8/28 Purchasing Training

What is the role of the PO Clerk?

An "unapproved" vendor is.....

• A vendor NOT in our system

• A vendor that IS awarded a Co-Op or RFP Contract.

• A vendor that does NOT have an awarded Co-Op/RFP contract.

• A vendor that IS in our system.

Which of these vendors are an "Approved" vendor?

Groups:

(a) Approved Vendor

,

(b) Unapproved Vendor

• Culligan Water of RGV

• Wal-Mart

• Jason's Deli

• Barnes & Noble Booksellers

• The Grafik Spot LLC

• Valley Shredding LLC

• Amazon

• O'Reilly Automotive Stores

A commodity code helps classify (a)   & services the district intends to purchase.

Commodity Codes help keep track of purchases in

• aggregate

• each category

• the school year

• total for each campus & dept.

What is required for each purchase amount using local/state funds?

Groups:

(a) Up to $49,999.99

,

(b) $50,000 to $99,999.99

,

(c) $100,000 +

• Unapproved Vendor - 1 quote

• Board Approval

• Unapproved Vendor - 3 quotes

• Approved Vendor - 1 Quot

• Formal BID

• Justification Form

• Approved Vendor - 1 Quote

• No additional forms required

As a best practice,​ (a)   from vendors should reference the ​ (b)   Co-Op (c)   .

• invoices
• approved
• quotes
• awarded
• contract