Get the free Research Foundation Purchasing Card Guidelines - SUNY RF

Research Foundation Purchasing Card Guidelines General Guidelines All purchases made with the Purchasing Card (Card) are subject to RF policies and procedures including the RF Travel Handbook and

How to fill out research foundation purchasing card

How to fill out research foundation purchasing card

1. To fill out a research foundation purchasing card, follow these steps:
2. Gather all necessary information, such as the research foundation purchasing card number, billing address, and contact information.
3. Identify the items or services that need to be purchased and determine the appropriate vendor or supplier.
4. Contact the vendor and provide them with the necessary information, including the purchasing card number.
5. Provide any additional documentation or approval required by the research foundation, such as a purchase order or budget authorization.
6. Verify that the billing address and contact information are correct and up to date.
7. Review the purchase details for accuracy and ensure compliance with the research foundation's policies and procedures.
8. Submit the completed purchasing card request to the research foundation's purchasing department or designated person for review and processing.
9. Keep records of the purchase, including receipts and any other documentation, for accounting and auditing purposes.
10. Monitor the purchasing card account for any discrepancies or unauthorized charges and report them immediately to the research foundation.
11. Follow up with the vendor to make sure the purchase was successfully processed and delivered.

Who needs research foundation purchasing card?

1. The research foundation purchasing card is typically needed by individuals or departments within the research foundation who are responsible for purchasing goods or services.
2. This may include researchers, administrative staff, project managers, and other authorized personnel.
3. The purchasing card allows for efficient and streamlined purchasing processes, eliminating the need for traditional purchase orders and reimbursements.
4. It is especially useful for making small-dollar purchases or recurring expenses.
5. The research foundation purchasing card may also be required for specific research projects or grant-funded activities that have specific purchasing requirements.
6. Ultimately, anyone who is designated as an authorized purchaser and has a legitimate need to make purchases on behalf of the research foundation may need a purchasing card.

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What is research foundation purchasing card?

The research foundation purchasing card is a payment card issued to authorized employees for purchasing goods and services on behalf of the research foundation.

Who is required to file research foundation purchasing card?

Authorized employees who have been issued a research foundation purchasing card are required to file it with the designated department.

How to fill out research foundation purchasing card?

The research foundation purchasing card must be filled out with details of the purchase, including vendor information, amount spent, and purpose of the purchase.

What is the purpose of research foundation purchasing card?

The purpose of the research foundation purchasing card is to streamline the purchasing process and provide a secure and convenient way to make authorized purchases.

What information must be reported on research foundation purchasing card?

The research foundation purchasing card must include details such as vendor name, date of purchase, amount spent, and business purpose of the purchase.