Student Life Budget Center Lunch and Learn

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Student Life Budget CenterLunch and Learn

• Session I SLBC Changes, VISA, Petty Cash, and
  Motor Pool

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SLBC Staff

• Lisa Powers
• Julie Garcia
• Pam Hawthorne
• Susan Eller
• April Pitts
• Susie Chastain

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Purchasing Policies and Procedures

• Direct Bill
• Preferred over use of Petty Cash and Visa.
• What is a direct bill?
• Check Request
• Complete Request for Funds form, attach copy of
  contract, highlight date check is needed, and
  attached completed W-9 (if needed)
• Invoicing
• Verify, complete Request for Funds form, and make
  sure proper account to be charged is checked.
• Orange Paper

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Purchasing Policies Continued

• IDO
• Used to transfer money from one university
  account to another.
• Petty Cash
• Get money prior to purchase, send Request for
  Funds form to Susan Eller or Susie Chastain.
• MUST return any change and ALL receipts to SLBC
  no later than 3 business days from time checked
  out.

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Procurement Card (VISA) Policies and Procedures

• University and Student Life Budget Center
  Policies and Procedures
• Allowable and non-allowable charges
• Yellow Paper

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Motor Pool Requests

• Where to go to make request?
• http//virtual.clemson.edu/groups/tpserv
• What information is needed?
• Who makes a request?
• Non-Funded/Funded Organizations
• Student Organizations
• Response can take some time, allow for adequate
  time for request to be made.
• Green Paper

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New Processing Forms

• Travel Voucher
• Request for Funds
• Purchase Requisition

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Request for Funds

• Each department will have its own form.
• Why are we using this form?
• Updated forms will be given as hard-copy and sent
  via e-mail no later than June 30.
• Forms are to begin July 1, 2006.

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Questions and Answers
Session II June 30, 2006 Budget Status Reports
(BSRs)