Procurement Services has developed a refresher training guide and short quiz that must be completed by the cardholder and any secondary users prior to picking up your card. A passing grade of 85% is required to obtain your new PCard. The link for the training guide is provided below. At the end of the guide there is a link to the quiz with instructions. Procurement Card Training Guide
Procurement Services has recently been made aware of fraudulent activity relating to the “alleged” purchase of toner, printing supplies and/or service. It appears that someone has been calling departments on campus to discuss a “placed” order and seeking to verify address delivery information. Please be advised that this is fraudulent and you should not provide such requested information. Continue reading
In anticipation of the opening of the new UConn Bookstore, we are excited to inform you of the new method for University business related walk-up purchases. Starting on June 10th, all purchases made at the UConn Bookstore, now managed by Barnes and Noble, must be done through the PCard rather than through the previous BO-46 process, which is no longer in effect. Please refer to your PCard User Manual for allowable purchases. Continue reading
At this time, the inventory process will apply to chemicals for lab/research use only.
(This will not include compressed gases; Continue reading
The University issues purchases orders as one of the authorized methods to procure goods and services. Periodically, these are closed via an automated process within KFS. Alternatively, purchase orders can be manually closed. Currently departments are required to fill out a PO Cancellation form Continue reading
on behalf of Environmental Health and Safety…
When Kuali was implemented, the Division of Environmental Health and Safety (EHS) set up Restricted Commodity and Object Codes (below) for restricted equipment and materials to ensure that EHS would be informed of certain items being purchased, Continue reading
Updated March 2013
The current University Carry Forward Policy allows a Unit/Organization to carry forward its Budget Balance Available/Variance up to a maximum of 2.5% of its Annual/Current Budget of University Supported accounts (Ledger 2).
The current Encumbrance Policy permits a Unit/Organization to carry forward its year-end, non-payroll encumbered Purchase Orders (P.O.s) into the new fiscal year. This holds true for all accounts. In addition, this policy allows University Supported accounts (Ledger 2) to carry forward the budget for these encumbered P.O.s into the new fiscal year.
A revision has been made to the current policy. This revision affects University Supported accounts (Ledger 2) only.
Effective immediately, a Unit/Organization will be allowed to carry forward the equivalent budget for carried forward P.O.s only to the extent the entire carry forward budget (Encumbrance and Budget Balance Available/Variance) is under the 2.5% carry forward cap.
If the University Supported encumbrances exceed 2.5% of a Unit/Organization’s Annual/Current Budget, the Unit/Organization will be limited to carry forward an encumbrance budget of only 2.5% of its Annual/Current Budget regardless of the total encumbrance being carried forward. In addition, no Budget Balance Available/Variance carry forward will be allowed.
Encumbrance carry forward budget will be provided in the same manner as in the past. However, if the Unit/Organization’s encumbrances exceed the 2.5% cap, the excess will be taken away from the carry forward account.
If you believe that you have a valid reason to carry forward encumbrance budget above the 2.5% cap, please send a request for additional encumbrance budget carry forward with justification to your budget analyst and the Provost’s Office or the office of the Executive Vice President for Administration & Chief Financial Officer.