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

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…