TALLER SAN JOSE HOPE BUILDERS (10)

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15 HB Fiscal Potices 8 Procedures D. References Conflict of Interest This statement must be reviewed and signed by each new employee or Board Statement member with purchasing authority or influence over purchasing. All consultant engagements must be documented in a formal agreement. In Contractor Agreement the case the consultant does not provide an agreement, staff may use this template. Credit Card Each staff member who is issued an organization credit card must review and Authorization Form sign this form prior to receipt of the card. Employee Mileage & Expense Used to document receipts for all out-of-pocket expense reimbursements. Reimbursement Report Monthly Credit Cord Used to document receipts for all expenses incurred using a HB-issued credit Expense Report card Used for all purchase and check requests involving payment to a vendor. The Check Request Form requester must complete this form for purchases over $1,499 requiring pre- approval. This form must be reviewed and signed prior to purchase commitment by the authorized approver. New Vendor Must be completed in order to add a vendor to the Vendor Master File. Verification Form E. Procedures Staff Exec. Directors Dir. of Acct. Acct. Purch. Dir. Finance .' 3.1 PURCHASING Goods i. Ensure purchase is within the approved budget and obtain pre- approval for purchase either through email or on the Approve Approve X Purchase Request Form as needed according to the thresholds above. 2. For purchases of $5,000 or more, conduct comparative price shopping and document the Approve Approve Receive X results using the Purchase as needed Form Request Form. 3. Make the purchase. If possible, request that the vendor invoice X HB for the purchase. Last updated September 2022