RHEUMATOLOGY

PURCHASING

AND

ACCOUNTING PROCEDURES

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(Click on one)

· Clinical Trials Center

· Criswell Group

· Peterlin Lab

· Weiss & Matloubian Labs

· Yelin & Katz Group

CLINICAL TRIAL CENTER

PURCHASING

Ø All Purchasing requests for CTC will be initiated by Lidia Espino (502-5108). No other persons are authorized to make purchases unless prior approval is obtained.

Ø Purchase Requests will be submitted to either Tony Barlow or Bill Walzer for approval.

Ø All Purchase Order Requisitions will be forwarded to:

Material Management Department

Purchasing Division

Campus Box # 0910

Main Phone # 476-5761

Fax # 502-3031

Ø Forms can be downloaded at http://www.matmgt.ucsf.edu/purFormsDownload.htm

ACCOUNTS PAYABLE

Ø All accounts payable Check Requests for CTC will be done by Lidia Espino . No other persons are authorized to make purchases unless prior approval is obtained.

Ø All Check Requests using restricted funds will be approved by Bill Walzer.

Ø All Check Requests using any State (19900) or discretionary funds will be approved by Tony Barlow.

Ø All Entertainment and Meeting Expenses, no matter what fund type is used, must be approved by Tony Barlow.

TYPES OF CHECK REQUESTS:

· Check Request

· Entertainment/Meeting Expenses

· Travel Advance

· Travel Expense Reimbursement

CRISWELL GROUP

PURCHASING

Ø All Purchasing requests will be initiated by Kirsten Sterba (514-3412). No other persons are authorized to make purchases unless prior approval is obtained.

Ø All Purchasing Requests will be sent to Gracie Bernacki (Campus Box # 0633) for approval by Tony Barlow or Bill Walzer’s approval. (T.Barlow approves requests for discretionary funds; B.Walzer approves requests for restricted funds.)

Ø All Purchase Order Requisitions are then forwarded to:

Material Management Department

Purchasing Division

Campus Box # 0910

Main Phone # 476-5761

Fax # 502-3031

Ø Forms can be downloaded at http://www.matmgt.ucsf.edu/purFormsDownload.htm

ACCOUNTS PAYABLE

Ø All Check Requests should be sent to Bill Walzer or Tony Barlow for approval.

Ø All Check Requests using restricted funds will be approved by Bill Walzer.

Ø All Check Requests using any State (19900) or discretionary funds will be approved by Tony Barlow.

Ø All Entertainment and Meeting Expenses, no matter what fund type is used, must be approved by Tony Barlow.

Ø Invoices (e.g., photocopier and Federal Express) can be submitted using the Rheumatology Division’s custom stamp as long only one account fund is used.

Ø All Check Requests and expenses must be entered on the Criswell spreadsheets at all times.

PETERLIN GROUP

PURCHASING

Ø Untill a new Admin. Asst. is hired, all Purchasing requests will be done by Zeping Luo @ 502-1909. No other persons are authorized to make purchases unless prior approval is obtained.

Ø All Purchasing Requests will be sent to Gracie Bernacki (Campus Box # 0633) for Tony Barlow and Bill Walzer’s approval.

Ø All Purchase Order Requisitions will then be forwarded to:

Material Management Department

Purchasing Division

Campus Box # 0910

Main Phone # 476-5761

Fax # 502-3031

Ø Forms can be downloaded at http://www.matmgt.ucsf.edu/purFormsDownload.htm

ACCOUNTS PAYABLE

Ø All check requests will sent to Kathleen Lorenzo for either Tony or Bill’s approval.

Ø All Check Requests using restricted funds will be approved by Bill Walzer.

Ø All Check Requests using any State (19900) or discretionary funds will be approved by Tony Barlow.

Ø Invoices (e.g., photocopier and Federal Express) can be submitted using the Rheumatology Division’s custom stamp as long only one account fund is used.

Ø All check Requests or expenses must be entered on the Peterlin spreadsheets at all times.

WEISS & MATLOUBIAN LABS

PURCHASING

Ø All Purchasing requests will be done by Mary Anne Ford @ 476-1291. No other persons are authorized to make purchases unless prior approval is obtained.

Ø All Purchasing Requests will be sent to Gracie Bernacki (Campus Box # 0633) for Tony Barlow and Bill Walzer’s approval.

Ø All Purchase Order Requisitions will be forwarded to:

Material Management Department

Purchasing Division

Campus Box # 0910

Main Phone # 476-5761

Fax # 502-3031

Ø Forms can be downloaded at http://www.matmgt.ucsf.edu/purFormsDownload.htm

ACCOUNTS PAYABLE

Ø Check Requests for Weiss and Matloubian labs will be prepared by Mary Anne Ford.

Ø All check requests will sent to Kathleen Lorenzo for either Tony or Bill’s approval.

Ø All Check Requests using restricted funds will be approved by Bill Walzer.

Ø All Check Requests using any State (19900) or discretionary funds will be approved by Tony Barlow.

Ø Invoices (e.g., photocopier and Federal Express) can be submitted using the Rheumatology Division’s custom stamp as long only one account fund is used.

Ø All check Requests or expenses must be entered on the Peterlin spreadsheets at all times.

YELIN & KATZ GROUP

PURCHASING

Ø All Purchasing requests will be done by Jim Calvert (476-1001). No other persons are authorized to make purchases unless prior approval is obtained.

Ø All Purchasing Requests will be sent to Rheumatology Administration, Campus Box # 0633 for Tony Barlow and Bill Walzer’s approval.

Ø All Purchase Order Requisition will be forwarded to:

Material Management Department

Purchasing Division

Campus Box # 0910

Main Phone # 476-5761

Fax # 502-3031

Ø Forms can be downloaded at http://www.matmgt.ucsf.edu/purFormsDownload.htm

ACCOUNTS PAYABLE

Ø Check Requests for Yelin Group will be prepared by Jim Calvert.

Ø All Check Requests will be sent to either Tony or Bill for approval.

Ø All Check Requests using restricted funds will be approved by Bill Walzer.

Ø All Check Requests using any State (19900) or discretionary funds will be approved by Tony Barlow.

Ø Invoices (e.g., photocopier and Federal Express) can be submitted using the Rheumatology Division’s custom stamp as long only one account fund is used.

Ø All Check Requests or expenses must be entered on the Yelin/Katz spreadsheets at all times.