ALL DISTRICT PURCHASING SHALL BE DONE BY THE USE OF PURCHASE ORDERS. The only exceptions are payment of salaries, requests for travel advances, reimbursements for travel expenses, pre-approved petty cash purchases, extreme emergency situation involving the safety of our students and staff, the vendor will not accept purchase orders, or the vendor will not accept a check.
For requisitions for supplies/equipment in excess of $72,400 or for a public project in excess of $15,000, please contact the Business Office.
Please follow the steps below to purchase any goods or services:
- Complete a purchase requisitions with supporting documentation. Submit to Business Services via e-mail, fax, or inter-district mail.
- Purchase requisitions will be reviewed for proper approvals and completion.
- Incomplete requisitions will be returned to the requestor. Business Services will verify that funds are available. If funds are not available, the site administrator or Department Head will need to request a budget transfer.
- Business Services will process purchases orders within 5 business days of receipt of a completed purchase requisition. A copy of the purchase order will be sent to the original requestor via e-mail or inter-district mail.
- Upon receipt of the merchandise, the site secretary is responsible for receiving the goods and verifying that all items listed on the packing list have been received. They need to initial and date the packing slip and forward a copy to Business Services. Orders shipped to the district office will be received by Business Services and forwarded to the appropriate department.
Office Depot orders:
- Input your orders online and print a copy of your order from the Web site.
- Fax a copy of the order with the administrator's approval and the budget code to Business Services, 743-1408.
- Orders will be processed once a week every Thursday, so please plan accordingly.
Open Purchase Orders:
Requisitions requesting "open" or "blanket" purchase orders may be approved for supplies or materials which are purchased on an "as needed" basis for a site or department to function properly.
· All orders for printing, seminars, conferences, etc. must be via a purchase order.
· Travel and conference purchase orders need the following information, who, what, when, where, why, and a copy of the registration form indicating date and cost of conference.
· Sales tax is paid on all merchandise received by the district. If the vendor you order from offers no sales tax, we must pay use tax to the State Board of Equalization. So plan appropriately, 8.25% is the tax rate. This is subject to change.
· If you do not receive a copy of your purchase order within two weeks, please call Business Services Office for any inquiries.
· If a check (warrant) is required to accompany the purchase order, please complete the requisition as stated above and add a line "For Payment" and highlight.
· Use current catalogs or call for quotes when stating prices.
· It is illegal for school districts to give "Gifts of Public Funds." Some items which are considered gifts include gift certificates, flowers, personal items, cash, shirts, etc.
For travel and reimbursable expenses to be paid or reimbursed, they must be properly accounted for on a Conference and Travel Expenses Reimbursement form, with the business purpose stated and proper supervisory approvals obtained.
Conference Expense Claims:
The employee must submit a Conference and Travel Expenses Reimbursement form. Original itemized receipts for lodging, registration, meals, public transportation, and miscellaneous expenses must be attached to the form. Itemized credit card receipts for meals must be included or will not be reimbursed. A copy of the registration form (or an agenda) indicating "who" attended, place and dates, and the name of the conference must accompany the claim form. The claim requires the employee and administrator's signatures.
It is District policy to pay only ACTUAL expenses. Accordingly, all employees should claim only actual expenditures. When questions arise in regard to expense claims, the Superintendent or his designee shall make the final determination.
For meals that are not paid for as part of a conference registration, the amounts reimbursed will be according to District approved limits and supported by original detailed receipts. The actual costs of meals should be claimed but not exceed these limits. Maximum meal reimbursement: $15.00 for breakfast; $20.00 for lunch; and $30.00 for dinner. No alcohol will be reimbursed.
Expense reimbursement for lodging must be verified by an original itemized room receipt from the motel or hotel. If the receipt is not marked "PAID" or indicate $.00 balance, a copy of the employee's "cancelled" check or charge card receipt is required to show payment. "Quick Checkout" slips are not admissible for reimbursement. The District will not reimburse for lodging of a non-employee guest.
Taxi fares and parking fees may be reimbursed supported by original receipts.
Inappropriate Expenditure Reimbursement
- Expenses for activities that are not required by the conference.
- Expenses for spouses, dependents, friends, and employees of other outside agencies.
- Additional lodging expense for spouse or other person not employed by the District or required to attend the conference.
- Personal phone calls, movies
- Liquor, gift cards, flowers
Conference and travel expenses must be submitted to Business Services within 60 days of occurrence.
Conference and Travel Expenses Reimbursement form
For mileage expenses to be paid or reimbursed for school business, it must be properly accounted for on a Reimbursement Request for Travel Expenses form. Employees traveling between sites during their work hours may be paid for actual cost supported by appropriate documentation and proper supervisor approval, and will be reimbursed at the IRS rate per mile. Mileage reimbursements will be paid on a monthly basis.
Conference and Travel Expenses Reimbursement form