Purchasing Processes
Out-of-pocket expense the school pays back to a teacher
What is a reimbursement?
Term for purchase made without a PO
What is an unauthorized purchase?
Form for Vendors wanting to do business with the school?
What is the New Vendor Form?
You can place an order after you get a verbal “okay.”
What is false?
Before traveling, you must fill one of these
What is a travel form?
Small purchase threshold (dollar amount) requiring no additional quotes
What is $10k
Treating one vendor better than others without a fair process is called this.
Treating one vendor better than others without a fair process is called this
This is what a vendor sends to show what was shipped.
What is a packing slip?
True or False: A PO must be created before anything is ordered.
What is true?
Before buying anything for your classroom, you must fill one of these.
What is a requisition form?
Number of quotes needed for purchases between $10k-$25K
What is 3 quotes?
A teacher splits one big order into two smaller orders to avoid approval limits. Is this allowed?
What is absolutely not?
This is the bill the vendor sends that the district must pay.
What is an invoice?
If something is on sale today, teachers can buy it now and get approval later.
What is false?
This document is created after your request is approved and tells the vendor we are allowed to buy.
What is a purchase order?
Process for purchases over $25k
What is a formal bid/solicitation?
Buying from a family member’s company without disclosure would violate this rule
What is conflict of interest?
These are companies the district already approves for us to buy from?
What are approved vendors? (also acceptable contract vendors)
Purchasing rules protect both the district AND teachers.
What is true?
Name of the software the District uses to created purchase orders, requisitions, and manages accounts?
Who is Tyler?
Website used to advertise formal bids?
What is SCBOs?
Spending district funds for personal use is considered this serious violation.
What is misuse of public funds?
Purchasing vehicle at a State or District level that do require additional quotes?
What are contracts?
Buying items for personal use with school funds is allowed if you plan to replace them later.
What is false?
Place you (or a vendor) can find a new vendor form.
What is the District's website?