Difference between revisions of "Making a Purchase"
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− | Are you planning on spending money on something SSI-related? If so, you're in the right place! This page | + | Are you planning on spending money on something SSI-related? If so, you're in the right place! This page will go over both how to get reimbursed and how to use the credit card form. |
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= Step 1: Make the purchase and keep the receipt = | = Step 1: Make the purchase and keep the receipt = | ||
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B) If you are not comfortable fronting the money yourself, submit a request to the FOs to purchase it on the SSI credit card here: https://bit.ly/2OOdr4B | B) If you are not comfortable fronting the money yourself, submit a request to the FOs to purchase it on the SSI credit card here: https://bit.ly/2OOdr4B | ||
− | = Step 2: | + | = Step 2: Request a reimbursement on GrantEd = |
− | + | Visit granted.stanford.edu, create a new request, and upload all required documentation. Please double check all fields before submitting! | |
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+ | = Step 3: Complete the internal reimbursement tracking = | ||
+ | Visit the [https://docs.google.com/forms/d/e/1FAIpQLSfcNRzuvxVPPdBL8-8ik50IJDehC-TPBmIiBscqL6045vHNEA/viewform internal google form] and complete the fields. This will notify the team leads of the expense and allow us to track it internally. Team leads will approve it, then the FOs will process it through GrantEd. This process can take a few weeks. | ||
+ | = What You Can and Can't Buy= | ||
+ | As a general rule, it’s best to clear a purchase with your immediate supervisor (project lead, team lead, etc) at least verbally beforehand, just in case it’s something we already own, something it’s more cost-effective to machine ourselves, or something that’s just a no-go. But whether you’re on a launch or just need a new part ASAP, sometimes you gotta make a purchase fast. To prevent an event where you make a purchase you later find out you can’t get reimbursed for, here is an non exhaustive list of generally approved items: | ||
+ | *Gas for SSI-related transportation, e.g. launches | ||
+ | *Small general parts, e.g. screws, brackets | ||
+ | * Non-power tools we don't already own or need more of, e.g. screwdrivers, taps | ||
+ | *3-D printing filament, when we run out | ||
+ | * PPE we don’t have or we anticipate needing | ||
+ | * Specialized safety equipment (ex. working with dry ice? Get a pair of thick gloves) | ||
+ | *Team-specific parts (e.g. ejection mechanism for parachutes, camera for satellite, rocket airframes) | ||
+ | *Non-chemical adhesives (tacky tape, regular glue/tape, duct tape) | ||
+ | *Office supplies | ||
+ | |||
+ | Here are a list of items you should be more careful about purchasing: | ||
+ | *Food. The food policy is dictated on high from the ASSU--make sure you clear it with your project team leads before hosting an event with food. The current policy is one event per team, per quarter. Food on launches is also discretionary. | ||
+ | *Really expensive things. Whether this is a motel stay on a launch or an expensive hunk of metal for a project, if something costs upward of >$100, it would be unwise not to discuss it first. Plus, who wants to front that much money without a guarantee of return, anyway? | ||
+ | *Things that are questionable for safety reasons. New power tools, anything chemical (yes, epoxy counts), and anything else that could result in unsafe practices you should clear with your team lead and possibly discuss with the safety leads. This may happen even when you don’t expect it to--for example, planning on cutting through carbon fiber? You’ll need goggles and an N95 mask to avoid inhaling microscopic fragments that could harm your lungs. | ||
+ | |||
+ | Here are some items you should never be purchasing: | ||
+ | *Alcohol | ||
+ | *Dangerous explosives | ||
+ | Happy purchasing! | ||
[[Category:Operations]] | [[Category:Operations]] |
Latest revision as of 03:09, 23 January 2024
Are you planning on spending money on something SSI-related? If so, you're in the right place! This page will go over both how to get reimbursed and how to use the credit card form.
Step 1: Make the purchase and keep the receipt
We care about making SSI financially accessible, and that includes you never having to make a purchase you are unable to or uncomfortable making. Choose one of the two options based on what works best for you and your situation:
A) If you are comfortable fronting the money yourself and being reimbursed later, go ahead and make the purchase and keep the receipt. The importance of the receipt cannot be overstated - without a receipt, it's very difficult to reimburse. If you're buying things at home, save your receipt and try to submit it as soon as you can; if you're traveling with SSI, take a picture of your receipt in case you forget it or accidentally lose it. And when you get your receipt, check two things:
- Is it an invoice? If so, it's not quite enough - you also need to attach a bank statement.
- Is it itemized? Restaurants are especially notorious for this, but if a place doesn't list a breakdown of what you spent, it doesn't count. If you get one of these, go back and ask for an itemized one. If you can't get an itemized one, we can try to work something out.
B) If you are not comfortable fronting the money yourself, submit a request to the FOs to purchase it on the SSI credit card here: https://bit.ly/2OOdr4B
Step 2: Request a reimbursement on GrantEd
Visit granted.stanford.edu, create a new request, and upload all required documentation. Please double check all fields before submitting!
Step 3: Complete the internal reimbursement tracking
Visit the internal google form and complete the fields. This will notify the team leads of the expense and allow us to track it internally. Team leads will approve it, then the FOs will process it through GrantEd. This process can take a few weeks.
What You Can and Can't Buy
As a general rule, it’s best to clear a purchase with your immediate supervisor (project lead, team lead, etc) at least verbally beforehand, just in case it’s something we already own, something it’s more cost-effective to machine ourselves, or something that’s just a no-go. But whether you’re on a launch or just need a new part ASAP, sometimes you gotta make a purchase fast. To prevent an event where you make a purchase you later find out you can’t get reimbursed for, here is an non exhaustive list of generally approved items:
- Gas for SSI-related transportation, e.g. launches
- Small general parts, e.g. screws, brackets
- Non-power tools we don't already own or need more of, e.g. screwdrivers, taps
- 3-D printing filament, when we run out
- PPE we don’t have or we anticipate needing
- Specialized safety equipment (ex. working with dry ice? Get a pair of thick gloves)
- Team-specific parts (e.g. ejection mechanism for parachutes, camera for satellite, rocket airframes)
- Non-chemical adhesives (tacky tape, regular glue/tape, duct tape)
- Office supplies
Here are a list of items you should be more careful about purchasing:
- Food. The food policy is dictated on high from the ASSU--make sure you clear it with your project team leads before hosting an event with food. The current policy is one event per team, per quarter. Food on launches is also discretionary.
- Really expensive things. Whether this is a motel stay on a launch or an expensive hunk of metal for a project, if something costs upward of >$100, it would be unwise not to discuss it first. Plus, who wants to front that much money without a guarantee of return, anyway?
- Things that are questionable for safety reasons. New power tools, anything chemical (yes, epoxy counts), and anything else that could result in unsafe practices you should clear with your team lead and possibly discuss with the safety leads. This may happen even when you don’t expect it to--for example, planning on cutting through carbon fiber? You’ll need goggles and an N95 mask to avoid inhaling microscopic fragments that could harm your lungs.
Here are some items you should never be purchasing:
- Alcohol
- Dangerous explosives
Happy purchasing!