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 |
|---|---|---|
| Board Policy on Purchasing and Competitive Bidding | ||
| Expenditures Policy (4.11, PDF) |
University policy managed by the Office of Business and Finance |
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| PCard Policy (2.23, PDF) |
University policy managed by the Office of Business and Finance |
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| Purchasing Policy (2.21, PDF) |
University policy managed by the Office of Business and Finance |
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| Recycled Paper Policy (2.01, PDF) |
University policy managed by the Office of Business and Finance |
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| Travel Policy (2.11, PDF) |
University policy managed by the Office of Business and Finance |
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| University-Provided Clothing and Uniforms Policy (PDF) |
University policy managed by the Office of Business and Finance |
| Title | Notes | Related Documents |
|---|---|---|
| Blanket Exemption Certificate (PDF) |
Ohio Department of Taxation form for vendors |
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| Claim Detail Spreadsheet | ||
| Compliance Form for Payments to B or W Visa Holders | ||
| Convenience Order List | ||
| Credit Reference Letter | ||
| 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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| Determination of Taxability Form |
To be completed by units providing clothing and uniforms to employees. |
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| FedEx Account Request Form | ||
| Memorandum of Understanding (PDF) |
For delegated buyers - This form designates the responsibilities and restrictions associated with buying for the university. |
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| Non-Resident Alien (NRA) Checklist | ||
| Non-Resident Alien (NRA) payment request form |
This form is to be used to request any payment for a Non-Resident Alien (NRA) payee or to request a wire payment for a supplier. Once approved, this form must be downloaded and sent to BF-PRSM-webform@osu.edu as a PDF file. |
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| OSU Substitute Invoice Template |
This is a substitute form only for instances where a supplier can not submit a supplier-generated invoice. |
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| President's Cabinet Approval Form | ||
| Purchase Order Terms and Conditions | ||
| RFX Preparation Form (formerly Bid Prep Form) |
Required for the preparation of all new RFX (Request for… X = Proposal, Information, Quote). The form is for exclusive use by university departments. |
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| 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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| Sales and Use Tax, Construction Contract Exemption Certificate |
Ohio Department of Taxation certificate |
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| Special Conditions for Projects | ||
| Supplier/Payee Setup Form | ||
| Travel Comparison Form |
EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center |
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| Travel Post-Trip Expense Report - B&F PSSC |
EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center |
| Title | Notes | Related Documents |
|---|---|---|
| Category / Buyer Listing for Purchasing | ||
| Purchase Order (PO) Closure Process | ||
| Reallocator and approver lists 6-22-2017 |
EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center |
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| RFX Process |
RFX = Request for Proposal, Information or Quote |
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| Special Approval Spend Categories | ||
| Strategic Sourcing Process | ||
| Supplier Approval Decision Tree | ||
| Supplier Registration Guide | ||
| Supplier Resources | ||
| Travel Expense Form instructions - B&F PSSC (5-1-15) |
EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center |
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| Travel Expense Form instructions - B&F PSSC (5-2-2019) |
EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center |
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| Vendor Maintenance Instructions |
For general university use. (See OSP form) |
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| Waiver of Competitive Bidding - Instructions | ||
| Waiver of Competitive Bidding Request Form | ||
| Waiver process guide and FAQ |
Digital information and digital services acquired, developed, or delivered prior to August 1, 2018, are subject to the applicable web and digital accessibility standards in effect at that time and specifically to the provisions for “legacy” content in the Digital Accessibility Policy.