分类和要求

Purchases for research projects and activities may be classified as any of the following:

有形的商品

All purchases for tangible goods, including equipment, that have a total transaction cost of $10,000 or more require a purchase order. 有关研究的进一步资料 Foundation equipment or property, see the Property 会计 Policy on the Research 基金会策略网页.

服务

All purchases for services of $10,000 or more require a purchase order. 某些类型 of services (facility rental agreements, survey services, evaluation services, etc.) may also require an Office of 赞助项目 Service Agreement signed by the Office 赞助项目高级主管.

内部采购订单

Internal purchase orders are for the use of encumbering amounts on an account for tracking purchases and are commonly used for student awards and subcontracts.

独立承包商协议

All independent contractor agreements require a purchase order regard少 of the amount. The purchase order is automatically generated by 研究基金会 采购 after the fully executed independent contractor agreement is received. 如需进一步资料，请 看到我们的 独立承办商指引.

在线软件工具

All purchases for online software tools that will be used for the electronic storage, processing, or transmission of sensitive data or information—regard少 of the amount—requires a purchase order and will be forwarded to the 菠菜网lol正规平台 Information Security Office for 批准. The 菠菜网lol正规平台 Information Technology Division has also implemented use of the 技术征用影响评估 (TRIA) process to assess potential information security risk and accessibility impact when purchasing hardware, software, electronic content and services on 菠菜网lol正规平台 environments. 

Please note that TRIA is NOT required for purchasing the standard workstations, monitors (displays) and other workstation accessories; disks, SD cards, electronic and data storage devices; cables, USB hubs, UPS battery backup for desktops; digital cameras, camera lenses and other camera accessories; televisions, smartph一个s and projectors. Questions about the TRIA process should be sent to to vpat-review@hzjly.net.

For specific details regarding sensitive data, please refer to CSU Information Security 数据分类标准.

动物

The 菠菜网lol正规平台 Animal Care department is responsible for placing all animal orders on behalf of 菠菜网lol正规平台 and the 研究基金会 with approved vendors. 动物订单:动物订单的放置 shall not be d一个 by the 研究基金会 or the PI. 购买申请单 order must indicate that the shipment delivery address is 菠菜网lol正规平台 Animal Care department. Animal orders cannot be shipped directly to central receiving.

危险和放射性物质

Some purchases require special 批准 and compliance with various federal agencies 健康和职业安全法:

• 有害物质 
• 放射性物质和装置

紧急事务

In the case of a financial or life or death threatening emergency there may not be time to follow the standard process for obtaining a purchase order. 代替获得 a purchase order, the PI may obtain written 批准 from the executive director of the 研究基金会 (or designee) to make the purchase. 书面批准必须 be submitted along with the request for payment.

《购买

的使用 采购卡(p卡) is encouraged when the amount of the purchase for goods and services is $9,999 or 少.

Requests for direct payments and reimbursements requests can be made when the amount of the purchase for goods and services is $9,999 or 少. 付款申请单 with an invoice from the vendor along with all appropriate supporting documentation should be submitted to the 赞助项目 manager.