CPBC Changes Processes

We are taking measures to streamline the process for requesting After-the-Fact (ATF) Purchase and Removal of PO Lien.

After-the-Fact Purchases

Effective February 25, 2008, completing the ATF Purchase Request form and submitting it to CPBC to create an ATF Purchase Order will no longer be required. Instead, CPBC will monitor for ATF purchases (also referred to as unsupported vouchers) on a weekly basis and work with department managers to maintain the highest level of compliance with purchasing policies and procedures by progressively taking one or more of the following measures:

• Written corrective action plan by department manager
• Purchasing training for the personnel who made the unauthorized purchase
• Revocation of personnel’s purchasing delegation of authority,
• Levy of processing fee to the department for processing unsupported voucher
• Financial responsibility for payment borne by personnel

Accounts Payable will continue to process invoices based on the existing “High-Value Rule”: Invoices for greater than $2500 require a signature of approval by authorized department personnel. Invoices for less than $2500 would be processed without  departmental approval.

PO Lien Removal
Effective February 25, 2008, any PO Lien Removal Request Form should be submitted via email directly to the CPBC Purchasing Mailbox at purchasing@finance.ucsf.edu. The PO Buyer of Record or designee will review and remove the requested PO Lien by updating the purchase order accordingly within 7 calendar days from receipt of request. Any questions regarding these process changes should be directed to Hung Truong, Purchasing Manager, at (415) 502-3043 or Vanessa.Wong@ucsf.edu.

Thank you.

Jim Hine
Executive Director
Campus Procurement and Business Contracts
University of California, San Francisco
Phone:415-502-3037
Cell:415-407-7993