Document

Purchasing

Section 1

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How Do I Buy Something?

  1. Campus Stores
  2. Go to the Campus Stores1 website to search for the item needed. On a Purchasing Worksheet (opens in a new window)2 list the catalog number, a brief description of the item being ordered, and the dollar amount. Turn the worksheet in to Kelli Wiesener-Manning in Room 328 and she will place the order.

  3. Less than $5000
  4. Fill out a Purchasing Worksheet (opens in a new window)3 and bring it to Kelli Wiesener-Manning in Room 328. At that time, it will be determined if a P-Card can be used, or if a Requisition for a Purchase Order will be needed to place the order. See the list of exceptions4. If your item is on the exception list, it must be done on a Requisition.

    P-Card orders will be placed by phone, fax, or website.

  5. More than $5000 or on Exception List
  6. Fill out a Purchasing Worksheet (opens in a new window)5 along with a quote (including estimated shipping charges) and bring them to Kelli Wiesener-Manning in Room 328. These orders must be processed on a Requisition. Be sure to check with Beth to see if further documentation is required.

  7. Less than $250
  8. Personal reimbursement through the department: It is preferred that items purchased with personal funds should be the last option available. The Reimbursement Worksheet (opens in a new window)6 should be submitted to Kelli Wiesener-Manning in Room 328 along with the receipt.

Tax-Exempt Status

    Pay no sales tax on purchases from vendors registered in Illinois. Purchasers should emphasize the University's tax-exempt status and exemption number when placing telephone orders. Purchases from vendors outside of Illinois may or may not be exempt. The University has reciprocity with the following states: Indiana, Michigan, Minnesota, Ohio, and Wisconsin. See Section 18.6, Sales and Use Tax for additional information, including sales and use tax assessed by other states, and the University's sales tax exemption letter.

Purchasing Worksheet

Reimbursement Worksheet

Section 2

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Sections

Staff Spotlight

Lisa TaylorLisa Taylor

Lisa Taylor joined the Psychology Business Office in April 2014 on a part-time basis as an Account Technician, mainly processing expense reimbursements and handling purchases. Prior to joining Psychology, Taylor worked in the employee benefits/group insurance industry for 30 years, starting out as the Insurance Officer at the State Universities Retirement System (SURS) and most recently as a Benefits Service Representative for Wells Fargo Insurance Services.

Services Information

Funding

For Fall 2015 and Spring 2016 semesters, students may apply for an Alumni Advisory Board Award of up to $250. Faculty may apply for a Lanier Award of up to $500. These funds may be used for any research-related activity, e.g., supplies, software, equipment, printing, subject payments, travel, etc. Requests should be submitted to the Business Office.