Consumer/Representative Training Barbara Palmer Ron DeSantis - PowerPoint PPT Presentation

Purchasing Plan – Timelines Person Activity Due Date Responsible Consumer Complete Purchase On or before the (Representative) Plan; submit to close of business by the 5 th of the month Consultant Consultant Review and sign; On or before the submit to Regional close of business by the 10 th of the month Liaison Regional Liaison Review and sign; On or before the submit to State Office close of business by the 20 th of the month 98

Purchasing Plan Types New Update • New Purchasing Plan Purchasing • Purchasing Plan Change Plan • Purchasing Plan Update • Change Quick Update Quick Update 99

Purchasing Plan Change • Change in the monthly budget • Adding a One-Time or Short- Term Expenditure • Effective 1st day of month Immediately submit a Purchasing Plan Change anytime there is a change to the Consumer's Cost Plan 100