1 1 NASH ROCKY MOUNT PUBLIC SCHOOLS PURCHASING PROCEDURES INTRODUCTION The authority to purchase goods and services and to enter into contracts is given to Boards of Education by action of the North Carolina General Assembly. Therefore, most of the purchasing procedures of this school system are controlled and regulated by North Carolina General Statutes. Areas not specifically addressed by the General Statutes are regulated by administrative procedures, regulations and locally adopted policies. Schools and administrative areas issue purchase orders from their individual accounts from their work location. Equipment, supplies, materials and services necessary to the operation of the School System are purchased by the Purchasing Department, Administrative and Instructional Departments, Individual Schools, the Division of Operations or one of the departments of the Division of Operations: (1) Food Services, (2) Maintenance, and (3) Transportation. All areas purchase for their individual needs except that the Purchasing Department will purchase for Individual Schools, Divisions or Departments as the need arises. Purchases will be made in accordance with (1) policies set forth in the Purchasing Manual of the State of North Carolina, Purchase and Contract Division, (2) the Nash Rocky Mount Public Schools Purchasing Manual, (3) Administrative Regulations of the Nash Rocky Mount Public School System and (4) regulations and procedures established by the Division of Financial Services. The North Carolina Department of Administration, through the Division of Purchase and Contract, is charged with jurisdiction and control over the specifications and purchase or contract for equipment, materials, supplies and services required by all agencies of State Government with the exception of certain items such as textbooks, instructional items and food.
2 2 Under the requirements of G.S.115C-522, it is the duty of local boards of education to purchase or exchange all their supplies, equipment, and materials in accordance with contracts made by or with the approval of the Department of Administration. Public schools can, however, contract directly for any services which they require. Individual Schools must comply with the statutes that are directed to local Boards of Education. It is the responsibility of each employee involved in the procurement process to understand the policies upon which these procedures are based. This manual describes the procedures for purchasing to ensure that statutory requirements are met. THE PURCHASING DEPARTMENT The goal of the Purchasing Department of Nash Rocky Mount Public Schools is to provide the best products and services available at the most reasonable cost, with all consideration to be in the best interest of the Individual Schools, the Department of Financial Services and the entire School System while providing a climate of fair and open competition for all qualified vendors. PURCHASING REGULATIONS OF THE DIVISION OF FINANCIAL SERVICES The regulations stated in this manual are a guide for those involved in purchasing. Observance of the regulations will help to accomplish the following: (1) Comply with policies of the State Purchase and Contract Division; (2) Comply with good business practices as established by auditors; (3) Control expenditures in each account; (4) Standardize purchasing practices. POLICIES OF THE STATE OF NORTH CAROLINA - PURCHASE AND CONTRACT DIVISION It is the policy of the Division of Purchase and Contract to:
3 3 Conduct all purchasing activities according to applicable law, rules and regulations of good purchasing practices and professional principles. Establish a practical degree of standardization of equipment, supplies and materials, with reasonable allowance for varying requirements of the agencies served. Encourage fair and open competition by legitimate and ethical means. Obtain, whenever feasible, favorable prices through volume buying. Extend honest, courteous and impartial treatment, along with fair and equal opportunity, to all interested and qualified suppliers. Require satisfactory and proper performance of contractual obligations from all vendors. GENERAL STATUTES STATE CONTRACT ITEMS All State Contract items, the State Purchasing Manual and other related purchasing information can be located on the State of North Carolina Purchase and Contract Home Page: See Term Contracts EXEMPTIONS AND DELEGATION OF AUTHORITY Some items and services are exempt from the above policy and the State therefore delegates authority to local school units in purchasing the following: Perishable food products Published material produced by others Maps, charts, recordings, software, videos EMERGENCY PURCHASES For the purpose of this manual, emergencies are defined as situations which endanger lives, property, or the continuation of an important program and which can be corrected only by immediate on-the-spot purchase or rental of equipment, supplies, materials or services.
4 4 When circumstances require such action, verbal approval should be obtained from the Purchasing Department. SPENDING INSTRUCTIONAL SUPPLY FUNDS (BLOCK GRANT) These regulations govern the spending of instructional supply funds. Basically, the regulations state that these funds are to be spent for instructional materials, supplies and small equipment. Items meeting any one or more of the following conditions may be purchased with instructional supply funds: 1. It is consumed in use. 2. It loses its original shape or appearance with use. 3. It is expendable; that is, if the article is damaged or some of its parts are lost or worn out, it is usually more feasible to replace it with an entirely new unit rather than repair it. 4. It is an item costing $1,000 or less or it is a service such as rental of instructional equipment which is used as a part of the instructional program. 5. Furniture items may not be purchased from Instructional Supply Funds. AFFIRMATIVE ACTION POLICY FOR MINORITY/WOMEN/HANDICAPPED BUSINESS ENTERPRISES (HUBS - HISTORICALLY UNDERUTILIZED BUSINESSES) It is the policy of the Board of Education to actively seek and identify qualified minority, women and handicapped business enterprises and to offer them the opportunity and encourage them to participate in the School Systems' contracting and purchasing program. We are required by state statute to report spending with HUBS on a quarterly basis.
5 5 PURCHASES LESS THAN $5,000 The purchase of items not on State Contract and totaling less than $5,000 may be made without acquiring competitive quotations. However, it is important to keep in mind that this procedure is not to be used to circumvent normal purchasing practices. This procedure may be used to obtain small quantities of items not available under existing contracts, to buy limited quantities where the normal method would result in excessive cost in relation to the value of the material or to buy several inexpensive items. If such purchases are of a recurring nature, a discount schedule, special price arrangements negotiated with one or more vendors, or consideration given to the issuance of a blanket purchase order to one or more vendors would be in order. It is also important that fair and open competition be maintained when making small purchases. It is recommended that competitive bids be acquired with any significant purchase. Assign bid number and file documentation. The $5,000 limit applies to the total cost rather than for any single item. Orders cannot be separated into smaller orders to circumvent this provision. COMPETITIVE QUOTATIONS - PURCHASES BETWEEN $5,000 AND $90,000 Requirements for items not on State Contract that total between $5,000 and $90,000 and that are not in the exempt category, must be purchased by use of the bid method. Telephone quotations are described as informal bids and are acceptable for purchases up to $90,000 if documented in writing and placed on the Informal Bid Form. Written quotations are preferred and should be requested when time permits, and are required for quotations above $90,000. (See Informal Bid Form for documenting information Page.) The general practice of this school system is to request quotations in writing. Quotations should be requested from several sources with the minimum number being three. Fair and open competition shall be maintained in seeking competitive quotations. A two week response time should be allowed for return of a written quotation. Indicate Bid Number in the appropriate area on all purchase orders when submitting to Purchasing or when entering your own purchase orders.
6 6 Requirements totaling $90,000 or more must be referred to the Purchasing department for handling. The $90,000 limit applies to the total cost rather than for any single item. Items may not be divided to alter the application of this provision. Assistance in preparing specifications and soliciting quotations will be provided by the Purchasing Department. SPECIFICATIONS A purchase specification is restrictive in that it sets limits on what is acceptable. Specifications must not be unreasonably restrictive as this will eliminate competition. Usually, more than one make or brand of a particular item is satisfactory. In developing specifications, an attempt must be made to specify a quality that is suitable for the intended use, not seeking the most expensive nor the least expensive and not restricting beyond what is reasonable. Public funds are not appropriated to provide "deluxe" or luxurious levels of quality. Emphasis on performance, function, utility, economy and quality for price should be the direction of specifications. PURCHASE ORDER REQUIREMENTS It is necessary that a purchase order be obtained before any purchase is made if payment for that purchase is to be handled by the Financial Services Division. Purchases which do not comply with this regulation are unauthorized and must be paid for by the individual or by the school placing the order. Persons not acquiring purchase orders and making charges to the Nash Rocky Mount Public Schools will be personally responsible to the vendor for payment. No sale is authorized to the Nash Rocky Mount Public School System without a purchase order number. ISSUING ONLINE PURCHASE ORDERS (SARTOX) In order to key purchase orders at remote locations, users must be trained in software use and have a SARTOX user profile recorded with Purchasing and approved by the Department of Technology. Each user will be allowed access only to account numbers for which they are responsible. Instructions are covered in the training sessions which are required prior to using the system. Contact Purchasing to schedule training
7 7 REQUISITION FOR PURCHASE For items ordered from accounts not controlled at the school level or for maintenance contracts or other renewals, please use a "Requisition for Purchase" form to complete your order request. Send to appropriate department for completion. STATE CONTRACT AND BID NUMBERS ON PURCHASE ORDERS All State Contracts have assigned numbers for each commodity. All bids, formal or informal are assigned a bid number. Enter the State Contract number or bid number on the description line of purchase orders when placing orders for items in either of these categories. ENCUMBERING FUNDS State law requires that funds be encumbered for each purchase prior to the actual placement of the order. The encumbrance of funds provides the Division of Financial Services and Purchasing Department the following: (1) assurance that sufficient funds are available for the purchase from an appropriate account; (2) an opportunity to determine if the purchase is in accordance with established purchasing procedures, and, (3) the opportunity to verify that the purchase has been authorized by the person responsible for that account. The Board of Education is not responsible for the payment of invoices for orders placed without complete authorization and without being assigned a purchase order number. ORDERING ON APPROVAL Ordering on approval is not a recommended practice. However, if this becomes necessary, the vendor must be advised that an invoice cannot be issued until a purchase order is received. Purchase orders for preview items are not issued until the decision is made that these items will be kept and a requisition is received in the Purchasing Department. It is not permissible to receive material from a company prior to July 1 of any given year
8 8 with the understanding that invoicing will occur after a purchase order is issued in July of that year. In fact, commitments cannot be made for any purchase unless there are sufficient funds available to pay for the items purchased. SINGLE SOURCE ITEMS Single source items are items for which there is only one dealer, distributor, or manufacturer from which to purchase that item in a particular area. Such items costing $10,000 or less may be purchased locally provided this is documented in writing. Efforts should continually be made to locate additional sources of satisfactory substitute items. If the item cost exceeds $5000, a formal Request for Bid is required although the item is determined to be single source. LEASE PURCHASES AND INSTALLMENT PURCHASES Lease Purchases and Installment Purchases are allowed in North Carolina Public Schools for automobiles, buses, mobile classrooms, photocopiers, computer hardware, software, and related support services. Contact Purchasing for specific details in regard to Lease Purchases or Installment Purchases. ORDERING ITEMS ON STATE CONTRACT All term contracts are numbered and term contract items are assigned a classification certification number. Please use the numbers assigned by Purchase and Contract for all orders of State Contract items on the purchase order; preferably place the contract number on the description line. State contracts are listed on the Internet at: E-PROCUREMENT The Purchasing Department strives to use the E-Procurement system to the extent that it best serves the Nash Rocky Mount Public School system.
9 9 LIBRARY BOOKS AND SUPPLIES Library books are not listed on State Contract nor does the Purchase and Contract Division require that the usual bid process be used in purchasing library books. The Purchasing Department, however, receives bids and negotiates prices with jobbers annually and recommends those jobbers offering the school system the most attractive offers. The majority of the library book requirements are to be purchased from jobbers approved by the Division of Instruction and the Purchasing Department. Orders may also be placed directly with publishers when this is advantageous to the school system. Library supplies are also bid by the Purchasing Department and orders must be placed with the approved vendors at the established discount rates. All orders must include bid number and vendor's rate of discount. SURPLUS PROPERTY When property, other than real property, which is owned or held by a local Board of Education, becomes surplus or undesirable, the Board may sell this property through the Surplus Property Division of the North Carolina Department of Administration in accordance with G.S. 115C-518. Any local disposition shall be by sealed bid, public auction or trade or sell to another public agency. RETURNING MERCHANDISE (ORDERS) TO VENDORS 1. Call or write vendor when items are to be returned. 2. Clarify with vendor whether school is responsible for restocking fees. 3. Explain reason for return and acquire a Return Authorization (RA) or Return Merchandise Authorization (RMA) number. 4. Record Return Authorization number on all correspondence and on the package being returned. 5. Record the person s name that authorized the return and the date the authorization occurred.
10 10 6. Place copy of original invoice in box being returned. (Request invoice from Purchasing). 7. Package securely with sealing tape to insure the safe return of all packages. 8. If the company is responsible for the return, request a UPS or other carrier pickup ticket. 9. UPS or other carrier will call upon the school and request the package. 10. Keep record of the UPS pickup ticket. 11. Record all dates and references associated with the return. UPS & FEDX PROCEDURES Receiving: Freight: Inspect all packages for damage. If damaged, refuse package at that time. Record all tracking numbers. Inspect all packages and count the number of pieces according to the purchase order. If order is short, call the company and report the missing items or damages. Check off all items on the purchase order and date them as received. Sign and date the purchase order. Send green copy of purchase order to Finance. Check address on the freight delivery ticket. Count the number of packages before signing the delivery ticket. Recount the packages and check for any damages. Check for purchase order number and inspect all items. Check off all items on the purchase order and date them as received. Sign and date the purchase order. Send green copy of purchase order to Finance.
11 11 BLANKET PURCHASE ORDERS A Division, Department, or Individual School that has a recurring need for miscellaneous items of a minor nature which are not available under existing contracts may submit a request to the Director of Financial Services or his designee for approval of a blanket purchase order. The request must provide the following information: 1. The category of items or materials needed; e.g., plumbing supplies, automotive parts, lumber, etc. 2. The period of time to be covered by the order; e.g., 30 days, 90 days, 180 days, etc., 3. The total amount of money which can be encumbered under the blanket order and the dollar limit applicable to each individual transaction; 4. Names of individuals who would be authorized to place orders. Upon approval of the request, various vendors must be contacted in order to obtain the most favorable discounts or net prices. A blanket purchase order may then be issued and must contain the information listed above and also indicate the data required on delivery tickets, invoicing, and billing instructions. Merchandise received shall be accompanied by delivery tickets specifying the name of the supplier, the number of the blanket purchase order, name of person placing call or making pick up, itemized list of supplies furnished, quantity, unit price(s), extension(s), applicable discounts, and date of delivery. Receipt of the supplies shall be acknowledged on the delivery ticket by the signature of a person authorized to sign for such deliveries. Tickets should be forwarded to the appropriate office and held there for an invoice. Vendors shall submit invoices at least once a month. Invoices will be reconciled with signed delivery tickets prior to processing for payment. Blanket purchase orders are limited to $10,000 each except by approval of the Director of Financial Services or her designee. Person signing and approving delivery tickets must notify Purchasing or Accounts Payable to close purchase order.
12 12 PURCHASING SCHEDULE NOTE: It is imperative that orders using State and Federal Funds be placed early enough to avoid the loss of funds. If funds are not completely spent before the end of May, purchase orders are voided and funds are lost. SIMPLY ENCUMBERING FUNDS DOES NOT MEAN THAT THE FUNDS ARE SPENT. SPENDING FUNDS SUBJECT TO BEING LOST MEANS THAT FUNDS ARE ENCUMBERED, ITEMS ARE RECEIVED, GREEN COPIES OF PURCHASE ORDERS ARE SIGNED, INVOICES ARE RECEIVED, ALL DOCUMENTS ARE PROCESSED FOR PAYMENT AND CHECKS ARE WRITTEN PRIOR TO THE JUNE CLOSING DEADLINE. April 1 is the suggested deadline for placing such orders, but it is recommended that orders be placed prior to that date. If an invoice is not received in time for payment by the first week in June, it will be necessary to use local funds for the next school year for payment. ACCOUNTS PAYABLE/INVOICING Each school or department shall assign an individual the responsibility of verifying orders received. This person is responsible for handling Green copies of purchase orders from the time they are received in each school, or department, until they are returned to the Accounts Payable Department for payment. All invoices will be held in Accounts Payable for payment. If any location receives an invoice which is to be paid by Purchasing, please forward to the Accounts Payable Department immediately. The Green (accounts payable) copy of the purchase order and the packing slips are the official receiving documents in this school system. The Purchasing Department will package the accounts payable copy (Green) and deliver to all locations on a weekly basis. The courier mail will be used only for sending purchase orders to locations. Each location should keep copies of packing slips.
13 13 Vendors are paid upon successful delivery of ordered items. Many invoices are for partial shipments of your purchase order. Please consider the need for prompt payment as you "expedite the approval process." INCOMPLETE ORDER- (Partial Payments) If delivery does not include all items ordered: Compare items received with the packing slip. Indicate on Green copy which items have been received with a check mark ( ) by the quantity of the item(s). Make a photocopy of the Green Purchase Order. On the copy, acquire original signature of account manager on "Receiving Officer" line (bottom right corner), attach the packing slip, date and forward to the Accounts Payable Department. Keep your Green copy until the remaining items are received. If a second or subsequent delivery follows and the order is still incomplete, repeat the copy process for each delivery, attach the appropriate packing slip and send both to the Accounts Payable Department with original signature and date applied to copy of purchase order. Send signed Green copy only when: 1. Delivery is complete. 2. Backorders are canceled. 3. The 90-day cancellation period has expired. 4. You have verification that no further shipments will be made. 5. When purchase order needs to be voided. COMPLETE ORDERS Upon examination of delivery and verification of packing slips, if order is complete, have account manager sign Green copy of purchase order, date and forward to the Accounts Payable Department.
14 14 If invoice amount exceeds purchase order encumbrance by $50.00, school or originating department will be notified for approval. Otherwise, vendor will be paid amount invoiced. RECEIVING ORDERS Each purchase order should indicate shipping to someone's attention. The recipient is responsible for forwarding all packing slips to the Accounts Payable Department as soon as the order is received, opened, and contents verified. If a packing slip is not included with the delivery, please make a notation of such on the Green or other receiving document copy prior to returning to the Accounts Payable Department. DO NOT HOLD GREEN IF PACKING SLIP IS NOT INCLUDED WITH DELIVERY. The signed Green should be sent to the Accounts Payable department within five (5) days of receipt of order. The secretary files the Pink and Green copies and waits for the order to be filled. Once the order is received, the items are compared to the PO to ensure the order is complete and accurate. The secretary, principal or department head signs the Green copy of the PO stating the order has been filled. The secretary initials the Green copy of PO showing the amount to be paid and forwards to the Accounts Payable Department for payment. If more than one invoice will be paid against a single purchase order make white copies of the PO to send in with all payments except the last one. By sending in the Green copy of a PO, this signals Accounts Payable that the purchase order is closed/complete. The secretary should keep a copy of the signed PO s. If multiple codes are used on one PO, multiple copies of the PO and the backup must be sent to Accounts Payable. VOCATIONAL EDUCATION, EXCEPTIONAL CHILDREN, TITLE I, ETC. Account Managers should sign Green and/or copies of Greens and follow the same procedures as stated above.
15 15 UNAUTHORIZED PURCHASES Staff members may not make commitments to vendors for the purchase of supplies, services, or equipment. Such commitments are not binding on the school system. Invoices submitted for such purchases may not be honored, and will become the obligation of the individual who made the unauthorized purchase. Purchases for personal use are not allowed. WHAT IS A RESPONSIBLE BIDDER? A Responsible Bidder is a bidder who does not vary from the specifications and terms set out by the School System in the Invitation To Bid. A responsible bidder is a bidder whose reputation, past performance and business and financial capabilities are such that he would be judged by the School System to be capable of satisfying bid specifications to provide a specific product or service. The following criteria are required of a responsible bidder: 1. Have sufficient financial resources to complete the order. 2. Can meet quoted delivery, considering all business commitments. 3. Has a satisfactory record of performance and integrity. 4. Conforms to equal opportunity clauses. 5. Has the necessary production and technical equipment and facilities (or ability to readily obtain them). 6. Has the necessary organization experience, operational controls, and technical skills (or ability to readily obtain them). 7. Is an authorized distributor or vendor for the requirement? 8. Is otherwise qualified and eligible to receive an award under applicable laws and regulations. 9. Bids within a competitive price range. 10. Meets all requirements of the solicitation (delivery, quality and price).
16 Competes in the market for providing items to be procured as a normal course of daily business. 12. Arrives at the bid price independently. The emphasis has been placed on the bidder being responsible in terms of providing the product or service on a timely basis at a reasonable price and in sufficient quantity to meet our needs. Public Purchasing has an obligation to be fair and ethical in the development of specifications. To accomplish both we should not be restrictive to our bidder list or in any type of language in our specifications that would tend to eliminate a responsible bidder. Specifications should be fair, reasonable, just and considerate to cover the entire field of bidders.
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Central Receiving Policies & Procedures Manual North Carolina Central University Central Receiving 625 George Street Durham NC 27707 Phone: (919) 530-6441 Fax: (919) 530-6152 Hours of Operation: Monday
SCIRE PURCHASING AND ACCOUNTS PAYABLE AND SUMMARY The goals of the purchasing function at SCIRE are to achieve open, competitive and costeffective buying, while adhering to external funding sources for
HUB PROGRAM & VENDOR TIP GUIDE OFFICE OF THE ATTORNEY GENERAL MINDY SUE COHEN HUB COORDINATOR (512) 475-4411 MINDY.COHEN@TEXASATTORNEYGENERAL.GOV The goal of the OAG s HUB program is to increase procurement
Table of Contents I. Purpose...3 II.Objective... 3 III.Scope... 3 IV.Policy Statement....3 V.When Does The Purchasing Staff Need To Be Involved... 3 VI.Who is Authorized to Legally Commit Morehouse School
Middlesex County Purchasing Policies & Procedures Manual Middlesex County Purchasing Policies and Procedures Manual P a g e 1 Table of Contents Page # Purpose and Application 3 Department Responsibilities
Department of State Treasurer Policy Manual for Local Governments The following section is designed to provide financial professionals an overview and general discussion of the purchasing and contracting
3 GENERAL PROCUREMENT 3.1 Introduction All employees of the UWI Mona Campus, charged with authority in the procurement of goods, services and works, are expected to act responsibly and make decisions that
Colorado State University System Office Procurement Rules and Purchasing Procedures PURCHASING PROCEDURES HISTORY Pursuant to C.R.S. 24-30-202 (SB10-003), subsection (13) on August 12, 2010 the Board of
A-21 Appendix: Comprehensive Cases CASE A.4: THE WOODEN NICKEL 1 Background The Wooden Nickel is a small retail clothing store located in Stillwater, Oklahoma, across the street from Oklahoma State University.
Lenovo Service Parts Sales Terms and Conditions New Zealand Please read these Terms and Conditions carefully as they apply to the purchase of Products and/or Services from Lenovo (Australia and New Zealand)
Introduction A Guide for Contractors and Suppliers The Purchasing Office should be your first point of contact with the County. Our role is to bring together users and suppliers to ensure that the County
LIVINGSTON COUNTY CREDIT CARD PROCEDURES INTRODUCTION Livingston County is introducing an alternative approach to purchasing products and services through the use of credit cards. A credit card purchase
PURCHASING CARD POLICY AND PROCEDURES 1. PURPOSE To establish policies and procedures for procuring goods and/or services using a Purchasing Card. Purchasing Cards are referred to throughout this policy
581219.1 1 QUAD COUNTY CORN PROCESSORS COOPERATIVE TRADING SERVICE OPERATIONAL MANUAL EFFECTIVE: _August 5, 2013 I. Purpose and Overview. Pursuant to the Trading Service Agreement, dated _April 15,, 2011,
FAYETTEVILLE STATE UNIVERSITY ACCOUNTS PAYABLE AND TRAVEL POLICY Authority: Category: Issued by the Chancellor. Changes or exceptions to administrative policies issued by the Chancellor may only be made
RRC STAFF OPINION PERIODIC REVIEW AND EXPIRATION OF EXISTING RULES REPORT PLEASE NOTE: THIS COMMUNICATION IS EITHER 1) ONLY THE RECOMMENDATION OF AN RRC STAFF ATTORNEY AS TO ACTION THAT THE ATTORNEY BELIEVES
Procedure for Procurement and Receipt 1.0 Purpose - To ensure that all supplies, equipment and services purchased by the State Crime Laboratory (Laboratory) are properly procured and received. 2.0 Scope