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

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

3. Purchasing Power: Purchasing Made Easy
Updated November 29, 2017
s/purchasing/Manuals/ _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)

4. 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

5. 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 – 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)

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

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

8. 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

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

10. 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

11. 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 #

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

13. 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.