First day to request special circumstance orders to be back-dated to FY 07/08. These requests will be accommodated as workload allows. |
Indicate the order is to be charged in Fiscal Year 2007/2008 in the CruzBuy Internal Notes field and select “yes” in the Special Handling field on the requisition. See CruzBuy Reference: Special Handling. |
- This method must be limited to requests where there is a significant budget impact.
- Orders must be between $10,000 and $50,000. Orders valued at less then $10,000 will be processed in the current fiscal year. Orders for $50,000 or more require a request for proposal (RFP).
|
7/7/08
5 p.m. Monday |
Last day to request an order be processed in FY 07/08. |
7/9/08
noon
Wednesday |
Last day for Purchasing Office to complete and approve FY08 FIS Banner Change Orders with pending FY08 payments. |
7/11/08
2 p.m.
Friday |
Last day for Purchasing Office to complete and approve FY08 FIS Banner POs. Payments against these orders will be posted in FY09.
CruzBuy will be unavailable from 2 p.m. on Friday 7/11/08 until 7 a.m. Monday 7/14/08. |
7/14/08
7 a.m.
Monday |
First day for Purchasing Office to enter FY09 Change Orders to FY08 rolled Purchase Orders |
