CONTRACT INTAKE FORMS

BELOW ARE THE VARIOUS TYPES OF CONTRACTING METHODS AVAILABLE TO SCHOOL SITES AND DEPARTMENTS.

BEFORE YOU COMPLETE THE APPROPRIATE INTAKE FORM, SIMULTANEOUSLY ENSURE THE CONTRACTOR/VENDOR HAS A VENDOR # IN PEOPLESOFT. THAT CAN BE DONE THROUGH THIS SIMPLE REQUEST.

1. Independent Contractor Agreements (ICAs) - ASB FUNDS ONLY (Not to Exceed $10,000.00) 

           NOTE: PLEASE DO NOT USE ICA Forms FOR VENUE AGREEMENTS (Utilize the GSA Intake Form)

  • Do this First: For all services provided by an "Independent Contractor" (they cannot have a License Issued by the State of California) please contact Human Resources FIRST by completing this questionnaire. Wait for a response from H. R. before you complete any ICA forms listed below.

  • STOP....did you submit the Questionnaire to H.R.?

  • After H.R.'s Approval complete the DocuSign ICA Power Form (ASB Only) .

  • To complete the approval process, download the completed Power Form and submit it with an ICA Intake Form  

  • School Sites and Administrative Departments must follow Risk Management procedures and policies to include requesting the Insurance Certificate from the vendor or service provider you are contracting with.

  • Need more information on this process? Click Here!

2. Stipends and Fee Reimbursements Intake Form

3. No Cost Partnership Services Intake Form

  • The organization has an Agreement to sign

  • There is no cost to participate

  • The District is not obligated to provide data or information to the organization

4. General Service, Venue, Public Agency, and Private School Agreement Intake Form ($10,000 to $109,300.00)

  • Use this intake form for Non-Students Instruction Services (No License issued by the State of California Required) such as Independent Contractors for Dance, Music, Pottery, Gardening, Acting, Venue Agreements, ASB Venues included such as for Proms, Graduations...etc. Please contact Human Resources FIRST by completing this questionnaire.
  • STOP....did you submit the Questionnaire to H.R. First?

  • School Sites and Administrative Departments must follow Risk Management procedures and policies to include requesting the Insurance Certificate from the vendor or service provider you are contracting with.

  • All funding types can be utilized under a GSA.

  • Less than $109,300 in expenses in a calendar year.

5. Professional Services, Software License Agreements, and Piggybacks

  • All funding types can be utilized (no dollar limit).

  • Professional Services (Requires a License issued by the State of California, i.e. Teachers, Attorney's, Doctors, Nurses, Psychologists,  Clinicians, Real Estate Agents, Insurance Brokers, Architects, CPA's, Financial Advisors, etc...)

  • Scope of work (SOW) must be submitted in Word Format (Arial Narrow 11 Font, and single spaced) Here is the link to the sample SOW: Sample SOW

  • School Sites and Administrative Departments must follow Risk Management procedures and policies to include requesting the Insurance Certificate from the vendor or service provider you are contracting with.

  • Intake forms without a Scope of Work and no IRS Form W9 will be rejected.

6. Invitation to Bid (ITB) for goods and products, and Request for Formal Proposal (RFP) for services

7. Maintenance and Operations

  • Routine Maintenance and Repair Services for Physical Plant Operations, grounds, landscaping, and custodial

  • Less than $99,100 for the term of the Agreement

  • Additional Information 

8. PPO and Facility, Planning, and Construction

  • Projects greater than $15K

  • Installation or alteration of a public building

  • Need Additional Information, Click Here

9. FPC - Professional Services

  • Facility projects that require professional services

  • IT services supporting facility projects, paid with Bond funds