Project Charter – Acquisitions Team

The project charter for the Acquisitions Team was approved on November 14, 2018. Excerpts from theĀ charter (PDF) are below:

Project Description and Purpose:
The Acquisitions Team will be responsible for reviewing policies and procedures related to acquisitions activities, configuring the system appropriately, implementing the related Alma workflows, and ensuring that all staff involved with acquisitions activities are appropriately trained.

Project Scope:
This team will review Alma acquisitions documentation to understand the Alma acquisitions infrastructure and workflows. The team will create a plan for configuring the acquisitions infrastructure and workflow rules, including funds and ledgers, purchasing, assignment of appropriate staff roles, vendor information and communications, and integration with campus financial systems. The team will examine existing acquisitions processes and recommend changes in alignment with the new system. The team will coordinate and provide training and documentation on acquisitions processes within Alma.