Section I - Purchasing & The Law
A. Definition of Terms
B. Illinois School Code
C. Toxic Substance Disclosure to Employees Act
D. Public Community College Act
Download
Section II - Sources of Authority: Policies, Procedures & Ethics
A. Board Policies
B. Administrative Regulations
C. Ethics
D. Officials and Employees Ethics Act
E. Bid Stringing
F. Vendor Relations
download
Section III - Risk Management
A. Bonds/Other Security
B. Insurance
C. Irrevocable Letter of Credit
Download
Section IV - Bidding
A. Procurement Options
B. Specifications
C. Bid Preparation
D. Vendor Selection
E. Bid Opening
F. Bid Analysis
G. Board Approval
H. Purchase Order Procedures
I. Annual Bid Schedule
Call To Action
Section V - Quality Based Selection Process
For Architects, Surveyors & Engineers
A. Acts Defining Qualification Based Selection
B. Qualification Based Selection Process
C. Important Considerations
download
Section VI - Contracts
A. Maintenance Contracts
B. General Conditions for Construction Contracts
C. Installation Contracts
DOWNLOAD
Section VII - Leasing
A. Definition
B. Types of Agreements
C. Advantages and Disadvantages
Download
Section VIII - Warehousing
A. General Considerations
B. Freight Charges C. Receiving
D. Asset Inventory/Appraisal
E. Distribution
F. Bar Coding
G. Alternatives to Warehousing
download
Section IX - Disposal of Surplus Equipment
A. Procedure
B. Sample Forms
Download
Section X - State Contracts
A. General Information
B. Contracts and Regulations - State of Illinois
C. State Purchasing Contracts
D. Joint Purchasing Procedures
E. Advantages
F. Prerequisites
G. Expansion of Joint Purchasing Contracts
H. Private Purchasing Cooperatives
I. Obligations of Participating Governmental Units
J. Guidelines for Ordering from Open-End State Contracts
K. Procedure for Submitting Joint Purchasing Requisitions
L. Factors to Consider Prior to Filing a Requisition With the State
download
Section XI - Sample Boilerplate
download
Section XII - Sample Forms
Account Number Change
Account Transfer Request
Board Policy on Disposal of Surplus Equipment
Credit Card Authorization for Hotel Reservations and Payment
Delivery Form
Duplicating Request
Electronic Access Identification Card Agreement
Furniture and Equipment Condemnation
Missing Documentation Form
Order to Pay
P-Card Account Maintenance Form
P-Card Statement Dispute Form
P-card Statement of Authority
P-card Summary Form
P-Card Use Agreement
Purchase Order
Purchase Order Cancellation
Purchase Order Pre-payment Request
Purchase Requisition
Release, Hold Harmless and Indemnification
Request for Disbursement/Transfer of Funds
Request for Supplies
Request to Dispose
Request to Purchase Software Application
Requisition Sample/Procedures
Requisition (Science Supplies)
Requisition (Skyward)
Terms and Conditions
download
Section XIII - Procedure Manual
A. Introduction
B. Purchasing
C. Initiating and Processing Requisitions
D. Special Procedures
E. Technology
F. Quotations or Bid Requests
G. Purchase Orders
H. Quick Ordering Procedure
I. Blanket Purchase Orders
J. Change Orders
K. Receiving Reports
L. Return of Merchandise
DOWNLOAD