ETHICS:
Step 1 requires the school/program to analyze needs and compliance requirements before moving on to the next step in the purchasing process. Items that should be considered include:
Are there available funds and an approved budget to make this purchase?
Are there existing resources that can be used rather than making a purchase?
Does the purchase fit within the goals of the program?
Has all necessary information been obtained from key personnel?
What are the pros and cons of making this purchase?
Is the purchase consistent with state, federal, or other compliance requirements and approved program budget plans?
Are the appropriate administrator(s) supportive of making this purchase?
Is using taxpayer funds appropriate for this purchase?
Specification Worksheet: When making a purchase of $1,000+, the school/program should consider using the Bid Specification Development Worksheet or a similar tool. This will help guide everyone through each step of the purchasing process.
Level of Processing for Purchasing Functions: Purchases over $3,000 must be processed through the district office. A purchasing authorization form or contract should be used to establish the agreed upon terms of the purchase with the vendor. Purchases under $3,000 may be processed at the school/program level. Purchasing functions include Steps 1 - 5:
Forms & Resources:
PURCHASING PROCEDURES: