BBE Procurement Resources
BBE Procurement Administrator and SOS Buyer - Sue Zindle, [email protected]
Helpful Procurement Links:
- FAQs: https://procurement.caltech.edu/faqs
- Forms links: https://procurement.caltech.edu/quick-links/quick-links-forms
- Expenditure Type List: https://procurement.caltech.edu/documents/20546/expenditure_type_list.pdf
- Policies & Procedures: https://procurement.caltech.edu/quick-links/quick-links-policies-and-procedures
- Tax resources (includes info about sales tax): https://procurement.caltech.edu/tax-resources
- Training links: https://procurement.caltech.edu/training
How-To:
P-Card: Traveler Set Up Help
TechMart: Caltech Equipment Screening
TechMart: Change Request Instructions
TechMart: How to Create Cost Receipts
Techmart: How to Create Quantity Receipts
TechMart: How to Check Purchase Order Status
TechMart: How to Search for Vouchers
TechMart Draft Requisition: Where to Find it Guide
TechMart: New User Training
TechMart: How to Turn on Requisition Notifications
Forms:
Deposit Forms
CardQuest Deposit Form
Direct Deposit Forms
Direct Deposit Form for Caltech Individuals
P-Card Forms
Fly America Act Exception Form
P-Card Missing Receipt Form
P-Card Missing Traveler Signature Form
P-Card Personal Purchase Form
P-Card Policy Acknowledgement
P-Card Request Form – BBE
Purchasing/TechMart Forms
Missing Receipt Form (Payment Request & Petty Cash)
Payment Request Usage List
Procurement Summary Justification Form
TechMart Access Form – BBE
Purchasing/TechMart CA Partial Sales Tax Forms
Partial Sales Tax Information
Certification Form
Exemption Eligibility Matrix
FAQs
Wire Transfer Forms
International Wire Transfer Form
Policies:
Gift Card Policy
Guidelines to Charging Food and Catering Expenses
Fly America Act Exceptions
Honorarium Policy
Independent Contractor Procedure
MTA Information (Material Transfer Agreement)
P-Card Policy
Purchasing Services Policy
Purchasing Services Goods and Services Policy
Stop Payment Policy
Travel Agreements
Travel Policy
Travel Policy – Non-Employees
Use of United States Flag Air Carriers
Wire Transfer Policy
FAQs:
BBE Procurement FAQs
- Which buyer processes my non-catalog/spot buy requisitions in TechMart?
- Sue Zindle processes requisitions up to $5,000.00
- Beth Streeter processes requisitions over $5,000.00
- What do I do if I want to know the status of my requisition?
- Look up the requisition number in TechMart
- The column on the right-hand side will have the status
- Who is my Requisition Financial Approver in TechMart?
- It is likely either your lab manager or grant manager
- Sue Zindle can tell you who it is
- What do I do if my Requisition Financial Approver is not available?
- Contact Sue Zindle to help you have your requisition routed to someone else
- What do I do if Accounts Payable contacts me about a receipt for my purchase order?
- You can contact the Materials Handler of your building for assistance
- If you know the item has been received, or it is a service that you know has taken place, you can create the receipt in TechMart yourself. See "how to" section.
- What do I do if Accounts Payable contacts me about a change needed to my purchase order?
- Contact Sue Zindle and Beth Streeter to confirm how to proceed
- Sue Zindle can make purchase order changes with email approval
- Purchasing (Beth Streeter) requires a change request to make changes
- What do I do if a supplier emails me about an invoice?
- If it is regarding a purchase order created through TechMart have the supplier email the Procurement Hotline at [email protected]. They will follow up with Accounts Payable and the supplier
- Who do I contact if I am having technical issues with TechMart?
- Contact the Procurement Hotline at [email protected].
- Who processes my payment requests in TechMart?