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.
| Title | Notes | Related Documents |
|---|---|---|
| Asset Management Policy (4.21, PDF) |
University policy managed by the Office of Business and Finance |
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| Earnings Operations Policy (PDF) |
University policy managed by the Office of Business and Finance |
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| Electronic Signature Policy (1.12, PDF) |
University policy managed by the Office of Business and Finance |
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| Expenditures Policy (4.11, PDF) |
University policy managed by the Office of Business and Finance |
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| Financial Foundation Data Model Management Policy (PDF) |
University policy managed by the Office of Business and Finance |
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| Fund Transfers - Unrestricted to Endowment Policy (4.32, PDF) |
University policy managed by the Office of Business and Finance |
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| Fund Transfers – General Ledger Policy (4.31, PDF) |
University policy managed by the Office of Business and Finance |
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| Inventory Policy (PDF) |
University policy managed by the Office of Business and Finance |
| 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 |
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| 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. |
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| Authorization to Serve Alcohol Request Form (PDF) | ||
| Checklist – Earnings Operation Intake |
FDM Checklist Items for Earnings Operation Intake
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| City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax |
Certificate exempting employees from Columbus Hotel/Motel tax when staying on University business |
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| Communications Excise Tax Exemption Certificate |
Certificate exempting federal excise tax for the purchase of communications services. |
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| 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 |
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| Earnings Operation Supplemental Information Template |
Use this template to provide additional details when requesting a new or editing an Earnings Operation.
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| Endowment Transfer Form | ||
| FDM Checklist for Earnings Operation Decommissioning |
Use this checklist if requesting to decommission an earnings operation
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| FDM Handbook |
The definitive resource for all things related to the Workday FDM |
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| Financials System Access Request Form | ||
| IRS Form W-9 |
Internal Revenue Service form used for vendor set up to receive payment and Form 1099 |
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| 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).
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| 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. |
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| Workday Worktag Requests |
Effective 01/07/2021: New forms are used and additional details within the reference guide. |
| 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. |
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| FY23 Annual Financial Report |
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