If the purchase is to be made by PO, enter the requisition in LINQ. If the purchase is to be made by P-card, complete the P-card encumbrance.
Have Principal approve Title I paperwork and requisition in LINQ or P-card encumbrance.
Send Title I paperwork and P-card encumbrance, if applicable, to Jami.
Jami will give paperwork to Mr. Tyrrell for approval.
Once Mr. Tyrrell approves, the approved paperwork will be sent back to the bookkeeper.
If a requisition was created, please scan the approved documentation into the document cabinet in LINQ and notify me the approved paperwork has been attached. A PO will be created and sent to the bookkeeper.
If the purchase will be made with the p-card, the encumbrance will be approved and entered and will be sent back to the bookkeeper.
Once the PO or the approved P-card encumbrance is received, the bookkeeper can proceed with making the purchases.
If the purchase is made with a PO, once the items have been received, the invoice needs to be submitted to Finance for payment.
Title I Purchase Request Form
Click the image above to create a blank copy of the form.
