24.6 Purchasing Thresholds and Restrictions

Purchasing thresholds are established to ensure management oversight of high cost and high risk purchases. Review associated policy in the CRS Manual, in addition to reviewing the charts in this section.

If the product or service is not under contract or a Maximum Affordable Payment Schedule purchase and the cost is less than $5,000.00, the purchase should be completed using a commercial source. This process is known as a "spot" purchase.

Purchasing restrictions apply to all CRS purchases.

For more information on exceptions to policies, refer to Chapter 33: Required Approvals, 33.2 Required Approvals and/or Consultations.

24.6.1 CRS Purchasing Threshold Approval Requirements

Purchase costs per item

Approval needed from …

Competitive bids required

$2,000 or less

Counselor

No

$2,000 to $5,000

Manager

No

$5,000 and more

Manager

Required for goods or services greater than $5,000 if the purchase is:

  • Not a contracted item; and/or
  • Not using the Maximum Affordable Payment Schedule fee schedule

For all purchases over $2,000, approval and review by management must be noted in ReHabWorks and TxROCS. For additional information, see Chapter 34: Case Reviews.

For additional information about required approvals, refer to the Chapter 33: Required Approvals, 33.2 Required Approvals and/or Consultations.

24.6.2 Purchasing Restrictions

The following goods and services may not be purchased by the CRS program for consumer use (management exceptions are not permitted):

  • bonding fees;
  • buildings or other structures that requires a fixed foundation and/or that is not movable;
  • criminal or civil fines or penalties, including traffic ticket fines;
  • fees for registration of inventions, patents, trademarks, or copyrights;
  • fees for use of a franchise name;
  • firearms of any kind or components that are part of a firearm;
  • insurance;
  • land;
  • operating capital (for example, for self-employment);
  • state or municipal tax assessments on occupations;
  • vehicles to be used on public roads or highways that have not or will not be modified for accessibility and require a certificate of title or registration to be used on roads (check with the Department of Public Safety for more information); and
  • trailers, boats, or other items that require a certificate of title or registration to be used on public roads, highways, or waterways (check with the Department of Public Safety for more information; for example, many small trailers do not require a title of ownership).

Check with the Department of Public Safety for information about specific regulations (for example, some small trailers do not require a title of ownership).

24.6.3 Payee Restrictions

To prevent a conflict of interest, the CRS program must not purchase goods or services for the consumer from a provider who is serving as the consumer's representative.

Goods and services may be purchased from a provider who is serving as the consumer's representative only:

  • before the consumer designates the provider as his or her representative; or
  • after the consumer has revoked the provider's authority to act as his or her representative.

The manager must not make an exception to this policy.