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No requisition is required if ALL of the following apply. However, if the purchase will be from a foreign supplier, there are Foreign Purchase requirements to address. Please complete those requirements before continuing with the purchase.

• All aspects of the service will be off-site. This means the vendor/supplier will not be coming on-campus or to a satellite location owned/leased by the University (e.g. Blair Field, Miller House, or leased property.)
• Transaction does not reference an existing contracts/agreement or document, or no signature (written or electronic) is required on any document to complete the purchase.
• Total spending does not exceed $9,999.
• Not inclusive of technology services or use of level 1 or level 2 data. See Technology transaction type.
• No on-campus provider offers the services, or the service has been pre-approved to go off campus by the proper campus authority (for example, automotive repairs, or signage).

Contact Purchasing at 985-4296 if you need further clarification.

Yes, if one or more of the above did not apply, then a requisition must be submitted and if the purchase will be from a foreign supplier, please submit the Foreign Purchase requirements with the requisition. For any document requiring a signature, refer to the All Purchases Requiring a Binding Agreement or Insurance transaction type.

If a requisition is required, the minimum time for generating a dispatched Purchase Order (PO):

A minimum of 10 working days after Purchasing receives all completed documentation.

• Delegation of Purchasing Authority Guideline
• Procurement Card Guideline

• Campus and Foundations thresholds
  • All Goods and Services purchases between $50,000 - $100,000 require a minimum of 3 competitive quotes. If obtaining quotes from small or disabled veteran businesses, then only 2 quotes are required from the same classification (for example, 2 small business quotes).
  • Anything under $50,000 is at the discretion of the Purchasing Department as to whether additional quotes are required.
  • Purchases over $100,000 require a Request Formal Proposal (RFP). If obtaining quotes from small or disabled veteran businesses, then only 2 quotes are required from the same classification (for example, 2 small business quotes).
  • Foundation “G” (Grants) Funds - All Goods & Services purchases anything under $50,000 is at the discretion of the Purchasing Department as to whether additional quotes are required. Anything between $50,000 - $100,000 require 3 informal quotes. Purchases over $100,000 require a Request Formal Proposal (RFP).

Departments may be required to use Facilities Management for repairs and maintenance for certain items (for example, automotive and signage). Identify if the services you seek are performed by Facilities Management.

By accepting a contract with the CSU, Contractors must certify they are neither nor its principals or its subcontractors are presently debarred, suspended, proposed for debarment, declared ineligible or voluntarily excluded from participation in transactions by any federal department or agency (2 Code Federal Regulations[CFR] 180.220, in accordance with the Office of Management and Budget guidelines at 2 CFR 180 that implement Executive Orders 12549 (3 CFR Part 1986 Comp., p. 189) and 12689 (3 CFR Part 1989 Comp., p. 235).

For contracts using both, CSU and federally awarded funds, a debarment check must be completed prior to issuing any procurement contracts of goods or services that are $25,000.00 or greater.

Risk Management Review Required?

Yes, if requisition is required.

1. Permitted Payment Options: Subject to the above requirements.
   • PO – Allowed
   • ProCard – Allowed
   • One Card – Allowed
   • Direct Pay – Allowed
   • Employee Reimbursement – Not Allowed
2. Documents required for this type of payment:
   • Supplier Invoice (only with a PO)
   • Delegated approval (DOA) using one of the following options
     • Dispatched PO & receipt of goods through Shipping & Receiving (no action required by requester)
     • Authorized stamp on invoice referencing PO# and Acknowledgement of Service
   • Electronic approval (via email) sent directly to Fisinvoiceapproval@csulb.edu
   • All checks will be mailed by the Accounts Payable department
   • If the supplier is not currently in PeopleSoft, include the  form
   • If it is an International Vendor, Include the Vendor 204 form (if new) and the
   • All checks will be mailed by the Accounts Payable department
3. Pcard or One Card (only if less than or equal to $9,999, is not a service and is non-contractual).
   Documents required with month-end approved Pcard statement:
   • Supplier Invoice
   • form (if international supplier), pre-approved by Tax Services.

NOTE: Invoices received by Accounts Payable, prior to payment, are routed to the requester or approver to verify receipt of service or items. Reference the Invoice Approval Process for more information.

Text Books

Contact the campus bookstore.

Common GL Account(s) to Use

• 613001 – Contractual Services
• 605006 – Hazardous Waste
• 607033 – Construction Other (typically for BBS)
• 607021 – Design Other (typically for BBS)

Refer to your Division/College/Department for additional policies and procedures.