To: All Optometry Faculty and Staff

Date: September 1997

Re: Service Center Requisition (SCR) Policy and Procedures

A Service Center Requisition (SCR) is a financial document that allows a college/unit/department to purchase goods and services from a designated "auxiliary" University department. A complete list of auxiliary departments is located in the Manual for Administrative Policies and Procedures (MAPPs). The SCR is processed by either the receiving or purchasing department depending upon units involved. Optometry will follow MAPPs guidelines when processing SCRs and other purchasing documents.

• The requester obtains a purchase request form from Opt Business Office and completes information. Request form will be returned for insufficient information.
• Requester must obtain internal budget approval.
• Completed and approved request form is submitted to Optometry Business Office for processing. Bobby Campbell processes purchasing documents. Marilyn Levi processes grant and designated projects documents.
• Upon review and verification of an auxiliary unit purchase, a service center requisition is assigned and information is entered into "Reports " by Mr. Campbell. "Reports" is the purchasing database used by the Optometry Business Office.
• Request is routed to the appropriate in-box. Minnie Cortes removes documents on a daily basis to print and place into the daily folder. The daily folder is comprised of all financial documents processed within a business day that require certifying signatures.
• At the end of the day, the daily folder is routed to Khanh Nquyen for budget verification and account designation, if needed.
• Folder is forwarded to College Business Administrator, Mary Juarez, for review and certifying signature. The CBA reviews documents for appropriate expenditures, approvals and budget information.
• The CBA separates the financial documents according to the next appropriate certifying signature. Those documents initially approved by Dean Strickland, must be forwarded to Associate Dean Roger Boltz for second required certifying signature. All other documents are forwarded to Dean Strickland for second required certifying signature.
• Upon return of daily folder to the Business Office, documents are copied and separated. Original SCR and pink copy is forwarded to auxiliary department for payment and/or order processing. Goldenrod copy and backup is kept for department files. Documents are filed by document #.

Dean Jerald Strickland Mary A. Juarez, College Business Admin.