PURCHASE ORDER OPTION LINE GUIDANCE FORM

TABLE OF CONTENTS:

• Purpose:
• General Information:
• Exhibit and Instructions:
• Form Requirements:
• Number of Copies and Ultimate Distribution:
• Where To Send Completed Forms:
• Contact Information:
• Cross References:

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Purpose:

The Purchase Order Option Line Guidance form is used to notify Central Procurement when exercising Purchase Order Options Lines.

General Information

It is necessary to indicate if the purchase order option is being exercised for:

• the current fiscal year
• the next fiscal year

When an option is exercised, the option is not active until the period of performance start date.

The information to be included in the verification of option line account assignment table is used to verify the information as provided on the original purchase order. If this account information needs to be changed, please complete the Purchase Order Change Form. The Purchase Order Option Line Guidance Form cannot be used to change the account assignment.

Exhibit and Instructions:

To view document exhibits, click on link below:

Purchase Order Option Line Guideline Exhibit

Form Requirements:

No form may be used that substitutes for an approved official University form without prior review and approval by the steward of the form/central office, as facilitated by the Office of Systems and Procedures (designated representative of the Associate Vice President for Budget and Finance). Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility (GURU) requires that all form templates must be vetted and approved prior to being published on the GURU website and all such documents having gone through said established approval process must be password protected. See Procedure FN2017 Use of Approved Forms Appearing on the GURU Website for complete details.

Number of Copies and Ultimate Distribution:

Where to Send Completed Form:

After completing Purchase Order Option Line Guidance Form:

• rename the file to be uploaded as "PO Option Line Form"
• Return via email to Purchasing Agent/Assistant assigned to the product category (attaching the above reference document to the email)
• Reference PO number in the subject line of the email (e.g., 4100000123)

See the Product Category Codes to find the Purchasing Agent/Assistant assigned to a specific product category.

Contact Information:

For questions, additional details, or to request changes to this form, contact Central Procurement.

Cross References:

• Policy AD35 University Archives and Records Management
• Policy FN17 Required Use of Approved University Forms Appearing in the General University Reference Utility
• Procedure FN2017 Use of Approved Forms appearing on the GURU Website

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