DOCUMENT LIBRARY

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General Finance

• • • Mid-Year Finance Review - FY26 (NEW!)

    • Understanding Chartfields in BAIS Financials

    • Category and Account Codes (Commonly Used)

    • BAIS Financials Queries and Reports for Departments (Commonly Used)

Budget

GENERAL BUDGET INFORMATION

• • • Budget 101 Overview Training

    • Budget Books (Current and Past Fiscal Years)

      1. • Glossary of Budget Terms

BUDGET MANAGEMENT

• • • Budget Transfer Guide for Departments

    • Technology Funding Policy (NEW!)

BUDGET DEVELOPMENT

• • • FY26 Operating Budget Development Manual (NEW!)

    • FY27-31 Capital Plan Request Guide (NEW!)

External Funding

• Guide to Competitive Grantseeking (NEW!)

• Guide to Grant Setup & Approvals in BAIS FN (NEW!)

Procurement Guides, Templates, and Tools

GENERAL PROCUREMENT INFORMATION

• City of Boston Guides:

• Overview of Procurement Methods & Ch.30B Procedures

  • • Procurement and Accounts Payable 101 Training Deck

    • Law Memo on MOA/MOUs, Leases, and Grant Agreements

      • • Requirements for Lease Contracts

      • How To Fill Out Your Buying Plan

• State Resources:

  • • State Chapter 30B Manual

    • State Procurement Charts - July 2025

GOODS PURCHASING

• Goods Procurement & State Contract User Guide

• Copy Center Request Form

SERVICES PROCUREMENT

• • Guides:

    • • Chapter 30B Guides (RFP, IFB, IQC and WQC) (NEW!) - This folder contains guides for all Chapter 30B procurements.

      • Small Tech Purchases Guide

• Templates:

  • • Chapter 30B Templates (RFP, IFB, IQC, WQC and Statewide Contracts) - This folder contains solicitation templates for all Chapter 30B procurements. 

      • Diversity & Inclusion RFP Language

• Training Presentations:

  • • Inclusive Quote Contracts (IQC) Training Presentation

Equitable Procurement / Supplier Diversity

• City of Boston Certified Business Directory

• State Certified Business Directory

• Equitable Procurement City Contracting Dashboard

Advertising

• City Record/COMMBUYS Advertising Training Presentation - December 2025 (NEW!)

• Procurement Advertisement Guide (UPDATED)

• City Record / COMMBUYS Submission Form (NEW!)

• City Record / COMMBUYS Templates (NEW!) - This folder contains City Record/COMMBUYS advertisement templates by procurement type.

Pre-Bid, Bid, and Contract Forms

General Bid and General Contract Forms marked with an *asterisk were updated in May 2025 and must be included in contracts with a start date of January 1, 2026 or later. Learn more about what changed here.

FORM REQUIREMENTS

• Forms Checklist: Contracts, Grants, & Other Agreements

PRE-BID FORMS

• RFP CPO Delegation (CB Form 4/Knack Portal)

  • • Equitable Procurement Compliance & Assistance Form (EP Form/Knack portal)

GENERAL BID FORMS

• Bid Opening Certification Form (CB-02) *

• RFP Register Proposal Form (CB-06) *

• State Tax Return Certificate (CB-08) *

GENERAL CONTRACT FORMS

• Notice to Bidders (Form CM-03) *

• Specifications Format to Vendors (Form CM-04)

• Performance Bond (Form CM-05) *

• Certificate of Authority (Form CM-06) *

• Bid Response Form (Form CM-07) *

• Contractor Certification (Form CM-09) *

• Written Quotation Contract (Form CB-9 and CM-11) (only required if supplier does not accept terms and conditions bidding on Supplier Portal)

• Standard Contract Document (Form CM-10/11)

• Standard Contract Amendment Form (CM-12)

• No-Risk Certificate (Form CM-14) *

• CORI Compliance Certificate (Form 15A) *

• CORI Compliance Standards (Form 15B) *

• CORI Compliance Waiver (Form 15C) *

• Wage Theft Prevention Form (Form CM-16) *

• CM-20 & CM-21 Grant Agreement and Terms

• CM-22 Grant Time Extension

• Lease Data Form *

WAGE FORMS

This folder contains updated FY26 versions of the forms below (as well as trainings and previous versions). 

• Training Presentations:

  • • Boston Jobs, Living Wage & Prevailing Wage Ordinance - FY26 Staff Training

    • Beneficiary Assistance - FY25 Training

• Forms:

  • • Notice to Beneficiaries (B-1)

    • Beneficiary Agreement (B-2)

    • Notice to Vendors (Wage-1)

    • Vendor Agreement (Wage-2)

    • Notice to Employees - Fact Sheet (Wage-4)

    • Contracting Department Wage Hardship Waiver Application (Wage-6)

    • Covered Vendors Quarterly Report (Wage-9) 

    • First Source Hiring Agreement - Covered Vendors, Subcontractors and Beneficiaries (Wage-10)

    • Certified Referral Agencies and Boston One-Stop Career Centers (Wage-10A)

SUPPLEMENTAL FORMS

• Supplemental Information Technology Terms & Conditions (Supplement to Form CM-11)

• Special Conditions - Contracts for Legal Services (Form CM11A)

• CM-11B (Diesel Emissions Form)

SAMPLE AWARD LETTERS

• Sample Award Letter - GSA Contract

• Sample Award Letter - State Contract

• Sample Award Letter - RFP

SAMPLE LETTERS TO THE AUDITOR

• Sample Letter to the Auditor - Determination of Vendor as Sole Source

• Sample Letter to the Auditor - Quote Contract Amendment

Vendor Guidance and Support

FOR DEPARTMENTS

• How to: Support Your Vendor's Common Account Questions (NEW!)

FOR VENDORS

Boston.gov is home to the City's public vendor guidance. Below are a few key links you can share with your vendors:

• • • boston.gov/procurement - Procurement Department landing page, with contact information and links to additional pages for vendors

    • boston.gov/contracting-city - Information about working with the City as a vendor

      • • Includes guidance on navigating the invoice-to-payment process (NEW!)

    • boston.gov/departments/procurement/how-use-supplier-portal - Supplier Portal how-to guides, including creating a new vendor or user account, updating an existing account, entering a bid, and signing a contract

    • boston.gov/departments/procurement/city-vendor-common-questions - General vendor FAQs

Procurement Policy

CORI

• CORI Screening by Vendors of the City Ordinance

DIESEL EMISSIONS

• Diesel Emissions Frequently Asked Questions

• Diesel Emissions Ordinance

ENVIRONMENTALLY PREFERABLE PROCUREMENT

• Environmentally Preferable Procurement 

EQUITABLE PROCUREMENT

• 2019 Executive Order in Support of Equitable Procurement Procedures

• 2021 Executive Order Establishing Equitable Procurement Goals

FOOD

• Food-Related Expense Policies and Procedures (UPDATED)

  • • If you will be seeking reimbursement, the preapproval form can be found in the Employee Reimbursements and Accounts Payable section below.

TRUCK SIDE GUARD

• Truck Side Guard Ordinance

• Truck Side Guard Ordinance Handout

WAGE THEFT

• Wage Theft Executive Order

Post-Award and Invoice-to-Payment

POST-AWARD

• Change Order Request Form

INVOICE-TO-PAYMENT

• Invoice-to-Payment Procedures for Departments (NEW!)

• Special Draft/Non-Order Form

• How to: Check the Status of an Invoice, Voucher, or Payment BAIS FN (NEW!)

• How to: Create a Receipt in BAIS FN (NEW!)

Employee Reimbursements

GENERAL

• Employee Reimbursement Policy (NEW!)

• CoB Employee Vendor Registration Guide

• Special Draft/Non-Order Form

TRAVEL

• Travel Policies and Procedures (UPDATED)

• Travel Preapproval Request Form

• Travel Expense Voucher (including mileage)

FOOD

• Food-Related Expense Policies and Procedures (UPDATED)

• Preapproval Form for Employee Reimbursement of Food-Related Expenses

Payroll

• General Deduction Authorization Form

• Offcycle Payroll Check Policy

• Offcycle Payroll Check Request Form (formerly Online Check Request Form)

• Budget Table Update Request Form

Asset Management

• Asset Management Year-End Training Presentation - FY25

• Asset Management Addition Form

• Asset Management Transfer Form

• Asset Management Disposal Form

Petty Cash

• Petty Cash Fund Policies and Procedures

• Petty Cash Action Request Form

• Petty Cash Reimbursement Form

• Petty Cash Request for Re-Authorization Form

• Petty Cash Request/Receipt Form

Other Forms

• Cash Receipt Form

• Mayor's Signature Request Form