1. PURCHASING DEPARTMENT
PROCUREMENT TRAINING

2. Changes Federal Funds Micro Purchases Small Purchases
Simplified Acquisition Threshold (SAT) Purchases
Purchase Requisitions
Purchase Order modifications limited to small changes
Purchase Order fund increases post creation
FF&E Disposal
Sole Sources (avoid at all cost)

3. Purchasing Resources

4. Forms & Resources

5. Purchasing Cooperatives

6. Questions to Ask during the Purchase Process
Funding Type?
Local or State
Federal/Grant
How much do I plan to spend?
$10k or above
$15k or above
$25k or above
$50k or above
What am I purchasing?
Goods
Services
When do I need this?
Next Board Meeting
Can I find a competitively bid contract?

7. Purchases Using Local or State funding
Purchases < $15k
Do not require formal or informal competition
Single quote & create Purchase Requisition
Purchases > $15k & < $50k
Require multiple quotations/informal competition
Attach multiple quotes to Purchase Requisition
If > $25k, Board approval is required
Purchases => $50k (over a 12 month period)
Require formal competition to include RFP, IFB, RFSB, RFO, etc.
60 to 90 Day lead time
Requires Board approval

8. Federal Fund Purchases (EDGAR) Fund 211 – Title I
Micro-Purchases < $10k
Does not require formal or informal competition
Single quote & create Purchase Requisition
Small Purchases > $10k & < $250k
Require multiple quotations/informal competition
Attach multiple quotes to Purchase Requisition
If > $25k, Board Approval is required
Purchases > $250k (Simplified Acquisition Threshold)
Requires Independent Cost Estimate (ICE)
Requires formal competition to include RFP, IFB, RFSB, RFO, etc.
60 to 90 Day lead time
Requires Board approval

9. Bonfire Procurement Portal

10. Bonfire Public Contracts

11. Creating a requisition (Reminder)
Supporting Documents
Price Quotation(s)
Reference Cooperative Contract Number
Board Approval Documents
Professional Services Agreement (Local Funds)
Requisition Comments
Board approval date (if applicable)
Coop. Contract Number
Bid No. Field
HISD Contract Number
Coop. Abbreviation (BUYBOARD, TCPN, CTPA,
Itemization
Avoid “See Attached”

12. Creating a requisition (Con’t)

13. SAMPLE Purchase Order

14. SAMPLE Purchase Order

15. Challenges Creating a Purchase Order prior to any procurement action
Reference “USCOMM” in the Bid. No field for Amazon
Reference “TCPN” in the Bid. No field for Office Depot
Double check Approved Purchasing Coop list for vendors
If there’s a green dot next to your PR (WWH6145), there’s a comment that you should read
Please get addresses for all new vendors
Coordinate with Information Services all tech purchases
3 quotes are required purchases above $15k & below $49.99k when not using an existing contract of Coop

16. FF&E Disposal – Non-Fixed Assets
All Information Services (IS) related surplus FF&E to be picked by Warehouse.
Create Work Order in Eduphoria & attach Property Transfer Form
All IS related equipment to be handled by Technology
HISD has 2 vendors that handle the disposition of all Technology related equipment.

17. Feedback & Questions