EDGAR TRAINING TRAVEL AND PROCUREMENT July 14 2015

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EDGAR TRAINING – TRAVEL AND PROCUREMENT July 14, 2015

EDGAR TRAINING – TRAVEL AND PROCUREMENT July 14, 2015

POINT OF INTEREST WITHIN EDGAR MANUAL - TRAVEL v. Spouses, partners, friends, etc. are

POINT OF INTEREST WITHIN EDGAR MANUAL - TRAVEL v. Spouses, partners, friends, etc. are not allowed to travel with staff member. v. Written approval from grant manager is REQUIRED to use general/activity funds for hotel per diem rate overages. v. Justification and Purpose of trip is REQUIRED – must be placed on the travel form.

POINTS OF INTEREST WITHIN TRAVEL OPERATING PROCEDURES v. No tips are allowed. v. No

POINTS OF INTEREST WITHIN TRAVEL OPERATING PROCEDURES v. No tips are allowed. v. No meals are allowed within 50 miles radius of Grand Prairie. v. No excessive snack/bulk item purchases. v. Travel Card Obligation Form required for EVERY trip.

POINTS OF INTEREST WITHIN EDGAR MANUAL v. It is a serious breach of the

POINTS OF INTEREST WITHIN EDGAR MANUAL v. It is a serious breach of the public trust to subvert the public purchasing process by directing purchases to certain favored vendors or to tamper with the purchasing process, whether it is done for kickbacks, friendship or any other reason. v. The District will start identifying historically underutilized businesses (HUBs) and will make sure that these firms are used when possible.

POINTS OF INTEREST WITHIN MANUAL (CONTINUED) v. The District SHALL use a consultant ONLY

POINTS OF INTEREST WITHIN MANUAL (CONTINUED) v. The District SHALL use a consultant ONLY IF the services of the consultant are necessary to accomplish the objectives of the particular program/project, the fees are reasonable in cost, and the District cannot meet the needs by using an employee. v. For ALL federal fund purchases between $3, 001 and $49, 999 (non-bid vendors in the aggregate), price quotes MUST be obtained from an adequate number of qualified sources. This DOES NOT apply to vendors who have submitted a bid with the district.

POINTS OF INTEREST WITHIN MANUAL (CONTINUED) v. TEA has to authorize all noncompetitive proposals

POINTS OF INTEREST WITHIN MANUAL (CONTINUED) v. TEA has to authorize all noncompetitive proposals in response to a written request from the District – a single source letter provided by the company is not sufficient for a purchase.

POINTS OF INTEREST WITHIN PURCHASING OPERATING PROCEDURES v. Light refreshments and/or meals may be

POINTS OF INTEREST WITHIN PURCHASING OPERATING PROCEDURES v. Light refreshments and/or meals may be integrated as part of a staff development, district meeting (including meeting involving the community) and staff working lunch in order to more efficiently conduct the meeting. v. Federal funds may NOT BE USED for any food purchases. v. Meals provided to staff for end-of-year, holiday celebrations, etc. MAY ONLY BE FUNDED WITH SUNSHINE FUNDS.

POINTS OF INTEREST WITHIN PURCHASING OPERATING PROCEDURES (CONTINUED) v. Items may be purchased for

POINTS OF INTEREST WITHIN PURCHASING OPERATING PROCEDURES (CONTINUED) v. Items may be purchased for ALL teachers as long as the dollar amount falls under $25. 00 per teacher and the item can be used for an instructional purpose within the classroom.