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Best Practices/Model Policies - Expenditures

USOE's Model Policy

Disclaimer: Please note that the USOE model policies and procedures are general guidelines. These model policies are suggested best practices, and LEAs are not required to use or adopt these specific policies. LEAs are encouraged to modify these policies and procedures to adapt to the current environment of each specific LEA. Not every LEA has the same personnel positions as listed in the model policies and procedures, please modify the positions to conform to your LEA’s circumstances and size.

USOE’s Model Cash Disbursement Policy & Procedures (August 06, 2014)
USOE's Model Cash Disbursement Policy & Procedures (August 06, 2014)

Decision Chart for Purchasing Thresholds (August 06, 2014)

Specific LEA's Policies and Forms

Cash Disbursements - Purchasing

Policies

Canyons Schools District Purchasing Policy

Davis School District's Purchasing Policy

Jordan School District's Accounting Manual

Spectrum Academy's Financial Policy

Wasatch School District's Purchasing Policy

State Purchasing Policy Flowchart

Forms

Phone Quote (Example 1)

Phone Quote (Example 2)

Phone Quote (Example 3)

Phone Quote (Example 4)

Request for Written Quote

Sole Source Form (Example 1)

Sole Source Form (Example 2)

Expenditure Request Authorization

Credit/Debit Card

Policies

Alpine School District's Purchasing Card Policy

Provo City School District's Purchasing Card Policy

Provo City School District's Debit Cardholder Agreement

Forms

Purchasing Card Forms (Example 1)

Purchasing Card Forms (Example 2)