Accounting Forms

Purchasing

Reimbursements & Travel

Revenues

Budget & G/L

Petty Cash

NEW PURCHASING CARD

STEP 1:  Print the P-Card Manual and Agreement Form
STEP 2: Have employee read manual and complete both signature pages (employee retains a copy for their records) and the Application Form
STEP 3:  Admin signs/approves the Application Form.
STEP 4:  Send the following three forms (completed/signed) to Finance for approval.  P-Card Application, P-Card Employee Agreement, and P-Card Revocation Form

• Documents & Resources

VENDOR SETUP

Step 1: Request an IRS Form W-9 from all new vendors. 
​​Step 2: Complete a Vendor Set-up Request Form and send it with the completed W-9  to Finance so the vendor can be set up in the system.

LARGE PURCHASES

Purchases > $3,500 - Obtain at least 3 quotes and request a purchase order.
Purchases > $15,000 - Sealed bids required. Contact the CFO for assistance.

• Documents & Resources