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Finance Summer Training
July 1, 2018
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Agenda Expenditure Coding Changes Calendars Purchasing Resources
Arbiter Pay (Schools Only) Purchasing Procedure Change
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Expenditure Coding Change
Coding to School Code Enhancement Teacher and School Admin Coding Coding to Central Office Split Coding X XXXX XXX XXX XXX XXX XX Fund. Purpose. Program. Object. School/CO. Location/User 1. User 2
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Purchasing Finance Website-New Purchasing Section Purchasing Resources
Requirement Summaries by Procurement Method Purchasing Flow Chart
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Once you have been registered Confirmation from entitled: "Registration Form - Arbiter Pay“ will be sent
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Link for Presentation Presentation starts at 9:45 and will last about 30 min Dave Martin presenter
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Specific Procurement Procedures
New Goods Thresholds (All Funds) Micro Purchase < $10,000 Small Purchase $10,000 - $90,000 Large Purchase > $90,000
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Threshold Purchasing Requirements
Goods Micro Purchase (<$10,000) 2 Quotes (Best Practice) Vendor Selection Why Contract
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Threshold Purchasing Requirements
Goods Small Purchase ($10, $90,000) 2 Quotes Minority Solicitation Vendor Selection Why Contract Vendor Provision Cert Board Approval >$50,000
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Specific Procurement Procedures
Types of Service Contracts Service Contracts (excluding items below) Construction & Repair Contracts Architect & Engineering Contracts
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Specific Procurement Procedures
New Service Contract Thresholds (Federal Funds) Micro Purchase < $10,000 Small Purchase $10,000 - $250,000 Large Purchase > $250,000
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Threshold Purchasing Requirements
Federal Service Micro Purchase (< $10,000) 2 Quotes (Best Practice) Vendor Selection Why Contract
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Threshold Purchasing Requirements
Federal Services Small Purchase ($10,000 -$250,000) 2 Quotes Minority Solicitation Vendor Selection Why Contract Vendor Provision Cert Board Approval >$50,000
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Specific Procurement Procedures
Service Contract Thresholds (Other Funds) Micro Purchase < $0 Optional – Request for Proposals
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Threshold Purchasing Requirements
Non-federal Services use Micro Purchase 2 Quotes (Best Practice) Vendor Selection Why Contract
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Please purchase10 LED battery powered stick on tap touch lamps and 24 AAA batteries. Using Federal funds: What are the purchasing requirements? What documentation is required? Using State funds: What are the purchasing requirements? What documentation is required? Work in your group.
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Please purchase 50 HP Smartbuy Notebooks Chrome 16GB with Google Chrome OS Management console and 2 Charging Carts. Using Federal funds: What are the purchasing requirements? What documentation is required? Using State funds: What are the purchasing requirements? What documentation is required? Work in your group.
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Please contract with vendor ABC to speak at our first staff meeting in August. This is a national motivational speaker and will really inspire our staff. Using Federal funds: What are the purchasing requirements? What documentation is required? Using State funds: What are the purchasing requirements? What documentation is required? Work in your group.
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Specific Procurement Procedures
Construction & Repair Contract Thresholds (Federal Funds) Micro Purchase < $10,000 Small Purchase $10,000 - $250,000 Medium Purchase $250,001 - $500,000 Large Purchase > $500,000
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Specific Procurement Procedures
Construction & Repair Contract Thresholds (Other Funds) Micro Purchase < $30,000 Small Purchase $30,000 - $500,000 Large Purchase > $500,000
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Specific Procurement Procedures
Architect & Engineering Thresholds (All Funds) Micro Purchase < $50,000 Large Purchase > $50,000
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Purchasing Necessity Avoid unnecessary or duplicative items Surplus
Consolidate or order separately if more economical
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Purchasing Price Analysis
Required for purchases (goods/services) > $90,000 Price reasonableness and/or estimates
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Purchasing Full and Open Competition Bidding
Geographic preferences prohibited “Brand-name” specs without equal alternative prohibited Vendor who helps develop specs cannot bid
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Purchasing Iran Divestment Act (IDA) Change
Vendor Certification No Longer Required Still Prohibited from Contracting with Vendors on IDA list
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Purchasing Contractor Oversight
Budget Manager shall maintain oversight
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Purchasing Records Budget Manager is responsible for maintaining all records detailing the history of all procurements
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Specific Procurement Procedures
Exceptions Sole Source Emergency Inadequate Competition Awarding Agency Approval
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