Procurement Handbook
Transcription
Procurement Handbook
Holy Family Auction April 25, 2015 Procurement Handbook Auction Chairs: Erika Hardy Michelle Wadlow (425) 890-0809 (206) 551-8611 [email protected] [email protected] Procurement Team: Tricia Popp Andrea McGowan Alissa Long (425) 246-9271 (206) 909-8871 (360) 434-7682 [email protected] [email protected] [email protected] New Information Inside!! Hey Everyone…It’s time to Tee Up! This handbook has been prepared to help you understand the purpose of the Holy Family School Auction and the procurement process. We hope it will give you ideas, information, guidance and the tools you will need to get started. Why Do We Have an Annual Auction? The auction is the school’s major fundraiser with all proceeds directly benefiting the school children by providing necessary funds to further enhance school programs, minimize tuition increases, improve curriculum, and help finance many programs and enhancements that would otherwise be impossible to fund. The first principle of a successful auction is to PROCURE, PROCURE, and PROCURE! We need your help! Go the Distance: Procure Quality Items QUALITY ITEMS MAKE THE DIFFERENCE. The success of an auction depends on the value of and the demand for the items up for bid. Remember to procure items you would like to purchase for yourself or your children. Some of the highest selling items are unique experiences and activities that are not easily purchased and have a greater than retail value to the bidder. Be a Golf Pro…Be a Procurement Pro Get your “Driver” Ready…Let’s Swing and Go Think of everyone you know including friends, family, co-workers, neighbors, local business owners and service providers. Bring them a copy of our Procurement Letter and Procurement Form and ask for a donation. Not completely comfortable asking someone face to face or over the phone? Mail them a copy of our Procurement Letter and Procurement Form. Follow up with a phone call. You will be surprised how many people and places will donate! (Don’t forget to include a return envelope for when they say yes!). Need more letters and forms? Stop in the office and pick some up, or go online to the HFK Auction website and print them off. You can make as many copies as you need and send them off to as many people as you want! Sign all your letters with a personal message of “Thanks for your consideration, we hope to hear from you soon!” and your name. Page 2 Procurement Contest Deadlines Early Bird Procurement October 23 – December 19 First Procurement Contest January 5 – January 23 Second Procurement Contest January 26 – February 12 Third Procurement Contest February 18 – February 27 Early Bird Contest Prize: Packet of 6 free dress passes with a minimum donation value of $60, raffle basket items excluded. First, Second, and Third Contests: Students of those families who have submitted auction items (valued at $60 or greater) during any of the three procurement contests will be called down to the office for a small treat and will enter their name in the procurement contest. For each contest, one student’s name will be randomly selected. That student will become the “winner” of the procurement contest and he or she will putt for a hole in one to determine a winning prize for their class. Contest prizes include: one extra recess period, one extra P.E. period, 30 minutes of reading and snacks in the Library, or an ice cream snack. Pro Tips for a Successful Round Procurement Ends March 6, 2015 Remember, your friends and family WANT to help; you just need to ask. Think about what YOU would buy, and then go find it! Reach out to other school parents to combine resources (boats, vacation homes, restaurant access, unique skills or talents) to create an awesome auction experience. Ask for the bigger items first – don’t limit yourself by thinking small. Take extra forms with you to places you frequent and spend money i.e. favorite restaurants, your hair salon, your child’s gymnastic lessons, a venue you just rented for your child’s birthday. If you know what a company or person is willing to donate, do the “paperwork” for the donor – don’t ask them to fill out any forms! Just have them sign the completed form after you have filled it out. Turn the items in as soon as you get them to eliminate the last minute “crunch.” Remember, every item you get adds value to the event. Page 3 On Par “YOUR GREEN FEE”…Each Family is REQUIRED to donate, procure OR purchase items at a minimum value of $125.00, but don’t stop there! Remember, you can procure thousands of dollars worth of items without it costing you a penny. Each auction item should have a minimum value of $50. (Raffle basket items excluded.) Procured items must be turned in by an adult to the school office. Do not send items or money donations to school with your children. Please submit a completed procurement form with EACH item. Items should be NEW and in original packaging. No clothing will be accepted. Handmade items may be accepted on an individual basis. Procure EARLY…many businesses decide on their charitable giving by the end of the calendar year. Clubhouse Rules…Ask a Pro Why do I have to procure or donate items? It is part of your tuition contract to procure or donate items to be sold to benefit the school. What is the difference between procuring and donating? Procuring involves asking a third party to contribute an item for the auction; donating is contributing an item or cash for the auction from your own resources. Why do I need to fill out a description on the procurement form when all the info is right there on the item? Throughout the data entry and catalog process, various carbon parts of the procurement form will be separated from the donated item. Providing an ample and accurate description on the procurement form will ensure a true and correct item description in the auction catalog and proper credit to you. What is "fair market value"? The retail value of the item assigned to it by the donor. But what if I don't know the value of the item? Bing it, Google it, or try Amazon.com to find out the accurate fair market value (FMV), or make your best guess. If you do not include an amount, our Procurement Chairs will contact you to provide one. Page 4 If I buy something at the company store, do I put my employee price as the value? No. The retail value should reflect the true market value. Go to your company's website and find out at what price they sell the item to the public. My friends and I are putting together a party for the auction, how do we value it? It should be valued based on an estimate of the monetary cost to put it on (including the cost of the venue if applicable), not the price you hope it will sell for. Please be advised, Holy Family Parish School will not make any financial contributions to or otherwise subsidize any group events. I am donating something absolutely fabulous; can I assume it will go in the live auction? We are limiting the number of live items, so our chairs cannot guarantee any items status until we have all items in and are putting together the catalog. Our chairs will do their best to put those items in live that will generate the most return for our children. All item placement is at the discretion of the auction chairs. How do I turn my items in? Please bring your items into the school office or auction office. DO NOT send items into school with your student. Please double check that all items are complete and accompanied by a fully filled out procurement form. I have a great idea for a sellable item but can’t afford to donate all of it by myself. How can I go about coordinating a group of donors? Before beginning, please contact the procurement chairs to discuss your idea. Your Procurement Chairs may have advice regarding the procurement of specific items or may be able to connect you with other resources. Don’t forget to pitch your idea to other class parents and friends. Some of our most exciting auction items are created by groups of school parents pooling their resources and talent. All funds collected in connection with a large-ticket group item should be submitted to the school by each individual donor, along with a completed procurement slip (checks made payable to HFK). The school is able to purchase these items tax-free for the auction. Page 5 How do I begin procuring items? 1. USE AN OFFICIAL PROCUREMENT LETTER: Most businesses like to have a request for donations on the school’s letterhead for their records. Most require the non-profit ID number which can be found at the bottom of our procurement letter. 2. FILL OUT A PROCUREMENT FORM FOR EACH DONATION: Donors must complete one form for EACH item—unless they are items grouped to be sold together. 3. FOLLOW UP: It may take more than one phone call, letter or visit to get your donation. 4. SEND A PERSONAL THANK YOU CARD: Remember we cannot say thank you enough, and if we hope for their support in years to come we want to let them know how much we appreciate their contribution. The auction committee will also send a thank you card. How to Fill Out a Procurement Form Don’t leave anything blank. Item description, please do not put “see attached” but rather fill out the form completely with a description of the item. Procured by…that’s YOU! Whether you are the donor or you simply asked for the donation, you procured the item and we thank you. Please include your phone number. Page 6 Miniature Golf…Class Baskets What are the Class Baskets? As part of procurement, each classroom is assigned a themed basket for the student raffle. Raffle tickets will be sold in the spring time and the students can place their tickets in the baskets they hope to win. The drawing will take place during a school assembly on Friday, April 24, 2015. More information will come from your class auction representative. The 2015 Auction Basket Themes are: Kindergarten 1st Grade 2nd Grade 3rd Grade 4th Grade 5th Grade 6th Grade 7th Grade 8th Grade Arts and Crafts Disney Science Electronics Golf Frozen Yogurt Sports Movies Gift Cards In golf as in life it is the follow through that makes the difference. – Dr. Seuss Page 7