UNIVERSITY OF VIRGINIA
FINANCIAL AND ADMINISTRATIVE PROCEDURES MANUAL
TITLE: ORDERING EQUIPMENT TRUST PROCEDURE: 10-30
FUND (ETF) ITEMS
Policy Reference: X.C.1
Purpose
To provide steps required to order ETF items.
These specific procedures MUST BE followed in the acquisition of
all ETF items.
Responsibility Action
Dean 1. Authorizes the various departments
to purchase equipment items on the
ETF master authorization list.
Department 2. Completes a CAPPS purchase
requisition for an item approved on
the ETF authorization list and
enters assigned priority number
on the requisition.
NOTE: All purchase requisitions for each priority
number must be submitted together.
See also Procedure 10-34, "Preparation of Purchase
Requisition for Equipment Trust Fund (ETF) Items."
3. Forwards purchase requisition to the
appropriate Dean's Office.
Dean 4. Reviews and approves purchase
requisition.
5. Forwards the CAPPS purchase
requisition to:
Equipment Trust Coordinator
Department of Financial Analysis,
Carruthers Hall
Responsibility Action
Equipment Trust Coord. 6. Reviews CAPPS purchase requisition
for completeness and accuracy and
verifies that items meet ETF
guidelines.
Mgr, Property Acctg 7. Reviews CAPPS purchase requisition
for compatibility with University
equipment guidelines.
Equipment Trust Coord. 8. Approves Purchase Requisition.
8a. If approved, adds VCBA reference
number and ETF stamp to the CAPPS
purchase requisition.
8b. If not approved, returns purchase
requisition to the dean with
explanation.
9. Forwards CAPPS purchase requisition
to Purchasing and Materials
Services. Retains copy.
Purchasing and Mat Srvs 10. Orders item(s) following the
Division of Purchases and Supply's
regulations and the Virginia Public
Procurement Act.
11. Issues CAPPS purchase order to
vendor.
12. Forwards green copy of the purchase
order to Equipment Trust
Coordinator.
13. Forwards receiving copy of purchase
order to address designated by the
delivery location code.
Equipment Trust Coord. 14. Adds ETF stamp and VCBA reference
number to the purchase order and
forwards the departmental copy
(green copy) to ordering
department.
l5. Retains copy of the purchase order
in
pending file.
ISSUED BY: 05/16/88
Department of Financial
Analysis 10.30.2