Purchasing overview

 

  • Need to buy something? Start here.

  • Use Marketplace, Concur, and more.

 

Your helpers

CU's preferred procurement method is to use the Marketplace system, but purchasers may also use the Procurement Card. For most purchasing, get in touch with your finance contact: Kathleen Hale, Jean Lindahl, Lindsay McCandless, or Heather Stoffel. For purchasing computers and software, contact Chad Stoffel. If you don't know which person is your contact, see Finance contacts.

Rules, ethics, and instructions

We're required by the University to be fair, ethical, and accountable to the public as we buy goods and services for University purposes. All purchases must be made in accordance with the in a way that abides by the . If you're new to purchasing for CU, or have questions about the process, the best (and fastest) thing to do is talk with your finance contact.

Purchasing Card

The PCard, a.k.a. Procurement Card, is the CU Visa card that you can use to purchase items up to $5,000 for University use.

Tax exemption

When using your Procurement Card be sure to mention that CU is exempt from baby直播app and local sales tax. Sales tax exemption certificates are available on the CU Controller website. Keep in mind that purchases being shipped out-of-state or from out-of-state vendors may not receive tax exemption.

Concur reconciliation

For all PCard purchases a Concur expense report must be submitted and approved so expenses can be charged to the proper speedtype. All receipts must be itemized and legible. Receipts are then sent to your finance contact person who will create the Concur report for you. Contact them with questions, preferably before purchasing. Expense reports must be submitted before expenses are 90 days old or they will be .

PSC PCard handbook/policies

Review the Procurements Service Center's (PSC) and .

Tipping

"For tips on meal service related to Official Functions, the maximum allowable amount is 20% of the final bill (including tax, additional service charges or fees, delivery charges, etc.)."

How do I get a PCard?

To request a PCard, take the through the MyCUInfo portal and then reach out to your finance contact. They will help you fill out the required form.

CU Marketplace

Marketplace will get you the best deals from companies that have contracts with CU: ; computers from Dell; and scientific equipment from Fisher, Agilent, Roche, USA Scientific, and other vendors.

How can I access Marketplace?

You will need to be set up with a Shopper role within Marketplace to place orders. Complete the s available through the MyCUInfo portal and then reach out to your finance contact. They will help you fill out the required access request.

Once you have a role in the system, get to Marketplace through the under the CU Resources tab.

How to set a default cart approver in Marketplace

In Marketplace, you will need to assign each cart to your finance contact for approval. You can set a default approver in Marketplace so that it is easier to select the right person.

  • In Marketplace, click on the User icon in the top right corner and select View my Profile.
     
  • In the left sidebar, navigate to Default User settings, then select Cart Assignees.
     
  • Click Add Assignee and search for your finance contact. Click Select.
     
  • This person will now appear in the drop down when you assign a cart. If you would like them to be the default selection, click the Set as Preferred button.

Special considerations

Looking to buy equipment, furniture, food, or office supplies? These types of purchases have special rules or processes. See our page on special procurement items for more information.

Help! I don't have access to Concur or Marketplace, how do I buy something?

If you need an urgent purchase, please reach out to your finance contact to understand your options.

If you do not have access to a CU procurement method, your finance contact may be able to purchase something on your behalf.

It is not preferred for individuals to purchase things for CU business with their own money and be reimbursed. that, "Reimbursements should not be the usual way that the department obtains goods." In the case that you do need to purchase something with your own funds, send your itemized receipts and the INSTAAR Reimbursement form to your finance contact for reconciliation in Concur.