Business Office
Our Mission
The mission of the Business Office is to support the research, extension, and academic missions of the Citrus Research and Education Center by providing responsive, responsible assistance to faculty and staff for all financial transactions. Items supported by the Business Office include purchasing, pcards, travel, shipping and receiving, service contracts, and grants.
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Travel
Resources
- Important Policies to Follow
- Rental Cars/Rental Contracts
- Travel Information/Guide
- Travel Related Expenses
Forms
- Travel Expense Report form (TER) [Form Instructions] [Download fillable form]
- Travel Authorization Request (TAR) [Download fillable form]
- Sales Tax Exemption Certificate
- Itemized Mileage Worksheet [Download fillable form]
- International Travel Check List
- Out of Pocket Reimbursement Form
- PCard Travel Charge Form [Download fillable form]
- PCard Travel Charge Form
- TeamAssist Emergency Assistance Program
- Travel Exception Request
- UF GO
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Pcard Training and Activation
Instructions for the online training class for pcard:
Pcard training is accessible in MyUFL - https://my.ufl.edu/ps/signon.html. Once logged into MyUFL from the drop down menu go to My Self Service, training & development, and then myTraining.
Once in the training module go to the activity search field and type in the class # you need to enroll in. Example: UGO500 – enter the class # and click the REGISTER button. After you have completed the class, you will take a test. You will need to pass the test in order to get your pcard.
Complete UGO500 – PCards at UF: What Every PCard Holder Needs to Know
Once the PCard training is completed and passed, the cardholder agreement and PCard application forms will need to be filled out and returned to the business office.
PCard Activation:
- Call the number located on the white sticker on the front of the card to activate the card and select your own PIN.
- The verification ID is the number 0 followed by your UFID.
- The PCard billing phone number Is Gainesville's 352-392-1331.
- The zip code is CREC- LAKE ALFRED zip, 33850.
- To change or reset PIN call the number on the back of the card and follow the prompts.
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PCard Forms and Purchasing
PCard Forms:
Upon completion of training the business office will assist in filling out and explaining the necessary forms; you can also print them below-
- Cardholder Agreement Form
- PCard Application Form
- Cardholder Statement of Disputed Items
- Disputing a PCard Charge
- PCard Travel Charge Form
- Combined Pcard and Shipping and Receiving Form [Form Instructions]
- Replacement Receipt Form
- Replacement Receipt Form [Download fillable form]
- Sales Tax Exemption Certificate
As a reminder: Purchasing cards (PCard) are to be used for official, state-related purposes. Purchases must follow appropriate state laws and guidelines and be made with reasonable judgment.
For questions regarding the official purpose of a purchase or the use of the purchasing card itself, contact:
- CREC Business Office Staff
- Purchasing (352) 392-1331, ext. 320
- Purchasing Help Desk ext. 305
Pcard link to GNV Procurement Cards (PCARDS) Information:
Purchasing:
Purchasing cards (PCard) are to be used for official, state-related purposes. Purchases must follow appropriate state laws and guidelines and be made with reasonable judgment.
For questions regarding the official purpose of a purchase or the use of the purchasing card itself, contact:
- Account Codes
- UF Centralized Amazon Business Account [Registration Guide]
- Intro to Procurement in myUF Market
- How to Split a Chartfield in myUF Market
- Purchasing Requisition Form [PO form instructions]
- Registering and retrieving your Pcard PIN
- Sales Tax Exemption Certificate
- Sole Source Form
- Monetary Levels and Limits
- UF Amazon Business Account
- Sam’s Club
- Docusign Instructions
- Docusign Login
- Access Templates in the DocuSign Mobile App
- Docusign Notification Settings
- Pcard Paperwork Instructions for Shipments to the Center
MyUF Marketplace:
To become a requestor in MyUF Marketplace the following online training courses will need to be completed. The training is available in MyUFL https://my.ufl.edu/ps/signon.html. Once logged into MyUFL from the drop down menu go to My Self Service, training & development, and then myTraining. Please complete, ADV006 (Fund Administrator Training), PST073 (Introduction to Purchasing in MyUF Market), and PST083 (MyUF Marketplace).
- Share
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DocuSign
Please take the class PST280 (UF DocuSign Sender Training), once the class is completed, email jam@ufl.edu with your name and UFID to get the security role.
- Links
