Other

Any other transaction not included in another transaction type.

No requisition鈥痠s required if鈥疉LL鈥痮f the following apply:

  • Transaction is not included in any other transaction type.
  • Transaction does not reference an existing contract/agreement or document, or no signature (written or electronic) is required on any document to complete the purchase.
  • Total spend is less than $50,000.
  • No on-campus provider offers the services, or the proper campus authority pre-approves the services (for example, automotive repairs, or signage).
  • Does not qualify as Restricted or Prohibited Items (see Additional Notes section).

Contact Procurement at purchasing@csulb.edu if you need further clarification.

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

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

  • Campus and Foundations thresholds
    • All Goods & Services purchases between $100,000 - $250,000 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 $100,000 is at the discretion of the Procurement Department as to whether additional quotes are required.  
    • Purchases over $250,000 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 鈥淕鈥 (Grants) Funds - All Goods & Services purchases between $10,000 - $99,999 require at least 2 informal quotes. Anything between $100,000 - $250,000 require 3 informal quotes. Purchases over $250,000 require a Request Formal Proposal (RFP). 

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.
    1. PO 鈥 Allowed
    2. PCard 鈥 Not Allowed 鈥 Any exception to this restriction must be approved in advance in writing from Procurement Services.  All exception requests must be emailed to fs-pcard@csulb.edu.
    3. One Card 鈥揘ot Allowed 鈥 Any exception to this restriction must be approved in advance in writing from Procurement Services.  All exception requests must be emailed to fs-pcard@csulb.edu.
    4. Direct Pay 鈥揘ot Allowed
    5. Employee Reimbursement 鈥 Not Allowed
  2. Documents required:
    1. Supplier Invoice
    2. Additional required documents listed under the Additional Forms or Requirements section above.
      1. Delegated approval (DOA) using one of the following options
        1. Purchase Order (PO)
          1. Dispatched PO & receipt of goods through Shipping & Receiving (no action required by requesting department)
          2. Authorized stamp on invoice referencing PO# and Acknowledgement of Service
          3. Electronic approval (via email) sent directly to fisinvoiceapproval@csulb.edu  
    3. Contingent Documents
      1. If the supplier is not currently in PeopleSoft, then include the  form or, for international vendors, complete the W8Ben
      2. If foreign supplier purchase requires pre-approval, then submit approved  form with payment method.
  3. Payment Notes:
    1. All checks will be mailed by the Accounts Payable department 

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.

Restricted / Prohibited items鈥痮nly allowed to be purchased by the specific departments identified below.

  • Ammunition, firearms, and explosives - University Police
  • Heating, ventilation, refrigeration equipment - Facilities Management (BBS or Housing)
  • Outside storage sheds/containers - Facilities Management (BBS or Housing)
  • Radioactive materials, machines, microscopes - Radiation Safety Office
  • Respiratory and hearing protection - Environmental Health and Safety
  • Security systems - Facilities Management (BBS or Housing)
  • Emergency Service

Text Books

Contact the .

Common GL Account(s) to Use

Varies

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