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 - 188 of 188
Type: Policy
Title Notes Related Documents
15 Passenger Van (2.73, PDF)

Administration and Planning policy - for general university use

Accounts Payable Policy (4.41, PDF)

University policy managed by the Office of Business and Finance

Accounts Receivable Policy (5.14, PDF)

University policy managed by the Office of Business and Finance

Additional Insured Status

Insurance policy

Asset Management Policy (4.21, PDF)

University policy managed by the Office of Business and Finance

Auto Insurance Fact Sheet

Insurance policy guidelines

Check Acceptance Policy (5.13, PDF)

University policy managed by the Office of Business and Finance

Deposits – Cash and Checks Policy (5.12, PDF)

University policy managed by the Office of Business and Finance

Electronic Signature Policy (1.12, PDF)

University policy managed by the Office of Business and Finance

Expenditures Policy (4.11, PDF)

University policy managed by the Office of Business and Finance

Export Control Policy

Office of Research Compliance policy for export control

Fine Arts Information

Insurance policy

Fund Transfers - Unrestricted to Endowment Policy (4.32, PDF)

University policy managed by the Office of Business and Finance

Fund Transfers – General Ledger Policy (4.31, PDF)

University policy managed by the Office of Business and Finance

General Liability Information

Insurance policy

Identity Theft Red Flags Policy (5.16, PDF)

University policy managed by the Office of Business and Finance

Internal Controls Policy (1.11, PDF)

University policy managed by the Office of Business and Finance

Investments Policy (5.90, PDF)

University policy managed by the Office of Business and Finance

Loss Reimbursement Policy

Insurance policy

Mail Services Policy (2.41, PDF)

University policy managed by the Office of Business and Finance

Office of Sponsored Programs Travel Policies

Beyond the university travel policy, OSP requirements for travel on sponsored programs. 

OHR Performance Management Policy (5.25, PDF)

Office of Human Resources policy for general university use

Patents and Copyrights Policy (PDF)

University policy managed by the Office of Business and Finance

Payment Card Compliance Policy (5.15, PDF)

University policy managed by the Office of Business and Finance

PCard Policy (2.23, PDF)

University policy managed by the Office of Business and Finance

Petty Cash and Change Funds Policy (5.11, PDF)

University policy managed by the Office of Business and Finance

Police Sale of Unclaimed Items Policy (5.70, PDF)

University policy managed by the Office of Business and Finance

Privacy and Release of Student Education Records

University policy managed by the Office of the University Registrar

Purchasing Policy (2.21, PDF)

University policy managed by the Office of Business and Finance

Reasonable Accommodations

Office of Diversity and Inclusion policy for general university use

Recycled Paper Policy (2.01, PDF)

University policy managed by the Office of Business and Finance

Relocation Expenses Policy

Office of Human Resources policy for general university use

Reporting and Investigating Financial Fraud Policy (1.19, PDF)

University policy managed by the Office of Business and Finance

State of Ohio Purchasing Rules
Supplier Advertising Policy (2.62, PDF)

University policy managed by the Office of Business and Finance

Surplus Materials Disposal Policy (4.51, PDF)

University policy managed by the Office of Business and Finance

Trademark Placement for University Licensees Policy (2.62, PDF)

University policy managed by the Office of Business and Finance

Travel Policy (2.11, PDF)

University policy managed by the Office of Business and Finance.

TULIP (Tenant User Liability Insurance Policy) - Third Party

Insurance policy

Unclaimed Funds Policy (5.40, PDF)

University policy managed by the Office of Business and Finance

Unidentified Funds Policy (5.65, PDF)

University policy managed by the Office of Business and Finance

Unitrust, Annuity Trust and Pooled Income Funds Investment Policy (5.60, PDF)

University policy managed by the Office of Business and Finance

University Debt Policy (5.20, PDF)

University policy managed by the Office of Business and Finance

University Derivatives Policy (5.80, 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

Valuation of Investment Real Estate Policy (5.94, PDF)

University policy managed by the Office of Business and Finance

Vehicle Acquisition and Use

Insurance policy

Type: Forms
Title Notes Related Documents
Add Asset to Inventory Form
Address Change Form for Terminated Employees
Application and Memorandum of Agreement
Asset Off-Campus Stewardship Form
Authorization to Serve Alcohol Request Form (PDF)
B&F Attendance Guidelines

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

B&F Background Check Process

EXCLUSIVE USE - For colleges and units served by B&F Human Resources 

Blanket Purchase Order Release Form
Business Leave Authorization Form
Certificates of Insurance request: Fine Arts
Certificates of Insurance request: Property
Certificates of Insurance request: Student in Practicum
Certificates of Insurance request: University Liability
Change of Record
ChartField Value Request Form​
City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax
Claim Detail Spreadsheet
Clone of Certificates of Insurance request: Property
Communications Excise Tax Exemption Certificate
Compliance Form for Payments to B or W Visa Holders
Conflict of Interest Disclosure
Convenience Order List
Cost of Sales Request Template - Financial Planning & Analysis
Credit Reference Letter
Departmental State of Ohio Sales Tax Reporting Form
Determination of Taxability Form
Dispute Form
Documentation Form for Non-Employee Work Arrangements
Driver’s Statement Form
Employee Accident Report

Office of Human Resources form for general university use

Employee Achievement Award Reporting Form
Employee Non-Cash Reporting Form
Endowment Transfer Form
eTravel System Access Request Form
FedEx Dry Ice Access Request Form
Financials System Access Request Form
Flexible Work Arrangement Request

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Foreign Check Form
Foreign Draft Request
Foreign Entity W-8 forms
Form IT 4 NR - Employee statement of residency in a reciprocity state

Ohio Department of Taxation form

General Liability Loss Reporting Claim
Guide to Assist Disruptive or Distressed Individuals

Office of Academic Affairs guide

Hiring Checklist - Non Student

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Hiring Checklist - Student

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Internal Vendor Form
IRS Form W-9

Internal Revenue Service form

Memorandum of Understanding (PDF)

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

Merchant Set-Up Form​
Mileage Log
New Earnings Operation Request Template - Financial Planning & Analysis
Non-Resident Alien (NRA) Checklist  
Non-Resident Alien (NRA) payment request form
Notification of Incoming Electronic Payment
Onboarding Checklist (for hiring managers)

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

One-Time Vendor Requests
Order UPS shipping supplies
OSP Asset Maintenance Form

for Office of Sponsored Programs. 

Payment Request Form

For exclusive use by university departments to request and/or initiate payment

Payroll processing calendar 2017-18
PCard Maintenance Form
PCard Pick-up Authorization Form
PCard Tracking Log

For general university use.

PCard Tracking Log - B&F Fiscal

EXCLUSIVE USE - For colleges and units that use the B&F Fiscal Service Center

Performance Planning and Review

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Performance Planning and Review (CWA)

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Petty Cash/Change Fund
PO Closure Request Form - B&F Fiscal

EXCLUSIVE USE - For colleges and units that use the B&F Fiscal Service Center

Position Description Template

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Post-Trip Worksheet
Pre-Trip Worksheet
President's Cabinet Approval Form
Probationary Review (CCS)

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Property Claim Reimbursement Form
Property Loss Reporting Form
Purchase Order Terms and Conditions
Reference Check

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Reissue Check Request
Relocation Check Request Form
Relocation Request Form

For general university use.

Request a Freight Shipment
Request for Cell Phone/Internet Allowance or Fringe Benefit Form
Request for Exception to Expenditure Dollar Limits
Request for Internal Bank Financing
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. 

S.M.A.R.T. Goals

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

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

Self-Appraisal

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Special Conditions for Projects
Stop Payment Request Form

DocuSign form

Student Advertising

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Surplus Property Management System, Access Request Form
Surplus Property Management System, Department Setup Form
Termination Checklist (completed by manager)

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Third Party Merchant PCI Contract Addendum
Third Party Service Provider PCI Contract Addendum
Travel Comparison Form

EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center

Travel Post-Trip Expense Report - B&F PSSC

EXCLUSIVE USE - For colleges and units that use the B&F Procurement Shared Service Center

UNIV Asset Maintenance Form

For general university use.

University Mileage Certificate
University Values
EXCLUSIVE USE - For colleges and units served by B&F Human Resources
UPS Access Request Form
UPS Package Shipping Form
Vehicle Accident Report Form
Vendor Maintenance Online Request Form
Vendor Setup Form
W-4

Internal Revenue Service form

Wire Transfer Request (Internal Use Only)
Workday Worktag Requests

Note: There are separate tabs for different use cases.

Working Out of State
Working Outside the United States
Working Remotely
Type: Other
Title Notes Related Documents
2017-2018 Pay Period Schedule

for general university use. See previous years 

Category / Buyer Listing for Purchasing
DocuSign instructions for Asset Management
DocuSign instructions for PCard
eSignature FAQs (9/1/2015, PDF)
eSignature Guide to Implementation (9/1/2015, PDF)
Financial Code of Ethics
Human Resources Action (HRA) Guide

EXCLUSIVE USE - For colleges and units served by B&F Human Resources

Internal Control Structure

EXCLUSIVE USE - For Business & Finance employees only

PCI Requirements
Private Use

Contact Debt Management

Procurement Flow Chart

ASSIST

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

Record Retention Schedule
RFP Process
Strategic Sourcing Process
Tax Exempt Bond Compliance

Contact Debt Management

Travel Compliance Reporting Guide

Limited to authorized individuals — primarily Senior Fiscal Officers (SFO) as approved by Business and Finance.

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

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

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