Purchasing Manual
Working together with a district’s administrative team, Erie 1 BOCES staff will develop a purchasing manual customized with the district’s specific policies, regulations, procedures and administrative guidelines related to the district’s purchasing process or function.
The district’s purchasing manual will include sections on: navigating the requisition process; dealing with vendors; establishing duties and responsibilities of district personnel; creating and managing purchase orders; working with the district’s financial accounting software; implementing effective internal controls; complying with competitive bidding requirements; receiving goods/merchandise; and educating staff on the district’s purchasing system.
Participation in Finance and Legislation Service-Level 1 (659.000)
The district will provide Erie 1 BOCES Finance & Legislation Services staff with any/all relevant information, documents (for example, existing district purchasing policies, regulations, etc.) and/or other materials necessary to complete the district's purchasing manual. The district will also provide Erie 1 BOCES Finance & Legislation Services staff with current contact information (the full names and titles, telephone numbers and e-mail addresses) of designated district officials who should receive information on behalf of the district from Erie 1 BOCES in connection with this service.
The purchasing manual will include sections and information on the following topics: vendors; requisitions; purchase orders; security; bidding; receiving; computer system information; and the duties and responsibilities of district personnel involved in the purchasing process.