Forms & Resources


Please find forms and other documents required for Business & Financial (BFS) processes below. Additionally this webpage provides a listing of resources that can assist departments with various BFS activities. For educational materials please refer to the Training & Tutorials webpage.

Business Contracts

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  • Business Contracts has no forms or resources available at this time

Payroll Coordination

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Procurement Services

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Name Category
Conflict of Interest Form Conflicts of Interest
Controlled Substances Process Flow Chart Controlled Substances
Department Pre-Approval Checklist Pre-Approval Checklist
eBuy PO Standard Format Quick Guide PO Format Guide
eBuy PO Standard Format Guide Presentation PO Format Guide
Equipment Loan Agreement Equipment Loan
Export Controls for Buyers Export Controls for Buyers
Export Controls for Purchasing Export Controls for Purchasing
Campus Building Permit Overview  Furniture Purchases
Campus Building Permit Required Furniture Purchases
Checklist for Furniture Projects Furniture Purchases
Furniture Process Flow Chart Furniture Purchases
Work Exempt From Campus Building Permit Furniture Purchases
Independent Contractor Classification Form Independent Contractor
Independent Contractor Workflow Independent Contractor
Insurance Requirements for Independent Contractors Independent Contractor
Form W9 (U.S. Citizen/Entity or U.S. Resident Alien) New Supplier Request
Form W9 (U.S. Citizen/Entity or U.S. Resident Alien) Instructions New Supplier Request
Off-Site/Prequalified Catering Process Flow Chart Off-site/Prequalified Catering
Prequalified Caterer Requirements Off-site/Prequalified Catering
Prequalified Caterer Requirements (EXAMPLES) Off-site/Prequalified Catering
Credit Log PCard
Dept. Reasons for PCard Request PCard
Dispute Form PCard
PCard Application PCard
Transaction Log PCard
UCR Business Information Form New Supplier Request
Research Equipment Sales Tax Exemption Sales Tax
Relocation Services Brochure Relocation Services
Relocation Services Process Flow Chart Relocation Services
FAQ for SSPR Form Source Selection & Price Reasonableness
Instructions to Complete SSPR Form Source Selection & Price Reasonableness
Source Selection & Price Reasonableness form (SSPR) Source Selection & Price Reasonableness
SSPR: Certificate of Current Cost or Pricing Data Source Selection & Price Reasonableness 
SSPR: Debarment & Anti-Lobby Certification Form Source Selection & Price Reasonableness 
SSPR: Federal Funding Accountability & Transparency (FFATA) Source Selection & Price Reasonableness 
SSPR: Supplier Profit & Cost Analysis Source Selection & Price Reasonableness 
Unauthorized Purchase Declaration Form Unauthorized Purchase