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 - 35 of 35
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 Exemption Certificate (PDF)

Ohio Department of Taxation form for vendors

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

To be completed by units providing clothing and uniforms to employees.

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

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.

OSU Substitute Invoice Template

 This is a substitute form only for instances where a supplier can not submit a supplier-generated invoice.

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 to be completed when making purchases for the university. Enter 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 Setup Form
Type: Other
Title Notes Related Documents
Category / Buyer Listing for Purchasing
Procurement Flow Chart

ASSIST

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

For general university use. (See OSP form)

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