DOCUMENT LIBRARY

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General Finance

• Year-End & Reserve Process Overview - FY25

• BAIS Financials Queries for Departments

• Understanding Chartfields in BAIS Financials

• Category and Account Codes (Commonly Used)

Budget

• Budget 101 Overview Training

• Budget Transfer Guide for Departments

• FY26 Operating Budget Development Manual

• FY26-30 Capital Plan Request Guide

• Budget Books (Current and Past Fiscal Years)

• Glossary of Budget Terms

Procurement Guides, Templates, and Tools

PROCUREMENT GENERAL INFORMATION

• Overview of Procurement Methods & Ch.30B Procedures

  • • Procurement and Accounts Payable 101 Training Deck

• State Chapter 30B Manual

• State Procurement charts - July 2025

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

      • • Requirements for Lease Contracts

• Forms Checklist: Contracts, Grants, & Other Agreements

  • • How to Fill Out Your Buying Plan

GOODS PURCHASING

• Goods Procurement & State Contract User Guide

• Copy Center Request Form

SERVICES PROCUREMENT

• • • Templates:

      • • CoB 30b Templates (RFP, IFB, IQC and WQC)

    • Guides:

      • • How To: Inclusive Quote Contract (IQC)

        • Small Tech Purchases Guide

    • Trainings:

      • • Inclusive Quote Contracts (IQC) Training Presentation

Equitable Procurement

• City of Boston Certified Business Directory

• State Certified Business Directory

• Equitable Procurement Compliance & Assistance Form (Knack portal)

• Diversity & Inclusion RFP Language 

• Executive Order Establishing Equitable Procurement Goals

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.

PRE-BID INFORMATION

• City Record Submission Guide and Sample Advertisement

• RFP CPO Delegation (CB Form 4/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)

• 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

Updated FY26 versions of the forms below are available in this folder (as well as trainings & previous versions).

• Trainings:

  • • 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)

    • Vendors Living Wage Affidavit (Form LW-8) (Form no longer needed; information included in Wage-2)

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

• Sample Letter to the Auditor - Quote Contract Amendment

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 

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

Grantmaking

• Grantmaking 101 Training

• Grantmaking Checklist / Timeline

• Other Grantmaking Resources

  • The CM-20 & CM-21 Grant Agreement and Terms form and the CM-22 Grant Time Extension form can be found in this folder, or in the General Contract Forms section above.

Vendor Forms and Guides

For support with using the supplier portal, including creating a new vendor account, please direct vendors to the Procurement Department's public guidance: boston.gov/departments/procurement/how-use-supplier-portal 

If a vendor needs additional help, please direct them to email vendor.questions@boston.gov or call 617-961-1058.

Employee Reimbursements and Accounts Payable

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 (UPDATED)

OTHER ACCOUNTS PAYABLE

• Special Draft/Non-Order Form

• Change Order Request Form

• CoB Employee Vendor Registration Guide

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