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 - 6 of 6
Type: Policy
Title Notes Related Documents
PCard Policy (2.23, PDF)

University policy managed by the Office of Business and Finance

Type: Forms
Title Notes Related Documents
Dispute Form

Must be received by bank within 60 days from the date of the Bank Statement on which the disputed charge first appeared.

PCard Application and Memorandum of Agreement

Form required to request new PCard. Requires Sender Permissions in DocuSign to fill-in form. See Related Documents for detail.

 

PCard Maintenance Form

Form required to request changes to existing PCard. Requires Sender Permissions in DocuSign to fill-in form. See related links for detail.

PCard Tracking Log (Non-Travel)
Required for tracking non-travel transactions for Department or Service Center cards.
  • Fillable PDF available for key entry – download and save to network folder before use
  • When not feasible during the remote/hybrid work circumstances, the requirement for manual signature by the Card User is waived.
PCard Tracking Log Form (Travel)

Required for tracking travel transactions for Department or Service Center cards. 

  • Fillable PDF available for key entry – download and save to network folder before use.
  • When not feasible during the remote work/hybrid circumstances, the requirement for manual signature by the Card User is waived.