1. Champions by Design: Building a Winning Team! Budgeting & Purchasing
Tamara Burke
Coordinator for Student Leadership

2. Learning Objectives This session will cover:
The purchasing instructions and process
The purchasing instructions on the most current regulations regarding purchasing
Current vendor list
The appropriate paperwork needed to process payments
How to complete a Request for Payment (RFP) form
Entertainment Form
Vendor Form
Honoraria
The importance of submitting paperwork in a timely manner
Late letters, excessive late letters

3. Purchasing Process
Vendor Card
P-Card
Tamara

4. Tax and Types of Accounts
Tax Exempt Accounts
Student Activity accounts
Tax Exempt Certificates for Vendors
Jane Ivey at
Include:
Account number that will be used
Vendor Information:
Name
Address
Jane

5. Request for Payment Form
Request for Payment (RFP)
In-house form whose purpose is to summarize the purchase with the critical information that is needed
Includes:
Vendor
810 number (for reimbursements)
Name & date of program
General list of items purchased
Type of payment
Approval signature
Tamara

6. Forms Entertainment form Honoraria
Any time food is purchased for students
Honoraria
To pay for a service
Finance & Administration
Tamara

7. Vendor Authorization List
List is not exhaustive
Any vendor can accept this verbal agreement
Jane Ivey to add or remove a vendor
Jane

8. Organization Will Make Your purchasing Experiences More Positive
Start planning early
Keeping records and copies
RFP #s
Taking notes
Recurring programs – keep a file

9. Resources

10. Champions by Design: Building a Winning Team!
Thank you for attending this year’s purchasing class!