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The information provided in this assessment is used for statistical or confirmation purposes. Complete the following Departmental Self Assessment individually, not as a group. Answer the questions as you understand the procedures in your department. There is no right or wrong answer! If you do not know the answer, indicate that. Feel free to use the additional comment section at the end if more space is needed. Fields with an asterisk (*) are required fields. If you have any questions, please contact our office at 243-6417.

1.	Name:*

2.	Department*

3.	E-mail address*

4.	Phone Number:*

5.	What kinds of materials and services does the department typically purchase?

Which method(s)/form(s) are used? Check all that apply.

Petty Cash

UM Procard

Direct Pay Invoice

Purchase Order

Requisition (RX)

Contract Service Agreements (CSA)

Guest Speaker/Program Participant/Non-Employee

Affliliated Organization Such As UM Foundation

Was training provided for employees with purchasing authority?

Yes

Don't Know

8.	What purchasing documents are retained in the department?

	Purchasing Toolkit (p. 12, 13, 14, 15) ; UM Procard Purchasing Card Procedure (p.3)

9.	Who reviews purchasing documents for accuracy and completeness prior to payment?

10.	How are independent contractors selected?

	Independent Contractor Checklist ; Independent Contractor Payroll Procedures ; Contracted Services Guide

11.	Who monitors and approves independent contracts?

12.	Who in the department determines the need for and authorizes personnel to have a Procard?

	UM Procard Purchasing Card Procedure (p. 11) - To Obtain a Purchase Card

13.	Where are credit cards/Procards kept?

	UM Procard Purchasing Card Procedure (p. 5) - Credit Card Security

14.	Who reconciles Procard receipts to the statements and how often?

	UM Procard Purchasing Card Procedure (p. 8) - Redistribution

15.

Does the Dean/Director/Department chair review and sign off on the Procard statements?

Yes

Don't Know

Sometimes

Other, please explain

	UM Procard Purchasing Card Procedure (p. 8) - Redistribution

16.	Describe departmental procedures if a Procard holder terminates employment within the department.

	UM Procard Purchasing Card Procedure (p. 7) - Cardholder Account Maintenance

	For further information: Department Cashier Procedures ; UM Policy 301.1 - Cash Funds ; UM Policy 303.1 - Purchasing ; UM Business Services - Purchasing ; UM Procard Purchasing Card Procedure ; Purchasing Toolkit ; Montana Operating Manual (MOM) - Procurement Procedures

	Additional Comments

17.	Any additional comments?