1. Goals of this Session: Talk about ways districts order goods –Requisition, Purchase Orders? Ooh man over 10,000 P/Os annually!?! –Bid Requests and BID.410 for easier/larger ordering? Explanation: Bid Request is simply ordering Quantity, item#, Account and letting CIMS figure out the rest! Use description to mark per teacher.. Assist with next years order –Annual Bulk Order(s) for Summer and/or Christmas? QUESTION: Do larger orders enhance cost or efficiency or is this a non-point? FMS – Bulk Orders

2. Purchase & A/P Volume of Entries - P/O Last 5 Years - Look at Changes in your own volume of P/Os - Look at differences between districts due to Purchasing strategies 20072008200920102011 SD7215431346124010801622 DELTA30572615215115701456 SD2326742589252122852165 FMPSD11441350128213881639 MLAKE34103577360034003867 TMSD709 PLPSD2401 BSD30342843291930432873 RETSD1421614037137781331413119 SOAKS97019698108011218413043

3. Purchasing & A/P Volume of Entries - A/P Invoices Last 5 Years - Look at Changes in your own volume of A/P Invoices - Look at differences between districts due to A/P strategies 20072008200920102011% NO PO SD7211650119181145210781907050 DELTA255362367920981181652072686 SD23246232455225446247642343683 FMPSD5725677818688014764177 MLAKE7838741870446973766843 TMSD533281 PLPSD568947 BSD141971374515094158851591177 RETSD297322925429052282182817241 SOAKS168351708018401209042146528

4. Talk about ways Districts establish prices –Loading Catalogues (pre-requisite for bid requests) –Full Tender Process Ask for Pricing in spreadsheet format Provide estimate quantities to establish total potential for vendor and total cost comparison for district Upload responses, award items Automatically update stock (at appropriate time) FMS – Bulk Orders Upload MTTB Textbooks to Stock....... INV.835 Upl/Update Supreme Catalog (Format #1)... INV.836 Upl/Update Grand & Toy Catalog (Format #2). INV.837 Upl/Update RoseDelta Catalog (Format #3).. INV.838 Upload/Update Standard Catalog to Stock... INV.840

5. Grand and Toy Initiative.. Worth consideration? –Provide P/O in xml format – order file rather than paper –If things go well potentially could upload invoice details from Vendor! –No change in procedure, do whatever you always do to get to P/O stage.. Create and send file rather than paper Quicker and more accurate orders (no rekeying errors) Better A/P Invoices especially if uploadable! Challenges: –Matching up GnT location #’s and accounts with district location details –Producing appropriate verification/error checking between vendor and order file to ensure accuracy of order FMS – Bulk Orders

6. Custodial Supplies - for sure with custodians now onboard with W/O, Permits … supplies ordering is next !!! –Same as office goods ??? –Inventory of these items versus just confirmed pricing? –Use stock ordering for this (PLPSD), or –Bid requests and generate P/Os (FMCM) FMS – Bulk Orders

7. Interesting conversation with GnT –Establish Delivery day of Week and order cut offs … what could this mean if schools were used to order dates, delivery dates???? Talking with customers … tenders.. Are they a thing of the past? Are Vendors investing and committing to this? FMS – Bulk Orders