Key Cutover Strategies for CSUBUY P2P
Dear Campus Partners,
As we prepare to transition to CSUBUY P2P, we want to outline key cutover strategies to ensure a smooth conversion for our go-live date on November 18. Please keep this document for your reference:
Requisitions/POs
The requisition period in PeopleSoft CFS will be closed starting November 1st. If you need a purchase order between November 1st and November 18, please contact procure@humboldt.edu.
Invoices
Suppliers will be directed to send invoices electronically via P2P or
P2Pinvoices@humboldt.edu. Our legacy email trustflowds@humboldt.edu will be used exclusively for student, staff, and faculty non-travel reimbursements (which should be rare).
Guest Travel
Effective November 18, service providers with travel (including honorariums, guest lecturers, and independent contractors) will be required to register as suppliers and paid via P2P (rather than Concur), ensuring compliance with 1099 reporting. Guest interviews/campus recruits will continue to be processed through Concur.
Marketplace
The current online marketplace will close at the end of the day on November 15. Starting November 18, the new marketplace will be available, which will not require ProCard entries or reconciliations. For documentation on any legacy marketplace orders placed before November 18, please email procure@humboldt.edu.
Facilities Work Orders (related to pre-approvals for purchasing)
Starting November 18, pre-approvals for furniture or vehicle purchases will no longer require a work order. Facilities Management approvals will be automatically routed based on the commodity code of the purchase.
Independent Contractors/Guest Lecturers
Starting November 18, Independent Contractor reviews will be processed through P2P. If you need an independent contractor reviewed by HR before this date, please contact Michelle Caisse at Michelle.Caisse@humboldt.edu.
IT Purchases
Effective November 18, all IT purchases, including those requiring an Information Technology Acquisition Review (ITAR), will be processed through P2P. This applies to ProCards and $0 software purchases .
Marketing or Branded Items
Pre-approvals for Cal Poly Humboldt-branded items will be automatically routed through P2P based on the purchase details. For more complex orders, please coordinate with Marcom before submitting a requisition in P2P.
Delegation of Fiscal Authority
The existing delegation of fiscal authority is being updated to a new module in PeopleSoft CFS, which will automate the routing of goods and services approvals based on designated levels and dollar amount thresholds. For details, please visit the Delegation of Fiscal Authority website. This update also introduces a requirement for modifications to be managed through account settings, along with a new request form.
Receiving Purchased Items
All orders placed through P2P, including those that normally would be a purchase order, will now be received directly by the department in the P2P system instead of by Distribution Services.
*Please Note – The HMSPF Business Unit will have a different approach to P2P interactions for grant/contract purchasing. Rather than having end users engage directly with P2P, SPF will assign dedicated professional staff (new SPF Buyer position) to manage the process behind the scenes. SPF users will continue submitting their transactions—check requests, reimbursements, invoices, etc. — via DocuSign PowerForms, as they have done previously.
Latest PMC All Campus
- GSAC Elevator Temporarily Out of Service - 11/26/2024The clock tower elevator at the Gutswurrak Student Activities Center will be temporarily out of service for repairs on November 26th. Facilities Management is working closely with our elevator service provider to have the elevator back in service by November 27th. We appreciate your patience and understanding during this time. Please contact the Facilities Management Customer Service Center at 707-826-4475 with any questions or concerns.
- Rec & Wellness Center Fire Alarm Testing - 11/25/2024Facilities Management has scheduled fire alarm testing in the Recreation & Wellness Center on Monday, Nov. 25 from 12:30 – 3:30 pm. FM technicians will be making repairs to the horn notification system. During the testing of the alarms and the repair of the system, horns will sound periodically. Building occupants do not need to exit the building. In case of emergency, FM technicians will notify all building occupants.
- Campus Reporting of Fiscal ImproprietiesDear Colleagues,
- Road closures for paving repairsFacilities Management is working with a local contractor to perform paving repairs November 25–27. These repairs will require the closure of the intersection at Harpst and B Streets as well as the south side of the Library Circle. Traffic will have to be rerouted during this time. Access on Plaza Avenue will still be available for those needing to access Redwood and Sunset Halls. We are sorry for the inconvenience and ask for your patience as we make these important safety repairs.
- Cal Poly Humboldt’s Ninth Annual Zero Waste ConferenceJoin us for a series of engaging presentations, workshops and activities! All events are free and open to students, faculty and staff. See the schedule below for more information: Wednesday, December 4th Zero Waste Action Plan Public Forum. 12:00 - 1:00pm, Gutswurrak Student Activities Center 131 (Banquet Room). Come learn about Cal Poly Humboldt's new Zero Waste Action Plan and share your ideas for eliminating waste on campus!
- Google Storage Limits are ChangingDear Campus Community, Starting January 6, we’ll be setting a temporary limit of 150 GB per person on Google Drive storage to help manage space while we work on a long-term plan. This proactive step will help us stay within Google’s storage limits moving forward. Don’t worry, if you are over the 150 GB limit now we’ll give you a bit of extra space, ~10%, to keep everything running smoothly during this transition.