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Purchasing Requisitioning -nVision

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Presentation on theme: "Purchasing Requisitioning -nVision"— Presentation transcript:

1 Purchasing Requisitioning -nVision
Staff Presentation–May 24, 2018 Mattituck-Cutchogue School District Tina Smith, Deputy Treasurer Kevin J. Coffey, Business and Operations Administrator

2 Agenda Purchasing Requisitioning-nVision Ed-Data-Update
Questions and Answers

3 Purchasing-Policy District Policy Purchasing Policy
Most items must be purchased off various bids Ed-data, State Contracts, BOCES, County, District’s, etc. Sole Source Items Sole Source Letters Required Why is this so important-It’s the Law Office of State Controller currently auditing this process Findings will be reported to BOE Newspaper tend to report Taxpayer concerns

4 Purchasing-Resources
District Website-Business Office More to be added(i.e. Today’s Presentation) Contacts Business Office Tina Smith Purchasing Support Kevin Coffey Purchasing Agent Ed-Data Jo Ann Lagomarsino Customer Representative

5

6 nVision Requistions All items purchased districtwide require a nVision Requisition… What is nVision? How do I enter a Requisition? How is a Requisition Approved? How do I know the status of my Requisition? Can I copy my Requisitions from the prior year? What is the budget? What is the difference between Ed-data and nVision?

7 Ed-Data Update 2017-2018 have been using Ed-data (closed out)
Bulk Purchase all items to be added in Ed-data (Supplies and Equipment Only) Bulk Purchase=Main order for School Year Once entered and OK submit for approval Approver will review and if all OK approve Once approved Purchasing Agent will approve All Req’s must be completed by June 8th All Req’s approved by June 15th Ed-data Req’s uploaded into nVision June 20th First week of July all nVision PO’s mailed to vendors

8 Ed-Data Update Items not part of annual bulk purchase-July 1, 2018 and forward purchases Still use Ed-data in Prepare Req in Ed-data and Print No approval in Ed-data (only for Bulk Purchase) Prepare one line nVision Requisition Attaching Ed-data Req as support Submit nVision and Ed-data for approval

9 Questions and Answers Thank you for your time and attention…


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