REQUISITION AND PURCHASING A presentation by Jason Robison Brett Robertson Terry Chynoweth and Nicole Sjo.

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Presentation transcript:

REQUISITION AND PURCHASING A presentation by Jason Robison Brett Robertson Terry Chynoweth and Nicole Sjo

So, you need to purchase sheet music for music class?  What do I need to do?  Who do I need to talk to?  How long will it take to get my music?

I need some sheet music for my music students. Now what?  Gather bids on the sheet music you want for the amount of licenses you need.  Get a requisition form from your principal and write the music wanted with corresponding best bid amounts included therein.  Submit your requisition to the principal, then to the D.O. for approval.

What happens to the requisition?  Approved or disapproved by the business administrator.  Once approved, it turns into a Purchase Order that is sent to the vendor.  If it is disapproved it is sent back for changes or the request is denied entirely.

How long do I have to wait?  Generally, it takes as long to fill a request as it takes for each person in the chain to read the request and then pass it on to the next person. i.e.. Secretary – principal- district business administrator-vendor.

Do Bigger Items Take Longer? Sometimes, not always! Costlier items take more deliberation  Is there enough funding?  Were enough bids gathered appropriately?  Does a committee need to address the requisition?

What does a Purchase Order look like?

What’s the line item code?

What if there aren’t enough funds in the school supply account? Transfer $ from Supply Account into Textbook Account.