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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 filters below. This repository includes documents managed by Business and Finance as well as other helpful documents.

Type: Form

  • Dispute Form

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

    Department: PCard

  • PCard Application Request

    Login to Workday to access PCard Application Request. Refer to Job Aid for navigational guidance. Submission is limited to applicants only.

    Department: PCard

  • PCard GET Application Request

    Login to Workday to access PCard GET Application Request. Refer to Job Aid for navigational guidance. Submission is limited to applicant only.

    Department: PCard

  • PCard Maintenance Request

    Login to Workday to access PCard Maintenance Request. Refer to Job Aid for navigational guidance. 

    Department: PCard

  • PCard Tracking Log

    Required for tracking PCards that are shared for temporary use by employees other than the PCardholder to document transfer of custody and collect criteria for expense report processing.  Fillable PDF available for key entry – download and save to network folder before use.

    Department: PCard

Type: Policy

  • Expenditures Policy (4.11, PDF)

    Department: B&F Procurement Shared Service Center, Controller, General University, Reimbursements, Travel, Expenses, PCard

  • PCard Policy (2.23, PDF)

    Department: B&F Procurement Shared Service Center, General University, PCard, Travel

  • Purchasing Policy (2.21, PDF)

    Department: B&F Procurement Shared Service Center, Expenses, General University, Purchasing, Reimbursements, Travel, PCard

  • Travel Policy (2.11, PDF)

    University policy managed by the Office of Business and Finance

    Department: B&F Procurement Shared Service Center, General University, Travel, PCard