Safe Routes to School

Grantee Guidance: Commonly used forms

Examples to learn from

• Purchase Order example
• Request for Quotation Notice sample
• Invoice packet example (cover page, supporting documentation summary and documentation)

Boost grantee invoice and reporting templates

• Invoice Template
• Supporting Documentation Template
• Progress Report Template
• Bike Fleet Annual Report Template
• Final Report Template
• Contract Agreement Budget Line Item Change Request
• For making purchases, please see procurement forms below
  

Planning Assistance invoice and reporting templates

• Invoice Template
• Supporting Documentation Template
• Progress Report Template
• Contract Agreement Budget Line Item Change Request

Local coordinator invoice and reporting templates

• Invoice Template
• Supporting Documentation Template
• Monthly Report Template
  
• Annual Report Template
• Contract Agreement Budget Line Item Change Request

Procurement forms

Micropurchases

• Fair and Reasonable Price Determination form

Small purchases

• Small Purchase check list - supports grantee in completing all steps required for making a Small Purchase (over $10,000).
• Request for Quotation Notice sample- provides the information needed to solicit potential vendors, outlining the project specifications, the request for pricing, and any requirements.
• RFQ Vendor Pricing Response form - send to vendor with RFQ Notice for vendor to provide pricing response to RFQ.
• Preferred Vendor Evaluation form - after receiving responses from vendors, the Preferred Vendor Evaluation form is used to justify the selected vendor and sent to the SRTS project manager for approval.

Contact

• Kelly Corbin