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PURCHASING REVIEW AND UPDATES

PURCHASING DEPARTMENT STAFF

Felix Lopez, Purchasing Agent Ext: 4553

Felix.lopez@eisd.net

Kim Tocci, Lead Buyer Ext: 4589

kim.tocci@eisd.net

Amelia Mendoza, Purchasing Clerk Ext: 7089

amendoza@eisd.net

Nora Macias, Purchasing Clerk Ext: 7022

nmacias@eisd.net

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MISSION STATEMENT, GOALS, AND OBJECTIVES

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Mission Statement

To support the educational goals of the Edgewood Independent School District by

acquiring the necessary resources through prudent purchasing practices and excellent

customer service.

Goals

• To provide quality products, services, and material to the District, at the best value, in

accordance with State, Federal and Board policies.

• To foster good vendor relations and a strong competitive environment.

Objectives

• To assist in the prudent use of District resources though efficient use of competitive

bidding, proposals (RFP’s/RFQ’s), and purchase order process.

• To promote and apply ethical business practices.

• To educate and train District personnel.

• To improve processes and implement the best purchasing practices.

• To provide “World-Class” customer service to our end users.

Motto

“Procuring quality products for the World Class education of our students.”

PURCHASING ETHICS

State law (Texas Education Code §44.031) and applicable Board policy

prohibits the following type of purchases listed below:

Sequential Purchases: District employees shall not make purchases of items,

over a period of time, that in normal purchasing practices would be made in one

purchase.

Component Purchases: District employees shall not make purchases of the

component parts of an item that in normal purchasing practices would be made

in one purchase.

Separate Purchases: District employees shall not make purchases separately

in order to circumvent board approval of items that in normal purchasing

practices would be made in one purchase.

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PURCHASING FUNCTION

• The Purchasing function is decentralized; this means the schools and

departments determine what they need and when they need it.

• The final commitment of District funds can only occur by the

Purchasing Department.

• The Purchasing Department shall oversee and approve the purchase

of all materials, supplies, equipment, and services for the District.

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TEXAS EDUCATION AGENCYSECTION 3.2.2.4 VENDOR GIFTS

• School district employees cannot accept anything of value from a vendor such as personal gifts or gratuities which may be construed to have been given to influence the purchasing process. This includes but may not be limited to:

o Money

o Meals

o Trips

o Tickets for Entertainment

o Gifts of Any Value

• Note: Gifts to a Pubic Servant is a Class A misdemeanor offense if the recipient is a government employee who exercises some influence in the purchasing process of the governmental body.

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THINGS TO KNOW

• One thing to remember is that you always need to get an approved Purchase Order before you purchase anything. Even if you are ordering online or using the District card.

• Purchases without an approved Purchase Order ARE NOT ALLOWED.

• The District has the option of not paying for materials and supplies if a Purchase Order was not approved for the purchase.

• The District does not allow:

A. Cash to be used as rewards or incentives for students.

B. Gift cards to retailers who sell alcohol as incentives for students

C. The district does not allow raffles

• Items A, B, C also pertains to Student Activity funds.

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THINGS TO KNOW

• Validation Memos can only be used for an emergency.

• The District is phasing out on desktop printers. Ordering of ink cartridges

is no longer allowed. Any exception will be evaluated on a case by case

basis.

• It is the responsibility of the originator/requestor of the requisition to send

a copy of the Purchase Order to the vendor. The Purchasing Department

does not send PO’s to the Vendors.

• When buying from a Co-op Vendor, please ensure the requisition indicates

the contract number. Type in the contract number in the “Bid Nbr” field

related to the Co-op Vendor.

(Examples : Region 20 #5027 or Buy Board #520-13)

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CONTINUED…

FOUR WAYS TO PURCHASE

• If the product you are buying is less than $3,500 dollars you can purchase

the item from any vendor.

• If the product you are buying exceeds $3,500 dollars then three (3)

competitive quotes are required.

• If the item you are buying is from a vendor that is a member of a Co-

operative (Co-op), then three (3) quotes are not required.

• If you are buying from a Sole Source Vendor then three (3) quotes are not

required.

• If the amount you are buying exceeds $50,000 then the item requires a

formal Request for Proposal (RFP) and Board approval.

This dollar cut off for getting quotes was changed on July 1, 2015 to $3,500

dollars to follow the Federal guidelines of EDGAR.

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THREE QUOTE VENDOR FORM

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SOLE SOURCE AFFIDAVITA Sole Source Affidavit may be used to buy goods and services without quotes.

• The item being purchased has a copyright or patent and cannot be purchased

from any other vendor (in the Universe).

• Services that are not considered Sole Source vendors (ex. Motivational speakers

and Consultants).

• Make sure that the Sole Source Affidavit you submit has not expired.

• The Sole Source Affidavit is only acceptable for a 1 year period which means that

a new a new Sole Source Affidavit must be submitted every year.

• Send the notarized Sole Source Affidavit to the Purchasing Department as

documentation for the requisition.

• A Sole Source Letter from the vendor is no longer being accepted.

• Sole Source Affidavit must be signed by the secretary, the Administrator or

Director, and must be signed and notarized by the Vendor.

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BOARD APPROVAL (PURCHASES OVER $50,000)

• The Board must “Approve” ALL purchases if the total paid to the

Vendor is $50,000 or more for a single purchase (RFP/RFQ

required) or in the aggregate for the current school year.

• If you are buying from a Co-op Vendor then Board approval is not

required even if the item is over $50,000 dollars.

• Board approval is required if you are buying $50,000 or more from a

single purchase or in the aggregate for the current school year from a

Sole Source Vendor.

• Once again purchases cannot be broken up into separate, component,

or sequential purchases to avoid getting Board approval.

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FORM 1295 AND HB 89

• Form 1295 (Conflict of Interested Parties) is required from Vendors

every time you are getting Board approval for the purchase or

service. Form must be included with your board agenda item.

• The End User is responsible for getting the Form 1295 from the

Vendor.

• Submit Form 1295 to Gloria Nino by email to gnino@eisd.net

• Form 89 (Verification Form) is required from Vendors for the

purchase or service and is submitted only once.

• The End User is responsible for getting Form 89 signed by the

Vendor.

• Submit Form 89 to Gloria Nino by email to gnino@eisd.net

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BOARD APPROVED COOPERATIVES

• An “APPROVED VENDOR” is a Vendor that is a member of a Co-op.

• If you buy items from an Co-op vendor, bids are not required regardless of the dollar amount.

• Go to the Purchasing Website at www.eisd.net/purchasing to view Awarded Co-operative Vendors.

• Click on Co-op listed below to determine if the vendor is a member of a Co-op

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eCOMMERCE

All requisitions for online orders must have the confirmation/ order number(s) associated with the items on the requisition in the “Long Description” field.

Currently we have six (6) approved eCommerce sites with EISD bid pricing and those are:

1. Lakeshore: Region 20 contract; 3-5 day delivery on most items ordered.

2. Office Depot: TCPN contract; next day delivery on most items ordered.

3. R.W. Gonzalez Office Products: TCPN contract; next day delivery on most items ordered.

4. Reliant Business Products: Choice Partners contract; next day delivery on most items ordered.

5. School Specialty: TCPN contract; 3-5 day delivery on most items ordered.

6. Staples: BuyBoard contract; next day delivery on most items ordered.

Please Note: It is YOUR responsibility to place your own orders online. Purchasing will review and approve online orders.

REQUISITION PROCESSING GENERAL INFORMATION

• All requisitions and support documentation need to be scanned into

Laserfiche Client using the requisition number. (i.e. RS 096912)

• Requisitions must contain all pertinent information for the purchase and

delivery of the item(s) and/or service(s) being purchased.

o All requisitions should include freight costs if applicable.

o You must call the company to confirm your freight costs before you

submit your requisition.

o Freight costs should be a separate line item on the requisition.

• Allow five (5) working days for a requisition to be approved by the Purchasing

Department.

• Requisitions may be returned if not in the Purchasing Departments’ approval

path five (5) working days before the check run. This includes requisitions

for travel.

OBJECT CODES 6395, 6399, 6639

• Small Office Equipment are coded to 6395

• Office Supplies coded to 6399

• Equipment purchased over $5,000 coded to 6639

• DO NOT combine office supplies (6399), small office equipment (6395), or large equipment (6639) on one requisition.

• 6395 examples are: chairs, filing cabinets, desk (other small equipment must be on a separate requisition for tagging purposes).

• 6399 supplies need to be shipped directly to the campus or department.

• Small equipment 6395 and large equipment 6639 requisitions will be shipped directly to our Warehouse/Receiving Department for inventory tagging.

Computer SoftwareTechnology requisitions are routed to the Technology Director for review and approval. Technology reviews and ensures the item is in compliance and compatible with existing equipment and software.

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VERY IMPORTANT

If a Requisition has been submitted in TxEIS and

there is no supporting documentation in Laserfiche

Client —

THE REQUISTION MAY BE

RETURNED

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REQUISTION NUMBER AND PURCHASE ORDER NUMBER

• A requisition is NOT a Purchase Order and should not be used for the purchase of

goods and services. A requisition is a request to get an approved Purchase Order.

• There is a distinct difference between a 6 digit Requisition number and a 6 digit

Purchase Order number.

o Requisition number: Is a 6 digit number that begins with a 09

(Example: 095216) for the 2017-2018

• The requisition number is assigned by TxEIS when you complete inputting you

requisition and you click on “submit” or “save.”

• A requisition has not been approved by Purchasing until it goes through the entire

approval path.

o Purchase Order number: Is a 6 digit number beginning with a 22

(Example: 221659) for the 2017-2018.

• A PO number is assigned when it has gone through the entire approval path.23

When the 6 digit Purchase Order number is assigned, you

will receive an automated message from TxEIS in your

Outlook Inbox. If this

email is going to your

junk email, call the

Purchasing Department

so that the issue can be

Corrected.

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REQUISTION NUMBER AND PURCHASE ORDER NUMBER

CONTINUED…

TRAVEL REQUESTS

Kim Tocci, Lead Buyer, is responsible for processing all

district-wide travel requests for Students and Staff. It

important to submit your travel request in a timely manner.

If you have questions regarding a travel request, email

Ms. Tocci at kim.Tocci@eisd.net for assistance.

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TRAVEL REQUISITIONS

• Travel Forms are submitted online through Laserfiche Forms.

• All requisitions for employee and student travel must have the

information listed below.

• When traveling there is a possibly of creating four (4) separate

requisitions; those are:

1. Per Diem (Meals are allowed ONLY for overnight stays)

2. Lodging

3. Registration Fee

4. Transportation/Mileage

For per diem and lodging rates, refer to the U.S. General Services

Administration (GSA) website at: http://www.gsa.gov/portal/content/104877

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What is needed on travel requisition(s):

1. You must indicate the date the check is required. In the “Bid Nbr:” field of the

requistion, type “Pre Pay 10/31/2017”. This date directs Accounts Payable as to

when the check is needed.

2. In most instances purchase order numbers can be used for registration fees.

3. On the requisition or in the comments section include:

• Name of the person traveling

• City to where the conference is being held

• Dates of the conference

• Name of the conference

• Hotel confirmation number

What you need to scan into LaserFiche Client:

1. The requisition

2. Any type of brochure, agenda pamphlet, or flyer, showing conference dates, classes,

and events. (NO INVOICES)

3. Hotel confirmation number or related event information showing the date/location

/cost for lodging.

4. Travel Authorization Form approved by the Traveler and Supervisor

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• Travelers are “encouraged” to stay at the hosting hotel of the event in

order to avoid additional charges for cab fare and parking.

• Student Travel MUST INCLUDE a current roster of students and a

telephone number for each student who will be going on trip.

• All Out-of-State travel for “employees” must be authorized and

approved by the Superintendent in Laserfiche Forms.

• Overnight student travel must be approved by Superintendent.

• All Out-of-State travel for “students” must be approved by the Board of

Managers.

NOTE: Failure to scan required travel documents into Laserfiche delays your requisition. If your

travel requisition is not submitted in a timely manner (5 working days before the check run) then

the traveler will have to pay travel cost then be reimbursed when travel settlement form is

submitted.

OTHER TRAVEL INFORMATION

TRAVEL REQUISITIONS –FEDERAL FUNDS

When using Federal Funds on travel requisition(s):

• Travel advance allowances are not allowed from federal funds.

• Federal funds may be advanced based on estimated expenditures but should

not be committed until the date of travel.

• In the “Bid Nbr:” field of the requisition type “Pre Pay Advance”.

• MUST register with check on-site at the conference or meeting. Early bird

or any other form of pre-paid registration is not allowable from federal

funds.

• MUST refer to U.S. General Services Administration Website for approved

travel amounts:

1. Requisition for Per Diem (Meals) rates

2. Requisition for the Lodging (Hotels) rates29

MILEAGE REQUISITIONSEdgewood ISD has three (3) District vehicles for use by district personnel when

traveling out-of-the District or out-of-the City.

District vehicles are reserved through the Transportation Department as far in

advance as possible. Employees are “encouraged” to use District vehicles when

traveling instead of using their own personal vehicles.

a. The District vehicle can be reserved using the online Transportation Work

Order Website:

http://eisdwhdbus.eisd.net/helpdesk/WebObjects/Helpdesk.woa

b. Mileage reimbursement is paid at .53 cents per mile when using a personal

vehicle.

c. Use a mapping source like MapQuest to show actual miles traveled.

d. Mileage will not be split among employees. Every effort must be made to

carpool if employees are going to the same location. 30

CONSULTANT CONTRACTS, AGREEMENTS and MOU’S

• The Superintendent is the only authorized person who can obligate District money to contracts

and agreements. Under no circumstance should any employee or Administrator enter into any

binding agreement on behalf of the District.

• All MOU’s, Inter-Local Agreements, Contracts, and Agreements on behalf of the District must

be signed by the Superintendent.

• All MOU’s, Inter-Local Agreements, Contracts, and Agreements must be reviewed by the

Purchasing Department. Purchasing will forward to the Superintendent for signature.

• All Consultant Contracts/Agreements are handled by Kim Tocci, Lead Buyer.

• EISD Standard Contracts are required for Consultants who provide “continuous service” to the

District in any school year and when payment is $5,000 dollars or greater.

• All consultant and seminar presenters must agree to accept purchase orders and send invoices

to the Accounts Payable for payment. They must also agree to sign a standard EISD contract.

• The District is not required to provide checks to consultants and presenters on the same day the

presenter provides the seminar. If this is not possible then find another presenter who accepts

Purchase Orders.31

CONSULTANT CONTRACTS WORK-FLOW

Originator• Campus/Department submits Statement of Work (SOW) with support in Laserfiche Forms

• SOW form submitted by requestor for contracts greater than $5,000

• Include quote/proposal

• Include resume or qualifications if needed (ex. Certifications, licenses, etc…)

Purchasing• Assigns contract number in excel file

• Creates contract and emails to requestor for consultant’s signature

• Consultant returns signed completed contract to requestor to email to purchasing

• Consultant schedules fingerprinting with Texas DPS if direct student contact (Senate Bill 9)

• Talent Management receives Criminal History Information (CHI) from Texas DPS

• Background check clearance determined from results (i.e. Title 5 Felony Offense)

• Contract sent to Superintendent’s Office for signature (Amelia Portillo)

• After everything is signed; contract is emailed to requestor to send copy to consultant

• Contract scanned into Laserfiche Client in the “Contracts” folder

• PO number is assigned and an automated TxEIS e-mail notification sent to originator

Originator• Creates/Submits requisition in TxEIS when contract is received with all signatures

• Scans requisition with all support including signed contract into Laserfiche Client 32

AGREEMENT WORK-FLOW

Originator

• Campus/Department submits Agreement to the Purchasing Department

Purchasing

• Assigns agreement number in excel file

• Review Agreement's wording

• Agreement sent to Superintendent’s office for signature (Amelia Portillo)

• After everything is signed; agreement is emailed to requestor to send copy to

consultant

• Agreement scanned into Laserfiche Client in the “Contracts” folder.

• PO number is assigned and an automated TxEIS e-mail notification sent to

originator

Originator

• Creates/Submits requisition in TxEIS when agreement is received with all

signatures

• Scans requisition with all support including signed agreement into Laserfiche

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MEMORANDUM OF UNDERSTAND (MOU)

WORK-FLOW

Originator

• Campus/Department submits MOU to the Purchasing Department

Purchasing

• Review MOU's wording

• MOU sent to Superintendent’s office for signature (Amelia Portillo)

• It is the responsibility of the originator to follow-up with the Superintendent’s

Office regarding the signature on the MOU

• PO number is assigned and an automated TxEIS e-mail notification sent to

originator

Originator

• Creates/Submits requisition in TxEIS when MOU is received with all signatures

• Scans requisition with all support including signed MOU into Laserfiche Client

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PUR- CONSULTANT STATEMENT OF WORK FORM

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PUR- CONSULTANT STATEMENT OF WORK FORM

VENDOR INFORMATION

W-9 Form

• A W-9 Form is required for all New Vendors. We use the W-9

to set up Vendors on our TxEIS Vendor File.

• If a vendor has a change of address or change in name then an

updated W-9 is needed.

• You can access the W-9 Form on the EISD website by

navigating through Departments Purchasing Vendor Information Vendor Documents.

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W-9 Must be:

• Signed, dated, and legible

• Include vendor contact information if available such as

the phone number, e-mail, etc.

• Employees, Students, or Parents are NOT REQUIRED

to submit a W-9 other than an address if a check is being

mailed them.

• A Social Security Number if it’s an individual or an

Employee Identification Number (EIN) if it’s a business

or organization.

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Each Purchasing Clerk is individually assigned vendors to enter their W9

information. Submit W9 Forms electronically via email to the appropriate

Purchasing Clerk and copy the other Purchasing Clerk and the Lead Buyer.

Vendors A-M to Amelia Mendoza at amendoza@eisd.net

Vendors N-Z to Nora Macias at nmacias@eisd.net

Kim Tocci, Lead Buyer at kim.Tocci@eisd.net

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IMPORTANT REMINDER

SCAN ALL OF YOUR REQUIRED

DOCUMENTATION INTO LASERFICHE

CLIENT IMMEDIATELY AFTER YOU

SUBMIT YOUR REQUISTION IN TxEIS.

This will expedite the approval process faster on your

requisition. Failure to include pertinent information

will delay approval of your requisition.

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PURCHASE REQUISITION TRAINING

• A one-on-one training on TxEIS Purchasing System is available

for new users and for existing users.

• All new employees that will be utilizing the TxEIS System are required to

attend a one-on-one training session in the Purchasing Department.

• Training Topics:

o Create/Modify Requisitions

o Requisition Status Inquiry

o Receiving Purchase Orders

o Travel Requisitions

o How to scan into Laserfiche

o Consultant Contracts

o Approval or Return of Requisitions (Administrators)

PURCHASING RESOURCES AND CUSTOMER SERVICE

Purchasing Website

From the district’s website (www.eisd.net) click on Directory then click on Purchasing

Purchasing Forms

All Forms are available through the Purchasing Department’s homepage. By navigating

through Departments Purchasing District Resources, you will find the following:

• Purchasing Levels & Requirements Guide

• Purchasing Card Procedures

• Purchasing Card Bank Reconciliation

• Delegation of Signature Authority

• District Vehicle Reservation

• Region 20 Bid Results

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• Travel Checklist

• Travel Approval/Settlement Form

• TxEIS Requisition Training Handbook

• Vendor 3 Quotes Form (must provide

three quotes)

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QUESTIONS?