Frequently Asked Questions
- If I have a purchasing question who should I call?
- Who is a delegated departmental purchaser?
- What are my delegated limits?
- What are the exceptions to delegated limits?
- Is Vendor Hold status verification required?
- How do I get a tax exemption certificate for UHV?
- What is a controlled asset? What is a capitalized asset?
- When do I need a requisition?
- What is a purpose/benefit statement and why do I need it?
- How is a purchase order created from a requisition?
- Now that I have a purchase order, what happens if I haven't received my goods within a reasonable time?
- What should I do when I receive my goods ordered on a purchase order?
- How do I find out if my invoice has been received or if a payment has been made on a purchase order?
- What happens if I place an order over my delegated limit?
- Who completes credit applications for UHV?
A. Call the Purchasing Department. Purchasing Manager phone number is 361-570-4821. Purchasing Specialist phone number is 361-570- 4876. Complete contact information can be found under Contact Us.
A. A delegated departmental purchaser is someone designated by the department who will be making purchases for that particular department. ProCard users, as well as employees that process requisitions, are considered Delegated Departmental Purchasers. The department must have on file with the Purchasing Department, an Authorization of Delegated Departmental Purchaser form (form can be found under Forms) for each employee designated. Authorizations must be renewed annually. Each department purchaser is required to participate in training sessions annually on various purchasing topics.
A. With prior approval, departments are delegated authority for the purchase of most goods and services up to $5,000. There are exceptions. See Delegated Departmental Purchases for specific exceptions. Intentionally splitting large orders to circumvent University delegated limits is prohibited. Always contact the Purchasing Department if you are uncertain whether a particular purchase is delegated.
A. Here is a complete list of exceptions to Delegated limits, see Exceptions at the bottom of the page on the following link Delegated Departmental Purchases. Contact the Purchasing Department if you have any questions.
A. The University must verify on all orders over $500 whether or not a vendor is on hold with the State Comptroller's office to be able to purchase from them. Texas Government Code Section 2107.008 prohibits the Comptroller from issuing a payment to a vendor who is indebted to the State of Texas. Vendor hold status should be checked at https://fmcpa.cpa.state.tx.us/tpis/
A. Any person designated as a delegated departmental purchaser may complete and sign a tax exemption certificate on behalf of UHV. The form is located on the UHV Purchasing website, on the forms page or by clicking on the link below.
A. Controlled assets are defined as fax machines, telecopiers, stereo systems, cameras, video recorders, laser disk players (TV, VCR, Camcorders), desktop computer printers, and laptop computers, costing between $500 and $4,999.99. A capital asset is any property (such as equipment, furniture, artwork, etc.) costing at least $5,000 and having a useful life of at least one year; two years if purchased with federal grant/contract funds. Generally, a capital asset must be self-contained for its primary use and have sufficient size to make its control feasible by means of marking with identification number and/or manufacturer's serial numbers. These items are defined as such by the State of Texas State Property Accounting and must be requisitioned through Purchasing for inventory, tagging and tracking purposes.
A. A requisition is required on most purchases totaling $5,000 or more (including freight charges). There are exceptions, for example: Printing over $1,000 paid with State Funds, controlled asset, or other restricted product must be requisitioned. There is also a list of items that do not require a requisition even if they exceed $5,000. Please see Delegated Departmental Purchases for the exception list at the bottom of the page.
A. A purpose/benefit statement states what the purpose of a purchase is and how it benefits the University. This statement should provide a good, reasonable explanation as to how this product/service will comply with your department's or the University's mission statement. This statement is used by the Accounts Payable department for voucher processing and audit reviews.
A. Once the Purchasing Department receives a requisition in "workflow", it is reviewed for proper approval, correct cost center information, account numbers and purpose/benefit statements. Once verified, the requisition is built into a purchase order in PeopleSoft. A valid budget check on a requisition creates a pre-encumbrance. When the purchase order is built, the pre-encumbrance is liquidated and an encumbrance is created. This encumbrance will remain on your cost center until a voucher is processed. The valid budget check on the voucher liquidates the encumbrance and creates the expense. The only people on the UHV campus that can create purchase orders in PeopleSoft are the Purchasing Staff.
A. You may contact the vendor directly or contact the Purchasing Staff and they will research the purchase order and contact the vendor to find out the status of the order.
A. Upon receipt of goods/services purchased on a PO, you will need to print out and sign a receiving report. The job aid to complete this task is located on the PeopleSoft Financials website under job aids. This link will take you to the page with all Purchasing Job Aids http://www.uhv.edu/peoplesoft/purchasing.aspx. The job aid is titled "Print PO Receiving Report". The signed receiving report should be forwarded to FINANCE.
A. As a delegated departmental purchaser, you can do status look ups at any time. Using the requisition number you are able to find the purchase order number, voucher number (if it has been processed), and the payment number. The job aid titled "Purchase Requisition Lookup Status" can be found at http://www.uhv.edu/peoplesoft/purchasing.aspx.
A. In the event a purchase or series of purchases (that appropriately should have been combined into a single purchase) are made exceeding the departmental delegated authority amount, the department shall submit a ltter of justification along with the request for payment to the Purchasing Department. The Purchasing Department will review and get approval from the Vice President for Administration and Finance. The letter of justification and approval must be included with the voucher before payment will be made. The letter of justification needs to include the date the order was placed, person who placed the order and the reason why a requisition was not completed.
A. All credit applications or account set up forms are completed by the Purchasing Department. An account cannot be setup without prior approval of the Purchasing Department.