Purchasing Power December 12, 2017 9:30 – 11:00 AM PDC

Purchasing Power Agenda: December 2017 Purchasing Made Easy Policy Update Purchasing Thresholds Initial P-Card Training - MyPD Q&A

Purchasing Power: Purchasing Made Easy Updated November 29, 2017 https://sites.santarosa.k12.fl.u s/purchasing/Manuals/112917 _purchasing_made_easy.pdf Updated Federal Language for compliance with 2 CFR Grants and Agreements Grace period, will be update when grace period ends (July 1, 2018)

Purchasing Power: Purchasing Thresholds All purchases that are <$2500 are to be made with the P-Card – except if the vendor does not accept P-Card When using Base Budget: Any purchase <$12,499 may be required to have 3 quotes Any purchase >$12,500 and <$50,000 required to have 3 quotes Any purchase >$50,000 required to be competitively bid (RFP/RFB/ITB/ITN) When using Federal Funds: Any purchase <$3500 required to have at least 1 quote Any purchase >$3500 and <$50,000 required to have at least 3 quotes

Purchasing Power: Purchasing Thresholds Exemptions Base Budget Federal Funds Exempt from competitive solicitation: DOE 6A-1.012(11)(a) – professional services which include: artistic services, academic program reviews, lectures, auditing services, legal services, appraisal or mediator services, and health service DOE 6A-1.012(11)(b) – educational services, copyrighted material including: educational tests, textbooks, printed instructional materials, computer software, films, filmstrips, videotapes, DVDs, disc or tape recordings, digital recordings, or similar audio-visual materials, library and reference books, printed library cards when purchased directly from the producer or publisher, the owner of the copyright, an exclusive agent within the state, a governmental agency or a recognized educational institution FL Statute 287.057 – artistic services, academic program reviews <$50,000, lectures, legal services, health services, good or services provided by governmental entities, single source Exemptions allowed per entity policy, but: Any purchase <$3500 required to have at least 1 quote Any purchase >$3500 and <$150,000 required to have at least 3 quotes Any purchase >$150,000 required to be competitively bid (RFP/RFB/ITB/ITN)

Purchasing Power: Initial P-Card Training Select the MyPD tile Select My Courses Tab

Purchasing Power: Initial P-Card Training Enter the course ID # (19387) Select search Select the blue highlighted text

Purchasing Power: Initial P-Card Training Select Register You’ll either be redirected to the My Courses page or select the My Courses page Select the blue highlighted Initial Purchasing Card (P-Card) Training

Purchasing Power: Initial P-Card Training Select the blue highlighted P-Card Information text Click here when ready to move to next page

Purchasing Power: Initial P-Card Training Select the blue highlighted text to start the quiz when ready then follow the directions from there After completing the quiz return to the My Courses page and scroll down

Purchasing Power: Initial P-Card Training Scroll down until you see the My Transcript button and select it Scroll down the transcripts until you find the Initial Purchasing Card (P-Card) Training then select the blue highlighted Certificate #

Purchasing Power: Initial P-Card Training Your completion certificate will display and can be printed

Purchasing Power: PCard Increase Policy Update Requests for increase must come from the School/Dept Administrator(no longer sent by the Bookkeeper/Secretary CCing the administrator) and must include the following: Last four numbers of the P-Card Name of Cardholder Name of Company or Vendor purchase is being made from Description of what is being purchased Total amount of the purchase Dates the purchase will be made List of what accounts the Cardholder has access to At no time will a card be allowed to be increased if that increase provides the cardholder (other than the Administrator) the ability to make a purchase of over $20,000.00 This includes the combination of School Based Budget Visa, School Based Budget MasterCard, Internal Funds account and Internal Funds Visa Only the School/Dept Administrator’s card will be increased over $20,000.00 Every Cardholder will be required to complete a new Cardholder Agreement Form and Tip Sheet by COB November 30, 2017 and returned to Purchasing.