Title I Procedures for
Purchase Requisitions
(1) Decide what will be ordered. Make sure it is an allowable item,
aligned with your School Improvement Plan/Title I Plan or CSR grant
plan.
(2) Gather the appropriate information for a purchase.
(3) Look at your budget in SAP. The new fund numbers are SCHOOLWIDE
(48398), CSR (48402), SIF (48299) through June 30, 2006.
(4) If a budget transfer is needed, use the
Budget Transfer (BT) Form
(NEED FORM TO LINK), indicating the amount of funds to move, which Commitment
Item to move it from and which Commitment Item to move it to. Email the
completed BT form as an attachment
to your Title I Budget/Personnel contact.
a.
Linda Correll
& Pequeno Stevens
work with schools that have Staffing Supervisors Benny More & Aron Muse.
b. Linda Correll & Patricia Andrew work with schools that have Staffing
Supervisor Charlotte Douglas.
c.
Linda Boder
&
Karen Hardin work with schools that have Staffing
Supervisor Kathy Godsey.
d.
Susan Legutko for CSR schools.
(5) When the Budget Transfer is completed, we will email a confirmation
with the Budget Transfer number back to you.
(6) Look in SAP to see if the transfer has been posted by Budget.
(7) Input your purchase requisition (PR) in SAP. Use a complete
description of each item that you are purchasing. The description may be
short, just so it is clear enough to let us know WHAT it is you are
purchasing.
(8) All purchase requisitions must include in the item text note for
item #1 "DO NOT EXCEED! MUST BE DELIVERED AND INVOICED BY 05/22/06."
(9) Principal does the 01 release.
(10) The Title I office may now run a report to find the purchase
requisitions that are ready for 04 release. You do not need to email the
purchase requisition number to our office.
(11) Title I will check for errors, non-allowable items, or items that
are not aligned with your grant. If errors are found the PR will be
reset and you will be notified of the problems so you can make the
necessary corrections. This is the same procedure that the Budget office
uses when they reset PRs.
EXCEPTION: Purchase requisitions for Travel/Conference Registration
$1,000.00 and over. Your travel proposal must be submitted and approved
before the PR is entered in SAP.
Title I Procedures for Purchasing Storeroom Items (Goods Issued)
1) Make sure the items you want to order are allowable items that are
directly related to classroom instruction in reading, writing, and math.
2) Look at your budget in SAP.
3) If a budget transfer is needed, use the BT form, indicating the amount of funds to move, which Commitment
Item to move it from and which Commitment Item to move it to. Email
completed BT form as an attachment
to your Title I Budget/Personnel contact.
4) When the Budget Transfer is completed, we will email a confirmation
with the Budget Transfer number back to you.
5) Input your storeroom order in SAP.
If non-allowable items are found in a Storeroom order, the expenditures
for these items will be removed from your Title I funds and journalized
to your operating funds.
EXAMPLES OF NON-ALLOWABLE ITEMS FOR PURCHASES AND STOREROOM ORDERS:
Clinic, Custodial, Music, and PE supplies. Art supplies for the art
teacher, office supplies and forms, items that would normally be
supplied by your operating funds for the classroom (calendar refills,
flags, etc.), awards and reward items for students.
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