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Routine Business/Personal Celebration. Choose the Correct Purchasing Method. Is this for employees engaged in internal departmental business or for a personal celebration ? (i.e. routine staff meeting, etc.).

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  1. Routine Business/Personal Celebration Choose the Correct Purchasing Method Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) • All purchases must fall within the University at Buffalo Food & Beverage Guidelines • State & RF Funds may be used to pay for food & beverage expenses as follows: • Workshops, meetings, seminars, and assemblies where guests (other than staff) are in attendance. • Employee/student recruitment when luncheon and/or dinner meetings are held for the purpose of interviewing candidates • State or RF funds may not be used to purchase meals or light refreshments for: • University staff engaged in routine business during normal business hours • Regularly scheduled staff meetings, personal and/or holiday celebrations • A full version of the guidelines is available here Yes No Selections: Food/Beverages Return to Start>

  2. UBF Account Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? Yes No Selections: Food/Beverages Routine Business/Personal Celebration - YES Return to Start > Routine Business/Celebration

  3. UBF Account Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? Selections: Food/Beverages Routine Business/Personal Celebration – YES UBF Account - YES Return to Start > Routine Business/Celebration > UBF Account

  4. UBF Account Choose the Correct Purchasing Method Do you have a University at Buffalo (UBF) account? Selections: Food/Beverages Routine Business/Personal Celebration – YES UBF Account - NO Return to Start > Routine Business/Celebration > UBF Account

  5. Food/Beverage Guidelines Choose the Correct Purchasing Method Does this purchase fall within the Food and Beverage Guidelines? Yes No Selections: Food/Beverages Routine Business/Personal Celebration – NO Return to Start > Routine Business/Celebration

  6. Food/Beverage Guidelines Choose the Correct Purchasing Method Does this purchase fall within the Food and Beverage Guidelines? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - NO Return to Start > Routine Business/Celebration > Food /Beverage Guidelines

  7. Amount of Purchase Choose the Correct Purchasing Method What is the amount of the purchase? Over$2,500 Under$2,500 Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines - YES Return to Start > Routine Business/Celebration > Food /Beverage Guidelines

  8. Amount of Purchase Choose the Correct Purchasing Method What is the amount of the purchase? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Over $2,500 Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location of the meeting. ? Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

  9. Funding Source Choose the Correct Purchasing Method What funding source will you be using for the purchase? v Research Foundation (RF) UB Foundation (UBF) State Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Return to Start> Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

  10. Funding Source Choose the Correct Purchasing Method What funding source will you be using for the purchase? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - State Please note: These purchases require an agenda, flyer, list of attendees which includes the purpose of the event or meeting, date, time, & location. Please note: Not all vendors accept the P Card. If they do not, then use eReq. Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

  11. Funding Source Choose the Correct Purchasing Method What funding source will you be using for the purchase? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - UBF Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

  12. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Yes No Not sure Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source - RF Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

  13. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RF Authority to Use RF Funds - YES Please note: Not all vendors accept the P Card. If they do not, then use eReq. Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

  14. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RFAuthority to Use RF Funds - NO Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

  15. RF Authority Choose the Correct Purchasing Method Do you have prior authorization to use your Procurement Card to purchase Food and Beverages? Selections: Food/Beverages Routine Business/Personal Celebration – NO Follow Food/Beverage Guidelines – YES Amount of Purchase – Under $2,500 Funding Source – RFAuthority to Use RF Funds – Not sure Return to Start > Appointment Type > Additional Appointment > Bio Data Change Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

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