Requisition/Purchase Order Process

Dept. manager
identifies
supply/service
need; discuss with
Sen. Dir.

Shop contacts
vendor(s) for best
price quote/service
estimate.

For Services: Vendor

will send
representative for onsite estimate.

Services
completed/supplies
received; Lead or
Coordinator prepares
invoices upon receipt for

Invoices require two

signatures for A/P to
process the initial
requestor and manager
with *DSA or Senior
Director.

Procurement Services
reviews for proper
accounting codes,
clearly stated details,
and drafts official
contract terms issues PO number
and dispatches PO to

*Lead or Coordinator
builds requisition with
appropriate terms
outlined in proposal.

Decision is made on
price quote/service
estimation; move
forward for requisition
process.

New vendors must be

added to SFSU
database and require
copy of W9; any
services require proof
of appropriate

Senior Director
reviews and approves
requisition;
electronically sent to
Procurement Services
(Corp. Yard 140).

Requisition number
sent electronically to
Senior Director for
approval via
CFS/PeopleSoft.

Procurement Services
will cancel any
requisition for incorrect
accounting code.

*DSA Delegation of Signature Authority Caitlin Steele, Tom Lollini, Simon Lam have DSA
for all depts. (as of Nov. 2015