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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
• 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:

• NU Events Rider
• NU Policy Regarding Alcohol at Off Campus Events for Graduate and Professional Students (pdf)