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Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) Ye s No Routine Business/Personal Celebration Return to Start > Selection s: Food/Beverages Choose the Correct Purchasing Method 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
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Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Dec 27, 2015

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Martha Lewis
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Page 1: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.)

Yes No

Routine Business/Personal Celebration

Return to Start >

Selections:Food/Beverages

Choose the Correct Purchasing Method

A l l p u r c h a s e s m u s t f a l l w i t h i n t h e

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 f u l l v e r s i o n o f t h e g u i d e l i n e s i s a v a i l a b l e h e r e

Page 2: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Yes No

Selections:

Do you have a University at Buffalo (UBF) account?

UBF Account

Food/BeveragesRoutine Business/Personal Celebration - YES

Choose the Correct Purchasing Method

Return to Start > Routine Business/Celebration

Page 3: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Choose the Correct Purchasing MethodDo you have a University at Buffalo (UBF) account?

UBF Account

Food/BeveragesRoutine Business/Personal Celebration – YESUBF Account - YES

Return to Start > Routine Business/Celebration > UBF Account

Page 4: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Do you have a University at Buffalo (UBF) account?

UBF Account

Food/BeveragesRoutine Business/Personal Celebration – YESUBF Account - NO

Choose the Correct Purchasing Method

Return to Start > Routine Business/Celebration > UBF Account

Page 5: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Does this purchase fall within the Food and Beverage Guidelines?

Yes No

Food/Beverage Guidelines

Selections:

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NO

Return to Start > Routine Business/Celebration

Page 6: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Does this purchase fall within the Food and Beverage Guidelines?

Food/Beverage Guidelines

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines - NO

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines

Page 7: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Over$2,500

Selections:

What is the amount of the purchase?

Amount of Purchase

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines - YES

Under$2,500

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines

Page 8: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

?

Selections:

What is the amount of the purchase?

Amount of Purchase

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Over $2,500

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

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.

Page 9: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

What funding source will you be using for the purchase?

Funding Source

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500

Research Foundation (RF)vState

UB Foundation (UBF)

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase

Page 10: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

What funding source will you be using for the purchase?

Funding Source

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - State

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

Please note: Not all vendors

accept the P Card.

If they do not, then use eReq.

Please note: These purchases require an

agenda, flyer, list of attendees which includes

the purpose of the event or meeting, date, time, &

location.

Page 11: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

What funding source will you be using for the purchase?

Funding Source

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - UBF

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

Page 12: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Yes No

Selections:Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source - RF

RF Authority

Choose the Correct Purchasing Method

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

Not sure

Page 13: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

RF Authority

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds - YES

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

Please note: Not all vendors

accept the P Card.

If they do not, then use eReq.

Page 14: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

RF Authority

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds - NO

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority

Page 15: Is this for employees engaged in internal departmental business or for a personal celebration? (i.e. routine staff meeting, etc.) YesNo Routine Business/Personal.

Selections:

Return to Start > Appointment Type > Additional Appointment > Bio Data Change

Do you have prior authorization to use your Procurement Card to purchase Food and Beverages?

RF Authority

Choose the Correct Purchasing Method

Food/BeveragesRoutine Business/Personal Celebration – NOFollow Food/Beverage Guidelines – YESAmount of Purchase – Under $2,500Funding Source – RFAuthority to Use RF Funds – Not sure

Return to Start > Routine Business/Celebration > Food /Beverage Guidelines > Amount of Purchase > Funding Source > RF Authority