Chapter 2 – Fiscal Management

22030.9 Service and Expense Order

• Services for repair, rental of equipment, classroom space, and other minor services from private vendors, costing less than $500, can be obtained by using a CDC Form 1063, Service and Expense Order. This form shall be used in lieu of the STDStandard Form (DGS) Form 2, Standard Agreement. Prior to any service being performed and expenses incurred, approval in writing shall be obtained from business management staff. Services performed may require labor and materials. Transactions with less than 10 percent labor charges are purchases and shall be obtained on either a subpurchase or delegated purchase program order. Transactions with greater than 50 percent labor charges are services and can be obtained using the service and expense order form. Transactions with labor charges between 10 percent and 50 percent require consultation with an Office of Procurement formal bid buyer to determine the appropriate method for acquisition.

• Services of a minor nature normally do not require competitive bidding, but staff shall identify and employ cost effective methods when contracting for services from private vendors.

• General use mobile equipment (GUMEGeneral Use Mobile Equipment) having an original purchase price of $25,000 or more shall not be rented or leased from a non-state source without prior approval of the DGSDepartment of General Services, Office of Fleet Administration, after a determination that comparable state-owned equipment is not available. If obtaining such approval would endanger life or property, the transaction and justification for not having sought prior approval shall be reported immediately thereafter to the DGSDepartment of General Services. GUMEGeneral Use Mobile Equipment is defined as equipment listed in the GUMEGeneral Use Mobile Equipment inventory of the state equipment council as capable of being used by more than one agency.