Services (On-Campus)

Any on-site services including repairs or routine maintenance of sports equipment, cameras, lawnmowers, etc regardless of requiring a contract, agreement or signed document of any kind (see below for details) or not.  On-Campus includes all satellite locations owned/leased by the University (e.g., Blair Field, Miller House, or other leased property).  

Not inclusive of any off-campus services, off-site technology services, or any services using level 1 or level 2 data.

See Technology – Hardware or Technology – Software transaction type for more information regarding Technology. 

Yes, a requisition is required for any on-campus services that are provided by any supplier regardless of there being a signed document or not.  All on-campus services require the supplier to provide the required insurance based on the nature of the services being provided.  Additionally, there may be other reviews that may be required, depending on the type of service being provided (e.g., EH&S review, Risk Management review, Independent Contractor review, BBS/D&C review, etc.)

A minimum of 10 working days after Purchasing receives all completed documentation. 

  • Campus and Foundations thresholds
    • All Goods & Services purchases between $100,000 - $250,000 require a minimum of 3 competitive quotes. If obtaining quotes from small or disabled veteran businesses, then only 2 quotes are required from the same classification (for example, 2 small business quotes).  
    • Anything under $100,000 is at the discretion of the Purchasing Department as to whether additional quotes are required.  
    • Purchases over $250,000 require a Request Formal Proposal (RFP). If obtaining quotes from small or disabled veteran businesses and total amount is less than $250,000, then only 2 quotes are required from the same classification (for example, 2 small business quotes).
    • Foundation “G” (Grants) Funds - All Goods & Services purchases between $10,000 - $99,999 require at least 2 informal quotes. Anything between $100,000 - $250,000 require 3 informal quotes. Purchases over $250,000 require a Request Formal Proposal (RFP). 

Departments may be required to use Facilities Management for repairs and maintenance for certain items (for example, automotive and signage). Identify if the services you seek are performed by Facilities Management.  Additionally, there may be other reviews that may be required, depending on the type of service being provided (i.e., EH&S review, Risk Management review, Independent Contractor review, etc.)  Contact Procurement if you have any questions on the additional approvals that may be required by emailing purchasing@csulb.edu.  

  1. Permitted Payment Options: Subject to the above requirements.
    • PO – Allowed
    • ProCard – Not Allowed. Any exception to this restriction must be approved in advance in writing from Procurement Services.  All exception requests must be emailed to fs-pcard@csulb.edu.  
    • One Card – Not Allowed. Any exception to this restriction must be approved in advance in writing from Procurement Services.  All exception requests must be emailed to fs-pcard@csulb.edu.  
    • Direct Pay – Not Allowed
    • Employee Reimbursement – Not Allowed
  2. Documents required for this type of payment:
    • Supplier Invoice (only with a PO)
    • Delegated approval (DOA) using one of the following options
      • Dispatched PO & receipt of goods through Shipping & Receiving (no action required by requester)
      • Authorized stamp on invoice referencing PO# and Acknowledgement of Service
    • Approved Payment Request Form (PDF)
    • Electronic approval (via email) sent directly to Fisinvoiceapproval@csulb.edu
    • All checks will be mailed by the Accounts Payable department
    • If the supplier is not currently in PeopleSoft, include the Vendor 204 (DocuSign) form
    • If it is an International Vendor, Include the Vendor 204 form (if new) and the W8Ben
    • All checks will be mailed by the Accounts Payable department
  3. Pcard or One Card (only if less than or equal to $9,999, is not a service and is non-contractual).
    Documents required with month-end approved Pcard statement:

NOTE: Invoices received by Accounts Payable, prior to payment, are routed to the requester or approver to verify receipt of service or items. Reference the Invoice Approval Process for more information.

Text Books

Contact the campus bookstore.

Common GL Account(s) to Use

  • 613001 – Contractual Services
  • 605006 – Hazardous Waste
  • 607033 – Construction Other (typically for BBS)
  • 607021 – Design Other (typically for BBS)

Refer to your Division/College/Department for additional policies and procedures.