LCSB BOOKKEEPERS SITE
The Purchasing Department has endeavored to compile a ready source of information for bookkeepers and district personnel to utilize as a reference in the performance of their daily activities. This site index listing is a dynamic source of information, that includes policies, procedures, forms and links that will be updated as changes are made available.
LEON COUNTY SCHOOL BOARD PROCUREMENT GUIDELINES
Purchasing Policy & Procedures
LOCAL PURCHASING PREFERENCE
CONTRACT APPROVAL AUTHORITY RELATED TO PURCHASING
PROFESSIONAL SERVICE AGREEMENTS (PTSA)
USE OF FACILITIES
MOBILE FOOD VEHICLES (FOOD TRUCKS)
CONFLICT OF INTEREST
Purchase Requisition Form
Purchase is over $50,000.00 and requires a formal bid
Informal Quote Form - PDF (fillable form once downloaded)
In compliance with Board Policy 6320 informal written quotes were solicited
Application for Vendor Status and ACH - PDF (fillable form once downloaded)
To add a vendor to the District vendor file (includes W-9 form)
PTSA Template - WORD (updated 5/2020)
PTSA Template - PDF (updated 5/2020, fillable form once downloaded)
Contract for professional &/or technical services with individuals that are not current or recent employees of the District
Out of State Visitor Clearance Waiver - To request a Level II clearance waiver for out of state visitors
Sole Source / No Substitute Form
A single or sole source item is a commodity or service for which an individual, or group of individuals, has the sole and exclusive right to manufacture and/or sell or provide, or a commodity which must be compatible with existing district equipment or operation.
Cell Phone Request
To request a new cell phone or mobile hot spot.Contract for use of school property and facilities.
Food Truck Vendor Agreement Form - PDF
Contract for mobile food vehicles in compliance with Board Procedure 6460
Vending Services Agreement
Contract for on site vending services.
Costco Wholesale Membership Application Procedures
Instructions for Costco Wholesale Membership - for District use
PURCHASING CARD FORMS
Purchasing Card Application
Request for issuance of a District Purchasing card
Monthly Purchasing Card Journal Entry
Form to track monthly purchasing card expenses
Monthly Purchasing Card Transaction Log
Form to track monthly purchasing card transactions
Hotel Reservation PCard Authorization Form
Request for authorization of individual PCard for travel related expenses (not required when using District issued IA travel PCard)
Bank Dispute Form
In the event that the merchandise or services are not received, and after making a good faith effort to settle a claim for purchases directly with the merchant, Bank of America will step in to dispute the transaction.
INTERNAL PURCHASING CARD FORMS
Application & instructions to request an internal account purchasing card for material & supply related expenses.
Internal Account Travel Pcard Request Form
Application & instructions to request an internal account purchasing card for travel related expenses only.
Internal Account Card Requisition Form
Request for internal account PCard for miscellaneous expenses.
Internal Account PCard Check Out / Check In Log
Form to log the users of the internal PCard