Procurement Procedures

Proper procurement starts with having clear written procedures that adhere to Federal, State, and local guidelines, as well as making sure that all staff involved in purchasing are trained on those procedures. After completing this module, locate your SFA’s procurement procedures and use the Procedure Evaluation Checklist Download Procedure Evaluation Checklist to review it carefully. Work with your business administrator or purchasing department to make necessary changes.

If you do not currently have written procurement procedures, you will need to develop them. You can use this Procurement Plan Template Download Procurement Plan Template as a guide, but you must customize it to reflect the specific needs of your SFA.

Once your procedures are complete, you will need to upload a copy on the assignment page at the end of the module. If school board approval is needed to make changes to your procurement procedures, it is a good idea to have the State office review your proposed procedures before seeking that approval—that way, if changes need to be made, you won’t have to go through the process a second time.