Presentation Overview Capital Request PolicyCapital Request Policy Purchase Level Of AuthorityPurchase Level Of Authority Forms ReviewForms Review.

Presentation OverviewPresentation Overview

• Capital Request PolicyCapital Request Policy• Purchase Level Of AuthorityPurchase Level Of Authority• Forms ReviewForms Review

Why Are We Doing This?Why Are We Doing This?

Fiscal ResponsibilityFiscal Responsibility

Customer ServiceCustomer Service

Audit RequirementsAudit Requirements

Atomic ClockAtomic Clock

Accurate within milliseconds Accurate within milliseconds

Capital Purchase RequestsCapital Purchase Requests

Forms & Policy OverviewForms & Policy Overview

What Is New?What Is New?

• Form is in Excel format and can be E Form is in Excel format and can be E Mailed.Mailed.

• Time Frame TrackingTime Frame Tracking• Capital Form Has Centralized Starting Capital Form Has Centralized Starting

PointPoint• Status Will Be E Mailed With Each StepStatus Will Be E Mailed With Each Step• Department Manager Does Not Need to Department Manager Does Not Need to

Hand Carry for SignaturesHand Carry for Signatures• Only VP Hard Copy Signatures RequiredOnly VP Hard Copy Signatures Required

What IS Different About What IS Different About The Form?The Form?

• Purchase Justification RequiredPurchase Justification Required• Revenue Generated ConsideredRevenue Generated Considered• Expense Of Ownership ConsideredExpense Of Ownership Considered• Negative Impact Assessed If Negative Impact Assessed If

DisapprovedDisapproved

How Do I Get Trained?How Do I Get Trained?

• I Will Assist Each Manager In I Will Assist Each Manager In Completing This Form Until You Are Completing This Form Until You Are Ready To Do Your OwnReady To Do Your Own

When Do We Start?When Do We Start?

• Please Use This Method For All Please Use This Method For All Future Capital PurchasesFuture Capital Purchases

• As With All Processes This Can Be As With All Processes This Can Be Refined As NeededRefined As Needed

Purchase Level Of Purchase Level Of AuthorityAuthority

Defined Roles for Operational Defined Roles for Operational ExpensesExpenses

What Does This Cover?What Does This Cover?

• Routine Operational Expenses That Routine Operational Expenses That Are Normally Used During The Are Normally Used During The Operation Of Your DepartmentOperation Of Your Department

What Is Not Included?What Is Not Included?

• Capital EquipmentCapital Equipment• Office SuppliesOffice Supplies• Materials Management Storeroom Materials Management Storeroom

ItemsItems• Pyxis SuppliesPyxis Supplies• Print Shop ItemsPrint Shop Items• Check RequestsCheck Requests

What If I don’t Normally What If I don’t Normally Use A PO For This ItemUse A PO For This Item

• We Should Attempt To Make That We Should Attempt To Make That WorkWork

• Some Items It Does Not Make Some Items It Does Not Make Sense to Use A PO or Purchase Sense to Use A PO or Purchase RequestRequest

• Signing Off On Invoices May Still Be Signing Off On Invoices May Still Be An OptionAn Option

When Do We Start ?When Do We Start ?

• This Is A Process Change That Will This Is A Process Change That Will Take Time To Work OutTake Time To Work Out

• I Will Meet With Each Department I Will Meet With Each Department Manager Prior To Starting To Manager Prior To Starting To Discuss ImpactDiscuss Impact

• Targeted Start Date Of June 5Targeted Start Date Of June 5

Is Staff Training Available?Is Staff Training Available?

• Yes, Training Will Be Available To Yes, Training Will Be Available To All Staff Prior To June 5All Staff Prior To June 5

• Training Can Be Held At Your Staff Training Can Be Held At Your Staff MeetingsMeetings

Forms ReviewForms Review

• Storage Request To Be Used Until Storage Request To Be Used Until On Line Purchase RequestOn Line Purchase Request

• Capital Request (to be E Mailed)Capital Request (to be E Mailed)• On Line Purchase Request Being On Line Purchase Request Being

Tested During MarchTested During March• Office Supply On Line Ordering Office Supply On Line Ordering

StartedStarted

Questions?Questions?