(Optional) Determine budgetary requirements for the office.

Determination should include

  • an office budget (a financial plan for allocating resources)
  • a process for reviewing the previous year's data to evaluate past expenses and attainable goals for periodic and year-to-date (YTD) performance reports
  • a procedure for requesting and receiving quotes for budgeted items to be replaced or purchased
  • a report on competitive prices of office supplies and equipment for budgetary requirements
  • access to current office supply and equipment catalogs and sources, both online and in hard-copy format
  • budget performance reports through the annual budget cycle.