Policies and Forms
Find policies and procedures that govern the purchasing to payment process:
- Purchasing and Payment Policies and Procedures (pdf)
- Travel and Entertainment Policy (pdf)
- Key Changes to Travel and Entertainment Policy (pdf)
Effective date: March 1, 2024
- Key Changes to Travel and Entertainment Policy (pdf)
- Conflict of Interest Policies
- PO Terms and Conditions (pdf)
- Contractor Insurance
- Signature Authority
- Approvals
- Tax-Exempt Status
- Credit Application
- W-9 Form
- Ship-To Codes (pdf)
- Record Retention
- Conflict of Interest (pdf)
Procurement and Payment Services Forms and Templates:
- Request for Quote Template (doc)
- Purchasing Decision Documentation form (URL)
- An interactive form that populates a Bid Summary Form (BD) or Sole Source Justification Form (SSJ) upon completion.
- For assistance in completing the form, view the Purchasing Decision Documentation job-aid.
- Ship To Code Request Form (pdf)
Office of General Counsel (OGC) Forms and Templates: