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Business Affairs
Purchasing Office

Policy and Procedure Guide


Contracts

Policy and Procedures for Contracts

BA - 22

Board Resolution

Certification Letter

Contract Template

Contract Amendment

Cooperative Endeavor Agreement

Late Contract Justification Letter

Monitoring Plan for Services

Multi-year Justification Letter

Performance Evaluation Letter


Purchasing

Policy and Procedures for Purchasing

Sole Source Form

Emergency Purchasing Procedure

State Contract Search


LaCarte Purchasing Card / CBA

Policy and Procedures for the LaCarte Purchasing Card / CBA

LaCarte Enrollment Form

Agreement Forms:

LaCarte Purchasing Card, Approver Agreement

LaCarte Purchasing Card, Cardholder Agreement

For additional ULM Purchasing Department forms, please visit the forms database.


Additional Procedures

Procedure when purchasing from Office Depot

Procedure when purchasing from Staples

EDS Shredding Procedure


Training Materials and Workflow Instructions / Helpful Information

Workflow:

Workflow Works Manual

Accountant Instructions

Account Holder Instructions

Approver Instructions

LEO Instructions

Printing the Log Instructions

Quick Tips for Adding Receipts

Quick Tips for Receipt Imaging

Quick Tips for Users 

Searching & Sorting Transactions

Works Application Login Instructions

Helpful Information:

Banner Purchasing Manual

Banner Requisition Entry
Quick Reference Tool

Know Your Corporate Credit Card PIN

Receiving Purchased Goods

Receiving Hints 

For additional training material, please visit this link.


Presentations

Purchasing Training Presentation

Contracts Presentation

LaCarte Card Presentation


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