FISCAL YEAR 2022-23 CLOSE-OUT PROCEDURES

[Sara Munson]

SENT ON BEHALF OF SEAN DERMODY, ASSISTANT VP FOR REGIONAL PROCUREMENT
SERVICES.

In anticipation of the end of the 2022-23 Fiscal Year on June 30, 2023, I
am writing to share close-out procedures for processing purchases and
payments.  If you manage a campus account (e.g. State, Dorm, IFR, or
SUTRA), please take the following steps:

Review the FY 2022-23 deadlines for submission of purchase requisitions and
related documentation.
If you anticipate making any purchases for the remainder of the fiscal
year, plan on submitting them in Jaggaer by the deadlines.
If you have received any invoices, send them to
accountspayable at plattsburgh.edu so they can get paid.
If you have received any services or goods not already received by the
warehouse, please create a receiver in Jaggaer so timely payment can be
made.
Please note that due to recent changes in the New York State Procurement
Laws, all requisitions valued at $50,000 or more intending to use FY
2022-23 funding must be submitted by April 28, 2023 in order to provide
enough time for advertisement and outside approvals (if needed).  Goods or
services must still be received by June 30, 2023 to be eligible to use FY
2022-23 funds.

Regional Procurement Services will be offering a Jaggaer Focus Session on
Fiscal Year End Procedures on April 26, 2023 at 9 AM.  Please contact Sara
Munson, Procurement Training and Outreach Coordinator,
smuns004 at plattsburgh.edu to register.

Your cooperation is appreciated.
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