BREVARD PUBLIC SCHOOLS Purchasing and Warehouse Services Strategic Plan 2700 Judge Fran Jamieson Way Viera, Florida 32940 STRATEGIC PLAN Mission: To Serve Every Student with Excellence as the Standard PURCHASING SERVICES TARGET PENDING COMPLETED COMMENTS BUSINESS PROCESSES 1. Purchase Orders - Records Retention Process 3/8/2012 Implementation 2. Re-organization of purchase order requisition 6/30/2012 approvals by commodities and services (instead of schools and departments) to Buyers 3. Requisition Responsibility Matrix: Re-program 4/27/2012 CrossPointe to allow Buyers to exchange purchase order requisitions and implement of checks and balances throughout system. 4. Purchase Order Closeout Process 4/30/2013 6/3/2013 5. Vendor Application Procedures - Update Dawn Richer. Pending final approval of 2/15/2014 1/30/2014 procedures to input, add, and deactivate forms and LTP Memo 6. Vendor Ethics Policy: Incorporate policy into Dawn Richer. Pending final approval of 2/15/2014 1/30/2014 Vendor Application Procedures forms and LTP Memo 7. Purchasing Staff Job Descriptions: Update to reflect current responsibilities, qualifications, 1/1/2015 and skill requirements Dawn Richer TBD 8. Automated Tracking System for Soliciations, Contracts, and Insurance Certificates Ed Parker 9. Customer Service Survey for Schools and TBD Departments To Be Assigned 10. Customer Service Survey for Vendors TBD To Be Assigned POLICIES 1. Piggyback Contracts: Develop checklist and procedures for Superintendent or School Board 4/27/2012 Approval
BREVARD PUBLIC SCHOOLS Purchasing and Warehouse Services Strategic Plan 2700 Judge Fran Jamieson Way Viera, Florida 32940 STRATEGIC PLAN Mission: To Serve Every Student with Excellence as the Standard PURCHASING SERVICES TARGET PENDING COMPLETED COMMENTS BUSINESS PROCESSES 1. Purchase Orders - Records Retention Process Implementation 3/8/2012 2. Re-organization of purchase order requisition approvals by commodities and services (instead of schools and departments) to Buyers 6/30/2012 3. Requisition Responsibility Matrix: Re-program CrossPointe to allow Buyers to exchange purchase order requisitions and implement of checks and balances throughout system. 4/27/2012 4. Purchase Order Closeout Process 4/30/2013 6/3/2013 5. Vendor Application Procedures - Update procedures to input, add, and deactivate 2/15/2014 1/30/2014 Dawn Richer. Pending final approval of forms and LTP Memo 6. Vendor Ethics Policy: Incorporate policy into Vendor Application Procedures 2/15/2014 1/30/2014 Dawn Richer. Pending final approval of forms and LTP Memo 7. Purchasing Staff Job Descriptions: Update to reflect current responsibilities, qualifications, and skill requirements 1/1/2015 Dawn Richer 8. Automated Tracking System for Soliciations, Contracts, and Insurance Certificates TBD Ed Parker 9. Customer Service Survey for Schools and Departments TBD To Be Assigned 10. Customer Service Survey for Vendors TBD To Be Assigned POLICIES 1. Piggyback Contracts: Develop checklist and procedures for Superintendent or School Board Approval 4/27/2012
Tab%201.D.1.%20%20Strategic%20Plan%20Purchasing%20Warehouse%20and%20Surplus%20Updated%201-23-15.docx