District Costco Membership Opportunity

If your ASB is interested in obtaining a Costco membership, please first discuss the interest with your principal and then refer to the directions in the email below that was sent to principals by our district Controller, Candi Lukat. The District Controller is now Alicia Rolfe.

SDUSD Costco Executive & Business Membership Application

Additionally, some options a Costco membership will provide your ASB include:

  1. Shopping online via Business Delivery at http://www.costcobusinessdelivery.com/
    1. Next day delivery is available Monday-Friday when ordered by 3:00PM
    2. Any orders under $250 will incur a $25 delivery charge
    3. Option to pay by credit card or select "COD-Check on Delivery" when checking out and have a school check ready at the time of delivery
    1. If you select "COD-Check on Delivery" be aware that:
      1. You could have less than 24 hours to prepare a check
      2. You will receive a preliminary receipt after placing the order (much like a quote or estimate) including what you ordered that can be printed and used with an ASB requisition and meeting minutes to prepare the check
      3. If there are out of stock items, the invoice that arrives at the time of delivery could differ from the prepared school check
      4. The final invoice that you receive upon delivery should be included with the appropriate ASB requisition and meeting minutes on file in the school's Finance Office
  2. Shopping online via Costco.com at http://www.costco.com/
    1. Electronics, cameras and other items can be purchased here if the unit value including tax is less than $500. Please ensure that if you are purchasing any one asset over $500 inclusive of tax, that an ePro requisition is issued and charged to the 96000 resource in order to track the asset. A reimbursement check will then be issued from the appropriate ASB or club account and deposited to the 96000 resource. This aligns to the Administrative Procedure 9300 in order for the asset to be recorded in the district's asset management system.

Please let me know if you have any questions or need any assistance.

From: All-senior-principals [mailto:[email protected]] On Behalf Of SDUSD Information Office
Sent: Monday, March 20, 2017 3:38 PM
Subject: [All-senior-principals] Availability of Costco Memberships for school ASBs

On Behalf of the Controller's Office

Dear Principals:

It is my pleasure to roll out to you the option for ASB memberships to the wholesale club Costco. The membership will be available to the school ASB with individuals named as a primary and secondary user. These individuals may be an ASB Advisor, Financial Clerk, Principal, or other person responsible for purchasing materials for the ASB.

Please note that you have the option to purchase either a Business Membership level or an Executive Membership level membership. The Business membership fee is $55 for the first year. The Executive Membership fee is $110 for the first year. It is recommended that you select the Executive Membership level because it will provide an annual 2% rebate up to $750 on purchases. This rebate can be used to renew the membership and is guaranteed to be at least the cost of the membership or Costco will refund the difference between the membership fee and the rebate. All rebate checks will initially be sent to the Fiscal Control Office, and your school will be notified when the check is available to be picked up. The reward check can only be used at a Costco store location and upon receiving, is to be used to pay for the Costco membership and/or the next ASB purchase. The full rebate needs to be applied to a purchase, as no cash back is permitted.

In order to begin your ASB's annual membership, please send the following to the Controller's Office, ATTN: Sandra Garibay, Eugene Brucker Education Center Room 3251, 4100 Normal Street, San Diego, CA 92103:

  1. Completed Costco Membership Application. The Standard Information has been completed for you. Select the membership level, and complete all of the blank fields below the bold line: "Primary Members" and "Business Household Member." Do NOT sign the application at the bottom. (This will be the signed by a Board of Education authorized representative.)
  2. Documentation of the approval to purchase the membership in the ASB Minutes and an approved requisition.
  3. Copy of California Drivers' License, California State ID number, or other ID listed on the application for the 2 Individuals who are named on the application.
  4. A check made payable to Costco for the annual membership fee, either $55 or $110.

Also note that the cost of both membership levels will increase on June 1, 2016, so it is recommended that you return the requested information by April 14 to the Controller's Office in order to begin your annual membership as soon as possible before the fee increase.

We are working directly with a Costco representative who will establish our ASB memberships beginning the week of April 17. A membership ID number will be emailed to you and you will be able to go to any Costco store location to obtain the membership card.

If you have any additional questions, please do not hesitate to contact me.

Thanks,

Candi

Candi R. Lukat

Controller

4100 Normal Street

San Diego, CA 92103

Phone: (619)725-7171

Fax: (619)725-7580

[email protected]