Policies and Forms

Search for policies, forms and other documents by typing a keyword, or browse by choosing the department and/or type of document from the dropdowns. You can also use the department and type tools to filter your search. This repository includes documents managed by Business and Finance as well as other helpful documents.

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Displaying 1 - 26 of 26
Type: Policy
Title Notes Related Documents
Asset Management Policy (4.21, PDF)

University policy managed by the Office of Business and Finance

Earnings Operations Policy (PDF)

University policy managed by the Office of Business and Finance

Electronic Signature Policy (1.12, PDF)

University policy managed by the Office of Business and Finance

Expenditures Policy (4.11, PDF)

University policy managed by the Office of Business and Finance

Financial Foundation Data Model Management Policy (PDF)

University policy managed by the Office of Business and Finance

Fund Transfers - Unrestricted to Endowment Policy (4.32, PDF)

University policy managed by the Office of Business and Finance

Fund Transfers – General Ledger Policy (4.31, PDF)

University policy managed by the Office of Business and Finance

Inventory Policy (PDF)

University policy managed by the Office of Business and Finance

Type: Forms
Title Notes Related Documents
Additional Award Lines Template

Use this template only to request new or edit Grant Worktags for non-OSP grants as part of the Create Request questionnaire, when multiple grants are associated with an award. These requests for new grants route for approval by the Controller's Office, creation by the Office of Sponsored Programs, and management by the units

Asset Off-Campus Stewardship Form

Form required to document the responsibilities, certification, and authorization associated with the issuance and/or return of an asset for off-campus use. Requires Sender Permissions in DocuSign to fill-in form. See Related Documents for detail.

Checklist – Earnings Operation Intake

FDM Checklist Items for Earnings Operation Intake

 

City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax

Certificate exempting employees from Columbus Hotel/Motel tax when staying on University business

Communications Excise Tax Exemption Certificate

Certificate exempting federal excise tax for the purchase of communications services.

Conflict of Interest Disclosure
Departmental State of Ohio Sales Tax Reporting Form

Form to be completed and submitted to Tax Office for the University’s Ohio Sales Tax filings

Earnings Operation Supplemental Information Template

Use this template to provide additional details when requesting a new or editing an Earnings Operation.

 

Endowment Transfer Form
FDM Checklist for Earnings Operation Decommissioning

Use this checklist if requesting to decommission an earnings operation

 

FDM Handbook

The definitive resource for all things related to the Workday FDM

Financials System Access Request Form
IRS Form W-9

Internal Revenue Service form used for vendor set up to receive payment and Form 1099

Procurement Spend Category Template

Use this template for mass requests for Spend Categories, whether it be new or edits to existing values. Limited to three roles (Buyer, Commodity Manager, Procurement Administrator).

 

Request for Cell Phone/Internet Allowance or Fringe Benefit Form
Sales and Use Tax Blanket Exemption Certificate

Ohio Department of Taxation form to be completed when making purchases for the university. Enter vendor's name, date and print to PDF.

Workday Worktag Requests

Effective 01/07/2021:  New forms are used and additional details within the reference guide.

Type: Other
Title Notes Related Documents
FDM Request Process for new Worktag Values

There are several forms inside Workday that are used to request new financial Worktag values or to request edits to existing values. Use the attached reference guide to determine which Workday form is appropriate to use. If requesting an inactivation, you will follow the instructions on the Inactivation Checklist in addition to submitting your form. Additional instructions are contained within the reference guide to help you.