From: Stokes, Susan
Sent: Wednesday, April 27, 2011 4:40 PM
To: Bostian-Kentes, Ariana
Subject: FW: PCARD STATEMENT VIOLATION
From: Simpson, Jacqueline
Sent: Wednesday, March 09, 2011 11:19 AM
To: Stokes, Susan; Javier, Gabriel
Cc: Bostian-Kentes, Ariana
Subject: RE: PCARD STATEMENT VIOLATION
We apologize—I think we thought
that if we didn’t spend more than $5000 on anyone transaction that it would be
fine but know different now—
We may have other payments like
this coming in given we thought this possible—Gabe would know best and is out
of town but will be back Friday.
jackie
jackie simpson
director, Spectrum Center
Division of Student Affairs
University of Michigan
734.763.4186
spectrumcenter.umich.edu
Please
consider donating to the Spectrum Center. No amount is too small.
From: Stokes, Susan
Sent: Wednesday, March 09, 2011 9:37 AM
To: Javier, Gabriel
Cc: Simpson, Jacqueline; Bostian-Kentes, Ariana
Subject: PCARD STATEMENT VIOLATION
Importance: High
In
accordance with Internal Audit commitments, any p-card statement
transactions/issues that require further attention are identified on this form
and sent electronically to the cardholder, unit director, and reconciler.
Please call Susan at 3-5752 if you have any questions.
tO:
P-Card Holder: gabriel
javier
Unit
director: jackie simpson
reconciler: ariana bostian-kentes
From: Susan B. Stokes, office OF DSA - FINANCE & HUMAN RESOURCES
RE:
1.1.2011 P-card
Statement
dATE: 3.9.11
______
SIGNATURES ARE REQUIRED FROM BOTH THE CARDHOLDER AND THEIR DIRECTOR FOR ALL
MEMOS AND HOSTING FORMS. The following item is missing a signature:
______Please
provide a written explanation including the business purpose. For the following
item(s):
______Please
provide an itemized receipt -- if no receipt exists
please provide a Memo of Exception that gives a written explanation including
the business purpose, description, vendor, date & amount of purchase for
the following item(s):
______The
attached receipt is inadequate, illegible, altered, or the amount does not match.
We require a
Memo of Exception that gives a written explanation including its
business purpose, description, vendor, date, & amount
for the following item(s):
______
Hosting form is required, for the following item(s):
______ DSA Travel Form is required for the following item(s):
__X_
_Transaction is in violation of
Procurement Services Buying Methods (see link
below). The invoice amount is greater than
$5,000. The purchase should have been made through an eProReq.
Please keep this in mind for future purchases.
http://www.finance.umich.edu/procurement/howtobuy
______P-card statement is missing an ATM form (see
link below). Please complete an ATM
form, attach all back-up, and include a check for reimbursement, if applicable.
Please have ATM form signed by the
cardholder and their director for the following
item(s):
_____ Other comments:
NOTE: Forms can be found at:
http://www.procurement.umich.edu/forms.html