Review Agenda Item
Meeting Date: 7/29/2021 - 6:30 PM
Category: Business and Finance
Type: Action
Subject: 5.7 Approval of Purchasing Card Position and Limit
Strategic Plan 2018-2023:
Focus Area: Financial
Key Requirements: Maintain a sound fiscal position with transparency, integrity and efficiency while supporting the strategic goals of the district.
Policy: DJF - Purchasing
Provide Name(s) of Attachments
File Attachment:
DJF (BOE 2-6-2020).pdf
DJF-AP1 (BOE 2-6-2020).pdf
Provide Background Details and Rationale: Board Policy DJF states that “Authorized district employees may use purchasing cards issued to the district to make purchases for the district . . . The Board will approve which employee positions will be issued district purchasing cards and the limitations on the cards. The superintendent, in consultation with the purchasing officer, will annually review and revise the list of persons receiving district cards and the limitations on those cards. The annual review will ensure that only the employees who appropriately utilize the cards have access to them, and that the limitations on the cards do not exceed the amounts of the projected expenditures to be made with the cards.”

District staff recommend the following positions and limits as listed below:

Assistant Superintendent–Quality & Student Services | $10,000.00
Provide Funding Source and Estimated Cost:
Legal References
Name of Persons(s) Submitting Agenda Item with Title Dr. Paul Kelly, Assistant Superintendent for Business and Technology
Presenter(s) if Presentation Anticipated
Recommendation: It is recommended that the Board of Education approve position and limit for use of Purchasing Card as presented.
Approvals:
Recommended By:
Signed By:
Dr. Paul Kelly - Assistant Superintendent - Business & Technology
Signed By:
Dr. Jeanette Cowherd - Superintendent