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 - 37 of 37
Type: Policy
Title Notes Related Documents
Board Policy on Purchasing and Competitive Bidding
Purchasing Policy (2.21, PDF)

University policy managed by the Office of Business and Finance

Recycled Paper Policy (2.01, PDF)

University policy managed by the Office of Business and Finance

University-Provided Clothing and Uniforms Policy (PDF)

University policy managed by the Office of Business and Finance

Type: Forms
Title Notes Related Documents
Blanket Purchase Order Release Form
Claim Detail Spreadsheet
Compliance Form for Payments to B or W Visa Holders
Convenience Order List
Credit Reference Letter
Determination of Taxability Form
Foreign Entity W-8 forms
Internal Vendor Form
Memorandum of Understanding (PDF)

For delegated buyers - This form designates the responsibilities and restrictions associated with buying for the university.

Non-Resident Alien (NRA) Checklist  
Non-Resident Alien (NRA) payment request form
One-Time Vendor Requests
President's Cabinet Approval Form
Purchase Order Terms and Conditions
Requisition Form for Goods or Services

For department use

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. 

Sales and Use Tax Blanket Exemption Certificate

Ohio Department of Taxation form, completed by the university. Enter the vendor’s name, date and print to PDF

Sales and Use Tax, Construction Contract Exemption Certificate

Ohio Department of Taxation certificate

Special Conditions for Projects
Vendor Maintenance Online Request Form
Vendor Setup Form
Type: Other
Title Notes Related Documents
Category / Buyer Listing for Purchasing
Procurement Flow Chart


Purchase Order (PO) Closure Process
RFP Process
Special Approval Spend Categories
Strategic Sourcing Process
Vendor Maintenance ASSIST pages
Vendor Maintenance Instructions - OSP

For Office of Sponsored Programs. (See general university guide)

Vendor Maintenance Instructions - University

For general university use. (See OSP form)

Waiver of Competitive Bidding - Instructions
Waiver of Competitive Bidding - Process
Waiver of Competitive Bidding Request Form