INTEGRATED SOLUTIONS

INTEGRATED SOLUTIONS

Purchasing Process

Prepared By:

_______________________________________________________________________

Lead Author, Integrated Solutions Date

Approved By & Effective on date of Signature Below:

________________________________________________________________________

Yufen Chang Yu, Integrated Solutions Date

THIS DOCUMENT IS TO BE REGARDED AS THE OFFICIAL PURCHASING PROCESS WITHIN INTEGRATED SOLUTIONS. IT IS TO BE MAINTAINED UNDER CHANGE CONTROL BY THE DOCUMENT CONTROL COORDINATOR.

CHANGE SHEET

TITLE: Purchasing Process

DESCRIPTION OF CHANGE

ISSUE

DATE

SECTION

DESCRIPTION

1.0

7/31/97

ALL

Draft Issue

2.0

9/29/97

3.2

Appendix A

Updated Major Purchase Process
Added Request For Purchase (RFP) Form

1.0 POLICY

The Integrated Solutions, Inc. Purchasing Process governs any and all purchasing

by Integrated Solutions, Inc. employees. The Integrated Solutions, Inc. Purchasing

Process applies to all employees of the company. All employees of Integrated Solutions, Inc. must adhere to the provisions set forth in this policy when they are

making a purchase for Integrated Solutions, Inc. or using company funds.

2.0 PURPOSE

The purpose of this policy is to:

Establish a uniform and consistent method for purchasing throughout the company
Ensure that any major purchases are cleared by the President / CEO of Integrated Solutions, Inc.
Specify who has authorization for reimbursement of personal funds that were used for a purchase towards the company
Identify how to get reimbursed for company related expenses

3.0 PURCHASING PROCEDURE

3.1 Minor Purchases

Integrated Solutions, Inc. considers any purchases $50 or less to be minor purchases

Any minor purchase made by an employee for Integrated Solutions, Inc. is to bring the receipt for the item purchased to the in - house accountant to be reimbursed

3.2 Major Purchases

Integrated Solutions, Inc. considers any purchase in excess of $50 to be a major

purchase

Any major purchases must FIRST be cleared by the President / CEO of Integrated

Solutions, Inc. The Integrated Solutions, Inc. employee must fill out a Request for

Purchase (RFP) and have it signed off by the President / CEO (See example form in Appendix A of this procedure)

Upon approval of the purchase, the employee may make the purchase and bring the receipt to the in - house accountant for reimbursement

The in – house accountant keeps the RFP’s archived with the financial information concerning Integrated Solutions, Inc.

4.0 BUSINESS TRIP EXPENDITURES

4.1 Accommodations

Any airfare, hotel / motel room, car rental, and other necessary accommodations will be covered by Integrated Solutions, Inc. The arrangements for such necessities will

be made by Integrated Solutions, Inc. before any business trip is to take place

4.2 Meals

Integrated Solutions, Inc. will pay for up to $35 per day for meals for any employee

on an Integrated Solutions, Inc. related business trip. Any meal costs over this amount will be the personal responsibility of the employee

4.3 Miscellaneous Expenses

Miscellaneous expenses incurred on an Integrated Solution, Inc. related trip may

include, but are not limited to:

Gas for rented car
Tolls
Business - related phone calls made on personal phone card

Miscellaneous expenses may be submitted to the Integrated Solutions in - house

accountant for reimbursement via receipts, but reimbursement is at the discretion of the President / CEO

APPENDIX A

REQUISTION FOR PURCHASE

Originator’s Name:	Date:	NO: Page of
Address:	$	Ship To:
City / State / Zip:	Expenditure Purpose:	Attention:
		Address:

Vendor:

Purchase Number:

Contact Name:

Phone Number:

Fax Number

Item	Quantity	Description	Unit Cost	Total Cost

Approved By: SS#: Date:

Signature of Above: Title: Account Number Charged